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

About Financial Avengers, Inc.

Investment Activity

  • Financial Avengers, Inc. has $219.32 million in total holdings as of March 31, 2026.
  • Financial Avengers, Inc. owns shares of 151 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 1.08% of the portfolio was purchased this quarter.
  • About 4.38% of the portfolio was sold this quarter.
  • This quarter, Financial Avengers, Inc. has purchased 145 new stocks and bought additional shares in 52 stocks.
  • Financial Avengers, Inc. sold shares of 29 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

NVIDIA
$28,771,327
Amazon.com
$22,277,809
Apple
$21,830,756
Alphabet
$21,099,291
Berkshire Hathaway
$17,408,378

Largest New Holdings this Quarter

46435U549 - iShares ESG Aware U.S. Aggregate Bond ETF
$34,549 Holding
464288760 - iShares U.S. Aerospace & Defense ETF
$21,890 Holding
46137V100 - Invesco Aerospace & Defense ETF
$21,547 Holding
922020748 - VANGUARD CORE BOND ETF
$13,542 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
8,207 shares (about $604.37K)
Verizon Communications
8,678 shares (about $435.64K)
Pfizer
8,210 shares (about $230.54K)
LVMH-Moet Hennessy Louis Vuitton
1,135 shares (about $123.99K)

Largest Sales this Quarter

NVIDIA
14,670 shares (about $2.56M)
Alphabet
7,083 shares (about $2.03M)
Amazon.com
4,243 shares (about $883.69K)
Apple
3,423 shares (about $868.72K)
Johnson & Johnson
2,353 shares (about $575.17K)

