Fortune Financial Advisors
Overland Park, KSfiles as Fortune Financial Advisors, LLC
$234m in 163 US stocks at the end of 30 June 2026. The top 10 are 33.1% of the money. It changed about 9.3% of the portfolio this quarter.
Value
$234m
Stocks
163
Top 10 share
33.1%
Turnover
9.3%
What changed this quarter
New
Bought for the first time this quarter.
- CraneCR0.3% of the fund
- HeicoHEI0.3% of the fund
- IntelINTC0.2% of the fund
- RBB FDRBIL0.2% of the fund
- Tyler TechnologiesTYL0.2% of the fund
- Honeywell InternationalHON0.1% of the fund
- Honeywell AerospaceHONA0.1% of the fund
- American Centy ETF TRAVDV0.1% of the fund
- TransDigm GroupTDG0.1% of the fund
- Schwab Strategic TRSCHG0.1% of the fund
- United RentalsURI<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- Spdr Index SHS FDSSPEM<0.1% of the fund
- CognexCGNX<0.1% of the fund
- Elevance HealthELV<0.1% of the fund
- Vaneck ETF TrustSMH<0.1% of the fund
- Vanguard Scottsdale FDSVTWO<0.1% of the fund
- YUM BrandsYUM<0.1% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL3.3% of the fund+4%
- Vanguard Scottsdale FDSVGSH2.4% of the fund+6%
- AmphenolAPH2.2% of the fund+14%
- MicrosoftMSFT1.8% of the fund+11%
- O'Reilly AutomotiveORLY1.7% of the fund+13%
- Vanguard Malvern FDSVTIP1.7% of the fund+10%
- MastercardMA1.6% of the fund+11%
- JPMorgan ChaseJPM1.6% of the fund+6%
- Altria GroupMO1.6% of the fund+11%
- Amazon.comAMZN1.4% of the fund+13%
- Philip Morris InternationalPM1.4% of the fund+14%
- Monster BeverageMNST1.3% of the fund+16%
- Northrop GrummanNOC1.2% of the fund+11%
- VisaV1.1% of the fund+18%
- Ishares TRMTUM1.1% of the fund+14%
- Ishares TREFAV1.0% of the fund+2%
- SterisSTE0.9% of the fund+19%
- Eli LillyLLY0.9% of the fund+36%
- Lockheed MartinLMT0.9% of the fund+17%
- TJX CompaniesTJX0.9% of the fund+18%
- Southeast Airport GroupASR0.8% of the fund+18%
- ChevronCVX0.8% of the fund+12%
- Union PacificUNP0.8% of the fund+26%
- Abbott LaboratoriesABT0.7% of the fund+25%
- Spdr Series TrustBIL0.7% of the fund+23%
Cut
Sold some of their stake.
- Applied MaterialsAMAT3.4% of the fund-15%
- NvidiaNVDA3.3% of the fund-4%
- Vaneck ETF TrustMOAT2.3% of the fund-7%
- Seagate Technology HoldingsSTX1.4% of the fund-44%
- Invesco Exchange Traded FD TRSP1.1% of the fund-4%
- KLAKLAC0.8% of the fund-3%
- Innovator Etfs TrustPJUL0.8% of the fund-9%
- CorningGLW0.4% of the fund-44%
- Ishares TRIJR0.3% of the fund-3%
- AbbVieABBV0.3% of the fund-3%
- ASML Holding NVASML0.2% of the fund-3%
- Nebius GroupNBIS0.2% of the fund-41%
- Ishares TRSMMV0.1% of the fund-40%
- Walt DisneyDIS<0.1% of the fund-2%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- IntuitINTU-100%
