Financial Avengers, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Financial Avengers, Inc. reported 140 stock positions worth $215.4 million. Its top holding was Nvidia (NVDA) at 14.1% of the portfolio, followed by Amazon.com (AMZN, 12.2%) and Apple (AAPL, 9.0%). Compared with Q1 2025, it opened 2 new positions, sold out of 9, added to 62 and reduced 27. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001844393
Portfolio Value
$215.4M (Q2 2025)
SEC Filing
0001095449-25-000061 ↗ filed Aug 13, 2025

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 $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 Q2 2026

Holdings 140 stocks · $215.4M
NVDA Nvidia Corp. 14.11% 192,362 $30.4M Reduce -1.1%
AMZN Amazon.com Inc. 12.18% 119,640 $26.2M Reduce -1.7%
AAPL Apple Inc. 9.03% 94,849 $19.5M Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B 8.65% 38,375 $18.6M Reduce -0.3%
GOOG Alphabet Inc. Class C 7.18% 87,237 $15.5M Reduce -0.6%
SCHW Schwab (charles) Corp. 6.55% 154,540 $14.1M Reduce -1.0%
AXP American Express Co. 5.98% 40,394 $12.9M Reduce -0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 4.19% 190,566 $9.0M Reduce -1.1%
MSFT Microsoft Corp. 3.74% 16,201 $8.1M Add +0.3%
JNJ Johnson & Johnson 3.50% 49,345 $7.5M Add +1.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.96% 51,409 $6.4M Reduce -3.0%
PG The Procter & Gamble Co. 2.81% 37,994 $6.1M Add +0.1%
SHOP Shopify Inc. Class A 2.43% 45,470 $5.2M Reduce -0.2%
VZ Verizon Communications Inc. 1.87% 93,136 $4.0M Add +3.7%
SBUX Starbucks Corp. 1.81% 42,585 $3.9M Add +1.4%
USIG iShares Broad Usd Investment 1.53% 64,262 $3.3M Add +17.6%
ADBE Adobe Inc. 1.42% 7,912 $3.1M Add +7.4%
BND Vanguard Total Bond Market 1.22% 35,801 $2.6M Add +28.5%
PFE Pfizer Inc. 1.01% 89,792 $2.2M Add +19.3%
KVUE Kenvue Inc. 0.99% 101,722 $2.1M Add +10.8%
TSLA Tesla Inc. 0.87% 5,880 $1.9M Reduce -14.5%
BRK.A Berkshire Hathaway Inc. Class A 0.68% 2 $1.5M No change
MMM 3M Co. 0.64% 9,103 $1.4M Add +7.4%
GOOGL Alphabet Inc. Class A 0.63% 7,675 $1.4M Reduce -1.5%
LLY Eli Lilly & Co. 0.57% 1,580 $1.2M Reduce -0.2%
RYCEY Rolls-Royce Holdings-SP ADR 0.37% 50,000 $789K Reduce -13.8%
META Meta Platforms Inc. Class A 0.32% 939 $693K Reduce -10.6%
AMD Advanced Micro Devices 0.25% 3,742 $531K No change
COST Costco Wholesale Corp. 0.14% 308 $304K Add +0.3%
ADP Automatic Data Processing 0.12% 868 $268K Add +0.6%
V Visa Inc. Class A 0.11% 680 $241K Add +0.1%
JPM JPMorgan Chase & Co. 0.11% 817 $237K Add +0.4%
GE General Electric filed as GE AEROSPACE 0.10% 812 $209K Add +0.3%
T AT&T Inc. 0.09% 7,004 $203K Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 549 $162K Add +0.6%
NFLX Netflix Inc. 0.07% 115 $154K Reduce -25.8%
ACGL Arch Capital Group Ltd. 0.07% 1,665 $152K No change
GILD Gilead Sciences Inc. 0.07% 1,310 $145K Add +0.8%
CSCO Cisco Systems Inc. 0.06% 2,000 $139K Reduce -21.6%
NVEE NV5 Global Inc. 0.06% 6,000 $139K Reduce -40.0%
GEV GE Vernova Inc. 0.06% 243 $129K No change
FTNT Fortinet Inc. 0.06% 1,200 $127K No change
HD Home Depot Inc. 0.05% 319 $117K Add +0.6%
TXN Texas Instruments Inc. 0.05% 525 $109K Add +0.6%
