Financial Avengers, Inc.

Q1 2026 13F-HR Holdings

Location
Oakland, CA
Holdings as of
3/31/2026
Date filed
5/19/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$219,318
Net value change ($000)
-24,703 (-10.1%)
New positions
9
Sold out positions
3
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VZ 1,385 33.9%
JNJ 1,278 12.5%
BND 582 14.9%
PFE 580 21.2%
USIG 527 11.3%
SBUX 207 5.6%
KVUE 114 6.6%
PG 81 1.5%
GEV 53 33.3%
LVMUY 42 14.1%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -4,732 -14.1%
GOOGL -4,205 -16.6%
AMZN -3,391 -13.2%
AXP -2,987 -21.1%
AAPL -2,485 -10.2%
SHOP -1,981 -26.0%
MSFT -1,773 -23.5%
BAC -1,492 -15.2%
SCHW -1,427 -9.8%
BRK-B -1,257 -6.7%
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