Top Institutional Investors

Financial Avengers, Inc. — 13F Holdings & Portfolio

CIK 1844393 · latest 13F-HR filed 2026-08-19

Backtest portfolio

Financial Avengers, Inc. manages $241.1M in 13F-reported U.S. long-equity assets across 158 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (13.27%), GOOG (10.46%), AMZN (10.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 1; 98 existing positions rose in reported value and 27 fell.

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.

Loading holdings…
AUM
$241.1M

Long-equity book

Holdings
158

Distinct positions

Period
2026-06-30

Filed 2026-08-19

Q/Q Activity
+5 / −1 / ↑98 / ↓27

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA13.3% · -3%GOOG10.5% · -3%AMZN10.4% · -2%AAPL10.1% · -2%BRK.B7.6% · +1%SCHW5.3% · -1%AXP5.1% · -1%JNJ5.0% · +1%BAC4.0% · -2%MSFT2.6% · +7%SHOP2.4% · +6%PG2.4% · +4%USIG2.3% · +9%DIS2.1% · +2%BND2.1% · +11%VZ1.9% · +1%SBUX1.9% · +2%PFE1.3% · +12%TSLA1.0% · -1%GOOGL1.0% · -2%KVUE0.9% · +0%ADBE0.8% · +15%MMM0.8% · +17%RYCEY0.7% · newLLY0.7% · +7%BRK.A0.6% · 0%AMD0.4% · -26%META0.3% · +6%LVMHF0.2% · +50%GE0.1% · +0%GEV0.1% · +0%COST0.1% · 0%INTU0.1% · newJPM0.1% · +0%V0.1% · +0%NFLX0.1% · +148%CSCO0.1% · -12%ADP0.1% · +1%GLW0.1% · -5%GILD0.1% · +1%INTC0.1% · 0%ACGL0.1% · 0%IBM0.1% · +1%T0.1% · +1%ASML0.1% · 0%F0.0% · +1%HD0.0% · +1%UNH0.0% · +0%TXN0.0% · +1%AVGO0.0% · 0%MCHP0.0% · +0%IRM0.0% · +1%TIC0.0% · 0%DBX0.0% · -9%WMT0.0% · +0%TMO0.0% · -4%VRTX0.0% · -4%AMAT0.0% · 0%VCRB0.0% · +317%CAT0.0% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 73.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$488.4M
Discretionary
$488.4M
Employees
2
Accounts
787
Address
827 BROADWAY, SUITE 210
OAKLAND, CA 94607
Phone
(415) 773-2174
Website
Name Title / Status Ownership Type
MCCORD, ARTHUR, LAVAL ControlCOO
since Mar 2000
50–75%Individual
SWIFT, THOMAS, WAINWRIGHT ControlCEO/CHIEF COMPLIANCE OFFICER
since Aug 2000
50–75%Individual
Ownership & leadership changes · 1 filing with changes since Mar 31, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2020 filing
  • ChangedMCCORD, ARTHUR, LAVAL · ownership 25–50% → 50–75%
Mar 31, 2012 filing (earliest on record)
  • ListedMCCORD, ARTHUR, LAVAL · COO · 25–50% · control person
  • ListedSWIFT, THOMAS, WAINWRIGHT · CEO/CHIEF COMPLIANCE OFFICER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Financial Avengers, Inc. Holdings (2026-06-30)

