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CIK: 0001844393
Total reported value
$241.1M
$241.1M
151 檔
46.2%
According to the latest 13F quarterly dataset, Financial Avengers, Inc. managed an equity portfolio of $241.1M at the end of Q1 2026, spanning 151 distinct U.S. exchange-listed positions.
In Q1 2026, Financial Avengers, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.12% | +0.15% | -8.17% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.16% | +0.19% | -3.82% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.95% | +0.15% | -3.83% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 9.62% | +0.84% | -8.78% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.94% | -0.36% | -2.25% | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 6.02% | -0.69% | -4.07% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.25% | -0.23% | -4.76% | |
| 8 | AXP | American Express Co | Stock-Financials | 5.08% | +0.03% | -3.54% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 3.80% | +0.17% | -4.31% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -0.05% | -0.03% | |
| 11 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.57% | -0.18% | +0.42% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.49% | -0.55% | +8.65% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.47% | -0.10% | +0.73% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.37% | -0.03% | +12.47% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.22% | -0.16% | +0.57% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 2.05% | +0.01% | +15.57% | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.79% | +0.11% | -0.77% | |
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 1.51% | -0.19% | +7.47% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.99% | +0.02% | — | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 0.95% | -0.11% | +1.89% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.10% | -15.71% | |
| 22 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.84% | +0.01% | +6.61% | |
| 23 | MMM | 3m Co | Stock-Industrials | 0.69% | +0.12% | -0.58% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.65% | -0.03% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.14% | -9.94% | |
| 26 | RYCEY | Rolls-royce Holdings-sp Adr | Stock-Other | 0.51% | +0.17% | -8.49% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.01% | +0.72% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.19% | +0.17% | -24.51% | |
| 29 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 0.15% | +0.06% | +57.47% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | -0.65% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | -2.60% | |
| 32 | GE | General Electric | Stock-Industrials | 0.11% | +0.02% | +0.12% | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.10% | +0.02% | — | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.09% | -0.03% | +0.76% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | +0.01% | +0.15% | |
| 36 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.08% | -0.01% | +0.60% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.08% | — | +0.68% | |
| 38 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.07% | — | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.07% | +0.02% | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.06% | +0.01% | +0.72% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.06% | +0.03% | +9.79% | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.05% | +0.03% | +0.13% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | — | +0.62% | |
| 44 | F | Ford Motor Co | Stock-Consumer Disc | 0.04% | +0.01% | +0.81% | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.04% | +0.01% | — | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.03% | +0.02% | +0.73% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.03% | — | +0.18% | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.03% | +0.01% | -1.09% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.03% | — | -6.09% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.03% | — | -13.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +1.1% | -4.76% | Trim |
| 2 | VZ | Verizon Communications Inc | +0.8% | +8.65% | Add |
| 3 | USIG | Ishares Broad Usd Investment | +0.5% | +12.47% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.5% | +15.57% | Add |
| 5 | PFE | Pfizer Inc | +0.4% | +7.47% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -2.25% | Trim |
| 7 | PG | Procter & Gamble Co/the | +0.3% | +0.73% | Add |
| 8 | SBUX | Starbucks CORP | +0.3% | -0.77% | Trim |
| 9 | KVUE | Kenvue Inc | +0.1% | +6.61% | Add |
| 10 | SCHW | Schwab (charles) CORP | 0% | -4.07% | Trim |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 12 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 13 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 0% | +57.47% | Add |
| 14 | COST | Costco Wholesale CORP | 0% | -0.65% | Trim |
| 15 | GLW | Corning Inc | 0% | +0.13% | Add |
| 16 | T | At&t Inc | 0% | +0.76% | Add |
| 17 | MMM | 3m Co | 0% | -0.58% | Trim |
| 18 | GILD | Gilead Sciences Inc | 0% | +0.60% | Add |
| 19 | GE | General Electric | 0% | +0.12% | Add |
| 20 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 21 | NFLX | Netflix Inc | 0% | +9.79% | Add |
| 22 | IRM | Iron Mountain Inc | 0% | +1.15% | Add |
| 23 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 24 | CVX | Chevron CORP | 0% | +1.41% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 26 | EIX | Edison International | 0% | +1.62% | Add |
| 27 | EQR | Equity Residential | 0% | +1.07% | Add |
| 28 | MCHP | Microchip Technology Inc | 0% | +0.70% | Add |
| 29 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 30 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 31 | ACGL | Arch Capital Group Ltd. | 0% | — | Unchanged |
| 32 | RYCEY | Rolls-royce Holdings-sp Adr | — | -8.49% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | — | -2.60% | Trim |
| 34 | FSLR | First Solar Inc | — | — | Unchanged |
| 35 | MDB | Mongodb Inc | — | — | Unchanged |
| 36 | DBX | Dropbox Inc-class A | — | — | Unchanged |
| 37 | AVGO | Broadcom Inc | — | -6.09% | Trim |
| 38 | NKE | Nike Inc -cl B | — | +0.71% | Add |
| 39 | ADSK | Autodesk Inc | — | — | Unchanged |
| 40 | INTC | Intel CORP | — | — | Unchanged |
| 41 | WMT | Walmart Inc | — | +0.18% | Add |
| 42 | TAK | Takeda Pharmaceutic-sp Adr | — | — | Unchanged |
| 43 | DHR | Danaher CORP | — | +0.54% | Add |
| 44 | TXN | Texas Instruments Inc | — | -1.09% | Trim |
| 45 | TGT | Target CORP | — | +0.80% | Add |
| 46 | AKRE | Akre Focus ETF | — | — | Unchanged |
| 47 | KMI | Kinder Morgan, Inc. | — | +0.87% | Add |
| 48 | VEEV | Veeva Systems Inc-class A | — | — | Unchanged |
| 49 | UL | Unilever Plc-sponsored Adr | — | — | Unchanged |
| 50 | AMAT | Applied Materials Inc | — | -11.11% | Trim |
According to official SEC Form 13F filings, Financial Avengers, Inc. reported a total U.S. public equity portfolio value of $241.1M across 151 disclosed positions in Q1 2026.
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 46.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
EAGG
市值: $34.5K
Top Position Liquidated / Trimmed
ABT
前期市值: $91.3K
During Q1 2026, Financial Avengers, Inc.'s top holdings by market value included NVDA (13.1%)、AMZN (10.2%)、AAPL (9.9%). The largest single position, NVDA, represented 13.1% of total portfolio value.
In Q1 2026, Financial Avengers, Inc. made 93 total portfolio adjustments, initiating 9 new buys, adding to 52 positions, trimming 29 holdings, and fully liquidating 3 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.
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