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Financial Avengers

Latest statistics and disclosures from Financial Avengers's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AMZN, GOOG, AAPL, BRK.B, and represent 52.23% of Financial Avengers's stock portfolio.
Added to shares of these 10 stocks: USIG, BND, SHOP, PFE, RYCEY, VZ, LVMUY, MMM, NFLX, META.
Started 9 new stock positions in SOFI, RIVN, UL, MICC, SPY, BKD, LDOS, QS, AKRE.
Reduced shares in these 10 stocks: NVDA, AMZN, GOOG, AAPL, AXP, SCHW, BAC, MSFT, KVUE, .
Sold out of its positions in FTNT, IWN, SSNC, Unilever.
Financial Avengers was a net seller of stock by $-1.3M.
Financial Avengers has $244M in assets under management (AUM), dropping by 4.94%.
Central Index Key (CIK): 0001844393

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Portfolio Holdings for Financial Avengers

Financial Avengers holds 145 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	13.7	$34M	-3%	180k	186.50	View chart
Amazon.com Common Stock (AMZN)	10.5	$26M	-2%	111k	230.82	View chart
Alphabet Inc Class Class C Common Stock (GOOG)	10.4	$25M	-2%	81k	313.80	View chart
Apple Common Stock (AAPL)	10.0	$24M	-2%	89k	271.86	View chart
Berkshire Hathaway Class Class B Common Stock (BRK.B)	7.6	$19M		37k	502.20	View chart
Charles Schwab Corp Common Stock (SCHW)	6.0	$15M		146k	99.91	View chart
American Express Common Stock (AXP)	5.8	$14M	-2%	38k	369.95	View chart
Johnson & Johnson Common Stock (JNJ)	4.2	$10M		49k	206.95	View chart
Bank Of America Corp Common Stock (BAC)	4.0	$9.8M		179k	55.00	View chart
Shopify Inc Fclass A Foreign Canadian (SHOP)	3.1	$7.6M	+4%	47k	160.97	View chart
Microsoft Corp Common Stock (MSFT)	3.1	$7.6M		16k	483.62	View chart
Disney Walt Common Stock (DIS)	2.3	$5.7M		50k	113.77	View chart
Procter & Gamble Common Stock (PG)	2.2	$5.3M		37k	143.31	View chart
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)	1.9	$4.7M	+23%	90k	51.77	View chart
Verizon Communications I Common Stock (VZ)	1.7	$4.1M	+5%	100k	40.73	View chart
Vanguard Total Bond Market Etf Uit Exchange Traded (BND)	1.6	$3.9M	+27%	53k	74.07	View chart
Starbucks Corp Common Stock (SBUX)	1.5	$3.7M		44k	84.21	View chart
Adobe Common Stock (ADBE)	1.2	$2.9M		8.4k	349.99	View chart
Pfizer Common Stock (PFE)	1.1	$2.7M	+11%	110k	24.90	View chart
Tesla Common Stock (TSLA)	1.1	$2.6M		5.9k	449.72	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	1.0	$2.5M	-2%	7.9k	313.01	View chart
Kenvue Common Stock (KVUE)	0.7	$1.7M	-5%	101k	17.25	View chart
3M Common Stock (MMM)	0.7	$1.7M	+8%	10k	160.10	View chart
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A)	0.6	$1.5M		2.00	754800.00	View chart
Eli Lilly And Common Stock (LLY)	0.6	$1.5M	-4%	1.4k	1074.49	View chart
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY)	0.5	$1.2M	+18%	79k	15.72	View chart
Meta Platforms Inc Class A Common Stock (META)	0.3	$734k	+8%	1.1k	659.81	View chart
Advanced Micro Devic Common Stock (AMD)	0.2	$575k	-10%	2.7k	214.16	View chart
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY)	0.1	$298k	+186%	2.0k	150.81	View chart
Costco Whsl Corp Common Stock (COST)	0.1	$264k		306.00	863.42	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$261k		809.00	322.17	View chart
