Financial Avengers, Inc.

CIK: 1844393SEC EDGAR →

Portfolio Value

$51.5B

Holdings

155

As of

Q2 2026

New Positions

3

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CHARLES SCHWAB CORP

139,334$12.9B
24.98%
2

BANK OF AMERICA CORP

168,084$9.6B
18.61%
3

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

110,014$5.6B
10.96%
4

DISNEY WALT CO

51,562$5.0B
9.64%
5

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

67,590$5.0B
9.64%
6

VERIZON COMMUNICATIONS I

110,277$4.7B
9.07%
7

PFIZER INC

131,989$3.2B
6.18%
8

KENVUE INC

107,372$2.1B
3.99%
9

ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS

85,725$1.7B
3.21%
10

NETFLIX INC

3,205$228.8M
0.44%

Quarterly Changes

Top Buys

SBUX↑ Increased
$3.9B
BAC↑ Increased
$801.1M
RYCEY↑ Increased
$536.5M
BND↑ Increased
$474.9M
USIG↑ Increased
$455.7M

Top Sells

BAC↓ Decreased
$1.2B
SCHW↓ Decreased
$338.1M
CSCO↓ Decreased
$155.0M
NKE↓ Decreased
$55.4M
AHRCLOSED
$23.6M

New Positions (5)

$33.1M · 534 shares
CARNIVAL CORP LTD F
$2.9M · 100 shares
$262K · 1K shares
$24K · 192 shares
SPACE EX TECH SPACEX CLASS A
$3K · 15 shares

Closed Positions (1)

$23.6M · 500 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services33$38.2B74.3%
Communication Services10$5.4B10.5%
Healthcare17$3.3B6.3%
Consumer Defensive12$2.2B4.3%
Unknown15$1.7B3.3%
Technology32$271.6M0.5%
Consumer Cyclical12$202.0M0.4%
Industrials11$123.7M0.2%
Real Estate6$51.0M0.1%
Utilities4$31.3M0.1%
Energy3$26.3M0.1%