Financial Avengers, Inc.
Holdings as of 2026-06-30, filed 2026-08-19
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 50 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
158
Value reported by manager
$241.1M
Sum of our stored positions
$241.1M
should match the line above
Disclosure lag
50 d
quarter end to filing
Top 5 concentration
51.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
158 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| NVIDIA CORP | COMMON STOCK | $32M | 159,859 | — | 67066G104 |
| ALPHABET INC CLASS C | COMMON STOCK | $25.2M | 71,381 | — | 02079K107 |
| AMAZON.COM INC | COMMON STOCK | $25M | 104,748 | — | 023135106 |
| APPLE INC | COMMON STOCK | $24.4M | 84,154 | — | 037833100 |
| BERKSHIRE HATHAWAY CLASS B | COMMON STOCK | $18.3M | 36,539 | — | 084670702 |
| CHARLES SCHWAB CORP | COMMON STOCK | $12.9M | 139,334 | — | 808513105 |
| AMERICAN EXPRESS CO | COMMON STOCK | $12.3M | 36,429 | — | 025816109 |
| JOHNSON & JOHNSON | COMMON STOCK | $12.1M | 47,625 | — | 478160104 |
| BANK OF AMERICA CORP | COMMON STOCK | $9.6M | 168,084 | — | 060505104 |
| MICROSOFT CORP | COMMON STOCK | $6.2M | 16,666 | — | 594918104 |
| SHOPIFY INC FCLASS A | FOREIGN CANADIAN | $5.8M | 50,510 | — | 82509L107 |
| PROCTER & GAMBLE CO | COMMON STOCK | $5.7M | 38,950 | — | 742718109 |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | UIT EXCHANGE TRADED | $5.6M | 110,014 | — | 464288620 |
| DISNEY WALT CO | COMMON STOCK | $5M | 51,562 | — | 254687106 |
| VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | UIT EXCHANGE TRADED | $5M | 67,590 | — | 921937835 |
| VERIZON COMMUNICATIONS I | COMMON STOCK | $4.7M | 110,277 | — | 92343V104 |
| STARBUCKS CORP | COMMON STOCK | $4.6M | 44,784 | — | 855244109 |
| PFIZER INC | COMMON STOCK | $3.1M | 127,679 | — | 717081103 |
| TESLA INC | COMMON STOCK | $2.4M | 5,785 | — | 88160R101 |
| ALPHABET INC CLASS A | COMMON STOCK | $2.3M | 6,523 | — | 02079K305 |
| KENVUE INC | COMMON STOCK | $2.1M | 107,372 | — | 49177J102 |
| ADOBE INC | COMMON STOCK | $2M | 9,821 | — | 00724F101 |
| 3M CO | COMMON STOCK | $2M | 12,086 | — | 88579Y101 |
| ELI LILLY AND CO | COMMON STOCK | $1.6M | 1,313 | — | 532457108 |
| BERKSHIRE HATHAWAY CLASS A | COMMON STOCK | $1.5M | 2 | — | 084670108 |
| ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | $1.5M | 75,725 | — | 775781206 |
| ADVANCED MICRO DEVICES I | COMMON STOCK | $871.4K | 1,500 | — | 007903107 |
| META PLATFORMS INC CLASS A | COMMON STOCK | $670.2K | 1,190 | — | 30303M102 |
| LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | AMERICAN DEPOSITORY | $514.3K | 4,650 | — | 502441306 |
| GE AEROSPACE | COMMON STOCK | $305.1K | 816 | — | 369604301 |
| GE VERNOVA INC | COMMON STOCK | $286.1K | 244 | — | 36828A101 |
| COSTCO WHSL CORP NEW | COMMON STOCK | $284.6K | 304 | — | 22160K105 |
| INTUIT | COMMON STOCK | $262.3K | 1,005 | — | 461202103 |
| JPMORGAN CHASE & CO | COMMON STOCK | $259.1K | 791 | — | 46625H100 |
| VISA INC CLASS A | COMMON STOCK | $235.2K | 686 | — | 92826C839 |
| NETFLIX INC | COMMON STOCK | $228.8K | 3,205 | — | 64110L106 |
