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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, GOOG, AMZN, AAPL, BRK.B, and represent 51.76% of Financial Avengers's stock portfolio.
Added to shares of these 10 stocks: BND, USIG, MSFT, SHOP, PFE, MMM, INTU, ADBE, RYCEY, PG.
Started 5 new stock positions in INTU, SSNC, SPCX, CCL, IWF.
Reduced shares in these 10 stocks: NVDA, GOOG, AAPL, AMZN, AMD, BAC, AXP, SCHW, NKE, GOOGL.
Sold out of its position in AHR.
Financial Avengers was a net buyer of stock by $574k.
Financial Avengers has $241M in assets under management (AUM), dropping by 9.94%.
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 155 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	13.3	$32M	-3%	160k	200.09	View chart
Alphabet Inc Class C Common Stock (GOOG)	10.5	$25M	-2%	71k	353.33	View chart
Amazon.com Common Stock (AMZN)	10.4	$25M	-2%	105k	238.34	View chart
Apple Common Stock (AAPL)	10.1	$24M	-2%	84k	289.36	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	7.6	$18M		37k	500.39	View chart
Charles Schwab Corp Common Stock (SCHW)	5.3	$13M		139k	92.27	View chart
American Express Common Stock (AXP)	5.1	$12M		36k	338.25	View chart
Johnson & Johnson Common Stock (JNJ)	5.0	$12M		48k	253.97	View chart
Bank Of America Corp Common Stock (BAC)	4.0	$9.6M		168k	56.98	View chart
Microsoft Corp Common Stock (MSFT)	2.6	$6.2M	+6%	17k	373.01	View chart
Shopify Inc Fclass A Foreign Canadian (SHOP)	2.4	$5.8M	+6%	51k	114.18	View chart
Procter & Gamble Common Stock (PG)	2.4	$5.7M	+3%	39k	146.64	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Uit Exchange Traded (USIG)	2.3	$5.6M	+8%	110k	51.29	View chart
Disney Walt Common Stock (DIS)	2.1	$5.0M		52k	96.25	View chart
Vanguard Total Bond Market Index Fund Etf Shares Uit Exchange Traded (BND)	2.1	$5.0M	+10%	68k	73.41	View chart
Verizon Communications I Common Stock (VZ)	1.9	$4.7M		110k	42.34	View chart
Starbucks Corp Common Stock (SBUX)	1.9	$4.6M	+2%	45k	102.19	View chart
Pfizer Common Stock (PFE)	1.3	$3.2M	+11%	132k	24.08	View chart
Tesla Common Stock (TSLA)	1.0	$2.4M		5.8k	420.60	View chart
Alphabet Inc Class A Common Stock (GOOGL)	1.0	$2.3M		6.5k	357.36	View chart
Kenvue Common Stock (KVUE)	0.9	$2.1M		107k	19.11	View chart
Adobe Common Stock (ADBE)	0.8	$2.0M	+14%	9.8k	205.02	View chart
3M Common Stock (MMM)	0.8	$2.0M	+16%	12k	161.91	View chart
Rolls-royce Holdings P Fsponsored Adr 1 Adr Reps 1 Ord American Depository (RYCEY)	0.7	$1.7M	+18%	86k	19.25	View chart
Eli Lilly And Common Stock (LLY)	0.7	$1.6M	+7%	1.3k	1199.00	View chart
Berkshire Hathaway Class A Common Stock (BRK.A)	0.6	$1.5M		2.00	748850.00	View chart
Advanced Micro Devices I Common Stock (AMD)	0.4	$871k	-25%	1.5k	580.91	View chart
Meta Platforms Inc Class A Common Stock (META)	0.3	$670k	+6%	1.2k	563.16	View chart
Lvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord American Depository (LVMUY)	0.2	$514k	+49%	4.7k	110.60	View chart
Ge Aerospace Common Stock (GE)	0.1	$305k		816.00	373.85	View chart
Ge Vernova Common Stock (GEV)	0.1	$286k		244.00	1172.46	View chart
Costco Whsl Corp Common Stock (COST)	0.1	$285k		304.00	936.11	View chart
