Financial Avengers, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 19, 2026), Financial Avengers, Inc. reported 155 stock positions worth $241.1 million. Its top holding was Nvidia (NVDA) at 13.3% of the portfolio, followed by Alphabet Class C (GOOG, 10.5%) and Amazon.com (AMZN, 10.4%). Compared with Q1 2026, it opened 5 new positions, sold out of 1, added to 67 and reduced 25. The biggest buy was Rolls-Royce Holdings-SP ADR (RYCEY, shares +19%) and the biggest sale Schwab (charles) (SCHW, shares −1%).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001844393
Portfolio Value
$241.1M (Q2 2026)
SEC Filing
0001844393-26-000004 ↗ filed Aug 19, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $188.4M Q1 2024 Q2 2024: $188.4M Q2 2024 Q3 2024: $203.2M Q3 2024 Q4 2024: $212.0M Q4 2024 Q1 2025: $197.4M Q1 2025 Q2 2025: $215.4M Q2 2025 Q3 2025: $232.5M Q3 2025 Q4 2025: $244.0M Q4 2025 Q1 2026: $219.3M Q1 2026 Q2 2026: $241.1M $241.1M Q2 2026

Holdings 155 stocks · $241.1M
NVDA Nvidia Corp. 13.27% 159,859 $32.0M Reduce -3.1%
GOOG Alphabet Inc. Class C 10.46% 71,381 $25.2M Reduce -3.0%
AMZN Amazon.com Inc. 10.35% 104,748 $25.0M Reduce -2.1%
AAPL Apple Inc. 10.10% 84,154 $24.4M Reduce -2.2%
BRK.B Berkshire Hathaway Inc. Class B 7.58% 36,539 $18.3M Add +0.6%
SCHW Schwab (charles) Corp. 5.33% 139,334 $12.9M Reduce -0.8%
AXP American Express Co. 5.11% 36,429 $12.3M Reduce -1.2%
JNJ Johnson & Johnson 5.02% 47,625 $12.1M Add +1.1%
BAC Bank of America Corp. 3.97% 168,084 $9.6M Reduce -1.7%
MSFT Microsoft Corp. 2.58% 16,666 $6.2M Add +6.8%
SHOP Shopify Inc. Class A 2.39% 50,510 $5.8M Add +6.2%
PG The Procter & Gamble Co. 2.37% 38,950 $5.7M Add +3.9%
USIG iShares Broad Usd Investment 2.34% 110,014 $5.6M Add +8.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.06% 51,562 $5.0M Add +2.0%
BND Vanguard Total Bond Market 2.06% 67,590 $5.0M Add +10.9%
VZ Verizon Communications Inc. 1.94% 110,277 $4.7M Add +1.2%
SBUX Starbucks Corp. 1.90% 44,784 $4.6M Add +2.2%
PFE Pfizer Inc. 1.32% 131,989 $3.2M Add +11.8%
TSLA Tesla Inc. 1.01% 5,785 $2.4M Reduce -1.3%
GOOGL Alphabet Inc. Class A 0.97% 6,523 $2.3M Reduce -1.5%
KVUE Kenvue Inc. 0.85% 107,372 $2.1M Add +0.2%
ADBE Adobe Inc. 0.83% 9,821 $2.0M Add +14.8%
MMM 3M Co. 0.81% 12,086 $2.0M Add +16.6%
RYCEY Rolls-Royce Holdings-SP ADR 0.68% 85,725 $1.7M Add +18.7%
LLY Eli Lilly & Co. 0.65% 1,313 $1.6M Add +7.4%
BRK.A Berkshire Hathaway Inc. Class A 0.62% 2 $1.5M No change
AMD Advanced Micro Devices 0.36% 1,500 $871K Reduce -26.0%
META Meta Platforms Inc. Class A 0.28% 1,190 $670K Add +6.2%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.21% 4,650 $514K Add +49.5%