| CISCO SYS INC | COMMON STOCK | $205.6K | 1,750 | — | 17275R102 |
| AUTOMATIC DATA PROCESSIN | COMMON STOCK | $199.3K | 890 | — | 053015103 |
| CORNING INC | COMMON STOCK | $193.7K | 758 | — | 219350105 |
| ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | $192.5K | 10,000 | — | 775781206 |
| GILEAD SCIENCES INC | COMMON STOCK | $169.8K | 1,344 | — | 375558103 |
| INTEL CORP | COMMON STOCK | $160K | 1,146 | — | 458140100 |
| ARCH CAPITAL GROUP LTD F | FOREIGN ORDINARIES | $159.2K | 1,640 | — | G0450A105 |
| IBM CORP | COMMON STOCK | $158.2K | 563 | — | 459200101 |
| AT&T INC | COMMON STOCK | $149.4K | 7,218 | — | 00206R102 |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | $119.4K | 60 | — | N07059210 |
| FORD MTR CO DEL | COMMON STOCK | $119.1K | 8,569 | — | 345370860 |
| HOME DEPOT INC | COMMON STOCK | $115.5K | 328 | — | 437076102 |
| UNITEDHEALTH GROUP INC | COMMON STOCK | $115.3K | 277 | — | 91324P102 |
| TEXAS INSTRS INC | COMMON STOCK | $108.4K | 364 | — | 882508104 |
| PFIZER INC | COMMON STOCK | $103.8K | 4,310 | — | 717081103 |
| BROADCOM INC | COMMON STOCK | $81.7K | 216 | — | 11135F101 |
| MICROCHIP TECHNOLOGY INC | COMMON STOCK | $79.6K | 872 | — | 595017104 |
| IRON MTN INC NEW REIT | REAL ESTATE INVESTME | $78.7K | 623 | — | 46284V101 |
| TIC SOLUTIONS INC | COMMON STOCK | $72.8K | 9,000 | — | 00510N102 |
| DROPBOX INC CLASS A | COMMON STOCK | $65.9K | 2,400 | — | 26210C104 |
| WALMART INC | COMMON STOCK | $64.6K | 570 | — | 931142103 |
| THERMO FISHER SCIENTIFIC | COMMON STOCK | $62.9K | 125 | — | 883556102 |
| VERTEX PHARMACEUTICALS I | COMMON STOCK | $59.6K | 120 | — | 92532F100 |
| APPLIED MATLS INC | COMMON STOCK | $58.2K | 80 | — | 038222105 |
| VANGUARD CORE BOND ETF | UIT EXCHANGE TRADED | $56.3K | 729 | — | 922020748 |
| CATERPILLAR INC | COMMON STOCK | $53.8K | 51 | — | 149123101 |
| THE COCA-COLA CO | COMMON STOCK | $53.7K | 661 | — | 191216100 |
| FIRST SOLAR INC | COMMON STOCK | $53.1K | 225 | — | 336433107 |
| EBAY INC | COMMON STOCK | $50.6K | 453 | — | 278642103 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | AMERICAN DEPOSITORY | $50.1K | 105 | — | 874039100 |
| AMERICAN ELEC PWR CO INC | COMMON STOCK | $48.3K | 353 | — | 025537101 |
| MOTLEY FOOL GLOBAL OPPORTUNITIES ETF | UIT EXCHANGE TRADED | $47.8K | 1,555 | — | 74933W635 |
| INTUITIVE SURGICAL INC | COMMON STOCK | $43.7K | 110 | — | 46120E602 |
| HAPPEN INC | COMMON STOCK | $41.5K | 2,000 | — | 52603A208 |
| CLOROX CO | COMMON STOCK | $41.1K | 431 | — | 189054109 |
| ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF | UIT EXCHANGE TRADED | $40.2K | 1,277 | — | 46436E684 |
| AUTODESK INC | COMMON STOCK | $38.9K | 200 | — | 052769106 |
| EQUITY RESIDENTIAL REIT | REAL ESTATE INVESTME | $38.8K | 571 | — | 29476L107 |
| ISHARES ESG U.S. AGGREGATE BOND ETF | UIT EXCHANGE TRADED | $38.8K | 818 | — | 46435U549 |
| ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | UIT EXCHANGE TRADED | $35.7K | 1,561 | — | 886364876 |
| DANAHER CORP | COMMON STOCK | $35.4K | 186 | — | 235851102 |
