Arkolith/Funds/Financial Avengers, Inc.

Financial Avengers, Inc.

CIK 1844393
Holdings as of Jun 30, 2026·disclosed Aug 19, 2026·~50-day 13F lag·13F-HR
Active Filer

Financial Avengers, Inc. holds a focused book of 155 reported positions worth $241.1M as of Q2 2026 (disclosed Aug 19, 2026, a ~50-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Intuit Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the reported non-option book. Cloning the disclosed picks since 2021 would be +94% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
4
bought for the first time
+1 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
25
sold some, still holds it
+22 more · largest first
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+94.5%
+12.6%/yr · since Feb '21
Their reported book
+96.2%
held from quarter-end
S&P 500
+111.8%
same window
$9K$12K$15K$18K$21KFeb '21Mar '22Apr '23Jun '24Aug '25Sep '26
Financial Avengers, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +96.2%, a 1.7-point gap that is the cost of the ~50-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Financial Avengers, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~50 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
52%
Top 10 holdings
74%
Top 20 holdings
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

95% mapped to company sectors

Information Technology
42%
Financials
23%
Consumer Discretionary
16%
Health Care
8%
ETFs / funds
5%
Materials
3%
Communication Services
2%
No sector on file yet
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Financial Avengers, Inc.

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP11 / 80$641.6M
Prospect Hill Management, LLC12 / 80$253.3M
United American Securities Inc. (d/b/a UAS Asset Management)11 / 80$454.3M
Hoffman, Alan N Investment Management8 / 80$160.6M
Mirae Asset Global Investments Co., Ltd.70 / 80$281.7B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Draper Asset Management, LLC11 / 80$178.3M
Howard Hughes Medical Institute19 / 80$395.0M

Ranked by the share of each fund's own book sitting in the names it shares with Financial Avengers, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

155 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp
COMMON STOCK
$32.0M159.9K
13.3%
−3.1%
Reduced · −5K sh
2Alphabet Inc Class C
COMMON STOCK
$25.2M71.4K
10.5%
−3.0%
Reduced · −2K sh
3Amazon.com Inc
COMMON STOCK
$25.0M104.7K
10.4%
−2.1%
Reduced · −2K sh
4Apple Inc
COMMON STOCK
$24.4M84.2K
10.1%
−2.2%
Reduced · −2K sh
5Berkshire Hathaway Class B
COMMON STOCK
$18.3M36.5K
7.6%
+0.6%
Added · +211 sh
6Charles Schwab Corp
COMMON STOCK
$12.9M139.3K
5.3%
−0.8%
Reduced · −1K sh
7American Express Co
COMMON STOCK
$12.3M36.4K
5.1%
−1.2%
Reduced · −431 sh
8Johnson & Johnson
COMMON STOCK
$12.1M47.6K
5.0%
+1.1%
Added · +532 sh
9Bank Of America Corp
COMMON STOCK
$9.6M168.1K
4.0%
−1.7%
Reduced · −3K sh
10Microsoft Corp
COMMON STOCK
$6.2M16.7K
2.6%
+6.8%
Added · +1K sh
11Shopify Inc Fclass A
FOREIGN CANADIAN
$5.8M50.5K
2.4%
+6.2%
Added · +3K sh
12Procter & Gamble Co
COMMON STOCK
$5.7M39.0K
2.4%
+3.9%
Added · +1K sh
13Ishares Broad Usd Investment Grade Corporate Bond ETF
UIT EXCHANGE TRADED
$5.6M110.0K
2.3%
+8.7%
Added · +9K sh
14Disney Walt Co
COMMON STOCK
$5.0M51.6K
2.1%
+2.0%
Added · +1K sh
15Vanguard Total Bond Market Index Fund ETF Shares
UIT EXCHANGE TRADED
$5.0M67.6K
2.1%
+11%
Added · +7K sh
16Verizon Communications I
COMMON STOCK
$4.7M110.3K
1.9%
+1.2%
Added · +1K sh
17Starbucks Corp
COMMON STOCK
$4.6M44.8K
1.9%
+2.2%
Added · +971 sh
18Pfizer Inc
COMMON STOCK
$3.2M132.0K
1.3%
+12%
Added · +14K sh
19Tesla Inc
COMMON STOCK
$2.4M5.8K
1.0%
−1.3%
Reduced · −75 sh
20Alphabet Inc Class A
COMMON STOCK
$2.3M6.5K
1.0%
−1.5%
Reduced · −97 sh
21Kenvue Inc
COMMON STOCK
$2.1M107.4K
0.9%
+0.2%
Added · +178 sh
22Adobe Inc
COMMON STOCK
$2.0M9.8K
0.8%
+15%
Added · +1K sh
233M Co
COMMON STOCK
$2.0M12.1K
0.8%
+17%
Added · +2K sh
24Rolls-Royce Holdings P Fsponsored ADR 1 ADR Reps 1 Ord SHS
AMERICAN DEPOSITORY
$1.7M85.7K
0.7%
+19%
Added · +14K sh
25Eli Lilly And Co
COMMON STOCK
$1.6M1.3K
0.7%
+7.3%
Added · +90 sh
26Berkshire Hathaway Class A
COMMON STOCK
$1.5M2
0.6%
Held
27Advanced Micro Devices I
COMMON STOCK
$871K1.5K
0.4%
−26%
Reduced · −527 sh
28Meta Platforms Inc Class A
COMMON STOCK
$670K1.2K
0.3%
+6.2%
Added · +69 sh
29LVMH Moet Hennessy Lou Fsponsored ADR 1 ADR Reps 0.2 Ord SHS
AMERICAN DEPOSITORY
$514K4.7K
0.2%
+50%
Added · +2K sh
30Ge Aerospace
COMMON STOCK
$305K816
0.1%
+0.1%
Added · +1 sh
31Ge Vernova Inc
COMMON STOCK
$286K244
0.1%
+0.4%
Added · +1 sh
32Costco WHSL Corp New
COMMON STOCK
$285K304
0.1%
Held
33Intuit
COMMON STOCK
$262K1.0K
0.1%
New
New position
34JPMorgan Chase & Co
COMMON STOCK
$259K791
0.1%
+0.4%
Added · +3 sh
35Visa Inc Class A
COMMON STOCK
$235K686
0.1%
+0.3%
Added · +2 sh
36Netflix Inc
COMMON STOCK
$229K3.2K
0.1%
+148%
Added · +2K sh
37Cisco Sys Inc
COMMON STOCK
$206K1.8K
0.1%
−13%
Reduced · −250 sh
38Automatic Data Processin
COMMON STOCK
$199K890
0.1%
+0.9%
Added · +8 sh
39Corning Inc
COMMON STOCK
$194K758
0.1%
−5.0%
Reduced · −40 sh
40Gilead Sciences Inc
COMMON STOCK
$170K1.3K
0.1%
+0.7%
Added · +9 sh
41Intel Corp
COMMON STOCK
$160K1.1K
0.1%
Held
42Arch Capital Group Ltd F
FOREIGN ORDINARIES
$159K1.6K
0.1%
Held
43Ibm Corp
COMMON STOCK
$158K563
0.1%
+0.7%
Added · +4 sh
44AT&T Inc
COMMON STOCK
$149K7.2K
0.1%
+0.8%
Added · +54 sh
45ASML Hldg N V Fsponsored ADR 1 ADR Reps 1 Ord SHS
AMERICAN DEPOSITORY
$119K60
<0.1%
Held
46Ford MTR Co Del
COMMON STOCK
$119K8.6K
<0.1%
+0.6%
Added · +55 sh
47Home Depot Inc
COMMON STOCK
$116K328
<0.1%
+0.9%
Added · +3 sh
48Unitedhealth Group Inc
COMMON STOCK
$115K277
<0.1%
+0.4%
Added · +1 sh
49Texas Instrs Inc
COMMON STOCK
$108K364
<0.1%
+0.6%
Added · +2 sh
50Broadcom Inc
COMMON STOCK
$82K216
<0.1%
Held
Showing 50 of 155 positions
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Filing history

