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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
MA icon
126
Mastercard
MA
$497B
$5.45K ﹤0.01%
11
– –
NKE icon
127
Nike
NKE
$53.1B
$4.48K ﹤0.01%
109
-1,025
-90% -$45.1K
RBLX icon
128
Roblox
RBLX
$33.9B
$4.08K ﹤0.01%
75
+25
+50% +$1.24K
BOX icon
129
Box
BOX
$4.76B
$3.98K ﹤0.01%
150
– –
SPY icon
130
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$3.73K ﹤0.01%
5
– –
AIG icon
131
American International
AIG
$39.8B
$3.69K ﹤0.01%
50
+1
+2% +$76
MPT
132
Medical Properties Trust
MPT
$2.02B
$3.25K ﹤0.01%
704
+13
+2% +$64
BKD icon
133
Brookdale Senior Living
BKD
$2.79B
$3.22K ﹤0.01%
200
– –
KD icon
134
Kyndryl
KD
$2.8B
$3.15K ﹤0.01%
279
– –
CCL icon
135
Carnival Corporation Ltd
CCL
$30.6B
$2.86K ﹤0.01%
+100
New +$2.73K
COTY icon
136
Coty
COTY
$2.32B
$2.66K ﹤0.01%
1,232
– –
SPCX
137
SpaceX
SPCX
$1.99T
$2.56K ﹤0.01%
+15
New +$2.55K
WAB icon
138
Wabtec
WAB
$46.7B
$2.43K ﹤0.01%
9
– –
ZM icon
139
Zoom
ZM
$26.8B
$2.16K ﹤0.01%
25
– –
SOFI icon
140
SoFi Technologies
SOFI
$21.8B
$1.79K ﹤0.01%
100
– –
XOVR
141
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$1.51B
$1.68K ﹤0.01%
80
– –
QS icon
142
QuantumScape Corp
QS
$3.08B
$1.51K ﹤0.01%
200
– –
TMUS icon
143
T-Mobile US
TMUS
$189B
$1.23K ﹤0.01%
7
– –
LDOS icon
144
Leidos
LDOS
$16.2B
$1.04K ﹤0.01%
10
– –
MICC
145
The Magnum Ice Cream Company N.V.
MICC
$11.4B
$696 ﹤0.01%
40
-81
-67% -$1.26K
RIVN icon
146
Rivian
RIVN
$22.1B
$694 ﹤0.01%
40
– –
SLV icon
147
iShares Silver Trust
SLV
$30.7B
$535 ﹤0.01%
10
– –
MVIS icon
148
Microvision
MVIS
$49.9M
$327 ﹤0.01%
67
– –
VTRS icon
149
Viatris
VTRS
$19.5B
$318 ﹤0.01%
20
– –
GSAT icon
150
Globalstar
GSAT
$10.6B
$244 ﹤0.01%
3
– –
3 4 5
6
7

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.