Fortune Financial Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1961828
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$233.7M
Holdings
163
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Fortune Financial Advisors, LLC disclosed 163 positions worth $233.7M in its Form 13F-HR for Q2 2026, led by $GRMN (GARMIN LTD) at 6.7% of the equity portfolio. During the quarter the fund opened 17 new positions and exited 2 — including a new stake in $CR and a full exit from $INTU. The portfolio is most concentrated in Technology (36.6% of disclosed assets). All figures are sourced directly from Fortune Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1961828.
AI Fund Analysis
Diversifying
$GRMN6.7% weight
Held 10 quarters
ISHARES TR - MSCI USA MIN
5.2% weight
Held 10 quarters
$AMAT3.4% weight
Held 10 quarters
$GOOG3.3% weight
Held 10 quarters
$NVDA3.3% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
7 quarters accumulating
$APH7 quarters accumulating
$MSFT7 quarters accumulating
$ORLY7 quarters accumulating
VANGUARD MALVERN FDS - STR
7 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$15.6M65,658 sh ISHARES TR - MSCI USA MIN ETF
—Quality
$12.2M126,013 sh- 72.3#157
Quality
$7.8M10,842 sh - 78.2
Quality
$7.7M21,443 sh - 85.9
Quality
$7.6M37,988 sh - 76.4
Quality
$5.8M20,006 sh VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
—Quality
$5.7M97,858 shVANECK ETF TRUST - MRNGSTR WDE MOAT
—Quality
$5.3M50,608 sh- 79.3
Quality
$5.2M29,691 sh - 84.5
Quality
$4.6M12,110 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| GARMIN LTD$GRMN | — | $15.6M | 65,658 |
| ISHARES TR - MSCI USA MIN ETF | — | $12.2M | 126,013 |
| APPLIED MATERIALS INC /DE$AMAT | 72.3#157 | $7.8M | 10,842 |
| Alphabet Inc.$GOOG | 78.2 | $7.7M | 21,443 |
| NVIDIA CORP$NVDA | 85.9 | $7.6M | 37,988 |
 Apple Inc.$AAPL | 76.4 | $5.8M | 20,006 |
| VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $5.7M | 97,858 |
| VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $5.3M | 50,608 |
| AMPHENOL CORP /DE/$APH | 79.3 | $5.2M | 29,691 |
 Broadcom Inc.$AVGO | 84.5 | $4.6M | 12,110 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fortune Financial Advisors, LLC's 163 positions.
Showing top 10 of 163 holdings.
Sector Allocation
Technology
$85.6M
Other
$60.6M
Financials
$20.5M
Industrials
$17.2M
Consumer Discretionary
$16.3M
Consumer Staples
$12.3M
Healthcare
$10.3M
Materials
$4.9M
Full Holdings — Fortune Financial Advisors, LLC (Q2 2026)
All 163 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GRMN | GARMIN LTD | $15.6M | 6.7% | +0% | — |
| 2 | — | ISHARES TR - MSCI USA MIN ETF | $12.2M | 5.2% | -1% | — |
| 3 | $AMAT | APPLIED MATERIALS INC /DE | $7.8M | 3.4% | -15% | 72.3 |
| 4 | $GOOG | Alphabet Inc. | $7.7M | 3.3% | +4% | 78.2 |
| 5 | $NVDA | NVIDIA CORP | $7.6M | 3.3% | -4% | 85.9 |
| 6 | $AAPL | Apple Inc. | $5.8M | 2.5% | +0% | 76.4 |
| 7 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $5.7M | 2.4% | +6% | — |
| 8 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $5.3M | 2.3% | -7% | — |
