Fortune Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$196,214
Net value change ($000)
+47,894 (32.3%)
New positions
53
Sold out positions
4
Turnover %
15.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 6,395 1204.3%
AVGO 2,666 245.3%
STX 2,390 NEW
GARMIN LTD 1,905 14.3%
PJUL 1,830 NEW
POWL 1,556 NEW
META 1,194 79.9%
AAPL 1,177 30.2%
GS 1,053 NEW
HWKN 1,031 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVO -1,380 -100.0%
GOOGL -595 -9.1%
MOAT -474 -8.2%
AMZN -474 -16.2%
MA -405 -10.8%
JPM -385 -10.8%
FLOT -379 -100.0%
ADBE -267 -31.6%
V -256 -11.3%
TDG -229 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type