Financial Avengers, Inc.

Q3 2025 13F-HR Holdings

Location
Oakland, CA
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR
Num holdings
140
Total value ($000)
$232,538
Net value change ($000)
+17,115 (7.9%)
New positions
3
Sold out positions
4
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 3/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 4,695 30.3%
NVDA 4,282 14.1%
AAPL 3,903 20.1%
JNJ 1,578 20.9%
SHOP 1,460 27.8%
TSLA 743 39.8%
GOOGL 611 45.2%
USIG 497 15.0%
BND 437 16.6%
BAC 367 4.1%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -1,120 -4.3%
DIS -600 -9.4%
KVUE -394 -18.5%
PG -351 -5.8%
SBUX -219 -5.6%
LLY -146 -11.9%
NV5 Global, Inc. -139 -100.0%
ADBE -114 -3.7%
AMD -46 -8.7%
ED -41 -83.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type