Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Fortune Financial Advisors, LLC

•CIK: 1961828•Filing: Q4 2025

**Fortune Financial Advisors, LLC** manages $148M across a diversified portfolio of 99 positions. The fund exhibits significant concentration in its top holdings, led by FHN-PF at $13.3M and USMV at $11.8M. Notable allocations include substantial positions in technology and financial sectors, such as GOOGL ($6.5M), MOAT ($5.8M), and AAPL ($3.9M). This structure suggests a tactical, large-cap tilt across varied market segments.

Total AUM

$148.3M

QoQ Performance

+11.6%

Positions

80

Top 10 Concentration

41.0%

Latest Filing

Q4 2025

Top Holdings Allocation

GRMN

USMV

GRMN9.0%

USMV8.0%

GOOGL4.4%

MOAT3.9%

VGSH3.5%

AAPL2.6%

MA2.5%

JPM2.4%

📈 Biggest Buys

GARMIN LTD

+687.3%

9.0% of portfolio

TEXAS PACIFIC LAND CORPORATI

+221.4%

0.6% of portfolio

VANGUARD INSTL INDEX FD

NEW

0.3% of portfolio

ISHARES TR

+53.4%

0.7% of portfolio

VANGUARD SCOTTSDALE FDS

+6.2%

3.5% of portfolio

📉 Biggest Sells

INVESCO EXCHANGE TRADED FD T

-9.9%

1.6% of portfolio

ISHARES TR

-1.6%

8.0% of portfolio

ISHARES TR

-14.3%

0.7% of portfolio

NOVO-NORDISK A S

-8.2%

0.9% of portfolio

APPLE INC

-2.8%

2.6% of portfolio

Sector Breakdown

Other66.8%

Technology13.5%

Financial7.2%

Consumer3.8%

Industrial2.4%

Consumer Staples2.3%

ETF2.2%

Healthcare1.4%

🚪 Exited Positionssold since Q3 2025

UNIVERSAL DISPLAY CORP

SOLD

$287.8K

BERKSHIRE HATHAWAY INC DEL

SOLD

$204.1K

Changes from Q3 2025

NEW7 new positions

↑52 increased

↓29 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANECK ETF TRUST

VANGUARD SCOTTSDALE FDS

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