- Vanguard Index FDSVTI-100%
Holdings
- Ishares TRUSMV
- Share
- 5.2%
- Value
- $12m
- Shares
- 126,013
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 2.4%
- Value
- $6m
- Shares
- 97,858
+6%
- Vaneck ETF TrustMOAT
- Share
- 2.3%
- Value
- $5m
- Shares
- 50,608
-7%
- Vanguard Malvern FDSVTIP
- Share
- 1.7%
- Value
- $4m
- Shares
- 76,835
+10%
- Ishares TRIEI
- Share
- 1.3%
- Value
- $3m
- Shares
- 26,577
Held
- Ishares TRMTUM
- Share
- 1.1%
- Value
- $2m
- Shares
- 7,182
+14%
- Invesco Exchange Traded FD TRSP
- Share
- 1.1%
- Value
- $2m
- Shares
- 11,546
-4%
- Ishares TREFAV
- Share
- 1.0%
- Value
- $2m
- Shares
- 26,453
+2%
- Ishares TRTIP
- Share
- 0.9%
- Value
- $2m
- Shares
- 18,287
Held
- Innovator Etfs TrustPJUL
- Share
- 0.8%
- Value
- $2m
- Shares
- 36,379
-9%
- Spdr Series TrustBIL
- Share
- 0.7%
- Value
- $2m
- Shares
- 17,629
+23%
- Franco NevadaFNV
- Share
- 0.7%
- Value
- $2m
- Shares
- 7,598
+13%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.6%
- Value
- $2m
- Shares
- 2,030
Held
- State STR Spdr DOW Jones INDDIA
- Share
- 0.6%
- Value
- $1m
- Shares
- 2,666
Held
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $1m
- Shares
- 1,981
Held
- American Centy ETF TRAVUV
- Share
- 0.5%
- Value
- $1m
- Shares
- 10,062
+12%
- Ishares TRIJH
- Share
- 0.5%
- Value
- $1m
- Shares
- 14,657
Held
- Ishares TRIEF
- Share
- 0.4%
- Value
- $940,456
- Shares
- 9,945
Held
- Vanguard Wellington FDVTES
- Share
- 0.4%
- Value
- $834,743
- Shares
- 8,239
+9%
- Royal Bank of CanadaRY
- Share
- 0.3%
- Value
- $786,486
- Shares
- 3,800
Held
- Vanguard Specialized FundsVIG
- Share
- 0.3%
- Value
- $700,655
- Shares
- 2,961
Held
- Ishares TRIJR
- Share
- 0.3%
- Value
- $687,275
- Shares
- 4,634
-3%
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $670,001
- Shares
- 910
Held
- Vaneck ETF TrustANGL
- Share
- 0.3%
- Value
- $621,813
- Shares
- 21,266
Held
- NokiaNOK
- Share
- 0.3%
- Value
- $597,600
- Shares
- 45,000
Held
- Ishares TRIMTM
- Share
- 0.2%
- Value
- $570,241
- Shares
- 10,693
+21%
- Ishares TRIEFA
- Share
- 0.2%
- Value
- $547,045
- Shares
- 5,664
+2%
- Ishares TRQUAL
- Share
- 0.2%
- Value
- $514,188
- Shares
- 2,343
Held
- RBB FDRBIL
- Share
- 0.2%
- Value
- $511,124
- Shares
- 10,245
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| GarminGRMN | 6.7% | $16m | 65,658 | Held |
| Ishares TRUSMV | 5.2% | $12m | 126,013 | Held |
| Applied MaterialsAMAT | 3.4% | $8m | 10,842 | -15% |
| AlphabetGOOGL | 3.3% | $8m | 21,443 | +4% |
| NvidiaNVDA | 3.3% | $8m | 37,988 | -4% |
| AppleAAPL | 2.5% | $6m | 20,006 | Held |