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
$28,771,327$2,558,451 â–¼-8.2%164,97313.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$22,277,809$883,690 â–¼-3.8%106,96610.2%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$21,830,756$868,723 â–¼-3.8%86,01910.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$21,099,291$2,031,818 â–¼-8.8%73,5539.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$17,408,378$401,570 â–¼-2.3%36,3287.9%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$13,194,674$559,650 â–¼-4.1%140,3996.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,511,417$575,168 â–¼-4.8%47,0935.2%Medical
American Express Company stock logo
AXP
American Express
$11,149,506$409,259 â–¼-3.5%36,8605.1%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$8,333,020$375,374 â–¼-4.3%170,9343.8%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$5,777,577$1,851 â–¼0.0%15,6082.6%Computer and Technology
SHOPIFY INC FCLASS CLASS A
$5,641,567$23,843 â–²0.4%47,5602.6%FOREIGN CANADIAN
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,470,241$435,635 â–²8.7%108,9692.5%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$5,414,730$38,999 â–²0.7%37,4882.5%Consumer Staples
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$5,186,924$575,260 â–²12.5%101,2482.4%Manufacturing
The Walt Disney Company stock logo
DIS
Walt Disney
$4,872,314$27,565 â–²0.6%50,5532.2%Consumer Discretionary
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,486,898$604,365 â–²15.6%60,9302.0%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$3,925,163$30,550 â–¼-0.8%43,8131.8%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$3,316,446$230,537 â–²7.5%118,1071.5%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$2,178,4550.0%5,8601.0%Auto/Tires/Trucks
Adobe Inc. stock logo
ADBE
Adobe
$2,078,577$38,650 â–²1.9%8,5510.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,903,625$354,845 â–¼-15.7%6,6200.9%Computer and Technology
Kenvue Inc. stock logo
KVUE
Kenvue
$1,848,026$114,560 â–²6.6%107,1940.8%Consumer Staples
3M Company stock logo
MMM
3M
$1,505,481$8,714 â–¼-0.6%10,3660.7%Multi-Sector Conglomerates
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,436,2800.0%20.7%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,124,440$124,121 â–¼-9.9%1,2230.5%Medical
Rolls-Royce Holdings PLC stock logo
RYCEY
Rolls-Royce Holdings PLC
$1,113,710$103,314 â–¼-8.5%72,2250.5%Aerospace
Meta Platforms, Inc. stock logo
META
Meta Platforms
$641,122$4,575 â–²0.7%1,1210.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$412,353$133,857 â–¼-24.5%2,0270.2%Computer and Technology
LVMH-Moet Hennessy Louis Vuitton SA stock logo
LVMUY
LVMH-Moet Hennessy Louis Vuitton
$339,736$123,987 â–²57.5%3,1100.2%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$302,695$1,991 â–¼-0.7%3040.1%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$231,858$6,179 â–¼-2.6%7880.1%Finance
GE Aerospace stock logo
GE
GE Aerospace
$231,246$284 â–²0.1%8150.1%Aerospace
GE VERNOVA INC
$212,4870.0%2430.1%COMMON STOCK
AT&T Inc. stock logo
T
AT&T
$207,673$1,565 â–²0.8%7,1640.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$206,758$302 â–²0.1%6840.1%Business Services
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$186,116$1,115 â–²0.6%1,3350.1%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$179,263$1,219 â–²0.7%8820.1%Computer and Technology
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$157,4240.0%1,6400.1%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$155,2050.0%2,0000.1%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$135,527$970 â–²0.7%5590.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$124,034$11,057 â–²9.8%1,2900.1%Consumer Discretionary
Corning Incorporated stock logo
GLW
Corning
$108,550$136 â–²0.1%7980.0%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$107,011$659 â–²0.6%3250.0%Retail/Wholesale
Ford Motor Company stock logo
F
Ford Motor
$98,247$785 â–²0.8%8,5140.0%Auto/Tires/Trucks
ASML Holding N.V. stock logo
ASML
ASML
$79,2500.0%600.0%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$74,639$541 â–²0.7%2760.0%Medical
WALMART INC
$70,610$124 â–²0.2%5680.0%COMMON STOCK
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$70,289$777 â–¼-1.1%3620.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$66,846$4,333 â–¼-6.1%2160.0%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$64,080$10,351 â–¼-13.9%1300.0%Medical
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$63,080$714 â–²1.1%6180.0%Business Services
Dropbox, Inc. stock logo
DBX
Dropbox
$60,2080.0%2,6500.0%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$59,882$422 â–²0.7%1,1340.0%Consumer Discretionary
TIC SOLUTIONS INC
$59,2200.0%9,0000.0%COMMON STOCK
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$56,085$388 â–²0.7%8680.0%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$55,8180.0%1250.0%Medical
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$54,314$11,939 â–¼-18.0%4140.0%Utilities
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$50,7090.0%1100.0%Medical
Intel Corporation stock logo
INTC
Intel
$50,5810.0%1,1460.0%Computer and Technology
LendingClub Corporation stock logo
LC
LendingClub
$50,1200.0%3,5000.0%Financial Services
CocaCola Company (The) stock logo
KO
CocaCola
$49,9430.0%6570.0%Consumer Staples
Autodesk, Inc. stock logo
ADSK
Autodesk
$47,8800.0%2000.0%Computer and Technology
Takeda Pharmaceutical Co. stock logo
TAK
Takeda Pharmaceutical
$46,3000.0%2,5000.0%Medical
First Solar, Inc. stock logo
FSLR
First Solar
$44,3840.0%2250.0%Energy
The Clorox Company stock logo
CLX
Clorox
$44,051$5,182 â–¼-10.5%4250.0%Consumer Staples
Motley Fool Global Opportunities ETF stock logo
TMFG
Motley Fool Global Opportunities ETF
$43,9450.0%1,5550.0%ETF
eBay Inc. stock logo
EBAY
eBay
$41,074$91 â–²0.2%4510.0%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$35,7190.0%500.0%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$35,523$5,274 â–¼-12.9%2290.0%Consumer Staples
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$35,4850.0%1050.0%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$35,188$189 â–²0.5%1860.0%Medical
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$34,549$34,549 â–²New Holding7270.0%ETF
Equity Residential stock logo
EQR
Equity Residential
$33,410$355 â–²1.1%5650.0%Finance
Hershey Company (The) stock logo
HSY
Hershey
$32,040$1,456 â–¼-4.3%1540.0%Consumer Staples
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$30,5930.0%5370.0%AMERICAN DEPOSITORY
Target Corporation stock logo
TGT
Target
$30,564$243 â–²0.8%2520.0%Retail/Wholesale
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$30,2960.0%1,5540.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$27,969$4,303 â–¼-13.3%650.0%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$27,464$3,433 â–¼-11.1%800.0%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$27,434$243 â–²0.9%1130.0%Transportation
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$27,299$235 â–²0.9%8140.0%Energy
iShares ESG Aware 40/60 Moderate Allocation ETF stock logo
EAOM
iShares ESG Aware 40/60 Moderate Allocation ETF
$26,018$26,018 â–²New Holding8750.0%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$24,879$208 â–²0.8%4780.0%Finance
AKRE FOCUS ETF
$24,3640.0%4610.0%UIT EXCHANGE TRADED
AMERICAN HEALTHCARE REITREIT
$23,5800.0%5000.0%REAL ESTATE INVESTME
Levi Strauss & Co. stock logo
LEVI
Levi Strauss & Co.
$23,424$148 â–²0.6%1,2670.0%Retail/Wholesale
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$22,278$147 â–²0.7%1520.0%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$21,890$21,890 â–²New Holding1000.0%ETF
Cummins Inc. stock logo
CMI
Cummins
$21,5810.0%400.0%Auto/Tires/Trucks
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$21,547$21,547 â–²New Holding1300.0%ETF
Peoples Bancorp Inc. stock logo
PEBO
Peoples Bancorp
$21,091$263 â–²1.3%6420.0%Finance
MongoDB, Inc. stock logo
MDB
MongoDB
$19,5820.0%800.0%Computer and Technology
NiSource, Inc stock logo
NI
NiSource
$19,564$93 â–²0.5%4190.0%Utilities
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$17,5660.0%1000.0%Medical
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$17,150$66 â–²0.4%2580.0%Transportation
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$16,6660.0%2340.0%Medical
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$16,323$155 â–²1.0%1050.0%Retail/Wholesale
Invesco Biotechnology & Genome ETF stock logo
PBE
Invesco Biotechnology & Genome ETF
$16,0120.0%2020.0%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$15,703$1,678 â–¼-9.7%1310.0%Medical
Chevron Corporation stock logo
CVX
Chevron
$14,846$206 â–²1.4%720.0%Energy

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data