# Financial Avengers, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1844393. Source: https://holderbook.com/funds/1844393-financial-avengers-inc/

- Reported value: $241.1M
- Positions: 155
- Weight of the ten largest: 73.8%
- Filed: 2026-08-19

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $32.0M | 159,859 | 13.3% | 23 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $25.2M | 71,381 | 10.5% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $25.0M | 104,748 | 10.4% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $24.4M | 84,154 | 10.1% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $18.3M | 36,539 | 7.6% | 23 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $12.9M | 139,334 | 5.3% | 23 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $12.3M | 36,429 | 5.1% | 8 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $12.1M | 47,625 | 5.0% | 23 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $9.6M | 168,084 | 4.0% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.2M | 16,666 | 2.6% | 23 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $5.8M | 50,510 | 2.4% | 23 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $5.7M | 38,950 | 2.4% | 23 |
| ISHARES TR | [USIG](https://holderbook.com/stocks/USIG/) | $5.6M | 110,014 | 2.3% | 14 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $5.0M | 51,562 | 2.1% | 23 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $5.0M | 67,590 | 2.1% | 14 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $4.7M | 110,277 | 1.9% | 23 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $4.6M | 44,784 | 1.9% | 23 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $3.2M | 131,989 | 1.3% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.4M | 5,785 | 1.0% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.3M | 6,523 | 1.0% | 23 |
| KENVUE INC | [KVUE](https://holderbook.com/stocks/KVUE/) | $2.1M | 107,372 | 0.9% | 12 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $2.0M | 9,821 | 0.8% | 23 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $2.0M | 12,086 | 0.8% | 8 |
| Rolls-Royce Holdings PLC | [RYCEY](https://holderbook.com/stocks/RYCEY/) | $1.7M | 85,725 | 0.7% | 10 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.6M | 1,313 | 0.7% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 0.6% | 6 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $871.4K | 1,500 | 0.4% | 18 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $670.2K | 1,190 | 0.3% | 23 |
| LVMH MOET HENNESSY LOU VUITTON ADR | [LVMUY](https://holderbook.com/stocks/LVMUY/) | $514.3K | 4,650 | 0.2% | 8 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $305.1K | 816 | 0.1% | 19 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $286.1K | 244 | 0.1% | 9 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $284.6K | 304 | 0.1% | 23 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $262.3K | 1,005 | 0.1% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $259.1K | 791 | 0.1% | 23 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $235.2K | 686 | 0.1% | 23 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $228.8K | 3,205 | 0.1% | 23 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $205.6K | 1,750 | 0.1% | 12 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $199.3K | 890 | 0.1% | 23 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $193.7K | 758 | 0.1% | 23 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $169.8K | 1,344 | 0.1% | 23 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $160.0K | 1,146 | 0.1% | 23 |
| ARCH CAP GROUP LTD | [ACGL](https://holderbook.com/stocks/ACGL/) | $159.2K | 1,640 | 0.1% | 23 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $158.2K | 563 | 0.1% | 23 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $149.4K | 7,218 | 0.1% | 23 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $119.4K | 60 | 0.0% | 5 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $119.1K | 8,569 | 0.0% | 23 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $115.5K | 328 | 0.0% | 23 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $115.3K | 277 | 0.0% | 23 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $108.4K | 364 | 0.0% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $81.7K | 216 | 0.0% | 19 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $79.6K | 872 | 0.0% | 23 |
| IRON MTN INC DEL | [IRM](https://holderbook.com/stocks/IRM/) | $78.7K | 623 | 0.0% | 23 |
| TIC SOLUTIONS INC | [TIC](https://holderbook.com/stocks/TIC/) | $72.8K | 9,000 | 0.0% | 4 |
