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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, AAPL, GOOG, BRK.B, and represent 50.79% of Financial Avengers's stock portfolio.
Added to shares of these 10 stocks: BND, USIG, VZ, PFE, LVMUY, KVUE, PG, ADBE, EAGG, DIS.
Started 9 new stock positions in EAGG, ESGV, XOVR, EAOM, ESGD, ITA, PPA, SLV, VCRB.
Reduced shares in these 10 stocks: NVDA, GOOG, AMZN, AAPL, JNJ, SCHW, AXP, BRK.B, BAC, GOOGL.
Sold out of its positions in ABT, GIS, GM.
Financial Avengers was a net seller of stock by $-7.2M.
Financial Avengers has $219M in assets under management (AUM), dropping by -10.12%.
Central Index Key (CIK): 0001844393

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Positions held by Financial Avengers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Avengers

Financial Avengers holds 151 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	13.1	$29M	-8%	165k	174.40	View chart
Amazon.com Common Stock (AMZN)	10.2	$22M	-3%	107k	208.27	View chart
Apple Common Stock (AAPL)	10.0	$22M	-3%	86k	253.79	View chart
Alphabet Inc Class Class C Common Stock (GOOG)	9.6	$21M	-8%	74k	286.86	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	7.9	$17M	-2%	36k	479.20	View chart
Charles Schwab Corp Common Stock (SCHW)	6.0	$13M	-4%	140k	93.98	View chart
Johnson & Johnson Common Stock (JNJ)	5.2	$12M	-4%	47k	244.44	View chart
American Express Common Stock (AXP)	5.1	$11M	-3%	37k	302.48	View chart
Bank Of America Corp Common Stock (BAC)	3.8	$8.3M	-4%	171k	48.75	View chart
Microsoft Corp Common Stock (MSFT)	2.6	$5.8M		16k	370.17	View chart
Shopify Inc Fclass Class A Foreign Canadian (SHOP)	2.6	$5.6M		48k	118.62	View chart
Verizon Communications I Common Stock (VZ)	2.5	$5.5M	+8%	109k	50.20	View chart
Procter & Gamble Common Stock (PG)	2.5	$5.4M		38k	144.44	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Uit Exchange Traded (USIG)	2.4	$5.2M	+12%	101k	51.23	View chart
Disney Walt Common Stock (DIS)	2.2	$4.9M		51k	96.38	View chart
Vanguard Total Bond Market Index Fund Etf Shares Uit Exchange Traded (BND)	2.0	$4.5M	+15%	61k	73.64	View chart
Starbucks Corp Common Stock (SBUX)	1.8	$3.9M		44k	89.59	View chart
Pfizer Common Stock (PFE)	1.5	$3.3M	+7%	118k	28.08	View chart
Tesla Common Stock (TSLA)	1.0	$2.2M		5.9k	371.75	View chart
Adobe Common Stock (ADBE)	0.9	$2.1M		8.6k	243.08	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	0.9	$1.9M	-15%	6.6k	287.56	View chart
Kenvue Common Stock (KVUE)	0.8	$1.8M	+6%	107k	17.24	View chart
3M Common Stock (MMM)	0.7	$1.5M		10k	145.23	View chart
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A)	0.7	$1.4M		2.00	718140.00	View chart
Eli Lilly And Common Stock (LLY)	0.5	$1.1M	-9%	1.2k	919.41	View chart
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY)	0.5	$1.1M	-8%	72k	15.42	View chart
Meta Platforms Inc Class Class A Common Stock (META)	0.3	$641k		1.1k	571.92	View chart
Advanced Micro Devic Common Stock (AMD)	0.2	$412k	-24%	2.0k	203.43	View chart
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY)	0.2	$340k	+57%	3.1k	109.24	View chart