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 $32.0M 13.27% 159,859 SH
2 ALPHABET INC CLASS C GOOG 02079K107 $25.2M 10.46% 71,381 SH
3 AMAZON.COM INC AMZN 023135106 $25.0M 10.35% 104,748 SH
4 APPLE INC AAPL 037833100 $24.4M 10.10% 84,154 SH
5 BERKSHIRE HATHAWAY CLASS B BRK.B 084670702 $18.3M 7.58% 36,539 SH
6 CHARLES SCHWAB CORP SCHW 808513105 $12.9M 5.33% 139,334 SH
7 AMERICAN EXPRESS CO AXP 025816109 $12.3M 5.11% 36,429 SH
8 JOHNSON & JOHNSON JNJ 478160104 $12.1M 5.02% 47,625 SH
9 BANK OF AMERICA CORP BAC 060505104 $9.6M 3.97% 168,084 SH
10 MICROSOFT CORP MSFT 594918104 $6.2M 2.58% 16,666 SH
11 SHOPIFY INC FCLASS A SHOP 82509L107 $5.8M 2.39% 50,510 SH
12 PROCTER & GAMBLE CO PG 742718109 $5.7M 2.37% 38,950 SH
13 ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF USIG 464288620 $5.6M 2.34% 110,014 SH
14 DISNEY WALT CO DIS 254687106 $5.0M 2.06% 51,562 SH
15 VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES BND 921937835 $5.0M 2.06% 67,590 SH
16 VERIZON COMMUNICATIONS I VZ 92343V104 $4.7M 1.94% 110,277 SH
17 STARBUCKS CORP SBUX 855244109 $4.6M 1.90% 44,784 SH
18 PFIZER INC PFE 717081103 $3.1M 1.28% 127,679 SH
19 TESLA INC TSLA 88160R101 $2.4M 1.01% 5,785 SH
20 ALPHABET INC CLASS A GOOGL 02079K305 $2.3M 0.97% 6,523 SH
21 KENVUE INC KVUE 49177J102 $2.1M 0.85% 107,372 SH
22 ADOBE INC ADBE 00724F101 $2.0M 0.84% 9,821 SH
23 3M CO MMM 88579Y101 $2.0M 0.81% 12,086 SH
24 ELI LILLY AND CO LLY 532457108 $1.6M 0.65% 1,313 SH
25 BERKSHIRE HATHAWAY CLASS A BRK.A 084670108 $1.5M 0.62% 2 SH
26 ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS RYCEY 775781206 $1.5M 0.60% 75,725 SH
27 ADVANCED MICRO DEVICES I AMD 007903107 $871.4K 0.36% 1,500 SH
28 META PLATFORMS INC CLASS A META 30303M102 $670.2K 0.28% 1,190 SH
29 LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS LVMHF 502441306 $514.3K 0.21% 4,650 SH
30 GE AEROSPACE GE 369604301 $305.1K 0.13% 816 SH
31 GE VERNOVA INC GEV 36828A101 $286.1K 0.12% 244 SH
32 COSTCO WHSL CORP NEW COST 22160K105 $284.6K 0.12% 304 SH
33 INTUIT INTU 461202103 $262.3K 0.11% 1,005 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $259.1K 0.11% 791 SH
35 VISA INC CLASS A V 92826C839 $235.2K 0.10% 686 SH
36 NETFLIX INC NFLX 64110L106 $228.8K 0.09% 3,205 SH
37 CISCO SYS INC CSCO 17275R102 $205.6K 0.09% 1,750 SH
38 AUTOMATIC DATA PROCESSIN ADP 053015103 $199.3K 0.08% 890 SH
39 CORNING INC GLW 219350105 $193.7K 0.08% 758 SH
40 ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS RYCEY 775781206 $192.5K 0.08% 10,000 SH
41 GILEAD SCIENCES INC GILD 375558103 $169.8K 0.07% 1,344 SH
42 INTEL CORP INTC 458140100 $160.0K 0.07% 1,146 SH
43 ARCH CAPITAL GROUP LTD F ACGL G0450A105 $159.2K 0.07% 1,640 SH
44 IBM CORP IBM 459200101 $158.2K 0.07% 563 SH
45 AT&T INC T 00206R102 $149.4K 0.06% 7,218 SH
46 ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS ASML N07059210 $119.4K 0.05% 60 SH
47 FORD MTR CO DEL F 345370860 $119.1K 0.05% 8,569 SH
48 HOME DEPOT INC HD 437076102 $115.5K 0.05% 328 SH
49 UNITEDHEALTH GROUP INC UNH 91324P102 $115.3K 0.05% 277 SH
50 TEXAS INSTRS INC TXN 882508104 $108.4K 0.04% 364 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-19 $241.1M 158 0001844393-26-000004
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
Filer Information
Address
827 BROADWAY
SUITE 210
OAKLAND, CA 94612
Phone
(415) 773-2174
Filing Manager
Financial Avengers, Inc.
OAKLAND, CA
Signatory
Thomas W. Swift
Chief Executive Officer