Filed: 5/19/2026ACC: 0001844393-26-000003
📋 What this filing means
FINANCIAL AVENGERS, INC. filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $219.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$219.32M
Total AUM (reported)
1.74M
Total Shares
Allocation by class
COMMON STOCK$201.69M92.0%
UIT EXCHANGE TRADED$10.01M4.6%
FOREIGN CANADIAN$5.65M2.6%
AMERICAN DEPOSITORY$1.66M0.8%
FOREIGN ORDINARIES$159.2K0.1%
REAL ESTATE INVESTME$151.8K0.1%
Portfolio Concentration
Top 3$72.88M33.2%
4–10$88.47M40.3%
11–25$50.39M23.0%
Rest$7.57M3.5%
Top 3 weight
33.2%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 1.74M
Sole
Full voting authority
1.74M
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)
Sole151
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings151
Rows:
NVIDIA CORP
SOLEShares164.97K
TypeSH
Market value$28.77M
13.12%
Sole
164.97K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares106.97K
TypeSH
Market value$22.28M
10.16%
Sole
106.97K
Shared
0.00
None
0.00
APPLE INC
SOLEShares86.02K
TypeSH
Market value$21.83M
9.95%
Sole
86.02K
Shared
0.00
None
0.00
ALPHABET INC CLASS CLASS C
SOLEShares73.55K
TypeSH
Market value$21.10M
9.62%
Sole
73.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CLASS B
SOLEShares36.33K
TypeSH
Market value$17.41M
7.94%
Sole
36.33K
Shared
0.00
None
0.00
CHARLES SCHWAB CORP
SOLEShares140.40K
TypeSH
Market value$13.19M
6.02%
Sole
140.40K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares47.09K
TypeSH
Market value$11.51M
5.25%
Sole
47.09K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares36.86K
TypeSH
Market value$11.15M
5.08%
Sole
36.86K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares170.93K
TypeSH
Market value$8.33M
3.80%
Sole
170.93K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.61K
TypeSH
Market value$5.78M
2.63%
Sole
15.61K
Shared
0.00
None
0.00
SHOPIFY INC FCLASS CLASS A
SOLEShares47.56K
TypeSH
Market value$5.64M
2.57%
Sole
47.56K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS I
SOLEShares108.97K
TypeSH
Market value$5.47M
2.49%
Sole
108.97K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares37.49K
TypeSH
Market value$5.41M
2.47%
Sole
37.49K
Shared
0.00
None
0.00
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares101.25K
TypeSH
Market value$5.19M
2.37%
Sole
101.25K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares50.55K
TypeSH
Market value$4.87M
2.22%
Sole
50.55K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES
SOLEShares60.93K
TypeSH
Market value$4.49M
2.05%
Sole
60.93K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares43.81K
TypeSH
Market value$3.93M
1.79%
Sole
43.81K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares118.11K
TypeSH
Market value$3.32M
1.51%
Sole
118.11K
Shared
0.00
None
0.00
TESLA INC
SOLEShares5.86K
TypeSH
Market value$2.18M
0.99%
Sole
5.86K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares8.55K
TypeSH
Market value$2.08M
0.95%
Sole
8.55K
Shared
0.00
None
0.00
ALPHABET INC CLASS CLASS A
SOLEShares6.62K
TypeSH
Market value$1.90M
0.87%
Sole
6.62K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares107.19K
TypeSH
Market value$1.85M
0.84%
Sole
107.19K
Shared
0.00
None
0.00
3M CO
SOLEShares10.37K
TypeSH
Market value$1.51M
0.69%
Sole
10.37K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DCLASS A
SOLEShares2.00
TypeSH
Market value$1.44M
0.65%
Sole
2.00
Shared
0.00
None
0.00
ELI LILLY AND CO
SOLEShares1.22K
TypeSH
Market value$1.12M
0.51%
Sole
1.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COMMON STOCK | 164.97K | SH | $28.77M 13.12% | 164.97K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COMMON STOCK | 106.97K | SH | $22.28M 10.16% | 106.97K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 86.02K | SH | $21.83M 9.95% | 86.02K | 0.00 | 0.00 |
ALPHABET INC CLASS CLASS CSOLE | COMMON STOCK | 73.55K | SH | $21.10M 9.62% | 73.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CLASS BSOLE | COMMON STOCK | 36.33K | SH | $17.41M 7.94% | 36.33K | 0.00 | 0.00 |
CHARLES SCHWAB CORPSOLE | COMMON STOCK | 140.40K | SH | $13.19M 6.02% | 140.40K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 47.09K | SH | $11.51M 5.25% | 47.09K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COMMON STOCK | 36.86K | SH | $11.15M 5.08% | 36.86K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COMMON STOCK | 170.93K | SH | $8.33M 3.80% | 170.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 15.61K | SH | $5.78M 2.63% | 15.61K | 0.00 | 0.00 |
SHOPIFY INC FCLASS CLASS ASOLE | FOREIGN CANADIAN | 47.56K | SH | $5.64M 2.57% | 47.56K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS ISOLE | COMMON STOCK | 108.97K | SH | $5.47M 2.49% | 108.97K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 37.49K | SH | $5.41M 2.47% | 37.49K | 0.00 | 0.00 |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFSOLE | UIT EXCHANGE TRADED | 101.25K | SH | $5.19M 2.37% | 101.25K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COMMON STOCK | 50.55K | SH | $4.87M 2.22% | 50.55K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 60.93K | SH | $4.49M 2.05% | 60.93K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COMMON STOCK | 43.81K | SH | $3.93M 1.79% | 43.81K | 0.00 | 0.00 |
PFIZER INCSOLE | COMMON STOCK | 118.11K | SH | $3.32M 1.51% | 118.11K | 0.00 | 0.00 |
TESLA INCSOLE | COMMON STOCK | 5.86K | SH | $2.18M 0.99% | 5.86K | 0.00 | 0.00 |
ADOBE INCSOLE | COMMON STOCK | 8.55K | SH | $2.08M 0.95% | 8.55K | 0.00 | 0.00 |
ALPHABET INC CLASS CLASS ASOLE | COMMON STOCK | 6.62K | SH | $1.90M 0.87% | 6.62K | 0.00 | 0.00 |
KENVUE INCSOLE | COMMON STOCK | 107.19K | SH | $1.85M 0.84% | 107.19K | 0.00 | 0.00 |
3M COSOLE | COMMON STOCK | 10.37K | SH | $1.51M 0.69% | 10.37K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DCLASS ASOLE | COMMON STOCK | 2.00 | SH | $1.44M 0.65% | 2.00 | 0.00 | 0.00 |
ELI LILLY AND COSOLE | COMMON STOCK | 1.22K | SH | $1.12M 0.51% | 1.22K | 0.00 | 0.00 |
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