| 9 | $APH | AMPHENOL CORP /DE/ | $5.2M | 2.2% | +14% | 79.3 |
| 10 | $AVGO | Broadcom Inc. | $4.6M | 2.0% | -0% | 84.5 |
| 11 | $MSFT | MICROSOFT CORP | $4.2M | 1.8% | +11% | 79.8 |
| 12 | $ORLY | O REILLY AUTOMOTIVE INC | $4.0M | 1.7% | +13% | 67.4 |
| 13 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $3.9M | 1.6% | +10% | — |
| 14 |  $MA | Mastercard Inc | $3.8M | 1.6% | +11% | 85.1 |
| 15 |  $JPM | JPMORGAN CHASE & CO | $3.8M | 1.6% | +6% | 70.7 |
| 16 |  $MO | ALTRIA GROUP, INC. | $3.6M | 1.6% | +11% | 67.4 |
| 17 |  $STX | Seagate Technology Holdings plc | $3.3M | 1.4% | -44% | — |
| 18 |  $AMZN | AMAZON COM INC | $3.2M | 1.4% | +13% | 68.7 |
| 19 |  $PM | Philip Morris International Inc. | $3.2M | 1.4% | +14% | 75.9 |
| 20 |  $MNST | Monster Beverage Corp | $3.1M | 1.3% | +16% | 71.3 |
| 21 | — | ISHARES TR - 3 7 YR TREAS BD | $3.1M | 1.3% | +1% | — |
| 22 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.9M | 1.2% | +11% | 62.9 |
| 23 |  $V | VISA INC. | $2.7M | 1.1% | +18% | 82.9 |
| 24 |  $META | Meta Platforms, Inc. | $2.7M | 1.1% | +1% | 79.6 |
| 25 |  $AMD | ADVANCED MICRO DEVICES INC | $2.6M | 1.1% | -2% | 79.8 |
| 26 |  $POWL | POWELL INDUSTRIES INC | $2.5M | 1.1% | +200% | 69.8 |
| 27 | — | ISHARES TR - MSCI USA MMENTM | $2.5M | 1.1% | +14% | — |
| 28 |  $IVZ | Invesco Ltd. | $2.5M | 1.1% | -4% | — |
| 29 | — | ISHARES TR - MSCI EAFE MIN VL | $2.3M | 1.0% | +2% | — |
| 30 |  $GOOGL | Alphabet Inc. | $2.2M | 0.9% | -2% | 78.2 |
| 31 |  $STE | STERIS plc | $2.1M | 0.9% | +19% | — |
| 32 |  $LLY | ELI LILLY & Co | $2.1M | 0.9% | +36% | 87.5 |
| 33 |  $LMT | LOCKHEED MARTIN CORP | $2.1M | 0.9% | +17% | 65.6 |
| 34 |  $TJX | TJX COMPANIES INC /DE/ | $2.1M | 0.9% | +18% | 68.7 |
| 35 | — | ISHARES TR - TIPS BD ETF | $2.0M | 0.9% | +0% | — |
| 36 |  $KLAC | KLA CORP | $1.9M | 0.8% | +875% | 78.6 |
| 37 |  $ASR | SOUTHEAST AIRPORT GROUP | $1.9M | 0.8% | +18% | — |
| 38 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.8M | 0.8% | -9% | — |
| 39 |  $CVX | CHEVRON CORP | $1.8M | 0.8% | +12% | 62.8 |
| 40 |  $UNP | UNION PACIFIC CORP | $1.8M | 0.8% | +26% | 69.7 |
| 41 |  $AFRM | Affirm Holdings, Inc. | $1.7M | 0.7% | +0% | 81.3 |
| 42 |  $ABT | ABBOTT LABORATORIES | $1.7M | 0.7% | +25% | 65.5 |
| 43 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $1.6M | 0.7% | +23% | — |
| 44 |  $MUSA | Murphy USA Inc. | $1.6M | 0.7% | +30% | 52.7 |
| 45 |  $FNV | FRANCO NEVADA Corp | $1.6M | 0.7% | +12% | — |
| 46 |  $TPL | Texas Pacific Land Corp | $1.6M | 0.7% | +21% | 73 |
| 47 |  $SPY | SPDR S&P 500 ETF TRUST | $1.5M | 0.7% | -1% | — |
| 48 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $1.4M | 0.6% | +0% | — |
| 49 |  $ETN | Eaton Corp plc | $1.4M | 0.6% | +3% | — |
| 50 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.4M | 0.6% | +1% | — |
| 51 |  $GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.5% | +0% | 73.5 |
| 52 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $1.3M | 0.5% | +12% | — |
