Financial Avengers, Inc.

Q2 2026 13F-HR Holdings

Location
Oakland, CA
Holdings as of
6/30/2026
Date filed
8/18/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$241,127
Net value change ($000)
+21,809 (9.9%)
New positions
5
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/19/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 4,122 19.5%
NVDA 3,215 11.2%
AMZN 2,688 12.1%
AAPL 2,520 11.5%
BAC 1,244 14.9%
AXP 1,172 10.5%
BRK-B 876 5.0%
SBUX 651 16.6%
JNJ 584 5.1%
RYCEY 536 48.1%
Top Reduces (Value $000, Stocks/ETFs)
VZ -801 -14.6%
SCHW -338 -2.6%
PFE -138 -4.2%
ADBE -65 -3.1%
T -59 -28.4%
NKE -56 -93.3%
AHR -24 -100.0%
COST -18 -5.9%
TAK -18 -39.1%
GILD -16 -8.6%
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