| DROPBOX INC | [DBX](https://holderbook.com/stocks/DBX/) | $65.9K | 2,400 | 0.0% | 23 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $64.6K | 570 | 0.0% | 23 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $62.9K | 125 | 0.0% | 12 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $59.6K | 120 | 0.0% | 23 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $58.2K | 80 | 0.0% | 23 |
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $56.3K | 729 | 0.0% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $53.8K | 51 | 0.0% | 9 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $53.7K | 661 | 0.0% | 23 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $53.1K | 225 | 0.0% | 8 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $50.6K | 453 | 0.0% | 23 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $50.1K | 105 | 0.0% | 8 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $48.3K | 353 | 0.0% | 14 |
| RBB FD INC | [TMFG](https://holderbook.com/stocks/TMFG/) | $47.8K | 1,555 | 0.0% | 19 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $43.7K | 110 | 0.0% | 23 |
| HAPPEN INC | [HAPN](https://holderbook.com/stocks/HAPN/) | $41.5K | 2,000 | 0.0% | 18 |
| CLOROX CO DEL | [CLX](https://holderbook.com/stocks/CLX/) | $41.1K | 431 | 0.0% | 23 |
| ISHARES TR | [EAOM](https://holderbook.com/stocks/EAOM/) | $40.2K | 1,277 | 0.0% | 2 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $38.9K | 200 | 0.0% | 15 |
| EQUITY RESIDENTIAL | [EQR](https://holderbook.com/stocks/EQR/) | $38.8K | 571 | 0.0% | 23 |
| ISHARES TR | [EAGG](https://holderbook.com/stocks/EAGG/) | $38.8K | 818 | 0.0% | 2 |
| TIDAL TRUST I | [JSTC](https://holderbook.com/stocks/JSTC/) | $35.7K | 1,561 | 0.0% | 18 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $35.4K | 186 | 0.0% | 23 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $33.2K | 254 | 0.0% | 23 |
| SS&C TECH HLDGS | [SSNC](https://holderbook.com/stocks/SSNC/) | $33.1K | 534 | 0.0% | 1 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $32.7K | 544 | 0.0% | 3 |
| LEVI STRAUSS & CO NEW | [LEVI](https://holderbook.com/stocks/LEVI/) | $31.6K | 1,275 | 0.0% | 23 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $30.9K | 114 | 0.0% | 12 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $30.6K | 226 | 0.0% | 23 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $29.2K | 483 | 0.0% | 23 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $28.7K | 40 | 0.0% | 12 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $28.7K | 163 | 0.0% | 23 |
| TAKEDA PHARMACEUTICAL CO LTD | [TAK](https://holderbook.com/stocks/TAK/) | $28.1K | 1,750 | 0.0% | 12 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $26.9K | 80 | 0.0% | 23 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $26.3K | 821 | 0.0% | 23 |
| PROFESIONALLY MANAGED PORTFO | [AKRE](https://holderbook.com/stocks/AKRE/) | $24.5K | 461 | 0.0% | 3 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $24.3K | 100 | 0.0% | 2 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $24.2K | 259 | 0.0% | 23 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $24.2K | 153 | 0.0% | 22 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $23.9K | 65 | 0.0% | 23 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $23.8K | 192 | 0.0% | 1 |
| INVESCO EXCHANGE TRADED FD T | [PPA](https://holderbook.com/stocks/PPA/) | $23.0K | 130 | 0.0% | 2 |
| NISOURCE INC | [NI](https://holderbook.com/stocks/NI/) | $20.1K | 422 | 0.0% | 12 |
| PEOPLES BANCORP INC | [PEBO](https://holderbook.com/stocks/PEBO/) | $19.5K | 507 | 0.0% | 23 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $19.2K | 101 | 0.0% | 23 |
| INVESCO EXCHANGE TRADED FD T | [PBE](https://holderbook.com/stocks/PBE/) | $18.3K | 204 | 0.0% | 23 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $17.7K | 100 | 0.0% | 23 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $16.9K | 132 | 0.0% | 23 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.7% | +14.8% | -5.1% | 100% |
| Q1 2026 | -7.2% | -4.6% | -2.5% | 100% |
| Q4 2025 | +5.6% | +2.4% | +3.2% | 100% |
| Q3 2025 | +10.4% | +7.8% | +2.5% | 100% |
| Q2 2025 | +10.5% | +10.5% | +0.0% | 100% |
| Q1 2025 | -6.7% | -4.6% | -2.1% | 100% |
| Q4 2024 | +7.0% | +2.1% | +4.8% | 100% |
| Q3 2024 | +1.0% | +5.4% | -4.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $241.1M | 155 |
| Q1 2026 | $219.3M | 150 |
| Q4 2025 | $244.0M | 144 |
| Q3 2025 | $232.5M | 139 |
| Q2 2025 | $215.4M | 141 |
| Q1 2025 | $197.4M | 148 |
| Q4 2024 | $212.0M | 161 |
| Q3 2024 | $203.2M | 177 |
| Q2 2024 | $188.4M | 155 |
| Q1 2024 | $189.0M | 153 |
| Q4 2023 | $166.3M | 179 |
| Q3 2023 | $149.6M | 178 |