Ge Aerospace Common Stock (GE)	0.1	$251k		814.00	307.99	View chart
Visa Inc Class Class A Common Stock (V)	0.1	$239k		683.00	350.53	View chart
Automatic Data Processin Common Stock (ADP)	0.1	$225k		876.00	257.36	View chart
At&t Common Stock (T)	0.1	$177k		7.1k	24.84	View chart
Ibm Corp Common Stock (IBM)	0.1	$165k		555.00	296.43	View chart
Gilead Sciences Common Stock (GILD)	0.1	$163k		1.3k	122.77	View chart
Ge Vernova Common Stock (GEV)	0.1	$159k		243.00	654.45	View chart
Arch Capital Group Ltd F Foreign Ordinaries (ACGL)	0.1	$157k		1.6k	95.92	View chart
Cisco Sys Common Stock (CSCO)	0.1	$154k		2.0k	77.04	View chart
Home Depot Common Stock (HD)	0.0	$111k		323.00	344.18	View chart
Ford Mtr Co Del Common Stock (F)	0.0	$111k		8.4k	13.12	View chart
Netflix Common Stock (NFLX)	0.0	$110k	+879%	1.2k	93.76	View chart
Abbott Labs Common Stock (ABT)	0.0	$91k		729.00	125.21	View chart
Tic Solutions Common Stock (TIC)	0.0	$91k		9.0k	10.11	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$90k	-17%	274.00	329.80	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$88k		151.00	580.46	View chart
Broadcom Common Stock (AVGO)	0.0	$79k		230.00	345.36	View chart
Dropbox Inc Class Class A Common Stock (DBX)	0.0	$74k	-8%	2.7k	27.80	View chart
Nike Inc Class B Common Stock (NKE)	0.0	$72k		1.1k	63.73	View chart
Corning Common Stock (GLW)	0.0	$70k		797.00	87.52	View chart
Lendingclub Corp Common Stock (LC)	0.0	$66k	-12%	3.5k	18.94	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.0	$64k		60.00	1069.87	View chart
Texas Instrs Common Stock (TXN)	0.0	$63k	-30%	366.00	173.34	View chart
Walmart Common Stock (WMT)	0.0	$63k		567.00	111.40	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$62k	-8%	110.00	566.36	View chart
Autodesk Common Stock (ADSK)	0.0	$59k	-20%	200.00	296.01	View chart
First Solar Common Stock (FSLR)	0.0	$59k	-4%	225.00	261.23	View chart
American Elec Pwr Common Stock (AEP)	0.0	$58k	-9%	505.00	115.29	View chart
Vertex Pharmaceuticals I Common Stock (VRTX)	0.0	$57k		125.00	453.36	View chart
Microchip Technology Common Stock (MCHP)	0.0	$55k		862.00	63.73	View chart
Iron Mtn Inc New Reit Real Estate Investme (IRM)	0.0	$51k		611.00	83.00	View chart
Clorox Common Stock (CLX)	0.0	$48k		475.00	100.90	View chart
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG)	0.0	$47k		1.6k	30.17	View chart
The Coca-cola Common Stock (KO)	0.0	$46k		657.00	69.88	View chart
Danaher Corp Common Stock (DHR)	0.0	$42k		185.00	229.32	View chart
Intel Corp Common Stock (INTC)	0.0	$42k		1.1k	36.91	View chart
Ebay Common Stock (EBAY)	0.0	$39k		450.00	87.04	View chart
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK)	0.0	$39k		2.5k	15.59	View chart
Pepsico Common Stock (PEP)	0.0	$38k	-12%	263.00	143.62	View chart
Equity Residential Reit Real Estate Investme (EQR)	0.0	$35k		559.00	62.98	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL)	0.0	$35k	NEW	537.00	65.40	View chart
Mongodb Inc Class Class A Common Stock (MDB)	0.0	$34k		80.00	419.69	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM)	0.0	$32k		105.00	303.89	View chart
