2026 Q1 Portfolio Activity
In 2026 Q1, Financial Avengers, Inc. maintained a portfolio of 156 distinct positions. The most significant new addition was ISHARES ESG U.S. AGGREGATE BON, now representing 0.02% of the total fund value. They heavily accumulated shares in ISHARES BROAD USD INVESTMENT G, increasing the position by 39.0%.
Position History
hover any row below to update
Loading…
Total Positions
156
Quarter
2026 Q1
Top Holding
NVDA (13.1%)
Top 10 Concentration
73.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 156
Financial Avengers, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORP
|
Technology | 13.12% | 14.91% |
#1
Prev: #1
|
6.5 |
—
|
-20,859 | -11.2% |
P
S
|
164,973 | $28,771,327 |
$111.46
+84.1%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | ||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 10.16% | 10.81% |
#2
Prev: #2
|
6.0 |
—
|
-7,474 | -6.5% |
P
S
|
106,966 | $22,277,809 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
AAPL
APPLE INC
|
Technology | 9.95% | 10.05% |
#3
Prev: #3
|
5.5 |
—
|
-5,732 | -6.2% |
P
S
|
86,019 | $21,830,756 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GOOG
ALPHABET INC CL...
|
Communication Services | 9.62% | 8.67% |
#4
Prev: #4
|
4.8 |
—
|
-9,263 | -11.2% |
P
S
|
73,553 | $21,099,291 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 7.94% | 8.06% |
#5
Prev: #5
|
4.2 |
—
|
-938 | -2.5% |
P
S
|
36,328 | $17,408,378 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 6.02% | 6.12% |
#6
Prev: #6
|
2.9 |
—
|
-8,783 | -5.9% |
P
S
|
140,399 | $13,194,674 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 5.25% | 3.92% |
#7
2
Prev: #9
|
2.6 |
—
|
-2,068 | -4.2% |
P
S
|
47,093 | $11,511,417 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 5.08% | 5.58% |
#8
1
Prev: #7
|
2.5 |
—
|
-2,215 | -5.7% |
P
S
|
36,860 | $11,149,506 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 3.80% | 4.04% |
#9
1
Prev: #8
|
2.0 |
—
|
-10,974 | -6.0% |
P
S
|
170,934 | $8,333,020 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.63% | 3.53% |
#10
Prev: #10
|
1.6 |
—
|
-241 | -1.5% |
P
S
|
15,608 | $5,777,577 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SHOP
SHOPIFY INC FCL...
|
Technology | 2.57% | 2.88% |
#11
Prev: #11
|
3.0 |
—
|
2,445 | 5.4% |
P
S
|
47,560 | $5,641,567 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 2.49% | 1.81% |
#12
2
Prev: #14
|
3.0 |
—
|
13,461 | 14.1% |
P
S
|
108,969 | $5,470,241 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 2.47% | 2.45% |
#13
Prev: #13
|
1.5 |
—
|
379 | 1.0% |
P
S
|
37,488 | $5,414,730 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
USIG
ISHARES BROAD U...
|
ETF | 2.37% | 1.64% |
#14
1
Prev: #15
|
3.4 |
—
|
28,423 | 39.0% |
P
S
|
101,248 | $5,186,924 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 2.22% | 2.48% |
#15
3
Prev: #12
|
1.4 |
—
|
118 | 0.2% |
P
S
|
50,553 | $4,872,314 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 2.05% | 1.32% |
#16
1
Prev: #17
|
3.3 |
—
|
19,613 | 47.5% |
P
S
|
60,930 | $4,486,898 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 1.79% | 1.58% |
#17
1
Prev: #16
|
1.2 |
—
|
279 | 0.6% |
P
S
|
43,813 | $3,925,163 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
PFE
PFIZER INC
|
Healthcare | 1.51% | 1.08% |
#18
2
Prev: #20
|
3.1 |
—
|
19,815 | 20.2% |
P
S
|
118,107 | $3,316,446 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.99% | 1.12% |
#19
Prev: #19
|
0.9 |
—
|
-10 | -0.2% |
P
S
|
5,860 | $2,178,455 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
ADBE
ADOBE INC
|
Technology | 0.95% | 1.27% |
#20
2
Prev: #18
|
0.9 |
—
|
216 | 2.6% |
P
S
|
8,551 | $2,078,577 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GOOGL
ALPHABET INC CL...
|
Communication Services | 0.87% | 0.84% |
#21
Prev: #21
|
0.8 |
—
|
-1,459 | -18.1% |
P
S
|
6,620 | $1,903,625 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
KVUE
KENVUE INC
|
Consumer Defensive | 0.84% | 0.75% |
#22
Prev: #22
|
0.8 |
—
|
291 | 0.3% |
P
S
|
107,194 | $1,848,026 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
MMM
3M CO
|
Industrials | 0.69% | 0.64% |
#23
1
Prev: #24
|
2.3 |
—
|
797 | 8.3% |
P
S
|
10,366 | $1,505,481 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.65% | 0.65% |
#24
1
Prev: #23
|
1.3 |
—
|
no change | no change |
P
S
|
2 | $1,436,280 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
LLY
ELI LILLY AND C...