As-of date vs the date the SEC received each filing

$244.0M · Q4 2025Q1 2021 · $133.5MQ2 2026 · $241.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 19, 202650d158$241.1M13F-HR
Q1 2026Mar 31, 2026May 19, 202649d151$219.3M13F-HR
Q4 2025Dec 31, 2025Mar 4, 202663d145$244.0M13F-HR/A
Q3 2025Sep 30, 2025Nov 17, 202548d140$232.5M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d141$215.4M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d150$197.4M13F-HR/A
Q4 2024Dec 31, 2024Feb 18, 202549d161$212.0M13F-HR
Q3 2024Sep 30, 2024Nov 18, 202449d177$203.2M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202445d156$188.4M13F-HR
Q1 2024Mar 31, 2024May 13, 202443d153$189.0M13F-HR
Q4 2023Dec 31, 2023Feb 13, 202444d179$166.3M13F-HR
Q3 2023Sep 30, 2023Nov 15, 202346d179$149.6M13F-HR
Q2 2023Jun 30, 2023Aug 7, 202338d159$151.2M13F-HR
Q1 2023Mar 31, 2023May 12, 202342d183$130.6M13F-HR
Q4 2022Dec 31, 2022Feb 6, 202337d189$122.2M13F-HR
Q3 2022Sep 30, 2022Nov 7, 202238d149$122.3M13F-HR
Q2 2022Jun 30, 2022Aug 16, 202247d158$123.3M13F-HR
Q1 2022Mar 31, 2022May 11, 202241d157$159.8M13F-HR
Q4 2021Dec 31, 2021Feb 8, 202239d164$163.0M13F-HR
Q3 2021Sep 30, 2021Nov 1, 202132d160$149.6M13F-HR
Q2 2021Jun 30, 2021Aug 13, 202144d158$147.6M13F-HR
Q1 2021Mar 31, 2021May 14, 202144d159$133.5M13F-HR
Amended / restated
  • Q4 2025 · filed Feb 17, 202613F-HR · superseded
  • Q1 2025 · filed May 15, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.