UNH Unitedhealth Group Inc. 0.05% 329 $103K Add +0.9%
ABT Abbott Laboratories 0.05% 722 $98K Add +0.4%
DBX Dropbox Inc. Class A 0.04% 3,386 $97K No change
F Ford Motor Co. filed as FORD MTR CO 0.04% 8,301 $90K Reduce -96.2%
ADSK Autodesk Inc. 0.04% 278 $86K No change
NKE Nike Inc. Class B 0.04% 1,114 $79K Add +0.6%
ISRG Intuitive Surgical Inc. 0.03% 120 $65K No change
MCHP Microchip Technology Inc. 0.03% 925 $65K Add +0.7%
AVGO Broadcom Inc. 0.03% 229 $63K Reduce -54.0%
VRTX Vertex Pharmaceuticals Inc. 0.03% 140 $62K No change
AEP American Electric Power 0.03% 600 $62K Reduce -14.4%
KO The Coca-Cola Co. 0.03% 878 $62K Add +0.8%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.03% 602 $62K Add +1.0%
TMO Thermo Fisher Scientific Inc. 0.03% 151 $61K No change
CLX Clorox Company 0.03% 465 $56K Add +0.9%
WMT Walmart Inc. 0.03% 566 $55K Add +0.5%
TAK Takeda Pharmaceutic-SP ADR 0.02% 3,355 $52K Reduce -16.1%
ED Consolidated Edison Inc. 0.02% 484 $49K Add +0.8%
HAPN Happen Inc. filed as LENDINGCLUB CORP 0.02% 4,000 $48K Reduce -20.0%
ASML ASML Holding NV-NY Reg SHS 0.02% 60 $48K New
FSLR First Solar Inc. 0.02% 286 $47K Reduce -7.1%
TMFG Motley Fool Global Opp 0.02% 1,551 $47K No change
GLW Corning Inc. 0.02% 791 $42K Reduce -38.5%
PEP Pepsico Inc. 0.02% 298 $39K Add +1.0%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.02% 547 $37K Add +1.1%
UL Unilever PLC 0.02% 600 $37K Add +0.5%
DHR Danaher Corp. 0.02% 185 $36K Add +0.5%
AHR American Healthcare REIT Inc. 0.02% 926 $34K No change
SSNC Ss&c Technologies Holdings 0.02% 402 $33K Reduce -20.6%
EBAY eBay Inc. 0.02% 447 $33K Add +0.5%
JSTC Adasina Social Justice GLB 0.01% 1,541 $30K Add +0.5%
EVRG Evergy Inc. 0.01% 429 $30K Add +0.9%
VEEV Veeva Systems Inc. Class A 0.01% 100 $29K No change
HSY The Hershey Co. 0.01% 169 $28K Add +0.6%
XLV SS Health Care Select Sector 0.01% 207 $28K Add +0.5%
XLK SS Technology Select Sector 0.01% 101 $26K No change
UNP Union Pacific Corp. 0.01% 111 $26K Add +0.9%
TGT Target Corp. 0.01% 244 $24K Add +1.2%
TSM Taiwan Semiconductor-SP ADR 0.01% 105 $24K No change
INTC Intel Corp. 0.01% 1,046 $23K No change
KMI Kinder Morgan Inc. 0.01% 790 $23K Add +1.1%
LEVI Levi Strauss & Co. Class A 0.01% 1,241 $23K Add +0.7%
USB US Bancorp 0.01% 464 $21K Add +1.3%
GLD SPDR Gold Shares 0.01% 65 $20K No change
CAT Caterpillar Inc. 0.01% 50 $19K No change
AMAT Applied Materials Inc. 0.01% 104 $19K No change
PEBO Peoples Bancorp Inc. 0.01% 616 $19K Add +1.3%
MDB Mongodb Inc. 0.01% 85 $18K No change
GEHC GE Healthcare Technology 0.01% 234 $17K No change
NI Nisource Inc. 0.01% 411 $17K Add +0.7%
YUM Yum! Brands Inc. 0.01% 104 $15K Add +1.0%
GM General Motors Co. 0.01% 301 $15K Add +0.3%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 101 $13K No change
LVMUY LVMH Moet Hennessy-Unsp ADR 0.01% 125 $13K Add +400.0%
AMT American Tower Corp. 0.01% 59 $13K No change
CMI Cummins Inc. 0.01% 40 $13K Add +2.6%
PBE Invesco Biotechnology & Geno 0.01% 200 $13K No change
DAL Delta Air Lines Inc. 0.01% 256 $13K Add +0.4%
MA Mastercard Inc. Class A 0.01% 21 $12K Add +5.0%