Costco Whsl Corp Common Stock (COST)	0.1	$303k		304.00	995.71	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$232k	-2%	788.00	294.24	View chart
Ge Aerospace Common Stock (GE)	0.1	$231k		815.00	283.74	View chart
Ge Vernova Common Stock (GEV)	0.1	$213k		243.00	874.43	View chart
At&t Common Stock (T)	0.1	$208k		7.2k	28.99	View chart
Visa Inc Class Class A Common Stock (V)	0.1	$207k		684.00	302.28	View chart
Gilead Sciences Common Stock (GILD)	0.1	$186k		1.3k	139.41	View chart
Automatic Data Processin Common Stock (ADP)	0.1	$179k		882.00	203.25	View chart
Arch Capital Group Ltd F Foreign Ordinaries (ACGL)	0.1	$157k		1.6k	95.99	View chart
Cisco Sys Common Stock (CSCO)	0.1	$155k		2.0k	77.60	View chart
Ibm Corp Common Stock (IBM)	0.1	$136k		559.00	242.45	View chart
Netflix Common Stock (NFLX)	0.1	$124k	+9%	1.3k	96.15	View chart
Corning Common Stock (GLW)	0.0	$109k		798.00	136.03	View chart
Home Depot Common Stock (HD)	0.0	$107k		325.00	329.26	View chart
Ford Mtr Co Del Common Stock (F)	0.0	$98k		8.5k	11.54	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.0	$79k		60.00	1320.83	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$75k		276.00	270.43	View chart
Walmart Common Stock (WMT)	0.0	$71k		568.00	124.31	View chart
Texas Instrs Common Stock (TXN)	0.0	$70k		362.00	194.17	View chart
Broadcom Common Stock (AVGO)	0.0	$67k	-6%	216.00	309.47	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$64k	-13%	130.00	492.92	View chart
Iron Mtn Inc New Reit Real Estate Investme (IRM)	0.0	$63k		618.00	102.07	View chart
Dropbox Inc Class Class A Common Stock (DBX)	0.0	$60k		2.7k	22.72	View chart
Nike Inc Class Class B Common Stock (NKE)	0.0	$60k		1.1k	52.81	View chart
Tic Solutions Common Stock (TIC)	0.0	$59k		9.0k	6.58	View chart
Microchip Technology Common Stock (MCHP)	0.0	$56k		868.00	64.61	View chart
Vertex Pharmaceuticals I Common Stock (VRTX)	0.0	$56k		125.00	446.54	View chart
American Elec Pwr Common Stock (AEP)	0.0	$54k	-18%	414.00	131.19	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$51k		110.00	460.99	View chart
Intel Corp Common Stock (INTC)	0.0	$51k		1.1k	44.14	View chart
Lendingclub Corp Common Stock (LC)	0.0	$50k		3.5k	14.32	View chart
The Coca-cola Common Stock (KO)	0.0	$50k		657.00	76.02	View chart
Autodesk Common Stock (ADSK)	0.0	$48k		200.00	239.40	View chart
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK)	0.0	$46k		2.5k	18.52	View chart
First Solar Common Stock (FSLR)	0.0	$44k		225.00	197.26	View chart
Clorox Common Stock (CLX)	0.0	$44k	-10%	425.00	103.65	View chart
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG)	0.0	$44k		1.6k	28.26	View chart
Ebay Common Stock (EBAY)	0.0	$41k		451.00	91.07	View chart
Caterpillar Common Stock (CAT)	0.0	$36k		50.00	714.38	View chart
Pepsico Common Stock (PEP)	0.0	$36k	-12%	229.00	155.12	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM)	0.0	$36k		105.00	337.95	View chart
Danaher Corp Common Stock (DHR)	0.0	$35k		186.00	189.18	View chart
Ishares Esg U.s. Aggregate Bond Etf Uit Exchange Traded (EAGG)	0.0	$35k	NEW	727.00	47.52	View chart
Equity Residential Reit Real Estate Investme (EQR)	0.0	$33k		565.00	59.13	View chart
