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Thomas W. Swift

Financial Avengers, Inc.

Assets Managed
$219.318M
Holdings
151
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-10.12%(2Q avg: -2.59%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Avengers, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 151 positions.

Assets under management

The assets under management (AUM) of Financial Avengers, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 219.318M in assets, with a quarterly growth rate of -10.12% and a 2-quarter average growth rate of -2.59%. The portfolio is managed by Thomas W. Swift, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -8.16%
13.12%
$28.771M
164,973 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.81%
10.16%
$22.278M
106,966 shares@ $208.28 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.82%
9.96%
$21.831M
86,019 shares@ $253.79 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -8.78%
9.63%
$21.099M
73,553 shares@ $286.86 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.25%
7.94%
$17.408M
36,328 shares@ $479.21 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -4.06%
6.02%
$13.195M
140,399 shares@ $93.98 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -4.75%
5.25%
$11.511M
47,093 shares@ $244.45 avg price
AXP
American Express Co
Recent Activity
Decreased -3.54%
5.09%
$11.15M
36,860 shares@ $302.49 avg price
BAC
Bank Of America Corp
Recent Activity
Decreased -4.31%
3.8%
$8.333M
170,934 shares@ $48.75 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.03%
2.64%
$5.778M
15,608 shares@ $370.17 avg price

1-10 of 151