Financial Avengers, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Financial Avengers, Inc. reported 140 stock positions worth $232.5 million. Its top holding was Nvidia (NVDA) at 14.9% of the portfolio, followed by Amazon.com (AMZN, 10.8%) and Apple (AAPL, 10.0%). Compared with Q2 2025, it opened 2 new positions, sold out of 2, added to 58 and reduced 29. The biggest buy was Alphabet Class A (GOOGL, shares +5%) and the biggest sale Amazon.com (AMZN, shares −4%).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001844393
Portfolio Value
$232.5M (Q3 2025)
SEC Filing
0001844393-25-000003 ↗ filed Nov 17, 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 Q2 2025 Q3 2025: $232.5M $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 · $232.5M
NVDA Nvidia Corp. 14.91% 185,832 $34.7M Reduce -3.4%
AMZN Amazon.com Inc. 10.81% 114,440 $25.1M Reduce -4.3%
AAPL Apple Inc. 10.05% 91,751 $23.4M Reduce -3.3%
GOOG Alphabet Inc. Class C 8.67% 82,816 $20.2M Reduce -5.1%
BRK.B Berkshire Hathaway Inc. Class B 8.06% 37,266 $18.7M Reduce -2.9%
SCHW Schwab (charles) Corp. 6.12% 149,182 $14.2M Reduce -3.5%
AXP American Express Co. 5.58% 39,075 $13.0M Reduce -3.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 4.04% 181,908 $9.4M Reduce -4.5%
JNJ Johnson & Johnson 3.92% 49,161 $9.1M Reduce -0.4%
MSFT Microsoft Corp. 3.53% 15,849 $8.2M Reduce -2.2%
SHOP Shopify Inc. Class A 2.88% 45,115 $6.7M Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.48% 50,435 $5.8M Reduce -1.9%
PG The Procter & Gamble Co. 2.45% 37,109 $5.7M Reduce -2.3%
VZ Verizon Communications Inc. 1.81% 95,508 $4.2M Add +2.5%
USIG iShares Broad Usd Investment 1.64% 72,825 $3.8M Add +13.3%
SBUX Starbucks Corp. 1.58% 43,534 $3.7M Add +2.2%
BND Vanguard Total Bond Market 1.32% 41,317 $3.1M Add +15.4%
ADBE Adobe Inc. 1.27% 8,335 $2.9M Add +5.3%
TSLA Tesla Inc. 1.12% 5,870 $2.6M Reduce -0.2%
PFE Pfizer Inc. 1.08% 98,292 $2.5M Add +9.5%
GOOGL Alphabet Inc. Class A 0.84% 8,079 $2.0M Add +5.3%
KVUE Kenvue Inc. 0.75% 106,903 $1.7M Add +5.1%
BRK.A Berkshire Hathaway Inc. Class A 0.65% 2 $1.5M No change
MMM 3M Co. 0.64% 9,569 $1.5M Add +5.1%
LLY Eli Lilly & Co. 0.47% 1,421 $1.1M Reduce -10.1%
RYCEY Rolls-Royce Holdings-SP ADR 0.46% 66,400 $1.1M Add +32.8%
META Meta Platforms Inc. Class A 0.32% 1,022 $750K Add +8.8%
AMD Advanced Micro Devices 0.21% 3,000 $485K Reduce -19.8%
COST Costco Wholesale Corp. 0.12% 308 $285K No change
ADP Automatic Data Processing 0.11% 872 $256K Add +0.5%
JPM JPMorgan Chase & Co. 0.11% 806 $254K Reduce -1.4%
GE General Electric filed as GE AEROSPACE 0.11% 813 $245K Add +0.1%
V Visa Inc. Class A 0.10% 681 $233K Add +0.1%
T AT&T Inc. 0.09% 7,053 $199K Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 552 $156K Add +0.6%
ACGL Arch Capital Group Ltd. 0.07% 1,665 $151K No change
GEV GE Vernova Inc. 0.06% 243 $150K No change
GILD Gilead Sciences Inc. 0.06% 1,319 $146K Add +0.7%
NFLX Netflix Inc. 0.06% 120 $144K Add +4.3%
CSCO Cisco Systems Inc. 0.06% 2,000 $137K No change
HD Home Depot Inc. 0.06% 321 $130K Add +0.6%
