Filed: 5/15/2025ACC: 0001095449-25-000041
📋 What this filing means
FINANCIAL AVENGERS, INC. filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $197.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$197.39M
Total AUM (reported)
1.90M
Total Shares
Allocation by class
COMMON STOCK$186.94M94.7%
UIT EXCHANGE TRADED$5.08M2.6%
FOREIGN CANADIAN$4.36M2.2%
AMERICAN DEPOSITORY$703.4K0.4%
FOREIGN ORDINARIES$160.1K0.1%
REAL ESTATE INVESTME$153.2K0.1%
Portfolio Concentration
Top 3$65.76M33.3%
4–10$79.85M40.5%
11–25$43.71M22.1%
Rest$8.08M4.1%
Top 3 weight
33.3%
Top 10 weight
73.8%
Voting Authority Distribution
Total shares with voting rights: 1.90M
Sole
Full voting authority
1.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings148
Rows:
AMAZON.COM INC
SOLEShares121.66K
TypeSH
Market value$23.15M
11.73%
Sole
121.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares96.89K
TypeSH
Market value$21.52M
10.90%
Sole
96.89K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares194.56K
TypeSH
Market value$21.09M
10.68%
Sole
194.56K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CLASS B
SOLEShares38.51K
TypeSH
Market value$20.51M
10.39%
Sole
38.51K
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares87.72K
TypeSH
Market value$13.71M
6.94%
Sole
87.72K
Shared
0.00
None
0.00
CHARLES SCHWAB CORP
SOLEShares156.05K
TypeSH
Market value$12.22M
6.19%
Sole
156.05K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares40.45K
TypeSH
Market value$10.88M
5.51%
Sole
40.45K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares48.47K
TypeSH
Market value$8.04M
4.07%
Sole
48.47K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares192.60K
TypeSH
Market value$8.04M
4.07%
Sole
192.60K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares37.94K
TypeSH
Market value$6.47M
3.28%
Sole
37.94K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares16.16K
TypeSH
Market value$6.06M
3.07%
Sole
16.16K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares52.98K
TypeSH
Market value$5.23M
2.65%
Sole
52.98K
Shared
0.00
None
0.00
SHOPIFY INC FCLASS A
SOLEShares45.57K
TypeSH
Market value$4.35M
2.20%
Sole
45.57K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares41.98K
TypeSH
Market value$4.12M
2.09%
Sole
41.98K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS I
SOLEShares89.83K
TypeSH
Market value$4.07M
2.06%
Sole
89.83K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares7.36K
TypeSH
Market value$2.82M
1.43%
Sole
7.36K
Shared
0.00
None
0.00
ISHARES BROAD USD INVESTMENT GRADE C
SOLEShares54.62K
TypeSH
Market value$2.79M
1.41%
Sole
54.62K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares91.80K
TypeSH
Market value$2.20M
1.12%
Sole
91.80K
Shared
0.00
None
0.00
FORD MTR CO DEL
SOLEShares216.10K
TypeSH
Market value$2.17M
1.10%
Sole
216.10K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares27.86K
TypeSH
Market value$2.05M
1.04%
Sole
27.86K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares75.27K
TypeSH
Market value$1.91M
0.97%
Sole
75.27K
Shared
0.00
None
0.00
TESLA INC
SOLEShares6.88K
TypeSH
Market value$1.78M
0.90%
Sole
6.88K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DCLASS A
SOLEShares2.00
TypeSH
Market value$1.60M
0.81%
Sole
2.00
Shared
0.00
None
0.00
ELI LILLY AND CO
SOLEShares1.58K
TypeSH
Market value$1.31M
0.66%
Sole
1.58K
Shared
0.00
None
0.00
3M CO
SOLEShares8.47K
TypeSH
Market value$1.24M
0.63%
Sole
8.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON.COM INCSOLE | COMMON STOCK | 121.66K | SH | $23.15M 11.73% | 121.66K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 96.89K | SH | $21.52M 10.90% | 96.89K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COMMON STOCK | 194.56K | SH | $21.09M 10.68% | 194.56K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | COMMON STOCK | 38.51K | SH | $20.51M 10.39% | 38.51K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COMMON STOCK | 87.72K | SH | $13.71M 6.94% | 87.72K | 0.00 | 0.00 |
CHARLES SCHWAB CORPSOLE | COMMON STOCK | 156.05K | SH | $12.22M 6.19% | 156.05K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COMMON STOCK | 40.45K | SH | $10.88M 5.51% | 40.45K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 48.47K | SH | $8.04M 4.07% | 48.47K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COMMON STOCK | 192.60K | SH | $8.04M 4.07% | 192.60K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 37.94K | SH | $6.47M 3.28% | 37.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 16.16K | SH | $6.06M 3.07% | 16.16K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COMMON STOCK | 52.98K | SH | $5.23M 2.65% | 52.98K | 0.00 | 0.00 |
SHOPIFY INC FCLASS ASOLE | FOREIGN CANADIAN | 45.57K | SH | $4.35M 2.20% | 45.57K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COMMON STOCK | 41.98K | SH | $4.12M 2.09% | 41.98K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS ISOLE | COMMON STOCK | 89.83K | SH | $4.07M 2.06% | 89.83K | 0.00 | 0.00 |
ADOBE INCSOLE | COMMON STOCK | 7.36K | SH | $2.82M 1.43% | 7.36K | 0.00 | 0.00 |
ISHARES BROAD USD INVESTMENT GRADE CSOLE | UIT EXCHANGE TRADED | 54.62K | SH | $2.79M 1.41% | 54.62K | 0.00 | 0.00 |
KENVUE INCSOLE | COMMON STOCK | 91.80K | SH | $2.20M 1.12% | 91.80K | 0.00 | 0.00 |
FORD MTR CO DELSOLE | COMMON STOCK | 216.10K | SH | $2.17M 1.10% | 216.10K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | UIT EXCHANGE TRADED | 27.86K | SH | $2.05M 1.04% | 27.86K | 0.00 | 0.00 |
PFIZER INCSOLE | COMMON STOCK | 75.27K | SH | $1.91M 0.97% | 75.27K | 0.00 | 0.00 |
TESLA INCSOLE | COMMON STOCK | 6.88K | SH | $1.78M 0.90% | 6.88K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DCLASS ASOLE | COMMON STOCK | 2.00 | SH | $1.60M 0.81% | 2.00 | 0.00 | 0.00 |
ELI LILLY AND COSOLE | COMMON STOCK | 1.58K | SH | $1.31M 0.66% | 1.58K | 0.00 | 0.00 |
3M COSOLE | COMMON STOCK | 8.47K | SH | $1.24M 0.63% | 8.47K | 0.00 | 0.00 |
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