| Vanguard Scottsdale FDSVGSH | 2.4% | $6m | 97,858 | +6% |
| Vaneck ETF TrustMOAT | 2.3% | $5m | 50,608 | -7% |
| AmphenolAPH | 2.2% | $5m | 29,691 | +14% |
| BroadcomAVGO | 2.0% | $5m | 12,110 | Held |
| MicrosoftMSFT | 1.8% | $4m | 11,249 | +11% |
| O'Reilly AutomotiveORLY | 1.7% | $4m | 43,962 | +13% |
| Vanguard Malvern FDSVTIP | 1.7% | $4m | 76,835 | +10% |
| MastercardMA | 1.6% | $4m | 7,451 | +11% |
| JPMorgan ChaseJPM | 1.6% | $4m | 11,490 | +6% |
| Altria GroupMO | 1.6% | $4m | 50,558 | +11% |
| Seagate Technology HoldingsSTX | 1.4% | $3m | 3,420 | -44% |
| Amazon.comAMZN | 1.4% | $3m | 13,377 | +13% |
| Philip Morris InternationalPM | 1.4% | $3m | 17,555 | +14% |
| Monster BeverageMNST | 1.3% | $3m | 32,634 | +16% |
| Ishares TRIEI | 1.3% | $3m | 26,577 | Held |
| Northrop GrummanNOC | 1.2% | $3m | 5,659 | +11% |
| VisaV | 1.1% | $3m | 7,828 | +18% |
| Meta PlatformsMETA | 1.1% | $3m | 4,758 | Held |
| Advanced Micro DevicesAMD | 1.1% | $3m | 4,407 | Held |
| Powell IndustriesPOWL | 1.1% | $2m | 8,625 | Held |
| Ishares TRMTUM | 1.1% | $2m | 7,182 | +14% |
| Invesco Exchange Traded FD TRSP | 1.1% | $2m | 11,546 | -4% |
| Ishares TREFAV | 1.0% | $2m | 26,453 | +2% |
| AlphabetGOOG | 0.9% | $2m | 6,181 | Held |
| SterisSTE | 0.9% | $2m | 10,142 | +19% |
| Eli LillyLLY | 0.9% | $2m | 1,744 | +36% |
| Lockheed MartinLMT | 0.9% | $2m | 4,078 | +17% |
| TJX CompaniesTJX | 0.9% | $2m | 13,630 | +18% |
| Ishares TRTIP | 0.9% | $2m | 18,287 | Held |
| KLAKLAC | 0.8% | $2m | 6,435 | -3% |
| Southeast Airport GroupASR | 0.8% | $2m | 6,188 | +18% |
| Innovator Etfs TrustPJUL | 0.8% | $2m | 36,379 | -9% |
| ChevronCVX | 0.8% | $2m | 10,652 | +12% |
| Union PacificUNP | 0.8% | $2m | 6,463 | +26% |
| Affirm HoldingsAFRM | 0.7% | $2m | 20,700 | Held |
| Abbott LaboratoriesABT | 0.7% | $2m | 18,585 | +25% |
| Spdr Series TrustBIL | 0.7% | $2m | 17,629 | +23% |
| Murphy USAMUSA | 0.7% | $2m | 2,974 | +31% |
| Franco NevadaFNV | 0.7% | $2m | 7,598 | +13% |
| Texas Pacific LandTPL | 0.7% | $2m | 3,568 | +21% |
| State STR Spdr S&P 500 ETF TSPY | 0.6% | $2m | 2,030 | Held |
| State STR Spdr DOW Jones INDDIA | 0.6% | $1m | 2,666 | Held |
| EatonETN | 0.6% | $1m | 3,213 | +3% |
| Vanguard Index FDSVOO | 0.6% | $1m | 1,981 | Held |
| Goldman Sachs GroupGS | 0.5% | $1m | 1,245 | Held |
| American Centy ETF TRAVUV | 0.5% | $1m | 10,062 | +12% |
| ChemedCHE | 0.5% | $1m | 2,669 | +47% |
| Tractor SupplyTSCO | 0.5% | $1m | 38,044 | +32% |
| Canadian Pacific Kansas CityCP | 0.5% | $1m | 13,792 | Held |
| RTXRTX | 0.5% | $1m | 6,168 | Held |
| Steel DynamicsSTLD | 0.5% | $1m | 5,000 | Held |
| Ishares TRIJH | 0.5% | $1m | 14,657 | Held |