|
Healthcare | 0.51% | 0.47% |
#25
Prev: #25
|
0.7 |
—
|
-198 | -13.9% |
P
S
|
1,223 | $1,124,440 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
RYCEY
ROLLS-ROYCE HOL...
|
Industrials | 0.51% | 0.46% |
#26
Prev: #26
|
2.2 |
—
|
5,825 | 8.8% |
P
S
|
72,225 | $1,113,710 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.29% | 0.32% |
#27
Prev: #27
|
2.1 |
—
|
99 | 9.7% |
P
S
|
1,121 | $641,122 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.19% | 0.21% |
#28
Prev: #28
|
0.1 |
—
|
-973 | -32.4% |
P
S
|
2,027 | $412,353 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
LVMUY
LVMH MOET HENNE...
|
Consumer Cyclical | 0.15% | 0.04% |
#29
20
Prev: #49
|
3.1 |
—
|
2,420 | 350.7% |
P
S
|
3,110 | $339,736 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.14% | 0.12% |
#30
1
Prev: #29
|
0.6 |
—
|
-4 | -1.3% |
P
S
|
304 | $302,695 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.11% | 0.11% |
#31
Prev: #31
|
0.5 |
—
|
-18 | -2.2% |
P
S
|
788 | $231,858 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.11% | 0.11% |
#32
Prev: #32
|
0.5 |
—
|
2 | 0.2% |
P
S
|
815 | $231,246 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.10% | 0.06% |
#33
4
Prev: #37
|
1.0 |
—
|
no change | no change |
P
S
|
243 | $212,487 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
T
AT&T INC
|
Communication Services | 0.09% | 0.09% |
#34
Prev: #34
|
0.5 |
—
|
111 | 1.6% |
P
S
|
7,164 | $207,673 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
V
VISA INC CLASS ...
|
Financial Services | 0.09% | 0.10% |
#35
2
Prev: #33
|
0.5 |
—
|
3 | 0.4% |
P
S
|
684 | $206,758 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.08% | 0.06% |
#36
2
Prev: #38
|
0.5 |
—
|
16 | 1.2% |
P
S
|
1,335 | $186,116 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.08% | 0.11% |
#37
7
Prev: #30
|
0.5 |
—
|
10 | 1.1% |
P
S
|
882 | $179,263 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
ACGL
ARCH CAPITAL GR...
|
Financial Services | 0.07% | 0.06% |
#38
2
Prev: #36
|
0.5 |
—
|
-25 | -1.5% |
P
S
|
1,640 | $157,424 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.07% | 0.06% |
#39
1
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
2,000 | $155,205 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
IBM
IBM CORP
|
Technology | 0.06% | 0.07% |
#40
5
Prev: #35
|
0.5 |
—
|
7 | 1.3% |
P
S
|
559 | $135,527 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
NFLX
NETFLIX INC
|
Communication Services | 0.06% | 0.06% |
#41
2
Prev: #39
|
3.0 |
—
|
1,170 | 975.0% |
P
S
|
1,290 | $124,034 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
GLW
CORNING INC
|
Technology | 0.05% | 0.03% |
#42
12
Prev: #54
|
0.5 |
—
|
4 | 0.5% |
P
S
|
798 | $108,550 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.05% | 0.06% |
#43
2
Prev: #41
|
0.5 |
—
|
4 | 1.2% |
P
S
|
325 | $107,011 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
F
FORD MTR CO DEL
|
Consumer Cyclical | 0.04% | 0.04% |
#44
1
Prev: #45
|
0.5 |
—
|
136 | 1.6% |
P
S
|
8,514 | $98,247 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
ASML
ASML HLDG N V F...
|
Technology | 0.04% | 0.02% |
#45
14
Prev: #59
|
1.0 |
—
|
no change | no change |
P
S
|
60 | $79,250 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.03% | 0.05% |
#46
3
Prev: #43
|
0.5 |
—
|
-55 | -16.6% |
P
S
|
276 | $74,639 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.03% | 0.03% |
#47
11
Prev: #58
|
0.5 |
—
|
1 | 0.2% |
P
S
|
568 | $70,610 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.03% | 0.04% |
#48
1
Prev: #47
|
0.0 |
—
|
-167 | -31.6% |
P
S
|
362 | $70,289 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.03% | 0.03% |
#49
3
Prev: #52
|
0.5 |
—
|
-13 | -5.7% |
P
S
|
216 | $66,846 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-19 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.03% | 0.03% |
#50
3
Prev: #53
|
0.5 |
—
|
-21 | -13.9% |
P
S
|
130 | $64,080 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-19 |
Showing 1-50 of 156 holdings