Adasina Social Justc Allcp Glb Etf Uit Exchange Traded (JSTC)	0.0	$32k		1.6k	20.30	View chart
Akre Focus Etf Uit Exchange Traded (AKRE)	0.0	$30k	NEW	461.00	65.51	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.0	$30k	+15%	75.00	396.31	View chart
Hershey Common Stock (HSY)	0.0	$29k		161.00	182.11	View chart
Caterpillar Common Stock (CAT)	0.0	$29k		50.00	576.50	View chart
Levi Strauss & Co New Class Class A Common Stock (LEVI)	0.0	$26k		1.3k	20.74	View chart
Union Pac Corp Common Stock (UNP)	0.0	$26k		112.00	232.20	View chart
Us Bancorp Del Common Stock (USB)	0.0	$25k		474.00	53.34	View chart
General Mtrs Common Stock (GM)	0.0	$25k		302.00	81.28	View chart
Target Corp Equity Class Equity Common Stock (TGT)	0.0	$24k		250.00	97.62	View chart
American Healthcare Reitreit Real Estate Investme (AHR)	0.0	$24k	-46%	500.00	47.06	View chart
State Strt Hlth Cre Slt Sec Spdr Etf Uit Exchange Traded (XLV)	0.0	$23k	-27%	151.00	155.15	View chart
Applied Matls Common Stock (AMAT)	0.0	$23k	-13%	90.00	257.66	View chart
Veeva Sys Inc Class Class A Common Stock (VEEV)	0.0	$22k		100.00	223.23	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$22k		807.00	27.48	View chart
Cummins Common Stock (CMI)	0.0	$20k		40.00	510.07	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$19k		234.00	82.03	View chart
Peoples Bancorp Common Stock (PEBO)	0.0	$19k		634.00	30.03	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$18k		257.00	69.46	View chart
Nisource Common Stock (NI)	0.0	$17k		417.00	41.72	View chart
Invesco Biotechnology Genome Etf Uit Exchange Traded (PBE)	0.0	$17k		202.00	82.15	View chart
Omnicell Common Stock (OMCL)	0.0	$16k		350.00	45.30	View chart
Yum Brands Common Stock (YUM)	0.0	$16k		104.00	151.99	View chart
Merck & Co Common Stock (MRK)	0.0	$15k		145.00	105.57	View chart
State Stret Tec Select Sec Spdr Etf Uit Exchange Traded (XLK)	0.0	$15k		101.00	143.65	View chart
Vanguard Mega Cap Value Etf Uit Exchange Traded (MGV)	0.0	$14k		101.00	140.95	View chart
Warner Bros Discovery Intender Offer Exp: 01/21/26 Common Stock (WBD)	0.0	$14k		485.00	28.82	View chart
Amphenol Corp New Class Class A Common Stock (APH)	0.0	$14k		103.00	135.65	View chart
Csx Corp Common Stock (CSX)	0.0	$13k		346.00	36.30	View chart
Abbvie Common Stock (ABBV)	0.0	$11k	+2%	50.00	226.30	View chart
Edison Intl Common Stock (EIX)	0.0	$11k		185.00	60.05	View chart
Chevron Corp Common Stock (CVX)	0.0	$11k		71.00	152.59	View chart
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM)	0.0	$11k		150.00	71.91	View chart
Vanguard Information Technology Etf Uit Exchange Traded (VGT)	0.0	$11k		14.00	765.07	View chart
American Tower Corp New Reit Real Estate Investme (AMT)	0.0	$11k		60.00	176.75	View chart
Public Storage Reit Real Estate Investme (PSA)	0.0	$9.3k	+2%	36.00	257.50	View chart
Stag Indl Inc Reit Real Estate Investme (STAG)	0.0	$8.4k		228.00	36.72	View chart
Consolidated Edison Common Stock (ED)	0.0	$7.9k		80.00	98.88	View chart
Lyft Inc Class A Common Stock (LYFT)	0.0	$7.7k		400.00	19.37	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$7.4k		138.00	53.84	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$7.4k		279.00	26.56	View chart
Amgen Common Stock (AMGN)	0.0	$7.0k		21.00	334.43	View chart
