Financial Avengers, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $488,401,241 | Individuals and high net worth (100%) |
| Apr 2025 to Mar 2026 | $433,314,801 | Individuals and high net worth (100%) |
| Apr 2024 to Mar 2025 | $366,797,865 | Individuals and high net worth (99%) |
| May 2023 to Mar 2024 | $312,066,586 | Individuals and high net worth (100%) |
| Apr 2023 | $312,066,586 | Individuals and high net worth (100%) |
| Apr 2022 to Mar 2023 | $337,586,672 | Individuals and high net worth (100%) |
In the firm's words
- Fundamental active:
Finally, our stock selection tends to be limited to companies with extremely strong balance sheets and competitive advantage.
- Value:
we tend to be value investors when it comes to stocks
- Growth:
we have been known to buy growth, from time to time.
- Income:
In short, income into an account is vital to its ability to generate long-term returns.
- Wealth management / planning:
We primarily recommend mutual funds.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 64.1%; sector active share 28.2% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
149 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $73,130,615 |
| Financial Services | 23.1% | $55,300,917 |
| Communication Services | 16.0% | $38,256,637 |
| Consumer Cyclical | 13.5% | $32,344,236 |
| Healthcare | 7.3% | $17,459,323 |
| Unclassified | 4.6% | $11,015,797 |
| Consumer Defensive | 3.5% | $8,342,257 |
| Industrials | 1.2% | $2,788,352 |
| Real Estate | 0.1% | $151,122 |
| Utilities | 0.0% | $88,487 |
| Energy | 0.0% | $38,181 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +13,882 | 131,989 | $3,178,294 | |
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | +8,766 | 110,014 | $5,642,618 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +6,660 | 67,590 | $4,961,781 | |
| SHOP | Shopify Inc. | +2,950 | 50,510 | $5,767,231 | |
| NFLX | Netflix Inc | +1,915 | 3,205 | $228,837 | |
| MMM | 3M Co | +1,720 | 12,086 | $1,956,844 | |
| PG | PROCTER & GAMBLE Co | +1,462 | 38,950 | $5,711,628 | |
| VZ | Verizon Communications Inc | +1,308 | 110,277 | $4,669,128 | |
| ADBE | Adobe Inc. | +1,270 | 9,821 | $2,013,501 | |
| MSFT | Microsoft Corp | +1,058 | 16,666 | $6,216,751 | |
| DIS | Walt Disney Co | +1,009 | 51,562 | $4,962,842 | |
| SBUX | Starbucks Corp | +971 | 44,784 | $4,576,476 | |
| VCRB | VANGUARD CORE BOND ETF | +554 | 729 | $56,302 | |
| JNJ | Johnson & Johnson | +532 | 47,625 | $12,095,321 | |
| BRK-B | Berkshire Hathaway Inc | +211 | 36,539 | $18,283,750 | |
| KVUE | Kenvue Inc. | +178 | 107,372 | $2,051,878 | |
| CRI | Carters Inc | +167 | 302 | $12,430 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +99 | 113 | $13,505 | |
| EAGG | iShares ESG Aware U.S. Aggregate Bond ETF | +91 | 818 | $38,781 | |
| LLY | ELI LILLY & Co | +90 | 1,313 | $1,574,851 | |
| META | Meta Platforms, Inc. | +69 | 1,190 | $670,315 | |
| F | Ford Motor Co | +55 | 8,569 | $119,109 | |
| T | At&T Inc. | +54 | 7,218 | $149,412 | |
| ESGD | iShares ESG Aware MSCI EAFE ETF | +52 | 102 | $10,486 | |
| RBLX | Roblox Corp | +25 | 75 | $4,078 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −5,114 | 159,859 | $31,986,187 | |
| BAC | Bank Of America Corp | −2,850 | 168,084 | $9,577,426 | |
| AMZN | Amazon Com Inc | −2,218 | 104,748 | $24,965,638 | |
| GOOG | Alphabet Inc. | −2,172 | 71,381 | $25,221,048 | |
| AAPL | Apple Inc. | −1,865 | 84,154 | $24,350,801 | |
| HAPN | Happen, Inc. | −1,500 | 2,000 | $41,480 | |
| SCHW | Schwab Charles Corp | −1,065 | 139,334 | $12,856,348 | |
| NKE | NIKE, Inc. | −1,025 | 109 | $4,474 | |
| TAK | Takeda Pharmaceutical Co Ltd | −750 | 1,750 | $28,052 | |
| AMD | Advanced Micro Devices Inc | −527 | 1,500 | $871,365 | |
| AXP | American Express Co | −431 | 36,429 | $12,322,109 | |
| CSCO | Cisco Systems, Inc. | −250 | 1,750 | $205,555 | |
| DBX | Dropbox, Inc. | −250 | 2,400 | $65,928 | |
| PEBO | Peoples Bancorp Inc | −135 | 507 | $19,473 | |
| GOOGL | Alphabet Inc. | −97 | 6,523 | $2,331,124 | |
| MICC | Magnum Ice Cream Co N.V. | −81 | 40 | $696 | |
| TSLA | Tesla, Inc. | −75 | 5,785 | $2,433,171 | |
| AEP | American Electric Power Co Inc | −61 | 353 | $48,293 | |
| GLW | Corning Inc | −40 | 758 | $193,615 | |
| EIX | Edison International | −38 | 150 | $11,167 | |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND | −30 | 71 | $11,604 | |
