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Financial Avengers, Inc.
Period ended Jun 30, 2026 · Latest filing Aug 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $241,126,507
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORP · COMMON STOCK · 67066G104 · shares: $31,986,223
- ALPHABET INC CLASS C · COMMON STOCK · 02079K107 · shares: $25,221,173
- AMAZON.COM INC · COMMON STOCK · 023135106 · shares: $24,965,638
- APPLE INC · COMMON STOCK · 037833100 · shares: $24,350,737
- BERKSHIRE HATHAWAY CLASS B · COMMON STOCK · 084670702 · shares: $18,283,750
- CHARLES SCHWAB CORP · COMMON STOCK · 808513105 · shares: $12,856,613
- AMERICAN EXPRESS CO · COMMON STOCK · 025816109 · shares: $12,322,206
- JOHNSON & JOHNSON · COMMON STOCK · 478160104 · shares: $12,095,274
- BANK OF AMERICA CORP · COMMON STOCK · 060505104 · shares: $9,577,409
- MICROSOFT CORP · COMMON STOCK · 594918104 · shares: $6,216,625
Reported holdings
158 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORP | COMMON STOCK | 67066G104 | — | 159,859 shares | $31,986,223 |
| ALPHABET INC CLASS C | COMMON STOCK | 02079K107 | — | 71,381 shares | $25,221,173 |
| AMAZON.COM INC | COMMON STOCK | 023135106 | — | 104,748 shares | $24,965,638 |
| APPLE INC | COMMON STOCK | 037833100 | — | 84,154 shares | $24,350,737 |
| BERKSHIRE HATHAWAY CLASS B | COMMON STOCK | 084670702 | — | 36,539 shares | $18,283,750 |
| CHARLES SCHWAB CORP | COMMON STOCK | 808513105 | — | 139,334 shares | $12,856,613 |
| AMERICAN EXPRESS CO | COMMON STOCK | 025816109 | — | 36,429 shares | $12,322,206 |
| JOHNSON & JOHNSON | COMMON STOCK | 478160104 | — | 47,625 shares | $12,095,274 |
| BANK OF AMERICA CORP | COMMON STOCK | 060505104 | — | 168,084 shares | $9,577,409 |
| MICROSOFT CORP | COMMON STOCK | 594918104 | — | 16,666 shares | $6,216,625 |
| SHOPIFY INC FCLASS A | FOREIGN CANADIAN | 82509L107 | — | 50,510 shares | $5,767,232 |
| PROCTER & GAMBLE CO | COMMON STOCK | 742718109 | — | 38,950 shares | $5,711,559 |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | UIT EXCHANGE TRADED | 464288620 | — | 110,014 shares | $5,642,643 |
| DISNEY WALT CO | COMMON STOCK | 254687106 | — | 51,562 shares | $4,962,823 |
| VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | UIT EXCHANGE TRADED | 921937835 | — | 67,590 shares | $4,961,775 |
| VERIZON COMMUNICATIONS I | COMMON STOCK | 92343V104 | — | 110,277 shares | $4,669,125 |
| STARBUCKS CORP | COMMON STOCK | 855244109 | — | 44,784 shares | $4,576,438 |
| PFIZER INC | COMMON STOCK | 717081103 | — | 127,679 shares | $3,074,511 |
| TESLA INC | COMMON STOCK | 88160R101 | — | 5,785 shares | $2,433,171 |
| ALPHABET INC CLASS A | COMMON STOCK | 02079K305 | — | 6,523 shares | $2,331,050 |
| KENVUE INC | COMMON STOCK | 49177J102 | — | 107,372 shares | $2,051,872 |
| ADOBE INC | COMMON STOCK | 00724F101 | — | 9,821 shares | $2,013,501 |
| 3M CO | COMMON STOCK | 88579Y101 | — | 12,086 shares | $1,956,867 |
| ELI LILLY AND CO | COMMON STOCK | 532457108 | — | 1,313 shares | $1,574,286 |
| BERKSHIRE HATHAWAY CLASS A | COMMON STOCK | 084670108 | — | 2 shares | $1,497,700 |
| ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | 775781206 | — | 75,725 shares | $1,457,706 |
| ADVANCED MICRO DEVICES I | COMMON STOCK | 007903107 | — | 1,500 shares | $871,365 |
| META PLATFORMS INC CLASS A | COMMON STOCK | 30303M102 | — | 1,190 shares | $670,157 |
| LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | AMERICAN DEPOSITORY | 502441306 | — | 4,650 shares | $514,290 |
| GE AEROSPACE | COMMON STOCK | 369604301 | — | 816 shares | $305,062 |
| GE VERNOVA INC | COMMON STOCK | 36828A101 | — | 244 shares | $286,080 |
| COSTCO WHSL CORP NEW | COMMON STOCK | 22160K105 | — | 304 shares | $284,576 |
| INTUIT | COMMON STOCK | 461202103 | — | 1,005 shares | $262,305 |
| JPMORGAN CHASE & CO | COMMON STOCK | 46625H100 | — | 791 shares | $259,068 |
| VISA INC CLASS A | COMMON STOCK | 92826C839 | — | 686 shares | $235,189 |
| NETFLIX INC | COMMON STOCK | 64110L106 | — | 3,205 shares | $228,837 |
| CISCO SYS INC | COMMON STOCK | 17275R102 | — | 1,750 shares | $205,593 |
| AUTOMATIC DATA PROCESSIN | COMMON STOCK | 053015103 | — | 890 shares | $199,268 |
| CORNING INC | COMMON STOCK | 219350105 | — | 758 shares | $193,686 |
| ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | 775781206 | — | 10,000 shares | $192,500 |
| GILEAD SCIENCES INC | COMMON STOCK | 375558103 | — | 1,344 shares | $169,814 |
| INTEL CORP | COMMON STOCK | 458140100 | — | 1,146 shares | $160,041 |
| ARCH CAPITAL GROUP LTD F | FOREIGN ORDINARIES | G0450A105 | — | 1,640 shares | $159,178 |
| IBM CORP | COMMON STOCK | 459200101 | — | 563 shares | $158,186 |
| AT&T INC | COMMON STOCK | 00206R102 | — | 7,218 shares | $149,410 |
| ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | N07059210 | — | 60 shares | $119,366 |
| FORD MTR CO DEL | COMMON STOCK | 345370860 | — | 8,569 shares | $119,103 |
| HOME DEPOT INC | COMMON STOCK | 437076102 | — | 328 shares | $115,545 |
| UNITEDHEALTH GROUP INC | COMMON STOCK | 91324P102 | — | 277 shares | $115,298 |
| TEXAS INSTRS INC | COMMON STOCK | 882508104 | — | 364 shares | $108,436 |
| PFIZER INC | COMMON STOCK | 717081103 | — | 4,310 shares | $103,793 |
| BROADCOM INC | COMMON STOCK | 11135F101 | — | 216 shares | $81,725 |
| MICROCHIP TECHNOLOGY INC | COMMON STOCK | 595017104 | — | 872 shares | $79,558 |
| IRON MTN INC NEW REIT | REAL ESTATE INVESTME | 46284V101 | — | 623 shares | $78,658 |
| TIC SOLUTIONS INC | COMMON STOCK | 00510N102 | — | 9,000 shares | $72,810 |
| DROPBOX INC CLASS A | COMMON STOCK | 26210C104 | — | 2,400 shares | $65,928 |
| WALMART INC | COMMON STOCK | 931142103 | — | 570 shares | $64,608 |
| THERMO FISHER SCIENTIFIC | COMMON STOCK | 883556102 | — | 125 shares | $62,913 |
| VERTEX PHARMACEUTICALS I | COMMON STOCK | 92532F100 | — | 120 shares | $59,608 |
| APPLIED MATLS INC | COMMON STOCK | 038222105 | — | 80 shares | $58,154 |
| VANGUARD CORE BOND ETF | UIT EXCHANGE TRADED | 922020748 | — | 729 shares | $56,278 |
| CATERPILLAR INC | COMMON STOCK | 149123101 | — | 51 shares | $53,785 |
| THE COCA-COLA CO | COMMON STOCK | 191216100 | — | 661 shares | $53,745 |
| FIRST SOLAR INC | COMMON STOCK | 336433107 | — | 225 shares | $53,091 |
| EBAY INC | COMMON STOCK | 278642103 | — | 453 shares | $50,573 |
| TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | AMERICAN DEPOSITORY | 874039100 | — | 105 shares | $50,145 |
| AMERICAN ELEC PWR CO INC | COMMON STOCK | 025537101 | — | 353 shares | $48,290 |
| MOTLEY FOOL GLOBAL OPPORTUNITIES ETF | UIT EXCHANGE TRADED | 74933W635 | — | 1,555 shares | $47,831 |
| INTUITIVE SURGICAL INC | COMMON STOCK | 46120E602 | — | 110 shares | $43,745 |
| HAPPEN INC | COMMON STOCK | 52603A208 | — | 2,000 shares | $41,480 |
| CLOROX CO | COMMON STOCK | 189054109 | — | 431 shares | $41,117 |
| ISHARES ESG AWARE 40/60 MODERATE ALLOCATION ETF | UIT EXCHANGE TRADED | 46436E684 | — | 1,277 shares | $40,184 |
| AUTODESK INC | COMMON STOCK | 052769106 | — | 200 shares | $38,884 |
| EQUITY RESIDENTIAL REIT | REAL ESTATE INVESTME | 29476L107 | — | 571 shares | $38,812 |
| ISHARES ESG U.S. AGGREGATE BOND ETF | UIT EXCHANGE TRADED | 46435U549 | — | 818 shares | $38,797 |
| ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | UIT EXCHANGE TRADED | 886364876 | — | 1,561 shares | $35,721 |
| DANAHER CORP | COMMON STOCK | 235851102 | — | 186 shares | $35,431 |
| TARGET CORP EQUITY CLASS EQUITY | COMMON STOCK | 87612E106 | — | 254 shares | $33,240 |
| SS&C TECHNOLOGIES HLDGS | COMMON STOCK | 78467J100 | — | 534 shares | $33,135 |
| UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | AMERICAN DEPOSITORY | 904767803 | — | 544 shares | $32,688 |
| LEVI STRAUSS & CO NEW CLASS A | COMMON STOCK | 52736R102 | — | 1,275 shares | $31,648 |
| UNION PAC CORP | COMMON STOCK | 907818108 | — | 114 shares | $30,912 |
| PEPSICO INC | COMMON STOCK | 713448108 | — | 226 shares | $30,573 |
| US BANCORP DEL | COMMON STOCK | 902973304 | — | 483 shares | $29,161 |
| CUMMINS INC | COMMON STOCK | 231021106 | — | 40 shares | $28,693 |
| TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | AMERICAN DEPOSITORY | 874060205 | — | 1,750 shares | $28,053 |
| HERSHEY CO | COMMON STOCK | 427866108 | — | 155 shares | $27,259 |
| MONGODB INC CLASS A | COMMON STOCK | 60937P106 | — | 80 shares | $26,872 |
| KINDER MORGAN INC DEL | COMMON STOCK | 49456B101 | — | 821 shares | $26,260 |
| AKRE FOCUS ETF | UIT EXCHANGE TRADED | 74316P579 | — | 461 shares | $24,521 |
| ISHARES U.S. AEROSPACE &DEFENSE ETF | UIT EXCHANGE TRADED | 464288760 | — | 100 shares | $24,275 |
| DELTA AIR LINES INC DEL | COMMON STOCK | 247361702 | — | 259 shares | $24,218 |
| STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | UIT EXCHANGE TRADED | 81369Y209 | — | 153 shares | $24,212 |
| SPDR GOLD SHARES | UIT EXCHANGE TRADED | 78463V107 | — | 65 shares | $23,945 |
| ISHARES RUSSELL 1000 GROWTH ETF | UIT EXCHANGE TRADED | 464287614 | — | 192 shares | $23,841 |
| INVESCO AEROSPACE & DEFENSE ETF | UIT EXCHANGE TRADED | 46137V100 | — | 130 shares | $22,989 |
| NISOURCE INC | COMMON STOCK | 65473P105 | — | 422 shares | $20,063 |
| PEOPLES BANCORP INC | COMMON STOCK | 709789101 | — | 507 shares | $19,470 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | UIT EXCHANGE TRADED | 81369Y803 | — | 101 shares | $19,248 |
| INVESCO BIOTECHNOLOGY & GENOME ETF | UIT EXCHANGE TRADED | 46137V787 | — | 204 shares | $18,293 |