Financial Avengers, Inc. — 13F Holdings & Portfolio
CIK 1844393 · latest 13F-HR filed 2026-05-19
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$219.3M
Long-equity book
Holdings
151
Distinct positions
Period
2026-03-31
Filed 2026-05-19
Q/Q Activity
+9 / −3 / ↑46 / ↓70
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VERIZON COMMUNICATIONS I$1.4M +33.9%
- JOHNSON & JOHNSON$1.3M +12.5%
- VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES$581.7K +14.9%
- PFIZER INC$580.0K +21.2%
- ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF$526.6K +11.3%
Top Trims
- NVIDIA CORP-$4.7M -14.1%
- ALPHABET INC CLASS CLASS C-$4.2M -16.6%
- AMAZON.COM INC-$3.4M -13.2%
- AMERICAN EXPRESS CO-$3.0M -21.1%
- APPLE INC-$2.5M -10.2%
New Positions
- ISHARES ESG U.S. AGGREGATE BOND ETF$34.5K
- ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF$26.0K
- ISHARES U.S. AEROSPACE &DEFENSE ETF$21.9K
- INVESCO AEROSPACE & DEFENSE ETF$21.5K
- VANGUARD CORE BOND ETF$13.5K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 67066G104 | $28.8M | 13.12% | 164,973 | SH |
| 2 | AMAZON.COM INC | AMZN | 023135106 | $22.3M | 10.16% | 106,966 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $21.8M | 9.95% | 86,019 | SH |
| 4 | ALPHABET INC CLASS CLASS C | GOOG | 02079K107 | $21.1M | 9.62% | 73,553 | SH |
| 5 | BERKSHIRE HATHAWAY CLASS B | BRK.B | 084670702 | $17.4M | 7.94% | 36,328 | SH |
| 6 | CHARLES SCHWAB CORP | SCHW | 808513105 | $13.2M | 6.02% | 140,399 | SH |
| 7 | JOHNSON & JOHNSON | JNJ | 478160104 | $11.5M | 5.25% | 47,093 | SH |
| 8 | AMERICAN EXPRESS CO | AXP | 025816109 | $11.1M | 5.08% | 36,860 | SH |
| 9 | BANK OF AMERICA CORP | BAC | 060505104 | $8.3M | 3.80% | 170,934 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $5.8M | 2.63% | 15,608 | SH |
| 11 | SHOPIFY INC FCLASS CLASS A | SHOP | 82509L107 | $5.6M | 2.57% | 47,560 | SH |
| 12 | VERIZON COMMUNICATIONS I | VZ | 92343V104 | $5.5M | 2.49% | 108,969 | SH |
| 13 | PROCTER & GAMBLE CO | PG | 742718109 | $5.4M | 2.47% | 37,488 | SH |
| 14 | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | USIG | 464288620 | $5.2M | 2.37% | 101,248 | SH |
| 15 | DISNEY WALT CO | DIS | 254687106 | $4.9M | 2.22% | 50,553 | SH |
| 16 | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | BND | 921937835 | $4.5M | 2.05% | 60,930 | SH |
| 17 | STARBUCKS CORP | SBUX | 855244109 | $3.9M | 1.79% | 43,813 | SH |
| 18 | PFIZER INC | PFE | 717081103 | $3.3M | 1.51% | 118,107 | SH |
| 19 | TESLA INC | TSLA | 88160R101 | $2.2M | 0.99% | 5,860 | SH |
| 20 | ADOBE INC | ADBE | 00724F101 | $2.1M | 0.95% | 8,551 | SH |
| 21 | ALPHABET INC CLASS CLASS A | GOOGL | 02079K305 | $1.9M | 0.87% | 6,620 | SH |
| 22 | KENVUE INC | KVUE | 49177J102 | $1.8M | 0.84% | 107,194 | SH |
| 23 | 3M CO | MMM | 88579Y101 | $1.5M | 0.69% | 10,366 | SH |
| 24 | BERKSHIRE HATHAWAY INC DCLASS A | BRK.A | 084670108 | $1.4M | 0.65% | 2 | SH |
| 25 | ELI LILLY AND CO | LLY | 532457108 | $1.1M | 0.51% | 1,223 | SH |
| 26 | ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS | RYCEF | 775781206 | $1.1M | 0.51% | 72,225 | SH |
| 27 | META PLATFORMS INC CLASS CLASS A | META | 30303M102 | $641.1K | 0.29% | 1,121 | SH |
| 28 | ADVANCED MICRO DEVIC | AMD | 007903107 | $412.4K | 0.19% | 2,027 | SH |
| 29 | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | LVMHF | 502441306 | $339.7K | 0.15% | 3,110 | SH |
| 30 | COSTCO WHSL CORP NEW | COST | 22160K105 | $302.7K | 0.14% | 304 | SH |
| 31 | JPMORGAN CHASE & CO | JPM | 46625H100 | $231.9K | 0.11% | 788 | SH |
| 32 | GE AEROSPACE | GE | 369604301 | $231.2K | 0.11% | 815 | SH |
| 33 | GE VERNOVA INC | GEV | 36828A101 | $212.5K | 0.10% | 243 | SH |
| 34 | AT&T INC | T | 00206R102 | $207.7K | 0.09% | 7,164 | SH |
| 35 | VISA INC CLASS CLASS A | V | 92826C839 | $206.8K | 0.09% | 684 | SH |
| 36 | GILEAD SCIENCES INC | GILD | 375558103 | $186.1K | 0.08% | 1,335 | SH |
| 37 | AUTOMATIC DATA PROCESSIN | ADP | 053015103 | $179.3K | 0.08% | 882 | SH |
| 38 | ARCH CAPITAL GROUP LTD F | ACGL | G0450A105 | $157.4K | 0.07% | 1,640 | SH |
| 39 | CISCO SYS INC | CSCO | 17275R102 | $155.2K | 0.07% | 2,000 | SH |
| 40 | IBM CORP | IBM | 459200101 | $135.5K | 0.06% | 559 | SH |
| 41 | NETFLIX INC | NFLX | 64110L106 | $124.0K | 0.06% | 1,290 | SH |
| 42 | CORNING INC | GLW | 219350105 | $108.5K | 0.05% | 798 | SH |
| 43 | HOME DEPOT INC | HD | 437076102 | $107.0K | 0.05% | 325 | SH |
| 44 | FORD MTR CO DEL | F | 345370860 | $98.2K | 0.04% | 8,514 | SH |
| 45 | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ASML | N07059210 | $79.2K | 0.04% | 60 | SH |
| 46 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $74.6K | 0.03% | 276 | SH |
| 47 | WALMART INC | WMT | 931142103 | $70.6K | 0.03% | 568 | SH |
| 48 | TEXAS INSTRS INC | TXN | 882508104 | $70.3K | 0.03% | 362 | SH |
| 49 | BROADCOM INC | AVGO | 11135F101 | $66.8K | 0.03% | 216 | SH |
| 50 | THERMO FISHER SCIENTIFIC | TMO | 883556102 | $64.1K | 0.03% | 130 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-19 | $219.3M | 151 | 0001844393-26-000003 |
| 2025-12-31 | 2026-03-04 | $244.0M | 145 | 0001844393-26-000002 |
| 2025-12-31 | 2026-02-17 | $232.5M | 140 | 0001844393-26-000001 |