Filed: 11/17/2025ACC: 0001844393-25-000003
📋 What this filing means
FINANCIAL AVENGERS, INC. filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $232.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$232.54M
Total AUM (reported)
1.72M
Total Shares
Allocation by class
COMMON STOCK$217.09M93.4%
UIT EXCHANGE TRADED$7.08M3.0%
FOREIGN CANADIAN$6.71M2.9%
AMERICAN DEPOSITORY$1.34M0.6%
REAL ESTATE INVESTME$169.6K0.1%
FOREIGN ORDINARIES$151.1K0.1%
Portfolio Concentration
Top 3$83.16M35.8%
4–10$92.84M39.9%
11–25$48.78M21.0%
Rest$7.76M3.3%
Top 3 weight
35.8%
Top 10 weight
75.7%
Voting Authority Distribution
Total shares with voting rights: 1.72M
Sole
Full voting authority
1.72M
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)
Sole140
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings140
Rows:
NVIDIA CORP
SOLEShares185.83K
TypeSH
Market value$34.67M
14.91%
Sole
185.83K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares114.44K
TypeSH
Market value$25.13M
10.81%
Sole
114.44K
Shared
0.00
None
0.00
APPLE INC
SOLEShares91.75K
TypeSH
Market value$23.36M
10.05%
Sole
91.75K
Shared
0.00
None
0.00
ALPHABET INC CLASS C
SOLEShares82.82K
TypeSH
Market value$20.17M
8.67%
Sole
82.82K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CLASS B
SOLEShares37.27K
TypeSH
Market value$18.74M
8.06%
Sole
37.27K
Shared
0.00
None
0.00
CHARLES SCHWAB CORP
SOLEShares149.18K
TypeSH
Market value$14.24M
6.12%
Sole
149.18K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares39.08K
TypeSH
Market value$12.98M
5.58%
Sole
39.08K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares181.91K
TypeSH
Market value$9.38M
4.04%
Sole
181.91K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares49.16K
TypeSH
Market value$9.12M
3.92%
Sole
49.16K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.85K
TypeSH
Market value$8.21M
3.53%
Sole
15.85K
Shared
0.00
None
0.00
SHOPIFY INC FCLASS CLASS A
SOLEShares45.12K
TypeSH
Market value$6.70M
2.88%
Sole
45.12K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares50.44K
TypeSH
Market value$5.77M
2.48%
Sole
50.44K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares37.11K
TypeSH
Market value$5.70M
2.45%
Sole
37.11K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS I
SOLEShares95.51K
TypeSH
Market value$4.20M
1.81%
Sole
95.51K
Shared
0.00
None
0.00
ISHARES BRD USD INV GRD CORP BD ETF
SOLEShares72.83K
TypeSH
Market value$3.80M
1.64%
Sole
72.83K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares43.53K
TypeSH
Market value$3.68M
1.58%
Sole
43.53K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares41.32K
TypeSH
Market value$3.07M
1.32%
Sole
41.32K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares8.34K
TypeSH
Market value$2.95M
1.27%
Sole
8.34K
Shared
0.00
None
0.00
TESLA INC
SOLEShares5.87K
TypeSH
Market value$2.61M
1.12%
Sole
5.87K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares98.29K
TypeSH
Market value$2.50M
1.08%
Sole
98.29K
Shared
0.00
None
0.00
ALPHABET INC CLASS CLASS A
SOLEShares8.08K
TypeSH
Market value$1.96M
0.84%
Sole
8.08K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares106.90K
TypeSH
Market value$1.74M
0.75%
Sole
106.90K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DCLASS A
SOLEShares2.00
TypeSH
Market value$1.51M
0.65%
Sole
2.00
Shared
0.00
None
0.00
3M CO
SOLEShares9.57K
TypeSH
Market value$1.48M
0.64%
Sole
9.57K
Shared
0.00
None
0.00
ELI LILLY AND CO
SOLEShares1.42K
TypeSH
Market value$1.08M
0.47%
Sole
1.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COMMON STOCK | 185.83K | SH | $34.67M 14.91% | 185.83K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COMMON STOCK | 114.44K | SH | $25.13M 10.81% | 114.44K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 91.75K | SH | $23.36M 10.05% | 91.75K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COMMON STOCK | 82.82K | SH | $20.17M 8.67% | 82.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | COMMON STOCK | 37.27K | SH | $18.74M 8.06% | 37.27K | 0.00 | 0.00 |
CHARLES SCHWAB CORPSOLE | COMMON STOCK | 149.18K | SH | $14.24M 6.12% | 149.18K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COMMON STOCK | 39.08K | SH | $12.98M 5.58% | 39.08K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COMMON STOCK | 181.91K | SH | $9.38M 4.04% | 181.91K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 49.16K | SH | $9.12M 3.92% | 49.16K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 15.85K | SH | $8.21M 3.53% | 15.85K | 0.00 | 0.00 |
SHOPIFY INC FCLASS CLASS ASOLE | FOREIGN CANADIAN | 45.12K | SH | $6.70M 2.88% | 45.12K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COMMON STOCK | 50.44K | SH | $5.77M 2.48% | 50.44K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 37.11K | SH | $5.70M 2.45% | 37.11K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS ISOLE | COMMON STOCK | 95.51K | SH | $4.20M 1.81% | 95.51K | 0.00 | 0.00 |
ISHARES BRD USD INV GRD CORP BD ETFSOLE | UIT EXCHANGE TRADED | 72.83K | SH | $3.80M 1.64% | 72.83K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COMMON STOCK | 43.53K | SH | $3.68M 1.58% | 43.53K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | UIT EXCHANGE TRADED | 41.32K | SH | $3.07M 1.32% | 41.32K | 0.00 | 0.00 |
ADOBE INCSOLE | COMMON STOCK | 8.34K | SH | $2.95M 1.27% | 8.34K | 0.00 | 0.00 |
TESLA INCSOLE | COMMON STOCK | 5.87K | SH | $2.61M 1.12% | 5.87K | 0.00 | 0.00 |
PFIZER INCSOLE | COMMON STOCK | 98.29K | SH | $2.50M 1.08% | 98.29K | 0.00 | 0.00 |
ALPHABET INC CLASS CLASS ASOLE | COMMON STOCK | 8.08K | SH | $1.96M 0.84% | 8.08K | 0.00 | 0.00 |
KENVUE INCSOLE | COMMON STOCK | 106.90K | SH | $1.74M 0.75% | 106.90K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DCLASS ASOLE | COMMON STOCK | 2.00 | SH | $1.51M 0.65% | 2.00 | 0.00 | 0.00 |
3M COSOLE | COMMON STOCK | 9.57K | SH | $1.48M 0.64% | 9.57K | 0.00 | 0.00 |
ELI LILLY AND COSOLE | COMMON STOCK | 1.42K | SH | $1.08M 0.47% | 1.42K | 0.00 | 0.00 |
Page 1 of 6
…