| 53 |  $CHE | CHEMED CORP | $1.2M | 0.5% | +47% | 62.9 |
| 54 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $1.2M | 0.5% | +32% | 55.2 |
| 55 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $1.2M | 0.5% | +0% | 69.7 |
| 56 |  $RTX | RTX Corp | $1.2M | 0.5% | +1% | 73.2 |
| 57 |  $STLD | STEEL DYNAMICS INC | $1.1M | 0.5% | +0% | 57.7 |
| 58 | — | ISHARES TR - CORE S&P MCP ETF | $1.1M | 0.5% | -0% | — |
| 59 |  $EAT | BRINKER INTERNATIONAL, INC | $1.0M | 0.4% | +0% | 67.9 |
| 60 |  $DPZ | DOMINOS PIZZA INC | $962,946 | 0.4% | +41% | 60.1 |
| 61 |  $HWKN | HAWKINS INC | $954,284 | 0.4% | +0% | 55.6 |
| 62 | — | ISHARES TR - 7-10 YR TRSY BD | $940,456 | 0.4% | -0% | — |
| 63 |  $GLW | CORNING INC /NY | $933,597 | 0.4% | -44% | 73.7 |
| 64 |  $MCD | MCDONALDS CORP | $931,187 | 0.4% | +4% | 69 |
| 65 |  $AXP | AMERICAN EXPRESS CO | $910,775 | 0.4% | +0% | 69.4 |
| 66 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $883,466 | 0.4% | +0% | 65.1 |
| 67 |  $STM | STMicroelectronics N.V. | $879,958 | 0.4% | +0% | — |
| 68 |  $ENS | EnerSys | $841,752 | 0.4% | +0% | 63.6 |
| 69 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $834,743 | 0.4% | +9% | — |
| 70 |  $AMGN | AMGEN INC | $821,851 | 0.3% | +0% | 79.2 |
| 71 |  $AXON | AXON ENTERPRISE, INC. | $816,809 | 0.3% | +0% | 56.6 |
| 72 |  $RY | ROYAL BANK OF CANADA | $786,486 | 0.3% | +0% | 74.8 |
| 73 |  $TDY | TELEDYNE TECHNOLOGIES INC | $776,938 | 0.3% | +192% | 67.2 |
| 74 |  $COP | CONOCOPHILLIPS | $762,831 | 0.3% | +0% | 70.2 |
| 75 |  $TKR | TIMKEN CO | $733,866 | 0.3% | +0% | 54.4 |
| 76 |  $PEP | PEPSICO INC | $703,959 | 0.3% | +3% | 63.4 |
| 77 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $700,655 | 0.3% | +0% | — |
| 78 | — | ISHARES TR - CORE S&P SCP ETF | $687,275 | 0.3% | -3% | — |
| 79 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $670,001 | 0.3% | +0% | — |
| 80 |  $CR | Crane Co | $662,102 | 0.3% | NEW | 66.9 |
| 81 |  $TOL | Toll Brothers, Inc. | $659,000 | 0.3% | +0% | 58.1 |
| 82 |  $BKNG | Booking Holdings Inc. | $650,576 | 0.3% | +2400% | 58.5 |
| 83 |  $ABBV | AbbVie Inc. | $639,549 | 0.3% | -3% | 72.6 |
| 84 |  $CMI | CUMMINS INC | $639,450 | 0.3% | +0% | 58.1 |
| 85 |  $HEI | HEICO CORP | $637,284 | 0.3% | NEW | 75.6 |
| 86 |  $ISRG | INTUITIVE SURGICAL INC | $630,720 | 0.3% | +66% | 79.9 |
| 87 |  $AWK | American Water Works Company, Inc. | $626,559 | 0.3% | +106% | 58.1 |
| 88 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $621,813 | 0.3% | +0% | — |
| 89 |  $NOK | NOKIA CORP | $597,600 | 0.3% | +0% | — |
| 90 |  $BEPC | Brookfield Renewable Corp | $585,754 | 0.3% | +0% | — |
| 91 | — | ISHARES TR - MSCI INTL MOMENT | $570,241 | 0.2% | +21% | — |
| 92 |  $CARR | CARRIER GLOBAL Corp | $550,380 | 0.2% | +3% | 56.6 |
| 93 |  $FSLR | FIRST SOLAR, INC. | $548,607 | 0.2% | +0% | 79.2 |
| 94 |  $ASML | ASML HOLDING NV | $547,096 | 0.2% | -3% | — |
| 95 | — | ISHARES TR - CORE MSCI EAFE | $547,045 | 0.2% | +2% | — |
| 96 |  $INTC | INTEL CORP | $545,820 | 0.2% | NEW | 45.6 |