GE General Electric filed as GE AEROSPACE 0.13% 816 $305K Add +0.1%
GEV GE Vernova Inc. 0.12% 244 $286K Add +0.4%
COST Costco Wholesale Corp. 0.12% 304 $285K No change
INTU Intuit Inc. 0.11% 1,005 $262K New
JPM JPMorgan Chase & Co. 0.11% 791 $259K Add +0.4%
V Visa Inc. Class A 0.10% 686 $235K Add +0.3%
NFLX Netflix Inc. 0.09% 3,205 $229K Add +148.4%
CSCO Cisco Systems Inc. 0.09% 1,750 $206K Reduce -12.5%
ADP Automatic Data Processing 0.08% 890 $199K Add +0.9%
GLW Corning Inc. 0.08% 758 $194K Reduce -5.0%
GILD Gilead Sciences Inc. 0.07% 1,344 $170K Add +0.7%
INTC Intel Corp. 0.07% 1,146 $160K No change
ACGL Arch Capital Group Ltd. 0.07% 1,640 $159K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 563 $158K Add +0.7%
T AT&T Inc. 0.06% 7,218 $149K Add +0.8%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.05% 60 $119K No change
F Ford Motor Co. filed as FORD MTR CO 0.05% 8,569 $119K Add +0.7%
HD Home Depot Inc. 0.05% 328 $116K Add +0.9%
UNH Unitedhealth Group Inc. 0.05% 277 $115K Add +0.4%
TXN Texas Instruments Inc. 0.04% 364 $108K Add +0.6%
AVGO Broadcom Inc. 0.03% 216 $82K No change
MCHP Microchip Technology Inc. 0.03% 872 $80K Add +0.5%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.03% 623 $79K Add +0.8%
TIC Tic Solutions Inc. 0.03% 9,000 $73K No change
DBX Dropbox Inc. Class A 0.03% 2,400 $66K Reduce -9.4%
WMT Walmart Inc. 0.03% 570 $65K Add +0.3%
TMO Thermo Fisher Scientific Inc. 0.03% 125 $63K Reduce -3.9%
VRTX Vertex Pharmaceuticals Inc. 0.02% 120 $60K Reduce -4.0%
AMAT Applied Materials Inc. 0.02% 80 $58K No change
VCRB Vanguard Core Bond ETF 0.02% 729 $56K Add +316.6%
CAT Caterpillar Inc. 0.02% 51 $54K Add +2.0%
KO The Coca-Cola Co. 0.02% 661 $54K Add +0.6%
FSLR First Solar Inc. 0.02% 225 $53K No change
EBAY eBay Inc. 0.02% 453 $51K Add +0.4%
TSM Taiwan Semiconductor-SP ADR 0.02% 105 $50K No change
AEP American Electric Power 0.02% 353 $48K Reduce -14.7%
TMFG Motley Fool Global Opp 0.02% 1,555 $48K No change
ISRG Intuitive Surgical Inc. 0.02% 110 $44K No change
HAPN Happen Inc. 0.02% 2,000 $41K Reduce -42.9%
CLX Clorox Company 0.02% 431 $41K Add +1.4%
EAOM iShares ESG Aware 40/60 Mode 0.02% 1,277 $40K Add +45.9%
ADSK Autodesk Inc. 0.02% 200 $39K No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.02% 571 $39K Add +1.1%
EAGG iShares ESG Aware US Aggrega 0.02% 818 $39K Add +12.5%
JSTC Adasina Social Justice GLB 0.01% 1,561 $36K Add +0.5%
DHR Danaher Corp. 0.01% 186 $35K No change
TGT Target Corp. 0.01% 254 $33K Add +0.8%
SSNC Ss&c Technologies Holdings 0.01% 534 $33K New
UL Unilever PLC-Sponsored ADR 0.01% 544 $33K Add +1.3%
LEVI Levi Strauss & Co. Class A 0.01% 1,275 $32K Add +0.6%
UNP Union Pacific Corp. 0.01% 114 $31K Add +0.9%