Airbnb Inc Class A Common Stock (ABNB)	0.0	$6.8k		50.00	135.72	View chart
Bank Montreal Que F Foreign Canadian (BMO)	0.0	$6.5k		50.00	129.80	View chart
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY)	0.0	$6.2k		25.00	248.00	View chart
Mastercard Inc Class Class A Common Stock (MA)	0.0	$6.0k	-47%	11.00	548.82	View chart
Smucker J M Common Stock (SJM)	0.0	$5.6k		57.00	97.93	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$5.6k		717.00	7.77	View chart
Box Inc Class A Common Stock (BOX)	0.0	$4.5k		150.00	29.91	View chart
Pitney Bowes Common Stock (PBI)	0.0	$4.4k		416.00	10.58	View chart
Carters Common Stock (CRI)	0.0	$4.3k		134.00	32.33	View chart
American Intl Group Common Stock (AIG)	0.0	$4.2k		49.00	85.35	View chart
Roblox Corp Class A Common Stock (RBLX)	0.0	$4.1k		50.00	81.04	View chart
Coty Inc Class A Common Stock (COTY)	0.0	$3.8k		1.2k	3.08	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.0	$3.4k	NEW	5.00	682.00	View chart
Medical Pptys Tr Inc Reit Real Estate Investme (MPT)	0.0	$3.4k		680.00	5.00	View chart
Sofi Technologies Common Stock (SOFI)	0.0	$2.6k	NEW	100.00	26.18	View chart
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY)	0.0	$2.3k		200.00	11.50	View chart
Brookdale Sr Living Common Stock (BKD)	0.0	$2.2k	NEW	200.00	10.79	View chart
Quantumscape Corp Class Class A Common Stock (QS)	0.0	$2.1k	NEW	200.00	10.42	View chart
Wabtec Common Stock (WAB)	0.0	$1.9k		9.00	213.44	View chart
The Magnum Ice Cream C F Foreign Ordinaries (MICC)	0.0	$1.9k	NEW	121.00	15.85	View chart
General Mills Common Stock (GIS)	0.0	$1.8k		39.00	46.62	View chart
Leidos Hldgs Common Stock (LDOS)	0.0	$1.8k	NEW	10.00	180.40	View chart
T-mobile Us Common Stock (TMUS)	0.0	$1.5k		7.00	210.29	View chart
Microvision Inc Del Common Stock (MVIS)	0.0	$828.000000		1.0k	0.83	View chart
Zoom Communications Inc Class A Common Stock (ZM)	0.0	$431.000000		5.00	86.20	View chart
Rivian Automotive Inc Class Class A Common Stock (RIVN)	0.0	$394.000000	NEW	20.00	19.70	View chart
Viatris Common Stock (VTRS)	0.0	$245.000000	+5%	20.00	12.25	View chart
Globalstar Common Stock (GSAT)	0.0	$183.000000		3.00	61.00	View chart
Walgreens Boots Alliance Common Stock	0.0	$0		367.00	0.00	View chart

Past Filings by Financial Avengers

SEC 13F filings are viewable for Financial Avengers going back to 2020

Financial Avengers 2025 Q4 restated filed March 4, 2026
Financial Avengers 2025 Q4 filed Feb. 17, 2026
Financial Avengers 2025 Q3 filed Nov. 17, 2025
Financial Avengers 2025 Q2 filed Aug. 13, 2025
Financial Avengers 2025 Q1 filed May 15, 2025
Financial Avengers 2025 Q1 restated filed May 15, 2025
Financial Avengers 2024 Q4 filed Feb. 18, 2025
Financial Avengers 2024 Q3 filed Nov. 18, 2024
Financial Avengers 2024 Q1 filed May 13, 2024
Financial Avengers 2023 Q3 filed Nov. 15, 2023
Financial Avengers 2023 Q2 filed Aug. 7, 2023
Financial Avengers 2023 Q1 filed May 12, 2023
Financial Avengers 2022 Q4 filed Feb. 6, 2023
Financial Avengers 2022 Q3 filed Nov. 7, 2022
Financial Avengers 2022 Q2 filed Aug. 16, 2022
Financial Avengers 2022 Q1 filed May 11, 2022

View all past filings

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