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Latest Financial Avengers, Inc. Stock Portfolio

$219Million– No. of Holdings #151

Financial Avengers, Inc. Performance:
2026 Q1: -6.95%YTD: -6.95%2025: 18.93%
Performance for 2026 Q1 is -6.95%, and YTD is -6.95%, and 2025 is 18.93%.

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

On 2026-05-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Avengers, Inc. reported an equity portfolio of $219.3 Millions as of 31 Mar, 2026.

The top stock holdings of Financial Avengers, Inc. are NVDA, AMZN, AAPL. The fund has invested 13.1% of it's portfolio in NVIDIA CORP and 10.2% of portfolio in AMAZON.COM INC.

The fund managers got completely rid off ABBOTT LABS (ABT), GENERAL MTRS CO (GM) and GENERAL MILLS INC (GIS) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVIC (AMD), AMERICAN ELEC PWR CO INC (AEP) and ALPHABET INC CLASS CLASS A (GOOG). Financial Avengers, Inc. opened new stock positions in ISHARES ESG U.S. AGGREGATE BOND ETF (BGRN), ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF (DMXF) and ISHARES U.S. AEROSPACE &DEFENSE ETF (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to ZOOM COMMUNICATIONS INC CLASS A (ZM), RIVIAN AUTOMOTIVE INC CLASS CLASS A (RIVN) and LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS.
Financial Avengers, Inc. Equity Portfolio Value
Last Reported on: 19 May, 2026

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

Our best estimate is that Financial Avengers, Inc. made a return of -6.95% in the last quarter. In trailing 12 months, it's portfolio return was 16.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares esg u.s. aggregate bond etf34,549
ishares esg aware 40/60 moderate allocation etf26,018
ishares u.s. aerospace &defense etf21,890
invesco aerospace & defense etf21,547
vanguard core bond etf13,542
vanguard esg u.s. stock etf8,435
ishares esg aware msci eafe etf4,781
ershares private-public crossover etf1,351
New stocks bought by Financial Avengers, Inc.

Additions

Ticker% Inc.
zoom communications inc class a400
rivian automotive inc class class a100
lvmh moet hennessy lou fsponsored adr 1 adr reps 0.2 ord shs57.47
vanguard total bond market index fund etf shares15.57
ishares broad usd investment grade corporate bond etf12.47
netflix inc9.79
verizon communications i8.65
pfizer inc7.47
Additions to existing portfolio by Financial Avengers, Inc.

Reductions

Ticker% Reduced
advanced micro devic-24.51
american elec pwr co inc-18.02
alphabet inc class class a-15.71
thermo fisher scientific-13.91
spdr gold shares-13.33
pepsico inc-12.93
amphenol corp new class class a-11.65
applied matls inc-11.11
Financial Avengers, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
abbott labs-91,278
general mtrs co-24,547
general mills inc-1,818
Financial Avengers, Inc. got rid off the above stocks

Sector Distribution

Financial Avengers, Inc. has about 27.2% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
Sector%
Technology27.2
Others17.5
Communication Services15.7
Financial Services15.2
Consumer Cyclical13.1
Healthcare7.5
Consumer Defensive2.7

Market Cap. Distribution

Financial Avengers, Inc. has about 82.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP68.5
UNALLOCATED17.5
LARGE-CAP14

Stocks belong to which Index?

About 82.4% of the stocks held by Financial Avengers, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50082.4
Others17.5
Top 5 Winners (%)%
GLW
corning inc
55.4 %
CVX
chevron corp new
34.8 %
ge vernova inc
33.6 %
AMAT
applied matls inc
31.4 %
BKD
brookdale sr living inc
26.8 %
Top 5 Winners ($)$
JNJ
johnson & johnson
1.8 M
VZ
verizon communications i
1.0 M
PFE
pfizer inc
0.4 M
SBUX
starbucks corp
0.2 M
ge vernova inc
0.1 M
Top 5 Losers (%)%
KD
kyndryl hldgs inc
-50.6 %
MDB
mongodb inc class class a
-41.7 %
SOFI
sofi technologies inc
-39.3 %
QS
quantumscape corp class class a
-38.8 %
tic solutions inc
-34.9 %
Top 5 Losers ($)$
AXP
american express co
-2.5 M
AMZN
amazon.com inc
-2.5 M
NVDA
nvidia corp
-2.1 M
GOOG
alphabet inc class class c
-2.1 M
SHOP
shopify inc fclass class a
-2.0 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 151 stocks in it's portfolio. About 73.6% of the portfolio is in top 10 stocks. AXP proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Financial Avengers, Inc. last quarter.

Last Reported on: 19 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions