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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
-5.95%
1 Year Est. Return
+26.12%
3 Year Est. Return
+117.35%
5 Year Est. Return
+138.83%
10 Year Est. Return
–
AUM
$219M
AUM Growth
-$24.7M
Cap. Flow
-$7.76M
Cap. Flow %
-3.54%
Top 10 Hldgs %
73.57%
Holding
154
New
9
Increased
52
Reduced
29
Closed
3

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$609K
2
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$581K
3
VZ icon
Verizon
VZ
+$402K
4
PFE icon
Pfizer
PFE
+$219K
5
KVUE icon
Kenvue
KVUE
+$118K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.69M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.23M
3
AMZN icon
Amazon
AMZN
+$934K
4
AAPL icon
Apple
AAPL
+$891K
5
SCHW
Charles Schwab
SCHW
+$584K

Sector Composition

Rank Sector Weight
1 Technology 29.95%
2 Financials 23.82%
3 Communication Services 15.66%
4 Consumer Discretionary 13.11%
5 Healthcare 7.55%

No holdings matched the selected filter criteria.

2 3 4 5 6

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MDCM
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ORP
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DA
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Financial Avengers's Q1 2026 Portfolio in Review

As of Q1 2026, Financial Avengers held 154 positions worth $219M, down 10% from $244M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Financial Avengers withdrew a net $7.76M in Q1 2026, closing 3 positions and reducing 29 holdings. Its most notable exit was Abbott, an estimated $91.3K position sold in full.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Financial Avengers opened a new position in iShares ESG Aware US Aggregate Bond ETF worth $34.5K.

  • Financial Avengers's largest Q1 2026 buy was iShares ESG Aware US Aggregate Bond ETF: 727 shares worth $34.5K.
  • Financial Avengers added most to Vanguard Total Bond Market in Q1 2026, an estimated $609K increase.
  • Financial Avengers's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $2.69M.
  • Financial Avengers fully exited Abbott in Q1 2026, selling an estimated $91.3K.
  • Financial Avengers's ten largest holdings make up 74% of its $219M portfolio in Q1 2026.
  • Financial Avengers opened 9 new positions and closed 3 in Q1 2026.
  • Financial Avengers's portfolio value fell 10% quarter-over-quarter to $219M.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.