PEP Pepsico Inc. 0.01% 226 $31K Reduce -1.3%
USB US Bancorp 0.01% 483 $29K Add +1.1%
CMI Cummins Inc. 0.01% 40 $29K No change
HSY The Hershey Co. 0.01% 163 $29K Add +5.8%
TAK Takeda Pharmaceutic-SP ADR 0.01% 1,750 $28K Reduce -30.0%
MDB Mongodb Inc. 0.01% 80 $27K No change
KMI Kinder Morgan Inc. 0.01% 821 $26K Add +0.9%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.01% 461 $25K No change
ITA iShares U.S. Aerospace & Def 0.01% 100 $24K No change
DAL Delta Air Lines Inc. 0.01% 259 $24K Add +0.4%
XLV SS Health Care Select Sector 0.01% 153 $24K Add +0.7%
GLD SPDR Gold Shares 0.01% 65 $24K No change
IWF iShares Russell 1000 Growth 0.01% 192 $24K New
PPA Invesco Aerospace & Defense 0.01% 130 $23K No change
NI Nisource Inc. 0.01% 422 $20K Add +0.7%
PEBO Peoples Bancorp Inc. 0.01% 507 $19K Reduce -21.0%
XLK SS Technology Select Sector 0.01% 101 $19K No change
PBE Invesco Biotechnology & Geno 0.01% 204 $18K Add +1.0%
VEEV Veeva Systems Inc. Class A 0.01% 100 $18K No change
MRK Merck & Co. Inc. 0.01% 132 $17K Add +0.8%

Show all 155 holdings

Portfolio Sells Q1 2026 → Q2 2026
SCHW Schwab (charles) Corp. Reduce -0.8% 5.33% −0.68
NKE Nike Inc. Class B Reduce -90.4% 0.00% −0.03
AHR American Healthcare REIT Inc. Sold out 0.00% −0.01
TAK Takeda Pharmaceutic-SP ADR Reduce -30.0% 0.01% −0.01
HAPN Happen Inc. Reduce -42.9% 0.02% −0.01
AEP American Electric Power Reduce -14.7% 0.02% −0.00
PEP Pepsico Inc. Reduce -1.3% 0.01% −0.00
TMO Thermo Fisher Scientific Inc. Reduce -3.9% 0.03% −0.00
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -29.7% 0.00% −0.00
EIX Edison International Reduce -20.2% 0.00% −0.00
PEBO Peoples Bancorp Inc. Reduce -21.0% 0.01% −0.00
VRTX Vertex Pharmaceuticals Inc. Reduce -4.0% 0.02% −0.00
MICC The Magnum Ice Cream Co. NV Reduce -66.9% 0.00% −0.00
DBX Dropbox Inc. Class A Reduce -9.4% 0.03% −0.00
APH Amphenol Corp. Class A Reduce -11.0% 0.01% +0.00
CSCO Cisco Systems Inc. Reduce -12.5% 0.09% +0.01
TSLA Tesla Inc. Reduce -1.3% 1.01% +0.02
AXP American Express Co. Reduce -1.2% 5.11% +0.03
GLW Corning Inc. Reduce -5.0% 0.08% +0.03
GOOGL Alphabet Inc. Class A Reduce -1.5% 0.97% +0.10
AAPL Apple Inc. Reduce -2.2% 10.10% +0.14
NVDA Nvidia Corp. Reduce -3.1% 13.27% +0.15
BAC Bank of America Corp. Reduce -1.7% 3.97% +0.17
AMD Advanced Micro Devices Reduce -26.0% 0.36% +0.17
AMZN Amazon.com Inc. Reduce -2.1% 10.35% +0.20
GOOG Alphabet Inc. Class C Reduce -3.0% 10.46% +0.84

Portfolio Buys Q1 2026 → Q2 2026
RYCEY Rolls-Royce Holdings-SP ADR Add +18.7% 0.68% +0.18
LLY Eli Lilly & Co. Add +7.4% 0.65% +0.14
MMM 3M Co. Add +16.6% 0.81% +0.13
INTU Intuit Inc. New 0.11% +0.11
SBUX Starbucks Corp. Add +2.2% 1.90% +0.11