TIC Tic Solutions Inc. filed as ACUREN CORP 0.05% 9,000 $120K Add +30.4%
UNH Unitedhealth Group Inc. 0.05% 331 $114K Add +0.6%
FTNT Fortinet Inc. 0.04% 1,200 $101K No change
F Ford Motor Co. filed as FORD MTR CO 0.04% 8,378 $100K Add +0.9%
ABT Abbott Laboratories 0.04% 725 $97K Add +0.4%
TXN Texas Instruments Inc. 0.04% 529 $97K Add +0.8%
DBX Dropbox Inc. Class A 0.04% 2,900 $88K Reduce -14.3%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.04% 690 $84K Add +452.0%
ADSK Autodesk Inc. 0.03% 250 $79K Reduce -10.1%
NKE Nike Inc. Class B 0.03% 1,120 $78K Add +0.5%
AVGO Broadcom Inc. 0.03% 229 $76K No change
TMO Thermo Fisher Scientific Inc. 0.03% 151 $73K No change
GLW Corning Inc. 0.03% 794 $65K Add +0.4%
AEP American Electric Power 0.03% 555 $62K Reduce -7.5%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.03% 607 $62K Add +0.8%
HAPN Happen Inc. filed as LENDINGCLUB CORP 0.03% 4,000 $61K No change
WMT Walmart Inc. 0.03% 567 $58K Add +0.2%
ASML ASML Holding NV-NY Reg SHS 0.03% 60 $58K No change
CLX Clorox Company 0.02% 470 $58K Add +1.1%
MCHP Microchip Technology Inc. 0.02% 856 $55K Reduce -7.5%
ISRG Intuitive Surgical Inc. 0.02% 120 $54K No change
FSLR First Solar Inc. 0.02% 236 $52K Reduce -17.5%
VRTX Vertex Pharmaceuticals Inc. 0.02% 125 $49K Reduce -10.7%
TMFG Motley Fool Global Opp 0.02% 1,551 $46K No change
KO The Coca-Cola Co. 0.02% 647 $43K Reduce -26.3%
PEP Pepsico Inc. 0.02% 300 $42K Add +0.7%
EBAY eBay Inc. 0.02% 448 $41K Add +0.2%
AHR American Healthcare REIT Inc. 0.02% 926 $39K No change
INTC Intel Corp. 0.02% 1,146 $38K Add +9.6%
DHR Danaher Corp. 0.02% 185 $37K No change
TAK Takeda Pharmaceutic-SP ADR 0.02% 2,500 $37K Reduce -25.5%
UL Unilever PLC 0.02% 603 $36K Add +0.5%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.02% 552 $36K Add +0.9%
JSTC Adasina Social Justice GLB 0.01% 1,541 $31K No change
HSY The Hershey Co. 0.01% 160 $30K Reduce -5.3%
VEEV Veeva Systems Inc. Class A 0.01% 100 $30K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 105 $29K No change
LEVI Levi Strauss & Co. Class A 0.01% 1,250 $29K Add +0.7%
XLV SS Health Care Select Sector 0.01% 208 $29K Add +0.5%
XLK SS Technology Select Sector 0.01% 102 $29K Add +1.0%
UNP Union Pacific Corp. 0.01% 112 $26K Add +0.9%
MDB Mongodb Inc. 0.01% 80 $25K Reduce -5.9%
CAT Caterpillar Inc. 0.01% 50 $24K No change
GLD SPDR Gold Shares 0.01% 65 $23K No change
USB US Bancorp 0.01% 469 $23K Add +1.1%
KMI Kinder Morgan Inc. 0.01% 798 $23K Add +1.0%
TGT Target Corp. 0.01% 247 $22K Add +1.2%
AMAT Applied Materials Inc. 0.01% 104 $21K No change
PEBO Peoples Bancorp Inc. 0.01% 625 $19K Add +1.5%
GM General Motors Co. 0.01% 301 $18K No change
NI Nisource Inc. 0.01% 414 $18K Add +0.7%
SSNC Ss&c Technologies Holdings 0.01% 200 $18K Reduce -50.3%
GEHC GE Healthcare Technology 0.01% 234 $18K No change
CMI Cummins Inc. 0.01% 40 $17K No change
YUM Yum! Brands Inc. 0.01% 104 $16K No change
DAL Delta Air Lines Inc. 0.01% 256 $15K No change
PBE Invesco Biotechnology & Geno 0.01% 201 $14K Add +0.5%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 101 $14K No change