MRK Merck & Co. Inc. 0.01% 143 $11K Reduce -32.9%
CSX CSX Corp. 0.01% 344 $11K Add +0.3%
OMCL Omnicell Inc. 0.00% 350 $10K No change
PSA Public Storage 0.00% 35 $10K No change
APH Amphenol Corp. Class A 0.00% 103 $10K No change
CVX Chevron Corp. 0.00% 70 $10K Add +1.4%
KD Kyndryl Holdings Inc. 0.00% 229 $10K No change
VGT Vanguard Info Tech ETF 0.00% 14 $9K No change
EIX Edison International 0.00% 179 $9K Add +1.1%
ABBV Abbvie Inc. 0.00% 49 $9K Add +2.1%
TCOM Trip.com Group Ltd.-ADR 0.00% 150 $9K No change
IWN iShares Russell 2000 Value E 0.00% 53 $8K New
STAG Stag Industrial Inc. 0.00% 223 $8K Add +0.9%
HESAY Hermes Intl-Unsponsored ADR 0.00% 25 $7K No change
ABNB Airbnb Inc. Class A 0.00% 50 $7K No change
BMY Bristol-Myers Squibb Co. 0.00% 134 $6K Add +1.5%
AMGN Amgen Inc. 0.00% 21 $6K No change
COTY Coty Inc. Class A 0.00% 1,232 $6K No change
WBD Warner Bros Discovery Inc. 0.00% 485 $6K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.00% 50 $6K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 56 $5K Add +1.8%
RBLX Roblox Corp. Class A 0.00% 50 $5K No change
BOX Box Inc. Class A 0.00% 150 $5K No change
LYFT LYFT Inc. Class A 0.00% 300 $5K No change
PBI Pitney Bowes Inc. 0.00% 410 $4K Add +0.7%
WBA Walgreens Boots Alliance Inc. 0.00% 367 $4K No change
AIG American International Group 0.00% 48 $4K No change
CRI Carter's Inc. 0.00% 131 $4K Add +0.8%
LUMN Lumen Technologies Inc. 0.00% 717 $3K No change
MPT Medical Properties Trust Inc. 0.00% 657 $3K Add +1.6%
PRDSY Prada S.P.A.-Unsp ADR 0.00% 200 $2K No change
GIS General Mills Inc. 0.00% 38 $2K No change
WAB Wabtec Corp. 0.00% 9 $2K No change
TMUS T-Mobile US Inc. 0.00% 7 $2K No change
ZM Zoom Communications Inc. 0.00% 5 $390 No change
VTRS Viatris Inc. 0.00% 19 $172 No change
GSAT Globalstar Inc. 0.00% 3 $71 No change
Lines left out (1) · $1 — a value with no share or principal amount
SecurityClassSharesValue
BBWI Bath & Body Works Inc. COM0$1

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $215.4M.

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -2.1% 9.03% −1.87
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 8.65% −1.74
F Ford Motor Co. Reduce -96.2% 0.04% −1.06
LLY Eli Lilly & Co. Reduce -0.2% 0.57% −0.09
TSLA Tesla Inc. Reduce -14.5% 0.87% −0.04
NVEE NV5 Global Inc. Reduce -40.0% 0.06% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.03
CSCO Cisco Systems Inc. Reduce -21.6% 0.06% −0.02
AVGO Broadcom Inc. Reduce -54.0% 0.03% −0.01
HON Honeywell International Inc. Sold out 0.00% −0.01
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.01
GLW Corning Inc. Reduce -38.5% 0.02% −0.01
AEP American Electric Power Reduce -14.4% 0.03% −0.01
CDE Coeur Mining Inc. Sold out 0.00% −0.01
UBER Uber Technologies Inc. Sold out 0.00% −0.01
IYG iShares U.S. Financial Servi Sold out 0.00% −0.01
MS Morgan Stanley Sold out 0.00% −0.01
TAK Takeda Pharmaceutic-SP ADR Reduce -16.1% 0.02% −0.01
SSNC Ss&c Technologies Holdings Reduce -20.6% 0.02% −0.01
MRK Merck & Co. Inc. Reduce -32.9% 0.01% −0.00
HAPN Happen Inc. Reduce -20.0% 0.02% −0.00
