Arkolith/Funds/Financial Avengers, Inc.

Financial Avengers, Inc.

CIK 1844393
Holdings as of Mar 31, 2026·disclosed May 19, 2026·~49-day 13F lag·13F-HR
Active Filer

Financial Avengers, Inc. holds a focused book of 151 stocks worth $219.3M as of Q1 2026 (disclosed May 19, 2026, a ~45-day 13F lag). This quarter they opened Ishares Esg Aware US Aggrega and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the equity book. Cloning the disclosed picks since 2021 would be +83% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
52
existing
Trimmed
29
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+83.2%
+11.7%/yr · since Feb '21
Their reported book
+97.4%
held from quarter-end
S&P 500
+105.3%
same window
$9K$12K$15K$18K$21KFeb '21Mar '22Apr '23May '24Jul '25Jul '26
Financial Avengers, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +97.4%, a 14.2-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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.

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
74%
Top 20 holdings
93%

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

Direct sector allocation

95% mapped to company sectors

Information Technology
41%
Financials
24%
Consumer Discretionary
15%
Health Care
8%
ETF / fund or unclassified
5%
Materials
3%
Communication Services
3%
Industrials
0%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
PNC FINANCIAL SERVICES GROUP, INC.79 / 80$81.4B
MORGAN STANLEY78 / 80$576.2B
Creative Planning78 / 80$27.2B
OSAIC HOLDINGS, INC.78 / 80$13.2B
CWM, LLC78 / 80$5.8B
Farther Finance Advisors, LLC78 / 80$1.7B
Parallel Advisors, LLC78 / 80$1.5B
FMR LLC77 / 80$881.3B

Ranked by how many of Financial Avengers, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