APH Amphenol Corp. Class A 0.01% 103 $13K No change
CSX CSX Corp. 0.01% 345 $12K Add +0.3%
MRK Merck & Co. Inc. 0.01% 144 $12K Add +0.7%
MA Mastercard Inc. Class A 0.01% 21 $12K No change
AMT American Tower Corp. 0.01% 60 $12K Add +1.7%
ABBV Abbvie Inc. 0.00% 49 $11K No change
TCOM Trip.com Group Ltd.-ADR 0.00% 150 $11K No change
CVX Chevron Corp. 0.00% 70 $11K No change
OMCL Omnicell Inc. 0.00% 350 $11K No change
VGT Vanguard Info Tech ETF 0.00% 14 $11K No change
PSA Public Storage 0.00% 35 $10K No change
EIX Edison International 0.00% 182 $10K Add +1.7%
WBD Warner Bros Discovery Inc. 0.00% 485 $9K No change
IWN iShares Russell 2000 Value E 0.00% 53 $9K No change
LYFT LYFT Inc. Class A 0.00% 400 $9K Add +33.3%
KD Kyndryl Holdings Inc. 0.00% 279 $8K Add +21.8%
STAG Stag Industrial Inc. 0.00% 226 $8K Add +1.4%
ED Consolidated Edison Inc. 0.00% 79 $8K Reduce -83.7%
RBLX Roblox Corp. Class A 0.00% 50 $7K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.00% 50 $7K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 56 $6K No change
BMY Bristol-Myers Squibb Co. 0.00% 136 $6K Add +1.5%
HESAY Hermes Intl-Unsponsored ADR 0.00% 25 $6K No change
ABNB Airbnb Inc. Class A 0.00% 50 $6K No change
AMGN Amgen Inc. 0.00% 21 $6K No change
COTY Coty Inc. Class A 0.00% 1,232 $5K No change
BOX Box Inc. Class A 0.00% 150 $5K No change
PBI Pitney Bowes Inc. 0.00% 413 $5K Add +0.7%
LUMN Lumen Technologies Inc. 0.00% 717 $4K No change
AIG American International Group 0.00% 49 $4K Add +2.1%
CRI Carter's Inc. 0.00% 133 $4K Add +1.5%
MPT Medical Properties Trust Inc. 0.00% 670 $3K Add +2.0%
PRDSY Prada S.P.A.-Unsp ADR 0.00% 200 $2K No change
GIS General Mills Inc. 0.00% 39 $2K Add +2.6%
WAB Wabtec Corp. 0.00% 9 $2K No change
TMUS T-Mobile US Inc. 0.00% 7 $2K No change
MVIS Microvision Inc. 0.00% 1,000 $1K New
ZM Zoom Communications Inc. 0.00% 5 $413 No change
VTRS Viatris Inc. 0.00% 19 $193 No change
GSAT Globalstar Inc. 0.00% 3 $109 No change
WALGREENS BOOTS ALLIANCE 0.00% 367 $0 New

Portfolio Sells Q2 2025 → Q3 2025
AMZN Amazon.com Inc. Reduce -4.3% 10.81% −1.38
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.9% 8.06% −0.60
DIS The Walt Disney Co. Reduce -1.9% 2.48% −0.48
SCHW Schwab (charles) Corp. Reduce -3.5% 6.12% −0.42
AXP American Express Co. Reduce -3.3% 5.58% −0.40
PG The Procter & Gamble Co. Reduce -2.3% 2.45% −0.36
MSFT Microsoft Corp. Reduce -2.2% 3.53% −0.21
BAC Bank of America Corp. Reduce -4.5% 4.04% −0.15
LLY Eli Lilly & Co. Reduce -10.1% 0.47% −0.11
AMD Advanced Micro Devices Reduce -19.8% 0.21% −0.04
ED Consolidated Edison Inc. Reduce -83.7% 0.00% −0.02
EVRG Evergy Inc. Sold out 0.00% −0.01
KO The Coca-Cola Co. Reduce -26.3% 0.02% −0.01
TAK Takeda Pharmaceutic-SP ADR Reduce -25.5% 0.02% −0.01
VRTX Vertex Pharmaceuticals Inc. Reduce -10.7% 0.02% −0.01
SSNC Ss&c Technologies Holdings Reduce -50.3% 0.01% −0.01
DBX Dropbox Inc. Class A Reduce -14.3% 0.04% −0.01
MCHP Microchip Technology Inc. Reduce -7.5% 0.02% −0.01
ADSK Autodesk Inc. Reduce -10.1% 0.03% −0.01
