Financial Avengers, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 19, 2026), Financial Avengers, Inc. reported 151 stock positions worth $219.3 million. Its top holding was Nvidia (NVDA) at 13.1% of the portfolio, followed by Amazon.com (AMZN, 10.2%) and Apple (AAPL, 10.0%). Compared with Q4 2025, it opened 9 new positions, sold out of 3, added to 52 and reduced 29. The biggest buy was Verizon Communications (VZ, shares +9%) and the biggest sale Alphabet Class C (GOOG, shares −9%).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001844393
Portfolio Value
$219.3M (Q1 2026)
SEC Filing
0001844393-26-000003 ↗ filed May 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 $219.3M Q1 2026 Q2 2026: $241.1M Q2 2026

Holdings 151 stocks · $219.3M
NVDA Nvidia Corp. 13.12% 164,973 $28.8M Reduce -8.2%
AMZN Amazon.com Inc. 10.16% 106,966 $22.3M Reduce -3.8%
AAPL Apple Inc. 9.95% 86,019 $21.8M Reduce -3.8%
GOOG Alphabet Inc. Class C 9.62% 73,553 $21.1M Reduce -8.8%
BRK.B Berkshire Hathaway Inc. Class B 7.94% 36,328 $17.4M Reduce -2.3%
SCHW Schwab (charles) Corp. 6.02% 140,399 $13.2M Reduce -4.1%
JNJ Johnson & Johnson 5.25% 47,093 $11.5M Reduce -4.8%
AXP American Express Co. 5.08% 36,860 $11.1M Reduce -3.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.80% 170,934 $8.3M Reduce -4.3%
MSFT Microsoft Corp. 2.63% 15,608 $5.8M Reduce -0.0%
SHOP Shopify Inc. Class A 2.57% 47,560 $5.6M Add +0.4%
VZ Verizon Communications Inc. 2.49% 108,969 $5.5M Add +8.7%
PG The Procter & Gamble Co. 2.47% 37,488 $5.4M Add +0.7%
USIG iShares Broad Usd Investment 2.37% 101,248 $5.2M Add +12.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.22% 50,553 $4.9M Add +0.6%
BND Vanguard Total Bond Market 2.05% 60,930 $4.5M Add +15.6%
SBUX Starbucks Corp. 1.79% 43,813 $3.9M Reduce -0.8%
PFE Pfizer Inc. 1.51% 118,107 $3.3M Add +7.5%
TSLA Tesla Inc. 0.99% 5,860 $2.2M No change
ADBE Adobe Inc. 0.95% 8,551 $2.1M Add +1.9%
GOOGL Alphabet Inc. Class A 0.87% 6,620 $1.9M Reduce -15.7%
KVUE Kenvue Inc. 0.84% 107,194 $1.8M Add +6.6%
MMM 3M Co. 0.69% 10,366 $1.5M Reduce -0.6%
BRK.A Berkshire Hathaway Inc. Class A 0.65% 2 $1.4M No change
LLY Eli Lilly & Co. 0.51% 1,223 $1.1M Reduce -9.9%
RYCEY Rolls-Royce Holdings-SP ADR 0.51% 72,225 $1.1M Reduce -8.5%
META Meta Platforms Inc. Class A 0.29% 1,121 $641K Add +0.7%
AMD Advanced Micro Devices 0.19% 2,027 $412K Reduce -24.5%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.15% 3,110 $340K Add +57.5%
COST Costco Wholesale Corp. 0.14% 304 $303K Reduce -0.7%
JPM JPMorgan Chase & Co. 0.11% 788 $232K Reduce -2.6%
GE General Electric filed as GE AEROSPACE 0.11% 815 $231K Add +0.1%
GEV GE Vernova Inc. 0.10% 243 $212K No change
T AT&T Inc. 0.09% 7,164 $208K Add +0.8%
V Visa Inc. Class A 0.09% 684 $207K Add +0.1%
GILD Gilead Sciences Inc. 0.08% 1,335 $186K Add +0.6%
ADP Automatic Data Processing 0.08% 882 $179K Add +0.7%
ACGL Arch Capital Group Ltd. 0.07% 1,640 $157K No change
CSCO Cisco Systems Inc. 0.07% 2,000 $155K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 559 $136K Add +0.7%
NFLX Netflix Inc. 0.06% 1,290 $124K Add +9.8%
GLW Corning Inc. 0.05% 798 $109K Add +0.1%
HD Home Depot Inc. 0.05% 325 $107K Add +0.6%