| 97 |  $FITB | FIFTH THIRD BANCORP | $541,152 | 0.2% | +0% | 63.2 |
| 98 |  $LIN | LINDE PLC | $523,159 | 0.2% | +124% | — |
| 99 | — | ISHARES TR - MSCI USA QLT FCT | $514,188 | 0.2% | +0% | — |
| 100 | — | RBB FD INC - FM ULTRASHORT TR | $511,124 | 0.2% | NEW | — |
| 101 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $510,863 | 0.2% | -2% | — |
| 102 | — | ISHARES TR - CORE S&P500 ETF | $510,730 | 0.2% | +0% | — |
| 103 |  $ADBE | ADOBE INC. | $489,998 | 0.2% | +1% | 77.6 |
| 104 |  $GE | GENERAL ELECTRIC CO | $454,856 | 0.2% | +34% | 73.8 |
| 105 |  $FDX | FEDEX CORP | $454,039 | 0.2% | +0% | 60.3 |
| 106 |  $CSCO | CISCO SYSTEMS, INC. | $443,523 | 0.2% | +0% | 70.3 |
| 107 |  $TYL | TYLER TECHNOLOGIES INC | $432,256 | 0.2% | NEW | 64.3 |
| 108 |  $GM | General Motors Co | $431,648 | 0.2% | +0% | 54.3 |
| 109 |  $NRG | NRG ENERGY, INC. | $430,877 | 0.2% | +0% | 51.9 |
| 110 |  $PSX | Phillips 66 | $426,013 | 0.2% | +0% | 57.8 |
| 111 |  $SBAC | SBA COMMUNICATIONS CORP | $422,155 | 0.2% | +0% | 63.7 |
| 112 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $421,815 | 0.2% | +0% | 70 |
| 113 |  $MLM | MARTIN MARIETTA MATERIALS INC | $420,546 | 0.2% | +94% | 62.9 |
| 114 |  $PG | PROCTER & GAMBLE Co | $412,935 | 0.2% | +0% | 64.6 |
| 115 |  $NBIS | Nebius Group N.V. | $396,580 | 0.2% | -41% | — |
| 116 |  $BNY | Bank of New York Mellon Corp | $390,447 | 0.2% | +0% | 74.1 |
| 117 |  $MGM | MGM Resorts International | $377,699 | 0.2% | +0% | 55.2 |
| 118 |  $OKE | ONEOK INC /NEW/ | $376,016 | 0.2% | +0% | 71.7 |
| 119 |  $QCOM | QUALCOMM INC/DE | $359,741 | 0.1% | +0% | 70.5 |
| 120 | — | ISHARES TR - RUS MD CP GR ETF | $356,768 | 0.1% | +0% | — |
| 121 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $350,704 | 0.1% | +21% | — |
| 122 |  $HON | HONEYWELL INTERNATIONAL INC | $345,702 | 0.1% | -49% | 65 |
| 123 |  $HONA | Honeywell Aerospace Inc. | $341,348 | 0.1% | NEW | — |
| 124 | — | SPDR SERIES TRUST - ST STR P500ETF | $340,711 | 0.1% | +5% | — |
| 125 |  $OTIS | Otis Worldwide Corp | $334,545 | 0.1% | +9% | 61.3 |
| 126 | — | VANGUARD INDEX FDS - GROWTH ETF | $330,105 | 0.1% | +522% | — |
| 127 |  $MRK | Merck & Co., Inc. | $325,742 | 0.1% | +0% | 59.9 |
| 128 |  $WM | WASTE MANAGEMENT INC | $324,518 | 0.1% | +0% | 67.6 |
| 129 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $322,871 | 0.1% | +0% | — |
| 130 | — | VANGUARD INDEX FDS - VALUE ETF | $321,412 | 0.1% | +0% | — |
| 131 |  $SCHW | SCHWAB CHARLES CORP | $313,718 | 0.1% | +0% | 79.4 |
| 132 |  $GLD | SPDR GOLD TRUST | $312,018 | 0.1% | +0% | — |
| 133 | — | SPDR SERIES TRUST - ST STR SP DIV | $310,638 | 0.1% | +0% | — |
| 134 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $301,356 | 0.1% | NEW | — |
| 135 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $279,207 | 0.1% | +4% | — |
| 136 | — | ISHARES TR - CORE INTL AGGR | $277,733 | 0.1% | +0% | — |
| 137 |  $TRMB | TRIMBLE INC. | $275,093 | 0.1% | +0% | 49.3 |
| 138 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $270,503 | 0.1% | +0% | — |