Hershey Common Stock (HSY)	0.0	$32k	-4%	154.00	208.05	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL)	0.0	$31k		537.00	56.97	View chart
Target Corp Equity Class Equity Common Stock (TGT)	0.0	$31k		252.00	121.29	View chart
Adasina Social Justice All Cap Global Etf Uit Exchange Traded (JSTC)	0.0	$30k		1.6k	19.50	View chart
Spdr Gold Shares Uit Exchange Traded (GLD)	0.0	$28k	-13%	65.00	430.29	View chart
Applied Matls Common Stock (AMAT)	0.0	$28k	-11%	80.00	343.30	View chart
Union Pac Corp Common Stock (UNP)	0.0	$27k		113.00	242.78	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$27k		814.00	33.54	View chart
Ishares Esg Aware 40/60 Moderate Allocation Etf Uit Exchange Traded (EAOM)	0.0	$26k	NEW	875.00	29.73	View chart
Us Bancorp Del Common Stock (USB)	0.0	$25k		478.00	52.05	View chart
Akre Focus Etf Uit Exchange Traded (AKRE)	0.0	$24k		461.00	52.85	View chart
American Healthcare Reitreit Real Estate Investme (AHR)	0.0	$24k		500.00	47.16	View chart
Levi Strauss & Co New Class Class A Common Stock (LEVI)	0.0	$23k		1.3k	18.49	View chart
State Street Health Careselect Sector Spdr Etf Uit Exchange Traded (XLV)	0.0	$22k		152.00	146.57	View chart
Ishares U.s. Aerospace &defense Etf Uit Exchange Traded (ITA)	0.0	$22k	NEW	100.00	218.90	View chart
Cummins Common Stock (CMI)	0.0	$22k		40.00	539.52	View chart
Invesco Aerospace & Defense Etf Uit Exchange Traded (PPA)	0.0	$22k	NEW	130.00	165.75	View chart
Peoples Bancorp Common Stock (PEBO)	0.0	$21k		642.00	32.85	View chart
Mongodb Inc Class Class A Common Stock (MDB)	0.0	$20k		80.00	244.78	View chart
Nisource Common Stock (NI)	0.0	$20k		419.00	46.69	View chart
Veeva Sys Inc Class Class A Common Stock (VEEV)	0.0	$18k		100.00	175.66	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$17k		258.00	66.47	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$17k		234.00	71.22	View chart
Yum Brands Common Stock (YUM)	0.0	$16k		105.00	155.46	View chart
Invesco Biotechnology & Genome Etf Uit Exchange Traded (PBE)	0.0	$16k		202.00	79.27	View chart
Merck & Co Common Stock (MRK)	0.0	$16k	-9%	131.00	119.87	View chart
Chevron Corp Common Stock (CVX)	0.0	$15k		72.00	206.19	View chart
Vanguard Mega Cap Value Index Fund Etf Shares Uit Exchange Traded (MGV)	0.0	$15k		101.00	144.73	View chart
Csx Corp Common Stock (CSX)	0.0	$14k		348.00	41.02	View chart
Edison Intl Common Stock (EIX)	0.0	$14k		188.00	73.07	View chart
Vanguard Core Bond Etf Uit Exchange Traded (VCRB)	0.0	$14k	NEW	175.00	77.38	View chart
State Street Technology Select Sector Spdr Etf Uit Exchange Traded (XLK)	0.0	$13k		101.00	132.77	View chart
Warner Bros Discovery Inclass Series A Common Stock (WBD)	0.0	$13k		485.00	27.46	View chart
Omnicell Common Stock (OMCL)	0.0	$12k		350.00	33.38	View chart
Amphenol Corp New Class Class A Common Stock (APH)	0.0	$11k	-11%	91.00	125.76	View chart
Abbvie Common Stock (ABBV)	0.0	$11k		50.00	217.00	View chart
American Tower Corp New Reit Real Estate Investme (AMT)	0.0	$11k		61.00	172.52	View chart
Vanguard Information Technology Index Fund Etf Shares Uit Exchange Traded (VGT)	0.0	$9.9k		14.00	708.93	View chart
Public Storage Reit Real Estate Investme (PSA)	0.0	$9.8k		36.00	271.81	View chart
