Latest Financial Avengers, Inc. Stock Portfolio

Financial Avengers, Inc. Performance:

2025 Q4: 5.41%YTD: 18.93%2024: 29.58%

Performance for 2025 Q4 is 5.41%, and YTD is 18.93%, and 2024 is 29.58%.

About Financial Avengers, Inc. and 13F Hedge Fund Stock Holdings

On 2026-03-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Avengers, Inc. reported an equity portfolio of $244 Millions as of 31 Dec, 2025.

The top stock holdings of Financial Avengers, Inc. are NVDA, AMZN, GOOG. The fund has invested 13.7% of it's portfolio in NVIDIA CORP and 10.5% of portfolio in AMAZON.COM INC.

The fund managers got completely rid off FORTINET INC (FTNT), UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS (UL) and SS&C TECHNOLOGIES HLDGS (SSNC) stocks. They significantly reduced their stock positions in STATE STRT HLTH CRE SLT SEC SPDR ETF (XLB), MASTERCARD INC CLASS CLASS A (MA) and AMERICAN HEALTHCARE REITREIT. Financial Avengers, Inc. opened new stock positions in UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS (UL), AKRE FOCUS ETF and SPDR S&P 500 ETF (SPY). The fund showed a lot of confidence in some stocks as they added substantially to LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS, VANGUARD TOTAL BOND MARKET ETF (BIV) and ISHARES BRD USD INV GRD CORP BD ETF (AAXJ).

Financial Avengers, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Financial Avengers, Inc. made a return of 5.41% in the last quarter. In trailing 12 months, it's portfolio return was 18.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc fsponsored adr 1 adr reps 1 ord shs	35,120
akre focus etf	30,200
spdr s&p 500 etf	3,410
sofi technologies inc	2,618
brookdale sr living inc	2,158
quantumscape corp class class a	2,084
the magnum ice cream c f	1,918
leidos hldgs inc	1,804

New stocks bought by Financial Avengers, Inc.

Additions

Ticker	% Inc.
lvmh moet hennessy lou fsponsored adr 1 adr reps 0.2 ord shs	186
vanguard total bond market etf	27.61
ishares brd usd inv grd corp bd etf	23.61
rolls-royce holdings p fsponsored adr 1 adr reps 1 ord shs	18.86
spdr gold shares etf	15.38
pfizer inc	11.81
3m co	8.96
meta platforms inc class a	8.9

Additions to existing portfolio by Financial Avengers, Inc.

Reductions

Ticker	% Reduced
state strt hlth cre slt sec spdr etf	-63.7
state stret tec select sec spdr etf	-50.49
mastercard inc class class a	-47.62
american healthcare reitreit	-46.00
texas instrs inc	-30.81
autodesk inc	-20.00
unitedhealth group inc	-17.22
applied matls inc	-13.46

Financial Avengers, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
fortinet inc	-100,896
unilever plc fsponsored adr 1 adr reps 1 ord shs	-35,770
ss&c technologies hldgs	-17,768
ishares russell 2000 value etf	-9,371

Financial Avengers, Inc. got rid off the above stocks

Sector Distribution

Financial Avengers, Inc. has about 28.6% of it's holdings in Technology sector.

Sector	%
Technology	28.6
Others	16.5
Financial Services	16.1
Communication Services	15.8
Consumer Cyclical	13.3
Healthcare	6.2
Consumer Defensive	2.4

Market Cap. Distribution

Financial Avengers, Inc. has about 83.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	69.7
UNALLOCATED	16.5
LARGE-CAP	13.7

Stocks belong to which Index?

About 83.3% of the stocks held by Financial Avengers, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	83.3
Others	16.6

Top 5 Winners (%)		%
XLB	state strt hlth cre slt sec spdr etf	84.0 %
GSAT	globalstar inc	67.9 %
OMCL	omnicell inc	48.8 %
WBD	warner bros discovery intender offer exp: 01/21/26	47.6 %
LLY	eli lilly and co	39.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc class class c	5.7 M
AAPL	apple inc	1.6 M
AXP	american express co	1.5 M
AMZN	amazon.com inc	1.3 M
JNJ	johnson & johnson	1.1 M

Top 5 Losers (%)		%
RBLX	roblox corp class a	-41.5 %
MVIS	microvision inc del	-33.2 %
VEEV	veeva sys inc class class a	-25.1 %
	tic solutions inc	-24.0 %
COTY	coty inc class a	-23.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.5 M
PG	procter & gamble co	-0.4 M
VZ	verizon communications i	-0.3 M
META	meta platforms inc class a	-0.1 M
PFE	pfizer inc	-0.1 M

Financial Avengers, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Financial Avengers, Inc.

Financial Avengers, Inc. has 145 stocks in it's portfolio. About 75.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Financial Avengers, Inc. last quarter.

Last Reported on: 04 Mar, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	9.96	89,442	24,315,700	reduced	-2.52

AAXJ	ishares brd usd inv grd corp bd etf	1.91	90,019	4,660,300	added	23.61

ABBV	abbvie inc	0.00	50.00	11,315	added	2.04

ABNB	airbnb inc class a	0.00	50.00	6,786	unchanged	0.00

ABT	abbott labs	0.04	729	91,278	added	0.55

ACGL	arch capital group ltd f	0.06	1,640	157,309	reduced	-1.5

ACSI	adasina social justc allcp glb etf	0.01	1,554	31,539	added	0.84

ADBE	adobe inc	1.20	8,392	2,937,120	added	0.68

ADP	automatic data processin	0.09	876	225,446	added	0.46

ADSK	autodesk inc	0.02	200	59,202	reduced	-20.00

AEP	american elec pwr co inc	0.02	505	58,223	reduced	-9.01

AIG	american intl group inc	0.00	49.00	4,182	unchanged	0.00

AMAT	applied matls inc	0.01	90.00	23,189	reduced	-13.46

AMD	advanced micro devic	0.24	2,685	575,020	reduced	-10.5

AMGN	amgen inc	0.00	21.00	7,023	unchanged	0.00

AMT	american tower corp new reit	0.00	60.00	10,605	unchanged	0.00

AMZN	amazon.com inc	10.52	111,209	25,669,300	reduced	-2.82

APH	amphenol corp new class class a	0.01	103	13,972	unchanged	0.00

ASML	asml hldg n v fsponsored adr 1 adr reps 1 ord shs	0.03	60.00	64,192	unchanged	0.00

AVGO	broadcom inc	0.03	230	79,433	added	0.44