Fortune Financial Advisors

Fortune Financial Advisors as of March 31, 2026

Portfolio Holdings for Fortune Financial Advisors

Fortune Financial Advisors holds 148 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Garmin SHS (GRMN) 7.8 $15M 66k 232.01
Ishares Tr Msci Usa Min Vol (USMV) 6.0 $12M 127k 92.74
NVIDIA Corporation (NVDA) 3.5 $6.9M 40k 174.40
Alphabet Cap Stk Cl A (GOOGL) 3.0 $5.9M 21k 287.57
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.8 $5.4M 92k 58.54
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.7 $5.3M 55k 96.70
Apple (AAPL) 2.6 $5.1M 20k 253.79
Applied Materials (AMAT) 2.2 $4.4M 13k 341.80
Microsoft Corporation (MSFT) 1.9 $3.8M 10k 370.18
Broadcom (AVGO) 1.9 $3.8M 12k 309.52
O'reilly Automotive (ORLY) 1.8 $3.6M 39k 92.31
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.8 $3.5M 70k 49.95
Northrop Grumman Corporation (NOC) 1.8 $3.5M 5.1k 682.17
Mastercard Incorporated Cl A (MA) 1.7 $3.3M 6.7k 499.64
Amphenol Corp Cl A (APH) 1.7 $3.3M 26k 126.35
JPMorgan Chase & Co. (JPM) 1.6 $3.2M 11k 294.15
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.6 $3.1M 26k 118.60
Altria (MO) 1.5 $3.0M 45k 65.99
Meta Platforms Cl A (META) 1.4 $2.7M 4.7k 572.12
Philip Morris International (PM) 1.3 $2.6M 16k 165.34
Amazon (AMZN) 1.3 $2.5M 12k 208.27
Seagate Technology Hldngs Pl Ord Shs (STX) 1.2 $2.4M 6.1k 391.76
Ishares Tr Msci Eafe Min Vl (EFAV) 1.2 $2.4M 26k 91.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $2.3M 12k 191.92
Lockheed Martin Corporation (LMT) 1.1 $2.1M 3.5k 604.31
Monster Beverage Corp (MNST) 1.0 $2.0M 28k 72.46
Ishares Tr Tips Bd Etf (TIP) 1.0 $2.0M 18k 110.36
Visa Com Cl A (V) 1.0 $2.0M 6.6k 302.23
Chevron Corporation (CVX) 1.0 $2.0M 9.5k 206.90
Steris Shs Usd (STE) 1.0 $1.9M 8.5k 221.13
TJX Companies (TJX) 0.9 $1.8M 12k 159.70
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.9 $1.8M 40k 45.97
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.8M 6.3k 286.86
Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) 0.9 $1.8M 5.2k 336.13
Franco-Nevada Corporation (FNV) 0.9 $1.7M 6.8k 247.05
Powell Industries (POWL) 0.8 $1.6M 2.9k 541.08
Abbott Laboratories (ABT) 0.8 $1.5M 15k 102.67
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $1.5M 6.3k 239.98
Texas Pacific Land Corp (TPL) 0.7 $1.4M 3.0k 474.48
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.3M 2.0k 650.37
Spdr Series Trust State Street Spd (BIL) 0.7 $1.3M 14k 91.64
Tractor Supply Company (TSCO) 0.7 $1.3M 29k 45.30
Union Pacific Corporation (UNP) 0.6 $1.2M 5.1k 242.64
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.6 $1.2M 2.7k 463.12
Raytheon Technologies Corp (RTX) 0.6 $1.2M 6.1k 192.90
Eli Lilly & Co. (LLY) 0.6 $1.2M 1.3k 919.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.2M 2.0k 597.40
Murphy Usa (MUSA) 0.6 $1.1M 2.3k 494.02
Eaton Corp SHS (ETN) 0.6 $1.1M 3.1k 357.68
Canadian Pacific Kansas City (CP) 0.6 $1.1M 14k 78.66
Goldman Sachs (GS) 0.5 $1.1M 1.2k 845.99
Hawkins (HWKN) 0.5 $1.0M 6.7k 153.61
McDonald's Corporation (MCD) 0.5 $1.0M 3.3k 310.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $992k 15k 67.53
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $990k 9.0k 110.47
Kla Corp Com New (KLAC) 0.5 $972k 660.00 1472.41
ConocoPhillips (COP) 0.5 $968k 7.3k 131.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $951k 10k 95.44
Affirm Hldgs Com Cl A (AFRM) 0.5 $949k 21k 45.82
Advanced Micro Devices (AMD) 0.5 $914k 4.5k 203.43
Steel Dynamics (STLD) 0.5 $900k 5.0k 180.00
Corning Incorporated (GLW) 0.5 $884k 6.5k 135.97
Brinker International (EAT) 0.4 $878k 6.2k 142.77
Thermo Fisher Scientific (TMO) 0.4 $866k 1.8k 491.57
Domino's Pizza (DPZ) 0.4 $826k 2.3k 358.79
American Express Company (AXP) 0.4 $814k 2.7k 302.45
Amgen (AMGN) 0.4 $799k 2.3k 351.78
Pepsi (PEP) 0.4 $784k 5.0k 155.30
Vanguard Wellington Short Trm Tax Ex (VTES) 0.4 $766k 7.6k 101.14
Chemed Corp Com Stk (CHE) 0.3 $685k 1.8k 377.64
Honeywell International 0.3 $685k 3.0k 226.05
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $635k 3.0k 215.08
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.3 $629k 16k 39.83