Intuit Common Stock (INTU)	0.1	$262k	NEW	1.0k	261.00	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$259k		791.00	327.52	View chart
Visa Inc Class A Common Stock (V)	0.1	$235k		686.00	342.84	View chart
Netflix Common Stock (NFLX)	0.1	$229k	+148%	3.2k	71.40	View chart
Cisco Sys Common Stock (CSCO)	0.1	$206k	-12%	1.8k	117.48	View chart
Automatic Data Processin Common Stock (ADP)	0.1	$199k		890.00	223.90	View chart
Corning Common Stock (GLW)	0.1	$194k	-5%	758.00	255.52	View chart
Gilead Sciences Common Stock (GILD)	0.1	$170k		1.3k	126.35	View chart
Intel Corp Common Stock (INTC)	0.1	$160k		1.1k	139.65	View chart
Arch Capital Group Ltd F Foreign Ordinaries (ACGL)	0.1	$159k		1.6k	97.06	View chart
Ibm Corp Common Stock (IBM)	0.1	$158k		563.00	280.97	View chart
At&t Common Stock (T)	0.1	$149k		7.2k	20.70	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.0	$119k		60.00	1989.43	View chart
Ford Mtr Co Del Common Stock (F)	0.0	$119k		8.6k	13.90	View chart
Home Depot Common Stock (HD)	0.0	$116k		328.00	352.27	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$115k		277.00	416.24	View chart
Texas Instrs Common Stock (TXN)	0.0	$108k		364.00	297.90	View chart
Broadcom Common Stock (AVGO)	0.0	$82k		216.00	378.36	View chart
Microchip Technology Common Stock (MCHP)	0.0	$80k		872.00	91.24	View chart
Iron Mtn Inc New Reit Real Estate Investme (IRM)	0.0	$79k		623.00	126.26	View chart
Tic Solutions Common Stock (TIC)	0.0	$73k		9.0k	8.09	View chart
Dropbox Inc Class A Common Stock (DBX)	0.0	$66k	-9%	2.4k	27.47	View chart
Walmart Common Stock (WMT)	0.0	$65k		570.00	113.35	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$63k	-3%	125.00	503.30	View chart
Vertex Pharmaceuticals I Common Stock (VRTX)	0.0	$60k	-4%	120.00	496.73	View chart
Applied Matls Common Stock (AMAT)	0.0	$58k		80.00	726.92	View chart
Vanguard Core Bond Etf Uit Exchange Traded (VCRB)	0.0	$56k	+316%	729.00	77.20	View chart
Caterpillar Common Stock (CAT)	0.0	$54k	+2%	51.00	1054.61	View chart
The Coca-cola Common Stock (KO)	0.0	$54k		661.00	81.31	View chart
First Solar Common Stock (FSLR)	0.0	$53k		225.00	235.96	View chart
Ebay Common Stock (EBAY)	0.0	$51k		453.00	111.64	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord American Depository (TSM)	0.0	$50k		105.00	477.57	View chart
American Elec Pwr Common Stock (AEP)	0.0	$48k	-14%	353.00	136.80	View chart
Motley Fool Global Opportunities Etf Uit Exchange Traded (TMFG)	0.0	$48k		1.6k	30.76	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$44k		110.00	397.68	View chart
Happen Common Stock (HAPN)	0.0	$42k	-42%	2.0k	20.74	View chart
Clorox Common Stock (CLX)	0.0	$41k		431.00	95.40	View chart
Ishares Esg Aware 40/60 Moderate Allocation Etf Uit Exchange Traded (EAOM)	0.0	$40k	+45%	1.3k	31.47	View chart
Autodesk Common Stock (ADSK)	0.0	$39k		200.00	194.42	View chart
Equity Residential Reit Real Estate Investme (VMRK)	0.0	$39k		571.00	67.97	View chart
Ishares Esg U.s. Aggregate Bond Etf Uit Exchange Traded (EAGG)	0.0	$39k	+12%	818.00	47.43	View chart
Adasina Social Justice All Cap Global Etf Uit Exchange Traded (JSTC)	0.0	$36k		1.6k	22.88	View chart
Danaher Corp Common Stock (DHR)	0.0	$35k		186.00	190.49	View chart
Target Corp Equity Class Equity Common Stock (TGT)	0.0	$33k		254.00	130.87	View chart