F Ford Motor Co. filed as FORD MTR CO 0.04% 8,514 $98K Add +0.8%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.04% 60 $79K No change
UNH Unitedhealth Group Inc. 0.03% 276 $75K Add +0.7%
WMT Walmart Inc. 0.03% 568 $71K Add +0.2%
TXN Texas Instruments Inc. 0.03% 362 $70K Reduce -1.1%
AVGO Broadcom Inc. 0.03% 216 $67K Reduce -6.1%
TMO Thermo Fisher Scientific Inc. 0.03% 130 $64K Reduce -13.9%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.03% 618 $63K Add +1.1%
DBX Dropbox Inc. Class A 0.03% 2,650 $60K No change
NKE Nike Inc. Class B 0.03% 1,134 $60K Add +0.7%
TIC Tic Solutions Inc. 0.03% 9,000 $59K No change
MCHP Microchip Technology Inc. 0.03% 868 $56K Add +0.7%
VRTX Vertex Pharmaceuticals Inc. 0.03% 125 $56K No change
AEP American Electric Power 0.02% 414 $54K Reduce -18.0%
ISRG Intuitive Surgical Inc. 0.02% 110 $51K No change
INTC Intel Corp. 0.02% 1,146 $51K No change
HAPN Happen Inc. 0.02% 3,500 $50K No change
KO The Coca-Cola Co. 0.02% 657 $50K No change
ADSK Autodesk Inc. 0.02% 200 $48K No change
TAK Takeda Pharmaceutic-SP ADR 0.02% 2,500 $46K No change
FSLR First Solar Inc. 0.02% 225 $44K No change
CLX Clorox Company 0.02% 425 $44K Reduce -10.5%
TMFG Motley Fool Global Opp 0.02% 1,555 $44K No change
EBAY eBay Inc. 0.02% 451 $41K Add +0.2%
CAT Caterpillar Inc. 0.02% 50 $36K No change
PEP Pepsico Inc. 0.02% 229 $36K Reduce -12.9%
TSM Taiwan Semiconductor-SP ADR 0.02% 105 $35K No change
DHR Danaher Corp. 0.02% 186 $35K Add +0.5%
EAGG iShares ESG Aware US Aggrega 0.02% 727 $35K New
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.02% 565 $33K Add +1.1%
HSY The Hershey Co. 0.01% 154 $32K Reduce -4.3%
UL Unilever PLC-Sponsored ADR 0.01% 537 $31K No change
TGT Target Corp. 0.01% 252 $31K Add +0.8%
JSTC Adasina Social Justice GLB 0.01% 1,554 $30K No change
GLD SPDR Gold Shares 0.01% 65 $28K Reduce -13.3%
AMAT Applied Materials Inc. 0.01% 80 $27K Reduce -11.1%
UNP Union Pacific Corp. 0.01% 113 $27K Add +0.9%
KMI Kinder Morgan Inc. 0.01% 814 $27K Add +0.9%
EAOM iShares ESG Aware 40/60 Mode 0.01% 875 $26K New
USB US Bancorp 0.01% 478 $25K Add +0.8%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.01% 461 $24K No change
AHR American Healthcare REIT Inc. 0.01% 500 $24K No change
LEVI Levi Strauss & Co. Class A 0.01% 1,267 $23K Add +0.6%
XLV SS Health Care Select Sector 0.01% 152 $22K Add +0.7%
ITA iShares U.S. Aerospace & Def 0.01% 100 $22K New
CMI Cummins Inc. 0.01% 40 $22K No change
PPA Invesco Aerospace & Defense 0.01% 130 $22K New
PEBO Peoples Bancorp Inc. 0.01% 642 $21K Add +1.3%
MDB Mongodb Inc. 0.01% 80 $20K No change
NI Nisource Inc. 0.01% 419 $20K Add +0.5%
VEEV Veeva Systems Inc. Class A 0.01% 100 $18K No change
DAL Delta Air Lines Inc. 0.01% 258 $17K Add +0.4%
GEHC GE Healthcare Technology 0.01% 234 $17K No change
YUM Yum! Brands Inc. 0.01% 105 $16K Add +1.0%
PBE Invesco Biotechnology & Geno 0.01% 202 $16K No change
MRK Merck & Co. Inc. 0.01% 131 $16K Reduce -9.7%
CVX Chevron Corp. 0.01% 72 $15K Add +1.4%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 101 $15K No change
CSX CSX Corp. 0.01% 348 $14K Add +0.6%
EIX Edison International 0.01% 188 $14K Add +1.6%
VCRB Vanguard Core Bond ETF 0.01% 175 $14K New
