Fortune Financial Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
163
Total value ($000)
$233,740
Net value change ($000)
+37,526 (19.1%)
New positions
18
Sold out positions
3
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 3,476 79.7%
APH 1,941 58.9%
GOOGL 1,715 28.8%
AMD 1,646 180.1%
MNST 1,107 54.5%
KLAC 970 99.8%
MTUM 944 62.2%
LLY 915 77.7%
POWL 914 58.7%
STX 910 38.1%
Top Reduces (Value $000, Stocks/ETFs)
HON -685 -100.0%
NOC -591 -17.0%
INTU -366 -100.0%
VTI -216 -100.0%
COP -205 -21.2%
CVX -201 -10.2%
SMMV -146 -37.2%
TSCO -99 -7.6%
MCD -98 -9.5%
ADBE -88 -15.2%
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