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Latest Financial Avengers, Inc. Stock Portfolio

$241Million | No. of Holdings #155

Financial Avengers, Inc. Performance

2026 Q2+9.32%
YTD+1.72%
2025+18.93%

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

On 2026-08-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Avengers, Inc. reported an equity portfolio of $241.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Financial Avengers, Inc. are NVDA, GOOG, AMZN. The fund has invested 13.3% of it's portfolio in NVIDIA CORP and 10.5% of portfolio in ALPHABET INC CLASS C. <br><br> The fund managers got completely rid off AMERICAN HEALTHCARE REITREIT stocks. They significantly reduced their stock positions in NIKE INC CLASS B (NKE), THE MAGNUM ICE CREAM C F and HAPPEN INC (LC). Financial Avengers, Inc. opened new stock positions in INTUIT (INTU), SS&C TECHNOLOGIES HLDGS (SSNC) and ISHARES RUSSELL 1000 GROWTH ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES (VAW), VANGUARD CORE BOND ETF (VTIP) and NETFLIX INC (NFLX).
Financial Avengers, Inc. Equity Portfolio Value
Last Reported on: 19 Aug, 2026
$241Million
  as of Aug 19, 2026

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

Our best estimate is that Financial Avengers, Inc. made a return of 9.32% in the last quarter. In trailing 12 months, it's portfolio return was 17.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intuit262,305
ss&c technologies hldgs33,135
ishares russell 1000 growth etf23,841
carnival corp ltd f2,857
space ex tech spacex class a2,563
New stocks bought by Financial Avengers, Inc.

Additions

Ticker% Inc.
vanguard information technology index fund etf shares707
vanguard core bond etf316
netflix inc148
carters inc123
ishares esg aware msci eafe etf104
roblox corp class a50.00
lvmh moet hennessy lou fsponsored adr 1 adr reps 0.2 ord shs49.52
ishares esg aware 40/60 moderate allocation etf45.94
Additions to existing portfolio by Financial Avengers, Inc.

Reductions

Ticker% Reduced
nike inc class b-90.39
the magnum ice cream c f-66.94
happen inc-42.86
takeda pharmaceutical fsponsored adr 1 adr reps 0.5 ord shs-30.00
vanguard mega cap value index fund etf shares-29.7
advanced micro devices i-26.00
peoples bancorp inc-21.03
edison intl-20.21
Financial Avengers, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
american healthcare reitreit-23,580
Financial Avengers, Inc. got rid off the above stocks

Sector Distribution

Financial Avengers, Inc. has about 27.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Industrials
Sector%
Technology27.8
Others17.2
Communication Services15.9
Financial Services14.7
Consumer Cyclical13.4
Healthcare7.2
Consumer Defensive2.6
Industrials1.1

Market Cap. Distribution

Financial Avengers, Inc. has about 82.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP67.6
UNALLOCATED17.2
LARGE-CAP15.1

Stocks belong to which Index?

About 82.7% 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 50082.7
Others17.3
Top 5 Winners (%)%
INTC
intel corp
216.4 %
AMD
advanced micro devices i
161.4 %
AMAT
applied matls inc
111.8 %
GLW
corning inc
85.6 %
PBI
pitney bowes inc
58.5 %
Top 5 Winners ($)$
GOOG
alphabet inc class c
4.8 M
NVDA
nvidia corp
4.2 M
AMZN
amazon.com inc
3.2 M
AAPL
apple inc
3.0 M
BAC
bank of america corp
1.4 M
Top 5 Losers (%)%
VAW
vanguard information technology index fund etf shares
-73.4 %
MVIS
microvision inc del
-49.0 %
LDOS
leidos hldgs inc
-33.5 %
T
at&t inc
-28.5 %
SLV
ishares silver trust
-21.4 %
Top 5 Losers ($)$
VZ
verizon communications i
-0.9 M
PFE
pfizer inc
-0.5 M
ADBE
adobe inc
-0.3 M
SCHW
charles schwab corp
-0.2 M
SHOP
shopify inc fclass a
-0.2 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 155 stocks in it's portfolio. About 73.8% of the portfolio is in top 10 stocks. VZ proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Financial Avengers, Inc. last quarter.

$241.13MTotal Value
156Positions
19 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Financial Avengers, Inc., last reported on 19 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Broad Usd Investment Grade Corporate Bond Etf

Ishares Broad Usd Investment Grade Corporate Bond Etf

AAXJ
Financial Avengers, Inc.'s holding in Ishares Broad Usd Investment Grade Corporate Bond Etf over time
2.34%110,014
$5.64M
2.34%
increased 8.66 percentadded
AAXJ
Ishares U.S. Aerospace &Defense Etf

Ishares U.S. Aerospace &Defense Etf

AAXJ
Financial Avengers, Inc.'s holding in Ishares U.S. Aerospace &Defense Etf over time
0.01%100
$24.3K
0.01%
unchanged 0 percentunchanged
ACSI
Adasina Social Justice All Cap Global Etf

Adasina Social Justice All Cap Global Etf

ACSI
Financial Avengers, Inc.'s holding in Adasina Social Justice All Cap Global Etf over time
0.01%1,561
$35.7K
0.01%
increased 0.45 percentadded
AGT
Ishares Esg Aware Msci Eafe Etf

Ishares Esg Aware Msci Eafe Etf

AGT
Financial Avengers, Inc.'s holding in Ishares Esg Aware Msci Eafe Etf over time
0%102
$10.4K
0%
increased 104 percentadded
ASML
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Shs

Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Shs

ASML
Financial Avengers, Inc.'s holding in Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Shs over time
0.05%60.00
$119.4K
0.05%
unchanged 0 percentunchanged