13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001844393
Total reported value
$241.1M
$241.1M
141 檔
45.7%
As reported in its official Q2 2025 Form 13F filing, Financial Avengers, Inc.'s tracked investment portfolio stood at $241.1M with 141 total positions.
In Q2 2025, Financial Avengers, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 62 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.11% | +0.15% | -1.13% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.18% | +0.19% | -1.66% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.03% | +0.15% | -2.11% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.65% | -0.36% | -0.34% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.18% | +0.84% | -0.56% | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 6.55% | -0.69% | -0.97% | |
| 7 | AXP | American Express Co | Stock-Financials | 5.98% | +0.03% | -0.14% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 4.19% | +0.17% | -1.06% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.05% | +0.28% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.50% | -0.23% | +1.80% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.96% | -0.16% | -2.96% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.81% | -0.10% | +0.14% | |
| 13 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.43% | -0.18% | -0.22% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.87% | -0.55% | +3.68% | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.81% | +0.11% | +1.44% | |
| 16 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.53% | -0.03% | +17.65% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 1.42% | -0.11% | +7.44% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.22% | +0.01% | +28.48% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.01% | -0.19% | +19.30% | |
| 20 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.99% | +0.01% | +10.81% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.02% | -14.53% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.68% | -0.03% | — | |
| 23 | MMM | 3m Co | Stock-Industrials | 0.64% | +0.12% | +7.41% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.10% | -1.51% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.14% | -0.19% | |
| 26 | RYCEY | Rolls-royce Holdings-sp Adr | Stock-Other | 0.37% | +0.17% | -13.79% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.01% | -10.57% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.25% | +0.17% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | +0.33% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 0.12% | — | +0.58% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | +0.01% | +0.15% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | +0.37% | |
| 33 | GE | General Electric | Stock-Industrials | 0.10% | +0.02% | +0.25% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.09% | -0.03% | +0.72% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | +0.01% | +0.55% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.07% | +0.03% | -25.81% | |
| 37 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.07% | — | — | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.07% | -0.01% | +0.77% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.06% | +0.02% | -21.60% | |
| 40 | NVEEUSD | Nv5 Global Inc | Stock-Other | 0.06% | — | -40.00% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.06% | +0.02% | — | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 0.06% | — | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | — | +0.63% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.05% | +0.01% | +0.57% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.05% | +0.02% | +0.92% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.05% | — | +0.42% | |
| 47 | DBX | Dropbox Inc-class A | Stock-Tech | 0.04% | — | — | |
| 48 | F | Ford Motor Co | Stock-Consumer Disc | 0.04% | +0.01% | -96.16% | |
| 49 | ADSK | Autodesk Inc | Stock-Tech | 0.04% | — | — | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.04% | -0.03% | +0.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.4% | -1.13% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.28% | Add |
| 3 | AXP | American Express Co | +0.5% | -0.14% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.5% | -1.66% | Trim |
| 5 | SCHW | Schwab (charles) CORP | +0.4% | -0.97% | Trim |
| 6 | DIS | Walt Disney Co/the | +0.3% | -2.96% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -0.56% | Trim |
| 8 | SHOP | Shopify Inc - Class A | +0.2% | -0.22% | Trim |
| 9 | BND | Vanguard Total Bond Market | +0.2% | +28.48% | Add |
| 10 | BAC | Bank Of America CORP | +0.1% | -1.06% | Trim |
| 11 | USIG | Ishares Broad Usd Investment | +0.1% | +17.65% | Add |
| 12 | RYCEY | Rolls-royce Holdings-sp Adr | +0.1% | -13.79% | Trim |
| 13 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 14 | PFE | Pfizer Inc | 0% | +19.30% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | -1.51% | Trim |
| 16 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 17 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 18 | GE | General Electric | 0% | +0.25% | Add |
| 19 | MMM | 3m Co | 0% | +7.41% | Add |
| 20 | META | Meta Platforms Inc-class A | 0% | -10.57% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +0.37% | Add |
| 22 | IBM | Intl Business Machines CORP | 0% | +0.55% | Add |
| 23 | MCHP | Microchip Technology Inc | 0% | +0.65% | Add |
| 24 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 0% | +400.00% | Add |
| 25 | AHR | American Healthcare Reit Inc | 0% | — | Unchanged |
| 26 | WMT | Walmart Inc | 0% | +0.53% | Add |
| 27 | TXN | Texas Instruments Inc | — | +0.57% | Add |
| 28 | ADSK | Autodesk Inc | — | — | Unchanged |
| 29 | CLX | Clorox Company | — | +0.87% | Add |
| 30 | FTNT | Fortinet Inc | — | — | Unchanged |
| 31 | IRM | Iron Mountain Inc | — | +1.01% | Add |
| 32 | NFLX | Netflix Inc | — | -25.81% | Trim |
| 33 | SSNC | Ss&c Technologies Holdings | — | -20.55% | Trim |
| 34 | NKE | Nike Inc -cl B | — | +0.63% | Add |
| 35 | FSLR | First Solar Inc | — | -7.14% | Trim |
| 36 | IWN | Ishares Russell 2000 Value E | — | NEW | New buy |
| 37 | MRK | Merck & Co. Inc. | — | -32.86% | Trim |
| 38 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 39 | TSM | Taiwan Semiconductor-sp Adr | — | — | Unchanged |
| 40 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 41 | VEEV | Veeva Systems Inc-class A | — | — | Unchanged |
| 42 | VRTX | Vertex Pharmaceuticals Inc | — | — | Unchanged |
| 43 | PEP | Pepsico Inc | — | +1.02% | Add |
| 44 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 45 | TMFG | Motley Fool Global Opp | — | — | Unchanged |
| 46 | AMAT | Applied Materials Inc | — | — | Unchanged |
| 47 | CSL | Carlisle Cos Inc | — | EXIT | Sold out |
| 48 | LEVI | Levi Strauss & Co- Class A | — | +0.73% | Add |
| 49 | APH | Amphenol Corp-cl A | — | — | Unchanged |
| 50 | EBAY | Ebay Inc | — | +0.45% | Add |
According to official SEC Form 13F filings, Financial Avengers, Inc. reported a total U.S. public equity portfolio value of $241.1M across 141 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AMZN, AAPL) accounted for 45.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
ASML
市值: $48.1K
Top Position Liquidated / Trimmed
SPY
前期市值: $55.9K
During Q2 2025, Financial Avengers, Inc.'s top holdings by market value included NVDA (14.1%)、AMZN (12.2%)、AAPL (9.0%). The largest single position, NVDA, represented 14.1% of total portfolio value.
In Q2 2025, Financial Avengers, Inc. made 100 total portfolio adjustments, initiating 2 new buys, adding to 62 positions, trimming 27 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.