AEP American Electric Power Reduce -7.5% 0.03% −0.00
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.00
JPM JPMorgan Chase & Co. Reduce -1.4% 0.11% −0.00
HSY The Hershey Co. Reduce -5.3% 0.01% −0.00
FSLR First Solar Inc. Reduce -17.5% 0.02% +0.00
MDB Mongodb Inc. Reduce -5.9% 0.01% +0.00
TSLA Tesla Inc. Reduce -0.2% 1.12% +0.26
JNJ Johnson & Johnson Reduce -0.4% 3.92% +0.42
SHOP Shopify Inc. Class A Reduce -0.8% 2.88% +0.45
NVDA Nvidia Corp. Reduce -3.4% 14.91% +0.80
AAPL Apple Inc. Reduce -3.3% 10.05% +1.01
GOOG Alphabet Inc. Class C Reduce -5.1% 8.67% +1.49

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +5.3% 0.84% +0.22
USIG iShares Broad Usd Investment Add +13.3% 1.64% +0.10
BND Vanguard Total Bond Market Add +15.4% 1.32% +0.10
RYCEY Rolls-Royce Holdings-SP ADR Add +32.8% 0.46% +0.10
PFE Pfizer Inc. Add +9.5% 1.08% +0.07
LVMUY LVMH Moet Hennessy-Unsp ADR Add +452.0% 0.04% +0.03
GLW Corning Inc. Add +0.4% 0.03% +0.01
GE General Electric Add +0.1% 0.11% +0.01
INTC Intel Corp. Add +9.6% 0.02% +0.01
EBAY eBay Inc. Add +0.2% 0.02% +0.00
LEVI Levi Strauss & Co. Class A Add +0.7% 0.01% +0.00
HD Home Depot Inc. Add +0.6% 0.06% +0.00
LYFT LYFT Inc. Class A Add +33.3% 0.00% +0.00
UNH Unitedhealth Group Inc. Add +0.6% 0.05% +0.00
F Ford Motor Co. Add +0.9% 0.04% +0.00
META Meta Platforms Inc. Class A Add +8.8% 0.32% +0.00
MVIS Microvision Inc. New 0.00% +0.00
XLK SS Technology Select Sector Add +1.0% 0.01% +0.00
CSX CSX Corp. Add +0.3% 0.01% +0.00
PBE Invesco Biotechnology & Geno Add +0.5% 0.01% +0.00
MPT Medical Properties Trust Inc. Add +2.0% 0.00% +0.00
EIX Edison International Add +1.7% 0.00% 0.00
MRK Merck & Co. Inc. Add +0.7% 0.01% 0.00
NI Nisource Inc. Add +0.7% 0.01% 0.00
USB US Bancorp Add +1.1% 0.01% 0.00
WALGREENS BOOTS ALLIANCE New 0.00% 0.00
GIS General Mills Inc. Add +2.6% 0.00% −0.00
PEP Pepsico Inc. Add +0.7% 0.02% −0.00
PBI Pitney Bowes Inc. Add +0.7% 0.00% −0.00
BMY Bristol-Myers Squibb Co. Add +1.5% 0.00% −0.00
CRI Carter's Inc. Add +1.5% 0.00% −0.00
AIG American International Group Add +2.1% 0.00% −0.00
STAG Stag Industrial Inc. Add +1.4% 0.00% −0.00
XLV SS Health Care Select Sector Add +0.5% 0.01% −0.00
UNP Union Pacific Corp. Add +0.9% 0.01% −0.00
WMT Walmart Inc. Add +0.2% 0.03% −0.00
PEBO Peoples Bancorp Inc. Add +1.5% 0.01% −0.00
KD Kyndryl Holdings Inc. Add +21.8% 0.00% −0.00
CLX Clorox Company Add +1.1% 0.02% −0.00
AMT American Tower Corp. Add +1.7% 0.01% −0.00
KMI Kinder Morgan Inc. Add +1.0% 0.01% −0.00
TGT Target Corp. Add +1.2% 0.01% −0.00
UL Unilever PLC Add +0.5% 0.02% −0.00
VMRK Vivmark Residential Add +0.9% 0.02% −0.00
IRM Iron Mountain Inc. Add +0.8% 0.03% −0.00
NKE Nike Inc. Class B Add +0.5% 0.03% −0.00
ABT Abbott Laboratories Add +0.4% 0.04% −0.00
GILD Gilead Sciences Inc. Add +0.7% 0.06% −0.00
MMM 3M Co. Add +5.1% 0.64% −0.00
IBM Intl Business Machines Corp. Add +0.6% 0.07% −0.01

Notes & Other Activity Q2 2025 → Q3 2025
BBWI Bath & Body Works Inc. COM Sold out 0 $1before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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