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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
AHR icon
151
American Healthcare REIT
AHR
$11.6B
– –
-500
Closed -$23.6K
3 4 5 6
7

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WC
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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
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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.