| 139 |  $KO | COCA COLA CO | $268,768 | 0.1% | +0% | 69.5 |
| 140 |  $TDG | TransDigm Group INC | $267,740 | 0.1% | NEW | 68 |
| 141 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $265,722 | 0.1% | +0% | 67.5 |
| 142 |  $NEU | NEWMARKET CORP | $264,250 | 0.1% | +0% | 59.9 |
| 143 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $257,945 | 0.1% | +1% | — |
| 144 |  $UHS | UNIVERSAL HEALTH SERVICES INC | $252,773 | 0.1% | +0% | 66.7 |
| 145 | — | ISHARES TR - CORE UNIVRSL USD | $250,175 | 0.1% | +0% | — |
| 146 | — | ISHARES TR - SP SMCP600VL ETF | $249,513 | 0.1% | +0% | — |
| 147 | — | ISHARES TR - MSCI USA SMCP MN | $246,245 | 0.1% | -40% | — |
| 148 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $244,719 | 0.1% | +0% | — |
| 149 |  $TTE | TotalEnergies SE | $244,555 | 0.1% | +0% | 50.6 |
| 150 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $239,540 | 0.1% | NEW | — |
| 151 | — | ISHARES TR - CORE US AGGBD ET | $224,784 | 0.1% | +0% | — |
| 152 | — | VICTORY PORTFOLIOS II - CORE BD ETF | $224,776 | 0.1% | +0% | — |
| 153 |  $URI | UNITED RENTALS, INC. | $224,714 | 0.1% | NEW | 63.9 |
| 154 |  $UNH | UNITEDHEALTH GROUP INC | $220,284 | 0.1% | NEW | 62.7 |
| 155 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $218,978 | 0.1% | NEW | — |
| 156 |  $CGNX | COGNEX CORP | $217,260 | 0.1% | NEW | 66.9 |
| 157 |  $ELV | Elevance Health, Inc. | $215,795 | 0.1% | NEW | 59 |
| 158 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $210,541 | 0.1% | NEW | — |
| 159 |  $DIS | Walt Disney Co | $207,226 | 0.1% | -2% | 60.1 |
| 160 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $206,414 | 0.1% | NEW | — |
| 161 |  $BAH | Booz Allen Hamilton Holding Corp | $205,982 | 0.1% | +0% | 58 |
| 162 |  $YUM | YUM BRANDS INC | $202,199 | 0.1% | NEW | 73.7 |
| 163 |  $BB | BLACKBERRY Ltd | $144,210 | 0.1% | +14% | — |
New Positions (17)
$CR Crane Co$662,102$HEI HEICO CORP$637,284$INTC INTEL CORP$545,820 RBB FD INC - FM ULTRASHORT TR$511,124
$TYL TYLER TECHNOLOGIES INC$432,256$HONA Honeywell Aerospace Inc.$341,348 AMERICAN CENTY ETF TR - INTL SMCP VLU$301,356
$TDG TransDigm Group INC$267,740 SCHWAB STRATEGIC TR - US LCAP GR ETF$239,540
$URI UNITED RENTALS, INC.$224,714$UNH UNITEDHEALTH GROUP INC$220,284 SPDR INDEX SHS FDS - ST PORT MARK ETF$218,978
$CGNX COGNEX CORP$217,260$ELV Elevance Health, Inc.$215,795 VANECK ETF TRUST - SEMICONDUCTR ETF$210,541
Exited Positions (2)
$INTU INTUIT INC. VANGUARD INDEX FDS
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Fortune Financial Advisors, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Fortune Financial Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Fortune Financial Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Fortune Financial Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Fortune Financial Advisors, LLC (SEC CIK: 1961828), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Fortune Financial Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.