EnerSys (ENS) 0.3 $625k 3.6k 173.72
Axon Enterprise (AXON) 0.3 $619k 1.5k 424.69
Rbc Cad (RY) 0.3 $615k 3.8k 161.78
Booking Holdings (BKNG) 0.3 $615k 146.00 4210.32
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $608k 21k 28.72
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $594k 4.8k 124.32
Adobe Systems Incorporated (ADBE) 0.3 $578k 2.4k 243.08
Abbvie (ABBV) 0.3 $567k 2.6k 217.47
Toll Brothers (TOL) 0.3 $546k 4.0k 136.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $525k 910.00 577.07
FedEx Corporation (FDX) 0.3 $517k 1.5k 356.18
Timken Company (TKR) 0.3 $508k 5.1k 100.57
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.3 $507k 15k 33.47
Ishares Tr Core Msci Eafe (IEFA) 0.3 $501k 5.5k 90.53
Cummins (CMI) 0.2 $482k 897.00 537.77
Phillips 66 (PSX) 0.2 $459k 2.5k 182.18
First Solar (FSLR) 0.2 $459k 2.3k 197.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $449k 2.3k 191.85
Fifth Third Ban (FITB) 0.2 $446k 9.6k 46.46
Ishares Tr Core S&p500 Etf (IVV) 0.2 $445k 682.00 653.02
Intuitive Surgical Com New (ISRG) 0.2 $440k 955.00 460.99
Nrg Energy Com New (NRG) 0.2 $431k 3.0k 146.14
Ishares Tr Msci Intl Moment (IMTM) 0.2 $423k 8.8k 48.02
General Motors Company (GM) 0.2 $417k 5.6k 74.50
Carrier Global Corporation (CARR) 0.2 $412k 7.3k 56.31
Sba Communications Corp Cl A (SBAC) 0.2 $412k 2.4k 172.11
Procter & Gamble Company (PG) 0.2 $407k 2.8k 144.43
Stmicroelectronics N V Ny Registry (STM) 0.2 $406k 12k 34.55
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.2 $392k 9.0k 43.62
Oneok (OKE) 0.2 $391k 4.3k 90.39
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $374k 283.00 1320.83
Intuit (INTU) 0.2 $367k 848.00 432.19
Spdr Gold Tr Gold Shs (GLD) 0.2 $365k 847.00 430.29
International Business Machines (IBM) 0.2 $364k 1.5k 242.39
Nokia Corp Sponsored Adr (NOK) 0.2 $362k 45k 8.04
Trimble Navigation (TRMB) 0.2 $351k 5.4k 65.23
Waste Management (WM) 0.2 $335k 1.5k 229.79
Otis Worldwide Corp (OTIS) 0.2 $330k 4.3k 77.07
Spdr Series Trust State Street Spd (SPAB) 0.2 $324k 13k 25.62
Bank of New York Mellon Corporation (BNY) 0.2 $320k 2.7k 118.63
Charles Schwab Corporation (SCHW) 0.2 $320k 3.4k 93.98
American Water Works (AWK) 0.2 $314k 2.3k 136.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $312k 2.4k 128.13
Merck & Co (MRK) 0.2 $305k 2.5k 120.29
Universal Hlth Svcs CL B (UHS) 0.2 $304k 1.7k 178.97
Spdr Series Trust State Street Spd (SDY) 0.2 $298k 2.0k 145.96
Cisco Systems (CSCO) 0.1 $293k 3.8k 77.60
MGM Resorts International. (MGM) 0.1 $292k 7.9k 37.01
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $289k 6.3k 46.07
Vanguard Index Fds Value Etf (VTV) 0.1 $289k 1.5k 196.20
Totalenergies Se Act (TTE) 0.1 $286k 3.1k 90.98
Spdr Series Trust State Street Spd (SPYM) 0.1 $282k 3.7k 76.54
Ishares Tr Core Intl Aggr (IAGG) 0.1 $274k 5.5k 50.04
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $270k 5.7k 47.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $269k 616.00 436.91
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $265k 3.4k 78.03
Mettler-Toledo International (MTD) 0.1 $262k 208.00 1261.20
Ge Aerospace Com New (GE) 0.1 $258k 908.00 283.85
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $256k 3.4k 75.66
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $254k 2.9k 88.47
Nebius Group Shs Class A (NBIS) 0.1 $252k 2.4k 103.76
Coca-Cola Company (KO) 0.1 $252k 3.3k 76.05
Qualcomm (QCOM) 0.1 $251k 1.9k 128.81
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $250k 5.4k 46.19
Teledyne Technologies Incorporated (TDY) 0.1 $241k 399.00 605.01
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $227k 4.6k 48.93
Victory Portfolios Ii Core Intermediat (UITB) 0.1 $226k 4.8k 47.02
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $225k 2.3k 99.27
Linde SHS (LIN) 0.1 $223k 450.00 496.30
Martin Marietta Materials (MLM) 0.1 $221k 375.00 588.73
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $216k 1.8k 118.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $216k 673.00 320.81
NewMarket Corporation (NEU) 0.1 $214k 334.00 640.81
Walt Disney Company (DIS) 0.1 $212k 2.2k 96.38
Blackberry (BB) 0.0 $32k 10k 3.24