| TARGET CORP EQUITY CLASS EQUITY | COMMON STOCK | $33.2K | 254 | — | 87612E106 |
| SS&C TECHNOLOGIES HLDGS | COMMON STOCK | $33.1K | 534 | — | 78467J100 |
| UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | $32.7K | 544 | — | 904767803 |
| LEVI STRAUSS & CO NEW CLASS A | COMMON STOCK | $31.6K | 1,275 | — | 52736R102 |
| UNION PAC CORP | COMMON STOCK | $30.9K | 114 | — | 907818108 |
| PEPSICO INC | COMMON STOCK | $30.6K | 226 | — | 713448108 |
| US BANCORP DEL | COMMON STOCK | $29.2K | 483 | — | 902973304 |
| CUMMINS INC | COMMON STOCK | $28.7K | 40 | — | 231021106 |
| TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | AMERICAN DEPOSITORY | $28.1K | 1,750 | — | 874060205 |
| HERSHEY CO | COMMON STOCK | $27.3K | 155 | — | 427866108 |
| MONGODB INC CLASS A | COMMON STOCK | $26.9K | 80 | — | 60937P106 |
| KINDER MORGAN INC DEL | COMMON STOCK | $26.3K | 821 | — | 49456B101 |
| AKRE FOCUS ETF | UIT EXCHANGE TRADED | $24.5K | 461 | — | 74316P579 |
| ISHARES U.S. AEROSPACE &DEFENSE ETF | UIT EXCHANGE TRADED | $24.3K | 100 | — | 464288760 |
| DELTA AIR LINES INC DEL | COMMON STOCK | $24.2K | 259 | — | 247361702 |
| STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | UIT EXCHANGE TRADED | $24.2K | 153 | — | 81369Y209 |
| SPDR GOLD SHARES | UIT EXCHANGE TRADED | $23.9K | 65 | — | 78463V107 |
| ISHARES RUSSELL 1000 GROWTH ETF | UIT EXCHANGE TRADED | $23.8K | 192 | — | 464287614 |
| INVESCO AEROSPACE & DEFENSE ETF | UIT EXCHANGE TRADED | $23K | 130 | — | 46137V100 |
| NISOURCE INC | COMMON STOCK | $20.1K | 422 | — | 65473P105 |
| PEOPLES BANCORP INC | COMMON STOCK | $19.5K | 507 | — | 709789101 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | UIT EXCHANGE TRADED | $19.2K | 101 | — | 81369Y803 |
| INVESCO BIOTECHNOLOGY & GENOME ETF | UIT EXCHANGE TRADED | $18.3K | 204 | — | 46137V787 |
| VEEVA SYS INC CLASS A | COMMON STOCK | $17.7K | 100 | — | 922475108 |
| MERCK & CO. INC. | COMMON STOCK | $16.9K | 132 | — | 58933Y105 |
| YUM BRANDS INC | COMMON STOCK | $16.9K | 105 | — | 988498101 |
| CSX CORP | COMMON STOCK | $16.6K | 349 | — | 126408103 |
| GE HEALTHCARE TECHNOLOGI | COMMON STOCK | $15K | 234 | — | 36266G107 |
| OMNICELL INC | COMMON STOCK | $14.5K | 350 | — | 68213N109 |
| AMPHENOL CORP NEW CLASS A | COMMON STOCK | $14.2K | 81 | — | 032095101 |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | UIT EXCHANGE TRADED | $13.5K | 113 | — | 92204A702 |
| WARNER BROS DISCOVERY INCLASS SERIES A | COMMON STOCK | $12.9K | 485 | — | 934423104 |
| ABBVIE INC | COMMON STOCK | $12.7K | 50 | — | 00287Y109 |
| CARTERS INC | COMMON STOCK | $12.4K | 302 | — | 146229109 |
| CHEVRON CORP NEW | COMMON STOCK | $12K | 72 | — | 166764100 |
| PUBLIC STORAGE REIT | REAL ESTATE INVESTME | $11.6K | 36 | — | 74460D109 |
| VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | UIT EXCHANGE TRADED | $11.6K | 71 | — | 921910840 |
| EDISON INTL | COMMON STOCK | $11.2K | 150 | — | 281020107 |
| ISHARES ESG AWARE MSCI EAFE ETF | UIT EXCHANGE TRADED | $10.4K | 102 | — | 46435G516 |
| AMERICAN TOWER CORP NEW REIT | REAL ESTATE INVESTME | $10.1K | 62 | — | 03027X100 |