Ss&c Technologies Hldgs Common Stock (SSNC)	0.0	$33k	NEW	534.00	62.05	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL)	0.0	$33k		544.00	60.09	View chart
Levi Strauss & Co New Class A Common Stock (LEVI)	0.0	$32k		1.3k	24.82	View chart
Union Pac Corp Common Stock (UNP)	0.0	$31k		114.00	271.16	View chart
Pepsico Common Stock (PEP)	0.0	$31k		226.00	135.28	View chart
Us Bancorp Del Common Stock (USB)	0.0	$29k		483.00	60.37	View chart
Cummins Common Stock (CMI)	0.0	$29k		40.00	717.33	View chart
Hershey Common Stock (HSY)	0.0	$29k	+5%	163.00	175.50	View chart
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK)	0.0	$28k	-30%	1.8k	16.03	View chart
Mongodb Inc Class A Common Stock (MDB)	0.0	$27k		80.00	335.90	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$26k		821.00	31.99	View chart
Akre Focus Etf Uit Exchange Traded (AKRE)	0.0	$25k		461.00	53.19	View chart
Ishares U.s. Aerospace &defense Etf Uit Exchange Traded (ITA)	0.0	$24k		100.00	242.75	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$24k		259.00	93.51	View chart
State Street Health Careselect Sector Spdr Etf Uit Exchange Traded (XLV)	0.0	$24k		153.00	158.25	View chart
Spdr Gold Shares Uit Exchange Traded (GLD)	0.0	$24k		65.00	368.38	View chart
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)	0.0	$24k	NEW	192.00	124.17	View chart
Invesco Aerospace & Defense Etf Uit Exchange Traded (PPA)	0.0	$23k		130.00	176.84	View chart
Nisource Common Stock (NI)	0.0	$20k		422.00	47.54	View chart
Peoples Bancorp Common Stock (PEBO)	0.0	$20k	-21%	507.00	38.40	View chart
State Street Technology Select Sector Spdr Etf Uit Exchange Traded (XLK)	0.0	$19k		101.00	190.57	View chart
Invesco Biotechnology & Genome Etf Uit Exchange Traded (PBE)	0.0	$18k		204.00	89.67	View chart
Veeva Sys Inc Class A Common Stock (VEEV)	0.0	$18k		100.00	177.47	View chart
Merck & Co Common Stock (MRK)	0.0	$17k		132.00	128.11	View chart
Yum Brands Common Stock (YUM)	0.0	$17k		105.00	160.62	View chart
Csx Corp Common Stock (CSX)	0.0	$17k		349.00	47.50	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$15k		234.00	64.09	View chart
Omnicell Common Stock (OMCL)	0.0	$15k		350.00	41.52	View chart
Amphenol Corp New Class A Common Stock (APH)	0.0	$14k	-10%	81.00	175.73	View chart
Vanguard Information Technology Index Fund Etf Shares Uit Exchange Traded (VGT)	0.0	$14k	+707%	113.00	119.90	View chart
Warner Bros Discovery Inclass Series A Common Stock	0.0	$13k		485.00	26.66	View chart
Abbvie Common Stock (ABBV)	0.0	$13k		50.00	253.14	View chart
Carters Common Stock (CRI)	0.0	$12k	+123%	302.00	41.10	View chart
Chevron Corp Common Stock (CVX)	0.0	$12k		72.00	166.75	View chart
Public Storage Reit Real Estate Investme (PSA)	0.0	$12k		36.00	322.42	View chart
Vanguard Mega Cap Value Index Fund Etf Shares Uit Exchange Traded (MGV)	0.0	$12k	-29%	71.00	163.10	View chart
Edison Intl Common Stock (EIX)	0.0	$11k	-20%	150.00	74.50	View chart
Ishares Esg Aware Msci Eafe Etf Uit Exchange Traded (ESGD)	0.0	$10k	+104%	102.00	102.38	View chart
American Tower Corp New Reit Real Estate Investme (AMT)	0.0	$10k		62.00	162.52	View chart
Vanguard Esg U.s. Stock Etf Uit Exchange Traded (ESGV)	0.0	$10k		75.00	132.76	View chart