Consolidated Edison Common Stock (ED)	0.0	$9.1k		80.00	113.54	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$8.4k		139.00	60.78	View chart
Vanguard Esg U.s. Stock Etf Uit Exchange Traded (ESGV)	0.0	$8.4k	NEW	75.00	112.47	View chart
Stag Indl Inc Reit Real Estate Investme (STAG)	0.0	$8.2k		229.00	35.99	View chart
Amgen Common Stock (AMGN)	0.0	$7.6k	+4%	22.00	345.50	View chart
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM)	0.0	$7.5k		150.00	49.79	View chart
Bank Montreal Que F Foreign Canadian (BMO)	0.0	$6.8k		50.00	135.34	View chart
Airbnb Inc Class A Common Stock (ABNB)	0.0	$6.3k		50.00	126.28	View chart
Smucker J M Common Stock (SJM)	0.0	$5.6k		58.00	95.81	View chart
Lyft Inc Class Class A Common Stock (LYFT)	0.0	$5.3k		400.00	13.30	View chart
Mastercard Inc Class Class A Common Stock (MA)	0.0	$5.3k		11.00	481.09	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$5.0k		717.00	6.95	View chart
Carters Common Stock (CRI)	0.0	$4.8k		135.00	35.64	View chart
Ishares Esg Aware Msci Eafe Etf Uit Exchange Traded (ESGD)	0.0	$4.8k	NEW	50.00	95.62	View chart
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY)	0.0	$4.7k		25.00	189.72	View chart
Pitney Bowes Common Stock (PBI)	0.0	$4.6k		420.00	11.05	View chart
American Intl Group Common Stock (AIG)	0.0	$3.7k		49.00	75.53	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$3.7k		279.00	13.12	View chart
Box Inc Class A Common Stock (BOX)	0.0	$3.5k		150.00	23.64	View chart
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)	0.0	$3.3k		5.00	650.40	View chart
Medical Pptys Tr Inc Reit Real Estate Investme (MPT)	0.0	$3.2k		691.00	4.63	View chart
Roblox Corp Class A Common Stock (RBLX)	0.0	$2.8k		50.00	56.56	View chart
Brookdale Sr Living Common Stock (BKD)	0.0	$2.7k		200.00	13.68	View chart
Coty Inc Class A Common Stock (COTY)	0.0	$2.5k		1.2k	2.01	View chart
Wabtec Common Stock (WAB)	0.0	$2.2k		9.00	249.89	View chart
Zoom Communications Inc Class A Common Stock (ZM)	0.0	$2.0k	+400%	25.00	80.40	View chart
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY)	0.0	$1.9k		200.00	9.53	View chart
The Magnum Ice Cream C F Foreign Ordinaries (MICC)	0.0	$1.8k		121.00	14.95	View chart
Sofi Technologies Common Stock (SOFI)	0.0	$1.6k		100.00	15.88	View chart
Leidos Hldgs Common Stock (LDOS)	0.0	$1.6k		10.00	156.00	View chart
T-mobile Us Common Stock (TMUS)	0.0	$1.5k		7.00	218.57	View chart
Ershares Private-public Crossover Etf Uit Exchange Traded (XOVR)	0.0	$1.4k	NEW	80.00	16.89	View chart
Quantumscape Corp Class Class A Common Stock (QS)	0.0	$1.3k		200.00	6.38	View chart
Ishares Silver Trust Uit Exchange Traded (SLV)	0.0	$681.000000	NEW	10.00	68.10	View chart
Microvision Inc Del Common Stock (MVIS)	0.0	$641.000000		1.0k	0.64	View chart
Rivian Automotive Inc Class Class A Common Stock (RIVN)	0.0	$602.000000	+100%	40.00	15.05	View chart
Viatris Common Stock (VTRS)	0.0	$268.000000		20.00	13.40	View chart
Globalstar Common Stock (GSAT)	0.0	$198.999900		3.00	66.33	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 2026 Q1 filed May 19, 2026
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

View all past filings

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