151 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp
COMMON STOCK
$28.8M165.0K
13.1%
−8.2%
Reduced · −15K sh
2Amazon.com Inc
COMMON STOCK
$22.3M107.0K
10.2%
−3.8%
Reduced · −4K sh
3Apple Inc
COMMON STOCK
$21.8M86.0K
10.0%
−3.8%
Reduced · −3K sh
4Alphabet Inc Class Class C
COMMON STOCK
$21.1M73.6K
9.6%
−8.8%
Reduced · −7K sh
5Berkshire Hathaway Class B
COMMON STOCK
$17.4M36.3K
7.9%
−2.3%
Reduced · −838 sh
6Charles Schwab Corp
COMMON STOCK
$13.2M140.4K
6.0%
−4.1%
Reduced · −6K sh
7Johnson & Johnson
COMMON STOCK
$11.5M47.1K
5.2%
−4.8%
Reduced · −2K sh
8American Express Co
COMMON STOCK
$11.1M36.9K
5.1%
−3.5%
Reduced · −1K sh
9Bank Of America Corp
COMMON STOCK
$8.3M170.9K
3.8%
−4.3%
Reduced · −8K sh
10Microsoft Corp
COMMON STOCK
$5.8M15.6K
2.6%
~0%
Reduced · −5 sh
11Shopify Inc Fclass Class A
FOREIGN CANADIAN
$5.6M47.6K
2.6%
+0.4%
Added · +201 sh
12Verizon Communications I
COMMON STOCK
$5.5M109.0K
2.5%
+8.7%
Added · +9K sh
13Procter & Gamble Co
COMMON STOCK
$5.4M37.5K
2.5%
+0.7%
Added · +270 sh
14Ishares Broad Usd Investment Grade Corporate Bond ETF
UIT EXCHANGE TRADED
$5.2M101.2K
2.4%
+12%
Added · +11K sh
15Disney Walt Co
COMMON STOCK
$4.9M50.6K
2.2%
+0.6%
Added · +286 sh
16Vanguard Total Bond Market Index Fund ETF Shares
UIT EXCHANGE TRADED
$4.5M60.9K
2.0%
+16%
Added · +8K sh
17Starbucks Corp
COMMON STOCK
$3.9M43.8K
1.8%
−0.8%
Reduced · −341 sh
18Pfizer Inc
COMMON STOCK
$3.3M118.1K
1.5%
+7.5%
Added · +8K sh
19Tesla Inc
COMMON STOCK
$2.2M5.9K
1.0%
Held
20Adobe Inc
COMMON STOCK
$2.1M8.6K
0.9%
+1.9%
Added · +159 sh
21Alphabet Inc Class Class A
COMMON STOCK
$1.9M6.6K
0.9%
−16%
Reduced · −1K sh
22Kenvue Inc
COMMON STOCK
$1.8M107.2K
0.8%
+6.6%
Added · +7K sh
233M Co
COMMON STOCK
$1.5M10.4K
0.7%
−0.6%
Reduced · −60 sh
24Berkshire Hathaway Inc Dclass A
COMMON STOCK
$1.4M2
0.7%
Held
25Eli Lilly And Co
COMMON STOCK
$1.1M1.2K
0.5%
−9.9%
Reduced · −135 sh
26Rolls-Royce Holdings P Fsponsored ADR 1 ADR Reps 1 Ord SHS
AMERICAN DEPOSITORY
$1.1M72.2K
0.5%
−8.5%
Reduced · −7K sh
27Meta Platforms Inc Class Class A
COMMON STOCK
$641K1.1K
0.3%
+0.7%
Added · +8 sh
28Advanced Micro Devic
COMMON STOCK
$412K2.0K
0.2%
−25%
Reduced · −658 sh
29LVMH Moet Hennessy Lou Fsponsored ADR 1 ADR Reps 0.2 Ord SHS
AMERICAN DEPOSITORY
$340K3.1K
0.2%
+57%
Added · +1K sh
30Costco WHSL Corp New
COMMON STOCK
$303K304
0.1%
−0.7%
Reduced · −2 sh
31JPMorgan Chase & Co
COMMON STOCK
$232K788
0.1%
−2.6%
Reduced · −21 sh
32Ge Aerospace
COMMON STOCK
$231K815
0.1%
+0.1%
Added · +1 sh
33Ge Vernova Inc
COMMON STOCK
$212K243
0.1%
Held
34AT&T Inc
COMMON STOCK
$208K7.2K
0.1%
+0.8%
Added · +54 sh
35Visa Inc Class Class A
COMMON STOCK
$207K684
0.1%
+0.1%
Added · +1 sh
36Gilead Sciences Inc
COMMON STOCK
$186K1.3K
0.1%
+0.6%
Added · +8 sh
37Automatic Data Processin
COMMON STOCK
$179K882
0.1%
+0.7%
Added · +6 sh
38Arch Capital Group Ltd F
FOREIGN ORDINARIES
$157K1.6K
0.1%
Held
39Cisco Sys Inc
COMMON STOCK
$155K2.0K
0.1%
Held
40Ibm Corp
COMMON STOCK
$136K559
0.1%
+0.7%
Added · +4 sh
41Netflix Inc
COMMON STOCK
$124K1.3K
0.1%
+9.8%
Added · +115 sh
42Corning Inc
COMMON STOCK
$109K798
0.0%
+0.1%
Added · +1 sh
43Home Depot Inc
COMMON STOCK
$107K325
0.0%
+0.6%
Added · +2 sh
44Ford MTR Co Del
COMMON STOCK
$98K8.5K
0.0%
+0.8%
Added · +68 sh
45ASML Hldg N V Fsponsored ADR 1 ADR Reps 1 Ord SHS
AMERICAN DEPOSITORY
$79K60
0.0%
Held
46Unitedhealth Group Inc
COMMON STOCK
$75K276
0.0%
+0.7%
Added · +2 sh
47Walmart Inc
COMMON STOCK
$71K568
0.0%
+0.2%
Added · +1 sh
48Texas Instrs Inc
COMMON STOCK
$70K362
0.0%
−1.1%
Reduced · −4 sh
49Broadcom Inc
COMMON STOCK
$67K216
0.0%
−6.1%
Reduced · −14 sh
50Thermo Fisher Scientific
COMMON STOCK
$64K130
0.0%
−14%
Reduced · −21 sh
Showing 50 of 151 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 19, 2026151$219.3M13F-HR
Q4 2025Dec 31, 2025Mar 4, 2026145$244.0M13F-HR/A
Q3 2025Sep 30, 2025Nov 17, 2025140$232.5M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025141$215.4M13F-HR
Q1 2025Mar 31, 2025May 15, 2025150$197.4M13F-HR/A
Q4 2024Dec 31, 2024Feb 18, 2025161$212.0M13F-HR
Q3 2024Sep 30, 2024Nov 18, 2024177$203.2M13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024156$188.4M13F-HR
Q1 2024Mar 31, 2024May 13, 2024153$189.0M13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024179$166.3M13F-HR
Q3 2023Sep 30, 2023Nov 15, 2023179$149.6M13F-HR
Q2 2023Jun 30, 2023Aug 7, 2023159$151.2M13F-HR
Q1 2023Mar 31, 2023May 12, 2023183$130.6M13F-HR
Q4 2022Dec 31, 2022Feb 6, 2023189$122.2M13F-HR
Q3 2022Sep 30, 2022Nov 7, 2022149$122.3M13F-HR
Q2 2022Jun 30, 2022Aug 16, 2022158$123.3M13F-HR
Q1 2022Mar 31, 2022May 11, 2022157$159.8M13F-HR
Q4 2021Dec 31, 2021Feb 8, 2022164$163.0M13F-HR
Q3 2021Sep 30, 2021Nov 1, 2021160$149.6M13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021158$147.6M13F-HR
Q1 2021Mar 31, 2021May 14, 2021159$133.5M13F-HR
Q4 2020Dec 31, 2020Feb 5, 2021165$122.0M13F-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 ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.