Fortune 45
Latest statistics and disclosures from Fortune 45's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, QQQ, SPIB, VCIT, SPSB, and represent 79.30% of Fortune 45's stock portfolio.
- Added to shares of these 10 stocks: VCIT, VOO, QQQ, SPIB, AVGO, ORCL, SPSB, ORLY, HD, SLV.
- Started 4 new stock positions in AVGO, ORCL, BIDU, SLV.
- Reduced shares in these 3 stocks: VTV (-$6.1M), LLY, CVX.
- Sold out of its position in VTV.
- Fortune 45 was a net buyer of stock by $7.7M.
- Fortune 45 has $209M in assets under management (AUM), dropping by 6.15%.
- Central Index Key (CIK): 0001918707
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Positions held by Fortune 45 consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Fortune 45
Fortune 45 holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 40.0 | $84M | +3% | 133k | 628.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 25.8 | $54M | +4% | 88k | 613.12 |
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| Spdr Series Trust State Street Spd (SPIB) | 5.5 | $11M | +22% | 338k | 33.82 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.3 | $8.9M | +67% | 107k | 83.74 |
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| Spdr Series Trust State Street Spd (SPSB) | 3.8 | $7.8M | +4% | 260k | 30.22 |
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| NVIDIA Corporation (NVDA) | 2.5 | $5.2M | 28k | 188.85 |
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| Apple (AAPL) | 2.1 | $4.4M | 16k | 271.01 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.9 | $4.0M | 8.2k | 483.62 |
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| Amazon (AMZN) | 1.7 | $3.6M | +2% | 16k | 226.50 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.4 | $3.0M | 7.3k | 410.84 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $2.9M | 9.1k | 315.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.4M | 4.8k | 496.85 |
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| Meta Platforms Cl A (META) | 1.0 | $2.2M | +9% | 3.3k | 650.40 |
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| Tesla Motors (TSLA) | 0.9 | $1.9M | 4.2k | 438.07 |
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| Costco Wholesale Corporation (COST) | 0.8 | $1.6M | 1.9k | 854.48 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.5M | +2% | 3.2k | 472.86 |
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| Goldman Sachs (GS) | 0.6 | $1.2M | +11% | 1.4k | 914.80 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | 3.6k | 336.28 |
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| O'reilly Automotive (ORLY) | 0.5 | $981k | +36% | 11k | 90.34 |
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| Home Depot (HD) | 0.5 | $954k | +36% | 2.8k | 345.80 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $767k | +15% | 1.7k | 453.58 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.4 | $755k | 13k | 56.96 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $723k | 6.9k | 104.23 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $685k | 12k | 59.08 |
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| Broadcom (AVGO) | 0.3 | $593k | NEW | 1.7k | 347.69 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $561k | 4.6k | 122.66 |
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| Palo Alto Networks (PANW) | 0.3 | $538k | +6% | 3.0k | 179.37 |
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| Eli Lilly & Co. (LLY) | 0.3 | $537k | -26% | 497.00 | 1080.96 |
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| Oracle Corporation (ORCL) | 0.2 | $405k | NEW | 2.1k | 195.78 |
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| Chevron Corporation (CVX) | 0.1 | $267k | -11% | 1.7k | 155.90 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $218k | NEW | 3.3k | 65.75 |
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| Baidu Spon Adr Rep A (BIDU) | 0.1 | $210k | NEW | 1.4k | 150.30 |
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Past Filings by Fortune 45
SEC 13F filings are viewable for Fortune 45 going back to 2022
- Fortune 45 2025 Q4 filed Feb. 17, 2026
- Fortune 45 2025 Q3 filed Nov. 13, 2025
- Fortune 45 2025 Q2 filed Aug. 4, 2025
- Fortune 45 2024 Q4 filed Feb. 13, 2025
- Fortune 45 2024 Q3 filed Nov. 14, 2024
- Fortune 45 2024 Q2 filed July 30, 2024
- Fortune 45 2024 Q1 filed April 18, 2024
- Fortune 45 2023 Q4 filed Feb. 7, 2024
- Fortune 45 2023 Q3 filed Oct. 17, 2023
- Fortune 45 2023 Q2 filed July 31, 2023
- Fortune 45 2023 Q1 filed April 17, 2023
- Fortune 45 2022 Q4 filed Feb. 10, 2023
- Fortune 45 2022 Q3 filed Nov. 10, 2022
- Fortune 45 2022 Q2 filed July 27, 2022
- Fortune 45 2022 Q1 restated filed May 11, 2022
- Fortune 45 2021 Q4 filed April 12, 2022