Consolidated Edison Common Stock (ED)	0.0	$9.0k		81.00	110.51	View chart
Bank Montreal Que F Foreign Canadian (BMO)	0.0	$8.8k		50.00	176.70	View chart
Stag Indl Inc Reit Real Estate Investme (STAG)	0.0	$8.8k		231.00	38.03	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$8.1k		141.00	57.53	View chart
Amgen Common Stock (AMGN)	0.0	$7.9k		22.00	358.14	View chart
Pitney Bowes Common Stock (PBI)	0.0	$7.4k		422.00	17.54	View chart
Airbnb Inc Class A Common Stock (ABNB)	0.0	$7.2k		50.00	143.10	View chart
Smucker J M Common Stock (SJM)	0.0	$6.6k		58.00	112.97	View chart
Trip Com Group Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (TCOM)	0.0	$6.0k		150.00	39.84	View chart
Lyft Inc Class A Common Stock (LYFT)	0.0	$5.8k		400.00	14.61	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$5.5k		717.00	7.68	View chart
Mastercard Inc Class A Common Stock (MA)	0.0	$5.4k		11.00	495.36	View chart
Hermes Intl Sca Fsponsored Adr 1 Adr Reps 0.1 Ord American Depository (HESAY)	0.0	$4.6k		25.00	183.04	View chart
Nike Inc Class B Common Stock (NKE)	0.0	$4.5k	-90%	109.00	41.14	View chart
Roblox Corp Class A Common Stock (RBLX)	0.0	$4.1k	+50%	75.00	54.39	View chart
Box Inc Class A Common Stock (BOX)	0.0	$4.0k		150.00	26.54	View chart
State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)	0.0	$3.7k		5.00	746.80	View chart
American Intl Group Common Stock (AIG)	0.0	$3.7k	+2%	50.00	73.80	View chart
Medical Pptys Tr Inc Reit Real Estate Investme (MPT)	0.0	$3.3k		704.00	4.62	View chart
Brookdale Sr Living Common Stock (BKD)	0.0	$3.2k		200.00	16.09	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$3.2k		279.00	11.31	View chart
Carnival Corp Ltd F Foreign Ordinaries (CCL)	0.0	$2.9k	NEW	100.00	28.57	View chart
Coty Inc Class A Common Stock (COTY)	0.0	$2.7k		1.2k	2.16	View chart
Space Ex Tech Spacex Class A Common Stock (SPCX)	0.0	$2.6k	NEW	15.00	170.87	View chart
Wabtec Common Stock (WAB)	0.0	$2.4k		9.00	269.56	View chart
Zoom Communications Inc Class A Common Stock (ZM)	0.0	$2.2k		25.00	86.32	View chart
Prada S P A Fsponsored Adr 1 Adr Reps 2 Ord American Depository (PRDSY)	0.0	$2.0k		200.00	10.04	View chart
Sofi Technologies Common Stock (SOFI)	0.0	$1.8k		100.00	17.93	View chart
Ershares Private-public Crossover Etf Uit Exchange Traded (XOVR)	0.0	$1.7k		80.00	21.05	View chart
Quantumscape Corp Class A Common Stock (QS)	0.0	$1.5k		200.00	7.56	View chart
T-mobile Us Common Stock (TMUS)	0.0	$1.2k		7.00	175.43	View chart
Leidos Hldgs Common Stock (LDOS)	0.0	$1.0k		10.00	103.70	View chart
The Magnum Ice Cream C F Foreign Ordinaries (MICC)	0.0	$696.000000	-66%	40.00	17.40	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.0	$694.000000		40.00	17.35	View chart
Ishares Silver Trust Uit Exchange Traded (SLV)	0.0	$535.000000		10.00	53.50	View chart
Microvision Inc Del Common Stock	0.0	$327.000000		1.0k	0.33	View chart
Viatris Common Stock (VTRS)	0.0	$318.000000		20.00	15.90	View chart
Globalstar Common Stock (GSAT)	0.0	$243.999900		3.00	81.33	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 Q2 filed Aug. 19, 2026
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

View all past filings

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