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Financial Avengers, Inc. Top Holdings and 13F Report (2026)

About Financial Avengers, Inc.

Investment Activity

  • Financial Avengers, Inc. has $241.13 million in total holdings as of June 30, 2026.
  • Financial Avengers, Inc. owns shares of 155 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 1.82% of the portfolio was purchased this quarter.
  • About 1.59% of the portfolio was sold this quarter.
  • This quarter, Financial Avengers, Inc. has purchased 151 new stocks and bought additional shares in 67 stocks.
  • Financial Avengers, Inc. sold shares of 25 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA
$31,986,223
Alphabet
$25,221,173
Amazon.com
$24,965,638
Apple
$24,350,737
Berkshire Hathaway
$18,283,750

Largest New Holdings this Quarter

461202103 - Intuit
$262,305 Holding
78467J100 - SS&C Technologies
$33,135 Holding
464287614 - iShares Russell 1000 Growth ETF
$23,841 Holding
G2004J103 - CARNIVAL CORP LTD F
$2,857 Holding
84615Q103 - SPACE EX TECH SPACEX CLASS A
$2,563 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
6,660 shares (about $488.91K)
Microsoft
1,058 shares (about $394.65K)
SHOPIFY INC FCLASS A
2,950 shares (about $336.83K)
Pfizer
13,882 shares (about $334.28K)