LVMUY LVMH Moet Hennessy-Unsp ADR Add +49.5% 0.21% +0.06
NFLX Netflix Inc. Add +148.4% 0.09% +0.04
GEV GE Vernova Inc. Add +0.4% 0.12% +0.02
GE General Electric Add +0.1% 0.13% +0.02
VCRB Vanguard Core Bond ETF Add +316.6% 0.02% +0.02
UNH Unitedhealth Group Inc. Add +0.4% 0.05% +0.01
SSNC Ss&c Technologies Holdings New 0.01% +0.01
TXN Texas Instruments Inc. Add +0.6% 0.04% +0.01
BND Vanguard Total Bond Market Add +10.9% 2.06% +0.01
IWF iShares Russell 1000 Growth New 0.01% +0.01
KVUE Kenvue Inc. Add +0.2% 0.85% +0.01
MCHP Microchip Technology Inc. Add +0.5% 0.03% +0.01
CAT Caterpillar Inc. Add +2.0% 0.02% +0.01
EAOM iShares ESG Aware 40/60 Mode Add +45.9% 0.02% +0.00
F Ford Motor Co. Add +0.7% 0.05% +0.00
IRM Iron Mountain Inc. Add +0.8% 0.03% +0.00
IBM Intl Business Machines Corp. Add +0.7% 0.07% +0.00
V Visa Inc. Class A Add +0.3% 0.10% +0.00
CRI Carter's Inc. Add +123.7% 0.01% +0.00
LEVI Levi Strauss & Co. Class A Add +0.6% 0.01% +0.00
DAL Delta Air Lines Inc. Add +0.4% 0.01% +0.00
EBAY eBay Inc. Add +0.4% 0.02% +0.00
ESGD iShares Trust iShares ESG Aw Add +104.0% 0.00% +0.00
JPM JPMorgan Chase & Co. Add +0.4% 0.11% +0.00
CCL Carnival Corp. Ltd. New 0.00% +0.00
SPCX Space Exploration Techn Class A New 0.00% +0.00
VGT Vanguard Info Tech ETF Add +0.9% 0.01% +0.00
PBI Pitney Bowes Inc. Add +0.5% 0.00% +0.00
JSTC Adasina Social Justice GLB Add +0.5% 0.01% +0.00
ADP Automatic Data Processing Add +0.9% 0.08% +0.00
VMRK Vivmark Residential Add +1.1% 0.02% +0.00
USB US Bancorp Add +1.1% 0.01% +0.00
CSX CSX Corp. Add +0.3% 0.01% +0.00
RBLX Roblox Corp. Class A Add +50.0% 0.00% +0.00
PBE Invesco Biotechnology & Geno Add +1.0% 0.01% +0.00
EAGG iShares ESG Aware US Aggrega Add +12.5% 0.02% +0.00
UNP Union Pacific Corp. Add +0.9% 0.01% +0.00
MPT Medical Properties Trust Inc. Add +1.9% 0.00% −0.00
MRK Merck & Co. Inc. Add +0.8% 0.01% −0.00
XLV SS Health Care Select Sector Add +0.7% 0.01% −0.00
STAG Stag Industrial Inc. Add +0.9% 0.00% −0.00
AIG American International Group Add +2.0% 0.00% −0.00
TGT Target Corp. Add +0.8% 0.01% −0.00
ED Consolidated Edison Inc. Add +1.3% 0.00% −0.00
UL Unilever PLC-Sponsored ADR Add +1.3% 0.01% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$241.1MNVDA, GOOG, AMZN, AAPL, BRK.B
Q1 2026 151$219.3MNVDA, AMZN, AAPL, GOOG, BRK.B
Q4 2025Amended 145$244.0MNVDA, AMZN, GOOG, AAPL, BRK.B
Q3 2025 140$232.5MNVDA, AMZN, AAPL, GOOG, BRK.B
Q2 2025 140$215.4MNVDA, AMZN, AAPL, BRK.B, GOOG
Q1 2025Amended 147$197.4MAMZN, AAPL, NVDA, BRK.B, GOOG
Q4 2024 160$212.0MAMZN, NVDA, AAPL, BRK.B, GOOG
Q3 2024 176$203.2MAAPL, NVDA, AMZN, BRK.B, GOOG
Q2 2024 155$188.4MNVDA, AMZN, AAPL, GOOGL, BRK.B
Q1 2024 153$188.4MAMZN, NVDA, AAPL, BRK.B, GOOG