XLK SS Technology Select Sector 0.01% 101 $13K No change
WBD Warner Bros Discovery Inc. 0.01% 485 $13K No change
OMCL Omnicell Inc. 0.01% 350 $12K No change
APH Amphenol Corp. Class A 0.01% 91 $11K Reduce -11.7%
ABBV Abbvie Inc. 0.00% 50 $11K No change
AMT American Tower Corp. 0.00% 61 $11K Add +1.7%
VGT Vanguard Info Tech ETF 0.00% 14 $10K No change
PSA Public Storage 0.00% 36 $10K No change
ED Consolidated Edison Inc. 0.00% 80 $9K No change
BMY Bristol-Myers Squibb Co. 0.00% 139 $8K Add +0.7%
ESGV Vanguard ESG US Stock ETF 0.00% 75 $8K New
STAG Stag Industrial Inc. 0.00% 229 $8K Add +0.4%
AMGN Amgen Inc. 0.00% 22 $8K Add +4.8%
TCOM Trip.com Group Ltd.-ADR 0.00% 150 $7K No change
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM 0.00% 50 $7K No change
ABNB Airbnb Inc. Class A 0.00% 50 $6K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 58 $6K Add +1.8%
LYFT LYFT Inc. Class A 0.00% 400 $5K No change
MA Mastercard Inc. Class A 0.00% 11 $5K No change
LUMN Lumen Technologies Inc. 0.00% 717 $5K No change
CRI Carter's Inc. 0.00% 135 $5K Add +0.8%
ESGD iShares Trust iShares ESG Aw 0.00% 50 $5K New
HESAY Hermes Intl-Unsponsored ADR 0.00% 25 $5K No change
PBI Pitney Bowes Inc. 0.00% 420 $5K Add +1.0%
AIG American International Group 0.00% 49 $4K No change
KD Kyndryl Holdings Inc. 0.00% 279 $4K No change
BOX Box Inc. Class A 0.00% 150 $4K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.00% 5 $3K No change
MPT Medical Properties Trust Inc. 0.00% 691 $3K Add +1.6%
RBLX Roblox Corp. Class A 0.00% 50 $3K No change
BKD Brookdale Senior Living Inc. 0.00% 200 $3K No change
COTY Coty Inc. Class A 0.00% 1,232 $2K No change
WAB Wabtec Corp. 0.00% 9 $2K No change
ZM Zoom Communications Inc. 0.00% 25 $2K Add +400.0%
PRDSY Prada S.P.A.-Unsp ADR 0.00% 200 $2K No change
MICC The Magnum Ice Cream Co. NV 0.00% 121 $2K No change
SOFI Sofi Technologies Inc. 0.00% 100 $2K No change
LDOS Leidos Holdings Inc. 0.00% 10 $2K No change
TMUS T-Mobile US Inc. 0.00% 7 $2K No change
XOVR Ershares Private-Public Cros 0.00% 80 $1K New
QS Quantumscape Corp. 0.00% 200 $1K No change
SLV iShares Silver Trust 0.00% 10 $681 New
MVIS Microvision Inc. 0.00% 1,000 $641 No change
RIVN Rivian Automotive Inc. Class A 0.00% 40 $602 Add +100.0%
VTRS Viatris Inc. 0.00% 20 $268 No change
GSAT Globalstar Inc. 0.00% 3 $199 No change
WALGREENS BOOTS ALLIANCE 0.00% 367 $0 No change

Portfolio Sells Q4 2025 → Q1 2026
GOOG Alphabet Inc. Class C Reduce -8.8% 9.62% −0.75
AXP American Express Co. Reduce -3.5% 5.08% −0.71
NVDA Nvidia Corp. Reduce -8.2% 13.12% −0.61
MSFT Microsoft Corp. Reduce -0.0% 2.63% −0.46
AMZN Amazon.com Inc. Reduce -3.8% 10.16% −0.36
BAC Bank of America Corp. Reduce -4.3% 3.80% −0.23
GOOGL Alphabet Inc. Class A Reduce -15.7% 0.87% −0.14
LLY Eli Lilly & Co. Reduce -9.9% 0.51% −0.09
AMD Advanced Micro Devices Reduce -24.5% 0.19% −0.05
ABT Abbott Laboratories Sold out 0.00% −0.04
AAPL Apple Inc. Reduce -3.8% 9.95% −0.01
GM General Motors Co. Sold out 0.00% −0.01
TMO Thermo Fisher Scientific Inc. Reduce -13.9% 0.03% −0.01
AVGO Broadcom Inc. Reduce -6.1% 0.03% −0.00
JPM JPMorgan Chase & Co. Reduce -2.6% 0.11% −0.00
GIS General Mills Inc. Sold out 0.00% −0.00
