Financial Avengers, Inc. — 13F Holdings & Portfolio
CIK 1844393 · latest 13F-HR filed 2026-08-19
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, exited 1, added to 98, and trimmed 27.
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.
SUITE 210
OAKLAND, CA 94612
$241.1M
Long-equity book
158
Distinct positions
2026-06-30
Filed 2026-08-19
+5 / −1 / ↑98 / ↓27
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC CLASS C$4.1M +19.5%
- NVIDIA CORP$3.2M +11.2%
- AMAZON.COM INC$2.7M +12.1%
- APPLE INC$2.5M +11.5%
- BANK OF AMERICA CORP$1.2M +14.9%
Top Trims
- VERIZON COMMUNICATIONS I-$801.1K -14.6%
- AT&T INC-$58.3K -28.1%
- NIKE INC CLASS B-$55.4K -92.5%
- TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS-$18.2K -39.4%
- COSTCO WHSL CORP NEW-$18.1K -6.0%
New Positions
- INTUIT$262.3K
- SS&C TECHNOLOGIES HLDGS$33.1K
- ISHARES RUSSELL 1000 GROWTH ETF$23.8K
- CARNIVAL CORP LTD F$2.9K
- SPACE EX TECH SPACEX CLASS A$2.6K
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 |
| 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 |