Largest Sales this Quarter

NVIDIA
5,114 shares (about $1.02M)
Alphabet
2,172 shares (about $767.44K)
Apple
1,865 shares (about $539.65K)
Amazon.com
2,218 shares (about $528.64K)
Advanced Micro Devices
527 shares (about $306.14K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Avengers, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$31,986,223$1,023,261 â–¼-3.1%159,85913.3%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$25,221,173$767,437 â–¼-3.0%71,38110.5%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$24,965,638$528,638 â–¼-2.1%104,74810.4%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$24,350,737$539,655 â–¼-2.2%84,15410.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$18,283,750$105,582 â–²0.6%36,5397.6%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$12,856,613$98,270 â–¼-0.8%139,3345.3%Finance
American Express Company stock logo
AXP
American Express
$12,322,206$145,787 â–¼-1.2%36,4295.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$12,095,274$135,112 â–²1.1%47,6255.0%Healthcare
Bank of America Corporation stock logo
BAC
Bank of America
$9,577,409$162,393 â–¼-1.7%168,0844.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$6,216,625$394,647 â–²6.8%16,6662.6%Technology
SHOPIFY INC FCLASS A
$5,767,232$336,831 â–²6.2%50,5102.4%FOREIGN CANADIAN
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$5,711,559$214,385 â–²3.9%38,9502.4%Consumer Staples
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$5,642,643$449,610 â–²8.7%110,0142.3%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$4,962,823$97,116 â–²2.0%51,5622.1%Communication Services
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,961,775$488,910 â–²10.9%67,5902.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$4,669,125$55,381 â–²1.2%110,2771.9%Communication Services
Starbucks Corporation stock logo
SBUX
Starbucks
$4,576,438$99,226 â–²2.2%44,7841.9%Consumer Discretionary
Pfizer Inc. stock logo
PFE
Pfizer
$3,178,304$334,279 â–²11.8%131,9891.3%Healthcare
Tesla, Inc. stock logo
TSLA
Tesla
$2,433,171$31,545 â–¼-1.3%5,7851.0%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,331,050$34,664 â–¼-1.5%6,5231.0%Communication Services
Kenvue Inc. stock logo
KVUE
Kenvue
$2,051,872$3,402 â–²0.2%107,3720.9%Consumer Staples
Adobe Inc. stock logo
ADBE
Adobe
$2,013,501$260,375 â–²14.9%9,8210.8%Technology
3M Company stock logo
MMM
3M
$1,956,867$278,488 â–²16.6%12,0860.8%Industrials
Rolls-Royce Holdings PLC stock logo
RYCEY
Rolls-Royce Holdings PLC
$1,650,206$259,875 â–²18.7%85,7250.7%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,574,286$107,910 â–²7.4%1,3130.7%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,497,7000.0%20.6%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$871,365$306,140 â–¼-26.0%1,5000.4%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$670,157$38,858 â–²6.2%1,1900.3%Communication Services
LVMH-Moet Hennessy Louis Vuitton SA stock logo
LVMUY
LVMH-Moet Hennessy Louis Vuitton
$514,290$170,324 â–²49.5%4,6500.2%Consumer Discretionary
GE Aerospace stock logo
GE
GE Aerospace
$305,062$374 â–²0.1%8160.1%Industrials
GE VERNOVA INC
$286,080$1,172 â–²0.4%2440.1%COMMON STOCK
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$284,5760.0%3040.1%Consumer Staples
Intuit Inc. stock logo
INTU
Intuit
$262,305$262,305 â–²New Holding1,0050.1%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$259,068$983 â–²0.4%7910.1%Finance
Visa Inc. stock logo
V
Visa
$235,189$686 â–²0.3%6860.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$228,837$136,731 â–²148.4%3,2050.1%Communication Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$205,593$29,370 â–¼-12.5%1,7500.1%Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$199,268$1,791 â–²0.9%8900.1%Industrials
Corning Incorporated stock logo
GLW
Corning
$193,686$10,221 â–¼-5.0%7580.1%Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$169,814$1,137 â–²0.7%1,3440.1%Healthcare
Intel Corporation stock logo
INTC
Intel
$160,0410.0%1,1460.1%Technology
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$159,1780.0%1,6400.1%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$158,186$1,124 â–²0.7%5630.1%Technology
AT&T Inc. stock logo
T
AT&T
$149,410$1,118 â–²0.8%7,2180.1%Communication Services
ASML Holding N.V. stock logo
ASML
ASML
$119,3660.0%600.0%Technology
Ford Motor Company stock logo
F
Ford Motor
$119,103$764 â–²0.6%8,5690.0%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$115,545$1,057 â–²0.9%3280.0%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$115,298$416 â–²0.4%2770.0%Healthcare
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$108,436$596 â–²0.6%3640.0%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$81,7250.0%2160.0%Technology
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$79,558$365 â–²0.5%8720.0%Technology
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$78,658$631 â–²0.8%6230.0%Real Estate
TIC SOLUTIONS INC
$72,8100.0%9,0000.0%COMMON STOCK
Dropbox, Inc. stock logo
DBX
Dropbox
$65,928$6,868 â–¼-9.4%2,4000.0%Technology
WALMART INC
$64,608$227 â–²0.4%5700.0%COMMON STOCK
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$62,913$2,517 â–¼-3.8%1250.0%Healthcare
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$59,608$2,484 â–¼-4.0%1200.0%Healthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$58,1540.0%800.0%Technology
VANGUARD CORE BOND ETF
$56,278$42,768 â–²316.6%7290.0%UIT EXCHANGE TRADED
Caterpillar Inc. stock logo
CAT
Caterpillar
$53,785$1,055 â–²2.0%510.0%Industrials
CocaCola Company (The) stock logo
KO
CocaCola
$53,745$325 â–²0.6%6610.0%Consumer Staples
First Solar, Inc. stock logo
FSLR
First Solar
$53,0910.0%2250.0%Technology
eBay Inc. stock logo
EBAY
eBay
$50,573$223 â–²0.4%4530.0%Consumer Discretionary
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$50,1450.0%1050.0%Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$48,290$8,345 â–¼-14.7%3530.0%Utilities
Motley Fool Global Opportunities ETF stock logo
TMFG
Motley Fool Global Opportunities ETF
$47,8310.0%1,5550.0%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$43,7450.0%1100.0%Healthcare
LendingClub Corporation stock logo
LC
LendingClub
$41,480$31,110 â–¼-42.9%2,0000.0%Finance
The Clorox Company stock logo
CLX
Clorox
$41,117$572 â–²1.4%4310.0%Consumer Staples
iShares ESG Aware 40/60 Moderate Allocation ETF stock logo
EAOM
iShares ESG Aware 40/60 Moderate Allocation ETF
$40,184$12,650 â–²45.9%1,2770.0%ETF
Autodesk, Inc. stock logo
ADSK
Autodesk
$38,8840.0%2000.0%Technology
Equity Residential stock logo
EQR
Equity Residential
$38,812$408 â–²1.1%5710.0%Real Estate
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$38,797$4,316 â–²12.5%8180.0%ETF
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$35,721$160 â–²0.5%1,5610.0%ETF
Danaher Corporation stock logo
DHR
Danaher
$35,4310.0%1860.0%Healthcare
Target Corporation stock logo
TGT
Target
$33,240$262 â–²0.8%2540.0%Consumer Staples
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$33,135$33,135 â–²New Holding5340.0%Industrials
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$32,688$421 â–²1.3%5440.0%AMERICAN DEPOSITORY
Levi Strauss & Co. stock logo
LEVI
Levi Strauss & Co.
$31,648$199 â–²0.6%1,2750.0%Consumer Discretionary
Union Pacific Corporation stock logo
UNP
Union Pacific
$30,912$271 â–²0.9%1140.0%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$30,573$406 â–¼-1.3%2260.0%Consumer Staples
U.S. Bancorp stock logo
USB
U.S. Bancorp
$29,161$302 â–²1.0%4830.0%Finance
Cummins Inc. stock logo
CMI
Cummins
$28,6930.0%400.0%Industrials
Hershey Company (The) stock logo
HSY
Hershey
$28,663$1,583 â–²5.8%1630.0%Consumer Staples
Takeda Pharmaceutical Co. stock logo
TAK
Takeda Pharmaceutical
$28,053$12,023 â–¼-30.0%1,7500.0%Healthcare
MongoDB, Inc. stock logo
MDB
MongoDB
$26,8720.0%800.0%Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$26,260$224 â–²0.9%8210.0%Energy
AKRE FOCUS ETF
$24,5210.0%4610.0%UIT EXCHANGE TRADED
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$24,2750.0%1000.0%ETF
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$24,218$94 â–²0.4%2590.0%Industrials
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$24,212$158 â–²0.7%1530.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$23,9450.0%650.0%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$23,841$23,841 â–²New Holding1920.0%ETF
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$22,9890.0%1300.0%ETF
NiSource, Inc stock logo
NI
NiSource
$20,063$143 â–²0.7%4220.0%Utilities
Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
$19,470$5,184 â–¼-21.0%5070.0%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$19,2480.0%1010.0%ETF
Invesco Biotechnology & Genome ETF stock logo
PBE
Invesco Biotechnology & Genome ETF
$18,293$179 â–²1.0%2040.0%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$17,7470.0%1000.0%Healthcare
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$16,910$128 â–²0.8%1320.0%Healthcare

Showing largest 100 holdings. View all holdings.
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