Fortune Financial Advisors, LLC holds a diversified book of 163 stocks worth $233.7M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Crane Co and trimmed Ishares Msci USA Min Vol Fac. Their largest long position is Garmin Ltd at 7% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1961828/holdings"
Use Arkolith to show Fortune Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Fortune Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fortune Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $539.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $514.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $140.4B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $83.0B |
| LPL Financial LLC | 80 / 80 | $69.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $61.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $36.3B |
| HighTower Advisors, LLC | 80 / 80 | $24.1B |
Ranked by how many of Fortune Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Garmin Ltd SHS | $15.6M | 65.7K | 6.7% | —Held | |
| 2 | Ishares TR MSCI USA MIN ETF | $12.2M | 126.0K | 5.2% | ▼−0.8% Reduced · −1K sh | |
| 3 | Applied Matls Inc COM | $7.8M | 10.8K | 3.4% | ▼−15% Reduced · −2K sh | |
| 4 | Alphabet Inc CAP STK CL A | $7.7M | 21.4K | 3.3% | ▲+3.7% Added · +758 sh | |
| 5 | Nvidia Corporation COM | $7.6M | 38.0K | 3.3% | ▼−4.3% Reduced · −2K sh | |
| 6 | Apple Inc COM | $5.8M | 20.0K | 2.5% | ▲+0.1% Added · +12 sh | |
| 7 | Vanguard Scottsdale FDS SHORT TERM TREAS | $5.7M | 97.9K | 2.4% | ▲+6.2% Added · +6K sh | |
| 8 | Vaneck ETF Trust MRNGSTR WDE MOAT | $5.3M | 50.6K | 2.3% | ▼−7.4% Reduced · −4K sh | |
| 9 | Amphenol Corp CL A | $5.2M | 29.7K | 2.2% | ▲+14% Added · +4K sh | |
| 10 | Broadcom Inc COM | $4.6M | 12.1K | 2.0% | ▼−0.1% Reduced · −15 sh | |
| 11 | Microsoft Corp COM | $4.2M | 11.2K | 1.8% | ▲+11% Added · +1K sh | |
| 12 | Oreilly Automotive Inc COM | $4.0M | 44.0K | 1.7% | ▲+13% Added · +5K sh | |
| 13 | Vanguard Malvern FDS STRM INFPROIDX | $3.9M | 76.8K | 1.7% | ▲+10% Added · +7K sh | |
| 14 | Mastercard Incorporated CL A | $3.8M | 7.5K | 1.6% | ▲+11% Added · +749 sh | |
| 15 | JPMorgan Chase & Co COM | $3.8M | 11.5K | 1.6% | ▲+6.0% Added · +655 sh | |
| 16 | Altria Group Inc COM | $3.6M | 50.6K | 1.6% | ▲+11% Added · +5K sh | |
| 17 | Seagate Technology HLDNGS PL ORD SHS | $3.3M | 3.4K | 1.4% | ▼−44% Reduced · −3K sh | |
| 18 | Amazon Com Inc COM | $3.2M | 13.4K | 1.4% | ▲+13% Added · +2K sh | |
| 19 | Philip Morris Intl Inc COM | $3.2M | 17.6K | 1.4% | ▲+14% Added · +2K sh | |
| 20 | Monster Beverage Corp New COM | $3.1M | 32.6K | 1.3% | ▲+16% Added · +5K sh | |
| 21 | Ishares TR 3 7 YR TREAS BD | $3.1M | 26.6K | 1.3% | ▲+1.0% Added · +257 sh | |
| 22 | Northrop Grumman Corp COM | $2.9M | 5.7K | 1.2% | ▲+11% Added · +568 sh | |
| 23 | Visa Inc COM CL A | $2.7M | 7.8K | 1.1% | ▲+18% Added · +1K sh | |
| 24 | Meta Platforms Inc CL A | $2.7M | 4.8K | 1.1% | ▲+1.3% Added · +60 sh | |
| 25 | Advanced Micro Devices Inc COM | $2.6M | 4.4K | 1.1% | ▼−1.9% Reduced · −85 sh | |
| 26 | Powell Inds Inc COM | $2.5M | 8.6K | 1.1% | ▲+200% Added · +6K sh | |
| 27 | Ishares TR MSCI USA MMENTM | $2.5M | 7.2K | 1.1% | ▲+14% Added · +856 sh | |
| 28 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.5M | 11.5K | 1.1% | ▼−4.0% Reduced · −486 sh | |
| 29 | Ishares TR MSCI EAFE MIN VL | $2.3M | 26.5K | 1.0% | ▲+2.5% Added · +639 sh | |
| 30 | Alphabet Inc CAP STK CL C | $2.2M | 6.2K | 0.9% | ▼−1.7% Reduced · −110 sh | |
| 31 | Steris PLC SHS USD | $2.1M | 10.1K | 0.9% | ▲+19% Added · +2K sh | |
| 32 | Eli Lilly & Co COM | $2.1M | 1.7K | 0.9% | ▲+36% Added · +464 sh | |
| 33 | Lockheed Martin Corp COM | $2.1M | 4.1K | 0.9% | ▲+17% Added · +581 sh | |
| 34 | TJX Cos Inc New COM | $2.1M | 13.6K | 0.9% | ▲+18% Added · +2K sh | |
| 35 | Ishares TR TIPS BD ETF | $2.0M | 18.3K | 0.9% | ▲+0.4% Added · +72 sh | |
| 36 | Kla Corp COM NEW | $1.9M | 6.4K | 0.8% | ▲+875% Added · +6K sh | |
| 37 | Grupo Aeroportuario Del Sure SPON ADR SER B | $1.9M | 6.2K | 0.8% | ▲+18% Added · +963 sh | |
| 38 | Innovator Etfs Trust US EQTY PWR BUF | $1.8M | 36.4K | 0.8% | ▼−8.6% Reduced · −3K sh | |
| 39 | Chevron Corporation COM | $1.8M | 10.7K | 0.8% | ▲+12% Added · +1K sh | |
| 40 | Union Pac Corp COM | $1.8M | 6.5K | 0.8% | ▲+26% Added · +1K sh | |
| 41 | Affirm Hldgs Inc COM CL A | $1.7M | 20.7K | 0.7% | —Held | |
| 42 | Abbott Laboratories COM | $1.7M | 18.6K | 0.7% | ▲+25% Added · +4K sh | |
| 43 | SPDR Series Trust ST STR BLO 1 ETF | $1.6M | 17.6K | 0.7% | ▲+23% Added · +3K sh | |
| 44 | Murphy USA Inc COM | $1.6M | 3.0K | 0.7% | ▲+30% Added · +695 sh | |
| 45 | Franco Nev Corp COM | $1.6M | 7.6K | 0.7% | ▲+12% Added · +844 sh | |
| 46 | Texas Pacific Land Corporati COM | $1.6M | 3.6K | 0.7% | ▲+21% Added · +616 sh | |
| 47 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.6% | ▼−0.7% Reduced · −14 sh | |
| 48 | State STR SPDR Dow Jones Ind UT SER 1 | $1.4M | 2.7K | 0.6% | ▲+0.1% Added · +2 sh | |
| 49 | Eaton Corp PLC SHS | $1.4M | 3.2K | 0.6% | ▲+3.3% Added · +104 sh | |
| 50 | Vanguard Index FDS S&P 500 ETF SHS | $1.4M | 2.0K | 0.6% | ▲+1.0% Added · +19 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 163 | $233.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 148 | $196.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 99 | $148.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 94 | $132.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 95 | $124.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 95 | $116.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 88 | $110.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 88 | $110.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.