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Financial Avengers Portfolio holdings

AUM $241M
1-Year Est. Return 23.49%
This Fund
S&P 500
This Quarter Est. Return
+10.57%
1 Year Est. Return
+23.49%
3 Year Est. Return
+108.15%
5 Year Est. Return
+139.76%
10 Year Est. Return
–
AUM
$241M
AUM Growth
+$21.8M
Cap. Flow
+$810K
Cap. Flow %
0.34%
Top 10 Hldgs %
73.77%
Holding
156
New
5
Increased
67
Reduced
25
Closed
1

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$489K
2
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$449K
3
MSFT icon
Microsoft
MSFT
+$428K
4
PFE icon
Pfizer
PFE
+$363K
5
INTU icon
Intuit
INTU
+$350K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.05M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$776K
3
AMZN icon
Amazon
AMZN
+$557K
4
AAPL icon
Apple
AAPL
+$533K
5
AMD icon
Advanced Micro Devices
AMD
+$216K

Sector Composition

Rank Sector Weight
1 Technology 30.33%
2 Financials 22.93%
3 Communication Services 15.87%
4 Consumer Discretionary 13.41%
5 Healthcare 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.51T
$32M 13.27%
159,859
-5,114
-3% -$1.05M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.17T
$25.2M 10.46%
71,381
-2,172
-3% -$776K
AMZN icon
3
Amazon
AMZN
$2.69T
$25M 10.35%
104,748
-2,218
-2% -$557K
AAPL icon
4
Apple
AAPL
$4.86T
$24.4M 10.1%
84,154
-1,865
-2% -$533K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.07T
$18.3M 7.58%
36,539
+211
+0.6% +$101K
SCHW
6
Charles Schwab
SCHW
$169B
$12.9M 5.33%
139,334
-1,065
-0.8% -$97.1K
AXP icon
7
American Express
AXP
$205B
$12.3M 5.11%
36,429
-431
-1% -$138K
JNJ icon
8
Johnson & Johnson
JNJ
$638B
$12.1M 5.02%
47,625
+532
+1% +$124K
BAC icon
9
Bank of America
BAC
$381B
$9.58M 3.97%
168,084
-2,850
-2% -$152K
MSFT icon
10
Microsoft
MSFT
$3.81T
$6.22M 2.58%
16,666
+1,058
+7% +$428K
SHOP icon
11
Shopify
SHOP
$191B
$5.77M 2.39%
50,510
+2,950
+6% +$337K
PG icon
12
Procter & Gamble
PG
$337B
$5.71M 2.37%
38,950
+1,462
+4% +$213K
USIG icon
13
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$5.64M 2.34%
110,014
+8,766
+9% +$449K
DIS icon
14
Walt Disney
DIS
$181B
$4.96M 2.06%
51,562
+1,009
+2% +$103K
BND icon
15
Vanguard Total Bond Market
BND
$159B
$4.96M 2.06%
67,590
+6,660
+11% +$489K
VZ icon
16
Verizon
VZ
$191B
$4.67M 1.94%
110,277
+1,308
+1% +$61.4K
SBUX icon
17
Starbucks
SBUX
$107B
$4.58M 1.9%
44,784
+971
+2% +$97.8K
PFE icon
18
Pfizer
PFE
$163B
$3.18M 1.32%
131,989
+13,882
+12% +$363K
TSLA icon
19
Tesla
TSLA
$1.4T
$2.43M 1.01%
5,785
-75
-1% -$29.8K
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.21T
$2.33M 0.97%
6,523
-97
-1% -$34.9K
KVUE icon
21
Kenvue
KVUE
$33.9B
$2.05M 0.85%
107,372
+178
+0.2% +$3.14K
ADBE icon
22
Adobe
ADBE
$95.4B
$2.01M 0.84%
9,821
+1,270
+15% +$301K
MMM icon
23
3M
MMM
$84.7B
$1.96M 0.81%
12,086
+1,720
+17% +$261K
LLY icon
24
Eli Lilly
LLY
$1.03T
$1.57M 0.65%
1,313
+90
+7% +$92K
BRK.A icon
25
Berkshire Hathaway Class A
BRK.A
$1.07T
$1.5M 0.62%
2
– –
1
2 3 4 5

Similar funds

RA
Riverstone Advisors New Braunfels, Texas $241M AUM 38.63% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $241M AUM 112.74% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
PPW
PACK Private Wealth Wayzata, Minnesota $241M AUM 24.47% 1-Year Est. Return

Financial Avengers's Q2 2026 Portfolio in Review

As of Q2 2026, Financial Avengers held 156 positions worth $241M, up 9.9% from $219M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 3.8%. Financial Avengers opened 5 new positions and exited 1, leaving the 156-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 30% a quarter earlier, followed by Financials and Communication Services.

  • Financial Avengers's largest Q2 2026 buy was Intuit: 1,005 shares worth $262K.
  • Financial Avengers added most to Vanguard Total Bond Market in Q2 2026, an estimated $489K increase.
  • Financial Avengers's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $1.05M.
  • Financial Avengers fully exited American Healthcare REIT in Q2 2026, selling an estimated $23.6K.
  • Financial Avengers's ten largest holdings make up 74% of its $241M portfolio in Q2 2026.
  • Financial Avengers opened 5 new positions and closed 1 in Q2 2026.
  • Financial Avengers's portfolio value rose 9.9% quarter-over-quarter to $241M.

Based on Financial Avengers's 13F filing for Q2 2026, filed 19 Aug 2026.