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Financial Avengers reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 19 August 2026, signed by Thomas W. Swift, Chief Executive Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

Financial Avengers’ reported 13F holdings total $241M across 155 positions as of 30 June 2026. The ten largest make up 73.8% of it, and its value rose 9.9% from the prior quarter.

$241M
Reported 13F value
155
Positions
73.8%
In the 10 largest
+9.9%
Value vs. prior quarter

Largest positions

Nvidia Corp.COMMON STOCK$32M
Class
COMMON STOCK
Share
13.3%
Alphabet Inc. Class CCOMMON STOCK$25.2M
Class
COMMON STOCK
Share
10.5%
Amazon.com Inc.COMMON STOCK$25M
Class
COMMON STOCK
Share
10.4%
Apple Inc.COMMON STOCK$24.4M
Class
COMMON STOCK
Share
10.1%
Berkshire Hathaway Class BCOMMON STOCK$18.3M
Class
COMMON STOCK
Share
7.6%
Charles Schwab Corp.COMMON STOCK$12.9M
Class
COMMON STOCK
Share
5.3%
American Express COCOMMON STOCK$12.3M
Class
COMMON STOCK
Share
5.1%
Johnson & JohnsonCOMMON STOCK$12.1M
Class
COMMON STOCK
Share
5.0%
Bank OF America Corp.COMMON STOCK$9.58M
Class
COMMON STOCK
Share
4.0%
Microsoft Corp.COMMON STOCK$6.22M
Class
COMMON STOCK
Share
2.6%
Shopify Inc. Fclass AFOREIGN CANADIAN$5.77M
Class
FOREIGN CANADIAN
Share
2.4%
Procter & Gamble COCOMMON STOCK$5.71M
Class
COMMON STOCK
Share
2.4%
iShares Broad Usd Investment Grade Corporate Bond ETFUIT EXCHANGE TRADED$5.64M
Class
UIT EXCHANGE TRADED
Share
2.3%
Disney Walt COCOMMON STOCK$4.96M
Class
COMMON STOCK
Share
2.1%
Vanguard Total Bond Market Index Fund ETF SharesUIT EXCHANGE TRADED$4.96M
Class
UIT EXCHANGE TRADED
Share
2.1%
Verizon Communications ICOMMON STOCK$4.67M
Class
COMMON STOCK
Share
1.9%
Starbucks Corp.COMMON STOCK$4.58M
Class
COMMON STOCK
Share
1.9%
Pfizer Inc.COMMON STOCK$3.18M
Class
COMMON STOCK
Share
1.3%
Tesla Inc.COMMON STOCK$2.43M
Class
COMMON STOCK
Share
1.0%
Alphabet Inc. Class ACOMMON STOCK$2.33M
Class
COMMON STOCK
Share
1.0%
Kenvue Inc.COMMON STOCK$2.05M
Class
COMMON STOCK
Share
0.9%
Adobe Inc.COMMON STOCK$2.01M
Class
COMMON STOCK
Share
0.8%
3m COCOMMON STOCK$1.96M
Class
COMMON STOCK
Share
0.8%
Rolls-royce Holdings P Fsponsored ADR 1 ADR Reps 1 Ord ShsAMERICAN DEPOSITORY$1.65M
Class
AMERICAN DEPOSITORY
Share
0.7%
Eli Lilly And COCOMMON STOCK$1.57M
Class
COMMON STOCK
Share
0.7%
Berkshire Hathaway Class ACOMMON STOCK$1.5M
Class
COMMON STOCK
Share
0.6%
Advanced Micro Devices ICOMMON STOCK$871K
Class
COMMON STOCK
Share
0.4%
Meta Platforms Inc. Class ACOMMON STOCK$670K
Class
COMMON STOCK
Share
0.3%
Lvmh Moet Hennessy Lou Fsponsored ADR 1 ADR Reps 0.2 Ord ShsAMERICAN DEPOSITORY$514K
Class
AMERICAN DEPOSITORY
Share
0.2%
GE AerospaceCOMMON STOCK$305K
Class
COMMON STOCK
Share
0.1%
GE Vernova Inc.COMMON STOCK$286K
Class
COMMON STOCK
Share
0.1%
Costco Whsl Corp. NewCOMMON STOCK$285K
Class
COMMON STOCK
Share
0.1%
IntuitCOMMON STOCK$262K
Class
COMMON STOCK
Share
0.1%
JPMORGAN Chase & COCOMMON STOCK$259K
Class
COMMON STOCK
Share
0.1%
Visa Inc. Class ACOMMON STOCK$235K
Class
COMMON STOCK
Share
0.1%
Netflix Inc.COMMON STOCK$229K
Class
COMMON STOCK
Share
0.1%
Cisco Sys Inc.COMMON STOCK$206K
Class
COMMON STOCK
Share
0.1%
Automatic Data ProcessinCOMMON STOCK$199K
Class
COMMON STOCK
Share
0.1%
Corning Inc.COMMON STOCK$194K
Class
COMMON STOCK
Share
0.1%
Gilead Sciences Inc.COMMON STOCK$170K
Class
COMMON STOCK
Share
0.1%
Intel Corp.COMMON STOCK$160K
Class
COMMON STOCK
Share
0.1%
Arch Capital Group Ltd FFOREIGN ORDINARIES$159K
Class
FOREIGN ORDINARIES
Share
0.1%
IBM Corp.COMMON STOCK$158K
Class
COMMON STOCK
Share
0.1%
AT&T Inc.COMMON STOCK$149K
Class
COMMON STOCK
Share
0.1%
ASML Hldg N V Fsponsored ADR 1 ADR Reps 1 Ord ShsAMERICAN DEPOSITORY$119K
Class
AMERICAN DEPOSITORY
Share
0.0%
Ford Mtr CO DelCOMMON STOCK$119K
Class
COMMON STOCK
Share
0.0%
Home Depot Inc.COMMON STOCK$116K
Class
COMMON STOCK
Share
0.0%
Unitedhealth Group Inc.COMMON STOCK$115K
Class
COMMON STOCK
Share
0.0%
Texas Instrs Inc.COMMON STOCK$108K
Class
COMMON STOCK
Share
0.0%
Broadcom Inc.COMMON STOCK$81.7K
Class
COMMON STOCK
Share
0.0%

The share class is shown on a wider screen.

The 50 largest of 155 positions by value, with holdings of the same security combined. The 155 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1844393
File number
028-20587
Options
0 call, 0 put
In the 25 largest
95.9%
Prior quarter
$219M at 31 March 2026
Positions opened
5
Positions closed
1

Common questions

What are Financial Avengers’ 13F holdings worth?

$241 million across 155 positions for the quarter ended 30 June 2026.

What is Financial Avengers’ largest 13F holding?

NVIDIA CORP (COMMON STOCK) was the largest position at $32 million, or 13.3% of reported 13F value, as of 30 June 2026.

How concentrated is Financial Avengers’ 13F portfolio?

The ten largest positions accounted for 73.8% of reported value and the twenty-five largest for 95.9%, across 155 positions as of 30 June 2026.

Does Form 13F show everything Financial Avengers manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Financial Avengers file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Financial Avengers profile

Sources

  1. Form 13F-HR, accession 0001844393-26-000004, filed 19 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001844393-26-000003, filed 19 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Financial Avengers, Inc., and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.