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Financial Avengers Portfolio holdings

AUM $219M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
+11.72%
1 Year Est. Return
+26.12%
3 Year Est. Return
+117.35%
5 Year Est. Return
+138.83%
10 Year Est. Return
–
AUM
$233M
AUM Growth
+$17.1M
Cap. Flow
-$4.71M
Cap. Flow %
-2.03%
Top 10 Hldgs %
75.69%
Holding
143
New
3
Increased
57
Reduced
29
Closed
3

Top Buys

Rank Stock Value
1
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$442K
2
BND icon
Vanguard Total Bond Market
BND
+$406K
3
PFE icon
Pfizer
PFE
+$210K
4
ADBE icon
Adobe
ADBE
+$152K
5
KVUE icon
Kenvue
KVUE
+$106K

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$1.18M
2
NVDA icon
NVIDIA
NVDA
+$1.14M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$929K
4
AAPL icon
Apple
AAPL
+$700K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$537K

Sector Composition

Rank Sector Weight
1 Technology 33.44%
2 Financials 24.78%
3 Communication Services 14.29%
4 Consumer Discretionary 13.7%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
51
Thermo Fisher Scientific
TMO
$209B
$73.3K 0.03%
151
– –
GLW icon
52
Corning
GLW
$131B
$65.2K 0.03%
794
+3
+0.4% +$196
AEP icon
53
American Electric Power
AEP
$69B
$62.4K 0.03%
555
-45
-8% -$4.92K
IRM icon
54
Iron Mountain
IRM
$36.6B
$61.9K 0.03%
607
+5
+0.8% +$482
HAPN
55
Happen Inc
HAPN
$2.37B
$60.8K 0.03%
4,000
– –
WMT icon
56
Walmart Inc
WMT
$870B
$58.4K 0.03%
567
+1
+0.2% +$100
ASML icon
57
ASML
ASML
$657B
$58.1K 0.03%
60
– –
CLX icon
58
Clorox
CLX
$12.2B
$57.9K 0.02%
470
+5
+1% +$621
MCHP icon
59
Microchip Technology
MCHP
$42.9B
$55K 0.02%
856
-69
-7% -$4.68K
ISRG icon
60
Intuitive Surgical
ISRG
$130B
$53.7K 0.02%
120
– –
FSLR icon
61
First Solar
FSLR
$25.5B
$52K 0.02%
236
-50
-17% -$9.6K
VRTX icon
62
Vertex Pharmaceuticals
VRTX
$123B
$49K 0.02%
125
-15
-11% -$6.27K
TMFG icon
63
Motley Fool Global Opportunities ETF
TMFG
$360M
$46.4K 0.02%
1,551
– –
KO icon
64
Coca-Cola
KO
$369B
$42.9K 0.02%
647
-231
-26% -$15.9K
PEP icon
65
PepsiCo
PEP
$188B
$42.2K 0.02%
300
+2
+0.7% +$286
EBAY icon
66
eBay
EBAY
$47.7B
$40.8K 0.02%
448
+1
+0.2% +$88
AHR icon
67
American Healthcare REIT
AHR
$10.4B
$38.9K 0.02%
926
– –
INTC icon
68
Intel
INTC
$495B
$38.5K 0.02%
1,146
+100
+10% +$2.42K
DHR icon
69
Danaher
DHR
$137B
$36.7K 0.02%
185
– –
TAK icon
70
Takeda Pharmaceutical
TAK
$52.9B
$36.6K 0.02%
2,500
-855
-25% -$12.7K
UL icon
71
Unilever
UL
$137B
$35.8K 0.02%
536
+3
+0.6% +$207
EQR icon
72
Equity Residential
EQR
$25.1B
$35.8K 0.02%
552
+5
+0.9% +$327
JSTC icon
73
Adasina Social Justice All Cap Global ETF
JSTC
$302M
$31.3K 0.01%
1,541
– –
HSY icon
74
Hershey
HSY
$34.9B
$29.9K 0.01%
160
-9
-5% -$1.64K
VEEV icon
75
Veeva Systems
VEEV
$33.9B
$29.8K 0.01%
100
– –
1 2
3
4 5

Similar funds

ICVCFIA
IDG China Venture Capital Fund IV Associates Hong Kong $219M AUM 12.33% 1-Year Est. Return
TCG
Transcendent Capital Group Edmond, Oklahoma $219M AUM 19.72% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
DA
DCM Advisors New York $220M AUM 23.37% 1-Year Est. Return
UAM
Unison Asset Management North Miami Beach, Florida $219M AUM 13.34% 1-Year Est. Return
RM
Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return
TLCM
Twin Lakes Capital Management Redwood Shores, California $220M AUM 31.75% 1-Year Est. Return

Financial Avengers's Q3 2025 Portfolio in Review

As of Q3 2025, Financial Avengers held 143 positions worth $233M, up 7.9% from $215M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.2%. Financial Avengers opened 3 new positions and exited 3, leaving the 143-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

  • Financial Avengers's largest Q3 2025 buy was TIC Solutions Inc: 9,000 shares worth $120K.
  • Financial Avengers added most to iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2025, an estimated $442K increase.
  • Financial Avengers's biggest Q3 2025 reduction was Amazon, cutting an estimated $1.18M.
  • Financial Avengers fully exited NV5 Global in Q3 2025, selling an estimated $139K.
  • Financial Avengers's ten largest holdings make up 76% of its $233M portfolio in Q3 2025.
  • Financial Avengers opened 3 new positions and closed 3 in Q3 2025.
  • Financial Avengers's portfolio value rose 7.9% quarter-over-quarter to $233M.

Based on Financial Avengers's 13F filing for Q3 2025, filed 17 Nov 2025.