| APH | Amphenol Corp | −10 | 81 | $14,281 | |
| TMO | Thermo Fisher Scientific Inc. | −5 | 125 | $62,670 | |
| VRTX | Vertex Pharmaceuticals Inc | −5 | 120 | $59,607 | |
| PEP | Pepsico Inc | −3 | 226 | $30,600 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AHR | American Healthcare REIT, Inc. | 500 | $23,580 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 159,859 | $31,986,187 | 13.39% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 71,381 | $25,221,048 | 10.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 104,748 | $24,965,638 | 10.45% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 84,154 | $24,350,801 | 10.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 36,539 | $18,283,750 | 7.65% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 139,334 | $12,856,348 | 5.38% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 36,429 | $12,322,109 | 5.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 47,625 | $12,095,321 | 5.06% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 168,084 | $9,577,426 | 4.01% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,666 | $6,216,751 | 2.60% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 50,510 | $5,767,231 | 2.41% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 38,950 | $5,711,628 | 2.39% | |
| USIG |
iShares Broad USD Investment Grade Corporate Bond ETF
|
Added | 110,014 | $5,642,618 | 2.36% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 51,562 | $4,962,842 | 2.08% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 67,590 | $4,961,781 | 2.08% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 110,277 | $4,669,128 | 1.95% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 44,784 | $4,576,476 | 1.92% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 131,989 | $3,178,294 | 1.33% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 5,785 | $2,433,171 | 1.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,523 | $2,331,124 | 0.98% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Added | 107,372 | $2,051,878 | 0.86% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 9,821 | $2,013,501 | 0.84% | |
| MMM |
3M Co
Industrials
|
Added | 12,086 | $1,956,844 | 0.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,313 | $1,574,851 | 0.66% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 2 | $1,497,700 | 0.63% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 1,500 | $871,365 | 0.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,190 | $670,315 | 0.28% | |
| GE |
General Electric Co
Industrials
|
Added | 816 | $304,963 | 0.13% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 244 | $286,665 | 0.12% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 304 | $284,382 | 0.12% | |
| INTU |
Intuit Inc.
Technology
|
NEW | 1,005 | $262,305 | 0.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 791 | $258,918 | 0.11% | |
| V |
Visa Inc.
Financial Services
|
Added | 686 | $235,359 | 0.10% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,205 | $228,837 | 0.10% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 1,750 | $205,555 | 0.09% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 890 | $199,315 | 0.08% | |
| GLW |
Corning Inc
Technology
|
Reduced | 758 | $193,615 | 0.08% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 1,344 | $169,800 | 0.07% | |
| INTC |
Intel Corp
Technology
|
Held | 1,146 | $160,015 | 0.07% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Held | 1,640 | $159,178 | 0.07% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 563 | $158,321 | 0.07% | |
| T |
At&T Inc.
Communication Services
|
Added | 7,218 | $149,412 | 0.06% | |
| ASML |
Asml Holding NV
Technology
|
Held | 60 | $119,366 | 0.05% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 8,569 | $119,109 | 0.05% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 328 | $115,679 | 0.05% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 277 | $115,129 | 0.05% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 364 | $108,497 | 0.05% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 216 | $81,594 | 0.03% | |
| MCHP |
Microchip Technology Inc
Technology
|
Added | 872 | $79,526 | 0.03% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 623 | $78,691 | 0.03% |
Showing the top 50 of 149 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.