Fortune Financial Advisors, LLC 13F Holdings
CIK 0001961828 · Overland Park, KS
As of Sep 30, 2025, Fortune Financial Advisors, LLC reported 94 positions worth
CIK 0001961828 · Overland Park, KS
As of Sep 30, 2025, Fortune Financial Advisors, LLC reported 94 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 127,498 | 2.1M | 9.13% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 56,392 | $5.6M | 4.21% |
| ALPHABET INC | GOOGL | Equity | 20,926 | $5.1M | 3.83% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 82,526 | $4.9M | 3.65% |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 38,171 | $4.1M | 3.10% |
| APPLE INC | AAPL | Technology | 14,741 | $3.8M | 2.82% |
| MASTERCARD INC | MA | Financial Services | 6,550 | $3.7M | 2.80% |
| MICROSOFT CORP | MSFT | Technology | 7,133 | $3.7M | 2.78% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 11,071 | $3.5M | 2.63% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 62,856 | $3.2M | 2.39% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 26,334 | $3.1M | 2.37% |
| AMPHENOL CORP-CL A | APH | Technology | 25,406 | $3.1M | 2.37% |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 4,920 | $3.0M | 2.26% |
| ALTRIA GROUP INC | MO | Equity | 43,257 | $2.9M | 2.15% |
| AMAZON.COM INC | AMZN | Equity | 12,483 | $2.7M | 2.06% |
| APPLIED MATERIALS INC | AMAT | Technology | 12,908 | $2.6M | 1.99% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 13,810 | $2.6M | 1.97% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 14,626 | $2.4M | 1.78% |
| VISA INC-CLASS A SHARES | V | Financial Services | 6,278 | $2.1M | 1.61% |
| ISHARES TIPS BOND ETF | TIP | — | 18,478 | $2.1M | 1.55% |
| GARMIN LTD | GRMN | Technology | 8,346 | $2.1M | 1.55% |
| STERIS PLC | STE | Healthcare | 8,029 | $2.0M | 1.49% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 23,047 | $2.0M | 1.47% |
| MONSTER BEVERAGE CORP | MNST | Consumer Defensive | 26,937 | .8M | 1.36% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 3,324 | .7M | 1.25% |