Institutional Fund
Fortune Financial Advisors, LLC
Overland Park, KSCIK 19618285 filings on record
Portfolio Value
$196.21M
Q1 2026
Holdings
148
Reported positions
New Buys
53
Opened this quarter
QoQ Change
+32.3%
from $148.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Garmin Ltd7.8%
- Ishares Tr6.0%
- Nvidia Corporation3.5%
- Alphabet Inc3.0%
- Vanguard Scottsdale Fds2.8%
- Vaneck ETF Trust2.7%
- Other74.2%
Portfolio Holdings
148 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Garmin Ltd | 65.7K | $15.23M | 7.8% | −46 | Reduced |
| 2 | Ishares Tr | 127.1K | $11.79M | 6.0% | +1.7K | Added |
| 3 | Nvidia Corporation | 39.7K | $6.93M | 3.5% | +36.9K | Added |
| 4 | Alphabet Inc | 20.7K | $5.95M | 3.0% | −218 | Reduced |
| 5 | Vanguard Scottsdale Fds | 92.2K | $5.40M | 2.8% | +4.5K | Added |
| 6 | Vaneck ETF Trust | 54.6K | $5.28M | 2.7% | −963 | Reduced |
| 7 | Apple Inc | 20.0K | $5.07M | 2.6% | +5.7K | Added |
| 8 | Applied Matls Inc | 12.8K | $4.36M | 2.2% | −231 | Reduced |
| 9 | Microsoft Corp | 10.2K | $3.76M | 1.9% | +2.9K | Added |
| 10 | Broadcom Inc | 12.1K | $3.75M | 1.9% | +9.0K | Added |
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