| Brinker InternationalEAT | 0.4% | $1m | 6,150 | Held |
| Dominos PizzaDPZ | 0.4% | $962,946 | 3,253 | +41% |
| HawkinsHWKN | 0.4% | $954,284 | 6,716 | Held |
| Ishares TRIEF | 0.4% | $940,456 | 9,945 | Held |
| CorningGLW | 0.4% | $933,597 | 3,655 | -44% |
| McDonald'sMCD | 0.4% | $931,187 | 3,445 | +4% |
| American ExpressAXP | 0.4% | $910,775 | 2,693 | Held |
| Thermo Fisher ScientificTMO | 0.4% | $883,466 | 1,762 | Held |
| STMicroelectronicsSTM | 0.4% | $879,958 | 11,750 | Held |
| EnerSysENS | 0.4% | $841,752 | 3,600 | Held |
| Vanguard Wellington FDVTES | 0.4% | $834,743 | 8,239 | +9% |
| AmgenAMGN | 0.4% | $821,851 | 2,270 | Held |
| Axon EnterpriseAXON | 0.3% | $816,809 | 1,457 | Held |
| Royal Bank of CanadaRY | 0.3% | $786,486 | 3,800 | Held |
| Teledyne TechnologiesTDY | 0.3% | $776,938 | 1,165 | +192% |
| ConocoPhillipsCOP | 0.3% | $762,831 | 7,338 | Held |
| TimkenTKR | 0.3% | $733,866 | 5,050 | Held |
| PepsiCoPEP | 0.3% | $703,959 | 5,199 | +3% |
| Vanguard Specialized FundsVIG | 0.3% | $700,655 | 2,961 | Held |
| Ishares TRIJR | 0.3% | $687,275 | 4,634 | -3% |
| Invesco QQQ TRQQQ | 0.3% | $670,001 | 910 | Held |
| CraneCR | 0.3% | $662,102 | 2,968 | New |
| Toll BrothersTOL | 0.3% | $659,000 | 4,000 | Held |
| Booking HoldingsBKNG | 0.3% | $650,576 | 3,650 | Held |
| AbbVieABBV | 0.3% | $639,549 | 2,542 | -3% |
| CumminsCMI | 0.3% | $639,450 | 897 | Held |
| HeicoHEI | 0.3% | $637,284 | 1,789 | New |
| Intuitive SurgicalISRG | 0.3% | $630,720 | 1,586 | +66% |
| American Water Works CompanyAWK | 0.3% | $626,559 | 4,762 | +106% |
| Vaneck ETF TrustANGL | 0.3% | $621,813 | 21,266 | Held |
| NokiaNOK | 0.3% | $597,600 | 45,000 | Held |
| Brookfield RenewableBEPC | 0.3% | $585,754 | 15,780 | Held |
| Ishares TRIMTM | 0.2% | $570,241 | 10,693 | +21% |
| Carrier GlobalCARR | 0.2% | $550,380 | 7,503 | +3% |
| First SolarFSLR | 0.2% | $548,607 | 2,325 | Held |
| ASML Holding NVASML | 0.2% | $547,096 | 275 | -3% |
| Ishares TRIEFA | 0.2% | $547,045 | 5,664 | +2% |
| IntelINTC | 0.2% | $545,820 | 3,909 | New |
| Fifth Third BancorpFITB | 0.2% | $541,152 | 9,600 | Held |
| LindeLIN | 0.2% | $523,159 | 1,008 | +124% |
| Ishares TRQUAL | 0.2% | $514,188 | 2,343 | Held |
| RBB FDRBIL | 0.2% | $511,124 | 10,245 | New |
Showing the largest 100 of 163.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 88.0% since 30 June 2025.
Where the money is
Technology22.4%
Retail & consumer14.1%
Industrials9.3%
Financial services6.9%
Media & telecom5.4%
Health care4.9%
Everyday goods4.8%
Energy2.2%
Materials1.7%
Utilities0.7%
Real estate0.2%
Other27.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.