RYCEY Rolls-Royce Holdings-SP ADR Reduce -8.5% 0.51% −0.00
APH Amphenol Corp. Class A Reduce -11.7% 0.01% −0.00
CLX Clorox Company Reduce -10.5% 0.02% +0.00
GLD SPDR Gold Shares Reduce -13.3% 0.01% +0.00
PEP Pepsico Inc. Reduce -12.9% 0.02% +0.00
AEP American Electric Power Reduce -18.0% 0.02% +0.00
MRK Merck & Co. Inc. Reduce -9.7% 0.01% +0.00
MMM 3M Co. Reduce -0.6% 0.69% +0.00
HSY The Hershey Co. Reduce -4.3% 0.01% +0.00
AMAT Applied Materials Inc. Reduce -11.1% 0.01% +0.00
TXN Texas Instruments Inc. Reduce -1.1% 0.03% +0.01
SCHW Schwab (charles) Corp. Reduce -4.1% 6.02% +0.02
COST Costco Wholesale Corp. Reduce -0.7% 0.14% +0.03
SBUX Starbucks Corp. Reduce -0.8% 1.79% +0.27
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.3% 7.94% +0.29
JNJ Johnson & Johnson Reduce -4.8% 5.25% +1.06

Portfolio Buys Q4 2025 → Q1 2026
VZ Verizon Communications Inc. Add +8.7% 2.49% +0.82
USIG iShares Broad Usd Investment Add +12.5% 2.37% +0.46
BND Vanguard Total Bond Market Add +15.6% 2.05% +0.45
PFE Pfizer Inc. Add +7.5% 1.51% +0.39
PG The Procter & Gamble Co. Add +0.7% 2.47% +0.28
KVUE Kenvue Inc. Add +6.6% 0.84% +0.13
LVMUY LVMH Moet Hennessy-Unsp ADR Add +57.5% 0.15% +0.03
T AT&T Inc. Add +0.8% 0.09% +0.02
GLW Corning Inc. Add +0.1% 0.05% +0.02
GILD Gilead Sciences Inc. Add +0.6% 0.08% +0.02
EAGG iShares ESG Aware US Aggrega New 0.02% +0.02
EAOM iShares ESG Aware 40/60 Mode New 0.01% +0.01
NFLX Netflix Inc. Add +9.8% 0.06% +0.01
ITA iShares U.S. Aerospace & Def New 0.01% +0.01
PPA Invesco Aerospace & Defense New 0.01% +0.01
IRM Iron Mountain Inc. Add +1.1% 0.03% +0.01
WMT Walmart Inc. Add +0.2% 0.03% +0.01
VCRB Vanguard Core Bond ETF New 0.01% +0.01
TGT Target Corp. Add +0.8% 0.01% +0.00
ESGV Vanguard ESG US Stock ETF New 0.00% +0.00
KMI Kinder Morgan Inc. Add +0.9% 0.01% +0.00
HD Home Depot Inc. Add +0.6% 0.05% +0.00
MCHP Microchip Technology Inc. Add +0.7% 0.03% +0.00
EBAY eBay Inc. Add +0.2% 0.02% +0.00
GE General Electric Add +0.1% 0.11% +0.00
CVX Chevron Corp. Add +1.4% 0.01% +0.00
ESGD iShares Trust iShares ESG Aw New 0.00% +0.00
UNP Union Pacific Corp. Add +0.9% 0.01% +0.00
NI Nisource Inc. Add +0.5% 0.01% +0.00
PEBO Peoples Bancorp Inc. Add +1.3% 0.01% +0.00
EIX Edison International Add +1.6% 0.01% +0.00
CSX CSX Corp. Add +0.6% 0.01% +0.00
USB US Bancorp Add +0.8% 0.01% +0.00
YUM Yum! Brands Inc. Add +1.0% 0.01% +0.00
BMY Bristol-Myers Squibb Co. Add +0.7% 0.00% +0.00
VMRK Vivmark Residential Add +1.1% 0.02% +0.00
ZM Zoom Communications Inc. Add +400.0% 0.00% +0.00
AMGN Amgen Inc. Add +4.8% 0.00% +0.00
XOVR Ershares Private-Public Cros New 0.00% +0.00
XLV SS Health Care Select Sector Add +0.7% 0.01% +0.00
AMT American Tower Corp. Add +1.7% 0.00% +0.00
DAL Delta Air Lines Inc. Add +0.4% 0.01% +0.00
CRI Carter's Inc. Add +0.8% 0.00% +0.00
SLV iShares Silver Trust New 0.00% +0.00
PBI Pitney Bowes Inc. Add +1.0% 0.00% +0.00
STAG Stag Industrial Inc. Add +0.4% 0.00% +0.00
SJM The JM Smucker Co. Add +1.8% 0.00% +0.00
MPT Medical Properties Trust Inc. Add +1.6% 0.00% +0.00
RIVN Rivian Automotive Inc. Class A Add +100.0% 0.00% +0.00
LEVI Levi Strauss & Co. Class A Add +0.6% 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