| VANGUARD ESG U.S. STOCK ETF | UIT EXCHANGE TRADED | $10K | 75 | — | 921910733 |
| CONSOLIDATED EDISON INC | COMMON STOCK | $9K | 81 | — | 209115104 |
| BANK MONTREAL QUE F | FOREIGN CANADIAN | $8.8K | 50 | — | 063671101 |
| STAG INDL INC REIT | REAL ESTATE INVESTME | $8.8K | 231 | — | 85254J102 |
| BRISTOL MYERS SQUIBB CO | COMMON STOCK | $8.1K | 141 | — | 110122108 |
| AMGEN INC | COMMON STOCK | $7.9K | 22 | — | 031162100 |
| PITNEY BOWES INC | COMMON STOCK | $7.4K | 422 | — | 724479100 |
| AIRBNB INC CLASS A | COMMON STOCK | $7.2K | 50 | — | 009066101 |
| SMUCKER J M CO | COMMON STOCK | $6.6K | 58 | — | 832696405 |
| TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | $6K | 150 | — | 89677Q107 |
| LYFT INC CLASS A | COMMON STOCK | $5.8K | 400 | — | 55087P104 |
| LUMEN TECHNOLOGIES INC | COMMON STOCK | $5.5K | 717 | — | 550241103 |
| MASTERCARD INC CLASS A | COMMON STOCK | $5.4K | 11 | — | 57636Q104 |
| HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | AMERICAN DEPOSITORY | $4.6K | 25 | — | 42751Q105 |
| NIKE INC CLASS B | COMMON STOCK | $4.5K | 109 | — | 654106103 |
| ROBLOX CORP CLASS A | COMMON STOCK | $4.1K | 75 | — | 771049103 |
| BOX INC CLASS A | COMMON STOCK | $4K | 150 | — | 10316T104 |
| STATE STREET SPDR S&P 500 ETF TRUST | UIT EXCHANGE TRADED | $3.7K | 5 | — | 78462F103 |
| AMERICAN INTL GROUP INC | COMMON STOCK | $3.7K | 50 | — | 026874784 |
| MEDICAL PPTYS TR INC REIT | REAL ESTATE INVESTME | $3.3K | 704 | — | 58463J304 |
| BROOKDALE SR LIVING INC | COMMON STOCK | $3.2K | 200 | — | 112463104 |
| KYNDRYL HLDGS INC | COMMON STOCK | $3.2K | 279 | — | 50155Q100 |
| CARNIVAL CORP LTD F | FOREIGN ORDINARIES | $2.9K | 100 | — | G2004J103 |
| COTY INC CLASS A | COMMON STOCK | $2.7K | 1,232 | — | 222070203 |
| SPACE EX TECH SPACEX CLASS A | COMMON STOCK | $2.6K | 15 | — | 84615Q103 |
| WABTEC | COMMON STOCK | $2.4K | 9 | — | 929740108 |
| ZOOM COMMUNICATIONS INC CLASS A | COMMON STOCK | $2.2K | 25 | — | 98980L101 |
| PRADA S P A FSPONSORED ADR 1 ADR REPS 2 ORD SHS | AMERICAN DEPOSITORY | $2K | 200 | — | 73942H100 |
| SOFI TECHNOLOGIES INC | COMMON STOCK | $1.8K | 100 | — | 83406F102 |
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | UIT EXCHANGE TRADED | $1.7K | 80 | — | 293828877 |
| QUANTUMSCAPE CORP CLASS A | COMMON STOCK | $1.5K | 200 | — | 74767V109 |
| HERSHEY CO | COMMON STOCK | $1.4K | 8 | — | 427866108 |
| T-MOBILE US INC | COMMON STOCK | $1.2K | 7 | — | 872590104 |
| LEIDOS HLDGS INC | COMMON STOCK | $1K | 10 | — | 525327102 |
| THE MAGNUM ICE CREAM C F | FOREIGN ORDINARIES | $696 | 40 | — | N5505D105 |
| RIVIAN AUTOMOTIVE INC CLASS A | COMMON STOCK | $694 | 40 | — | 76954A103 |
| ISHARES SILVER TRUST | UIT EXCHANGE TRADED | $535 | 10 | — | 46428Q109 |
| MICROVISION INC DEL | COMMON STOCK | $327 | 1,000 | — | 594960304 |
| VIATRIS INC | COMMON STOCK | $318 | 20 | — | 92556V106 |
| GLOBALSTAR INC | COMMON STOCK | $244 | 3 | — | 378973507 |
| WALGREENS BOOTS ALLIANCE | COMMON STOCK | $0 | 367 | — | 931CVR013 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-19