Institutional Manager · CIK 0001844393
Financial Avengers, Inc.
OAKLAND, CA · File #028-20587
Latest AUM
$232.5M
Positions
140
Top-10 Concentration
76.4%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025140 pos · $232.5M
- 13F HOLDINGS REPORTQ/E Sep 2025140 pos · $232.5M
- 13F HOLDINGS REPORTQ/E Jun 2025141 pos · $215.4M
- 13F HOLDINGS REPORTQ/E Mar 2025149 pos · $197.4M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2025150 pos · $197.4M
- 13F HOLDINGS REPORTQ/E Dec 2024161 pos · $212.0M
- 13F HOLDINGS REPORTQ/E Sep 2024177 pos · $203.2M
- 13F HOLDINGS REPORTQ/E Jun 2024156 pos · $188.4M
- 13F HOLDINGS REPORTQ/E Mar 2024153 pos · $189.0M
- 13F HOLDINGS REPORTQ/E Dec 2023179 pos · $149.6M
- 13F HOLDINGS REPORTQ/E Sep 2023159 pos · $151.2M
- 13F HOLDINGS REPORTQ/E Jun 2023184 pos · $130.6M
- 13F HOLDINGS REPORTQ/E Mar 2023189 pos · $122.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 185,832 | $34.7M | 15.05% |
| 2 | AMAZON.COM INC | AMZN | 114,440 | $25.1M | 10.90% |
| 3 | APPLE INC | AAPL | 91,751 | $23.4M | 10.14% |
| 4 | ALPHABET INC CLASS C | GOOG | 82,816 | $20.2M | 8.75% |
| 5 | BERKSHIRE HATHAWAY CLASS B | BRK-A | 37,266 | $18.7M | 8.13% |
| 6 | CHARLES SCHWAB CORP | SCHW-PJ | 149,182 | $14.2M | 6.18% |
| 7 | AMERICAN EXPRESS CO | AXP | 39,075 | $13.0M | 5.63% |
| 8 | BANK OF AMERICA CORP | 060505104 | 181,908 | $9.4M | 4.07% |
| 9 | JOHNSON & JOHNSON | JNJ | 49,161 | $9.1M | 3.96% |
| 10 | MICROSOFT CORP | MSFT | 15,849 | $8.2M | 3.56% |
| 11 | SHOPIFY INC FCLASS CLASS A | SHOP | 45,115 | $6.7M | 2.91% |
| 12 | DISNEY WALT CO | 254687106 | 50,435 | $5.8M | 2.51% |
| 13 | PROCTER & GAMBLE CO | 742718109 | 37,109 | $5.7M | 2.47% |
| 14 | VERIZON COMMUNICATIONS I | VZ | 95,508 | $4.2M | 1.82% |
| 15 | ISHARES BRD USD INV GRD CORP BD ETF | 464288620 | 72,825 | $3.8M | 1.65% |
| 16 | STARBUCKS CORP | SBUX | 43,534 | $3.7M | 1.60% |
| 17 | VANGUARD TOTAL BOND MARKET ETF | 921937835 | 41,317 | $3.1M | 1.33% |
| 18 | ADOBE INC | ADBE | 8,335 | $2.9M | 1.28% |
| 19 | TESLA INC | TSLA | 5,870 | $2.6M | 1.13% |
| 20 | PFIZER INC | PFE | 98,292 | $2.5M | 1.09% |