PYPL PayPal Holdings Inc. Sold out 0.00% −0.00
CSL Carlisle Cos Inc. Sold out 0.00% −0.00
NFLX Netflix Inc. Reduce -25.8% 0.07% −0.00
FSLR First Solar Inc. Reduce -7.1% 0.02% +0.00
META Meta Platforms Inc. Class A Reduce -10.6% 0.32% +0.01
GOOGL Alphabet Inc. Class A Reduce -1.5% 0.63% +0.02
RYCEY Rolls-Royce Holdings-SP ADR Reduce -13.8% 0.37% +0.08
BAC Bank of America Corp. Reduce -1.1% 4.19% +0.11
SHOP Shopify Inc. Class A Reduce -0.2% 2.43% +0.23
GOOG Alphabet Inc. Class C Reduce -0.6% 7.18% +0.24
DIS The Walt Disney Co. Reduce -3.0% 2.96% +0.31
SCHW Schwab (charles) Corp. Reduce -1.0% 6.55% +0.36
AMZN Amazon.com Inc. Reduce -1.7% 12.18% +0.46
AXP American Express Co. Reduce -0.1% 5.98% +0.47
NVDA Nvidia Corp. Reduce -1.1% 14.11% +3.43

Portfolio Buys Q1 2025 → Q2 2025
MSFT Microsoft Corp. Add +0.3% 3.74% +0.67
BND Vanguard Total Bond Market Add +28.5% 1.22% +0.19
USIG iShares Broad Usd Investment Add +17.6% 1.53% +0.12
PFE Pfizer Inc. Add +19.3% 1.01% +0.04
ASML ASML Holding NV-NY Reg SHS New 0.02% +0.02
GE General Electric Add +0.3% 0.10% +0.01
MMM 3M Co. Add +7.4% 0.64% +0.01
JPM JPMorgan Chase & Co. Add +0.4% 0.11% +0.01
MCHP Microchip Technology Inc. Add +0.7% 0.03% +0.01
IBM Intl Business Machines Corp. Add +0.6% 0.08% +0.01
LVMUY LVMH Moet Hennessy-Unsp ADR Add +400.0% 0.01% +0.00
IWN iShares Russell 2000 Value E New 0.00% +0.00
TXN Texas Instruments Inc. Add +0.6% 0.05% +0.00
IRM Iron Mountain Inc. Add +1.0% 0.03% +0.00
NKE Nike Inc. Class B Add +0.6% 0.04% +0.00
LEVI Levi Strauss & Co. Class A Add +0.7% 0.01% +0.00
WMT Walmart Inc. Add +0.5% 0.03% +0.00
DAL Delta Air Lines Inc. Add +0.4% 0.01% +0.00
EBAY eBay Inc. Add +0.5% 0.02% +0.00
PBI Pitney Bowes Inc. Add +0.7% 0.00% +0.00
CSX CSX Corp. Add +0.3% 0.01% +0.00
JSTC Adasina Social Justice GLB Add +0.5% 0.01% +0.00
USB US Bancorp Add +1.3% 0.01% −0.00
CMI Cummins Inc. Add +2.6% 0.01% −0.00
GM General Motors Co. Add +0.3% 0.01% −0.00
MA Mastercard Inc. Class A Add +5.0% 0.01% −0.00
STAG Stag Industrial Inc. Add +0.9% 0.00% −0.00
PEBO Peoples Bancorp Inc. Add +1.3% 0.01% −0.00
KMI Kinder Morgan Inc. Add +1.1% 0.01% −0.00
NI Nisource Inc. Add +0.7% 0.01% −0.00
MPT Medical Properties Trust Inc. Add +1.6% 0.00% −0.00
SJM The JM Smucker Co. Add +1.8% 0.00% −0.00
ABBV Abbvie Inc. Add +2.1% 0.00% −0.00
CRI Carter's Inc. Add +0.8% 0.00% −0.00
EIX Edison International Add +1.1% 0.00% −0.00
UL Unilever PLC Add +0.5% 0.02% −0.00
EVRG Evergy Inc. Add +0.9% 0.01% −0.00
YUM Yum! Brands Inc. Add +1.0% 0.01% −0.00
BMY Bristol-Myers Squibb Co. Add +1.5% 0.00% −0.00
CVX Chevron Corp. Add +1.4% 0.00% −0.00
UNP Union Pacific Corp. Add +0.9% 0.01% −0.00
HSY The Hershey Co. Add +0.6% 0.01% −0.00
TGT Target Corp. Add +1.2% 0.01% −0.00
DHR Danaher Corp. Add +0.5% 0.02% −0.00
XLV SS Health Care Select Sector Add +0.5% 0.01% −0.00
VMRK Vivmark Residential Add +1.1% 0.02% −0.00
ABT Abbott Laboratories Add +0.4% 0.05% −0.00
KO The Coca-Cola Co. Add +0.8% 0.03% −0.00
PEP Pepsico Inc. Add +1.0% 0.02% −0.00
ED Consolidated Edison Inc. Add +0.8% 0.02% −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