Financial Avengers, Inc.
CIK: 1844393SEC EDGAR →
Portfolio Value
$53.7B
Holdings
151
As of
Q1 2026
New Positions
151
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CHARLES SCHWAB CORP | 140,399 | $13.2B | 24.57% |
| 2 | BANK OF AMERICA CORP | 170,934 | $8.3B | 15.52% |
| 3 | VERIZON COMMUNICATIONS I | 108,969 | $5.5B | 10.19% |
| 4 | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 101,248 | $5.2B | 9.66% |
| 5 | DISNEY WALT CO | 50,553 | $4.9B | 9.07% |
| 6 | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | 60,930 | $4.5B | 8.36% |
| 7 | STARBUCKS CORP | 43,813 | $3.9B | 7.31% |
| 8 | PFIZER INC | 118,107 | $3.3B | 6.18% |
| 9 | KENVUE INC | 107,194 | $1.8B | 3.44% |
| 10 | ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 72,225 | $1.1B | 2.07% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $37.1B | 69.2% |
| Communication Services | 10 | $5.2B | 9.8% |
| Consumer Cyclical | 12 | $4.1B | 7.7% |
| Healthcare | 18 | $3.4B | 6.4% |
| Consumer Defensive | 12 | $1.9B | 3.6% |
| Unknown | 13 | $1.2B | 2.2% |
| Technology | 28 | $405.9M | 0.8% |
| Industrials | 11 | $97.3M | 0.2% |
| Real Estate | 7 | $68.5M | 0.1% |
| Utilities | 5 | $33.6M | 0.1% |
| Energy | 3 | $27.4M | 0.1% |