Financial Avengers, Inc.

RIA/Wealth

Financial Avengers, Inc. is a RIA/Wealth based in Oakland, CA led by Thomas Wainwright Swift, reporting $433.3M in AUM as of Q3 2025 with 33% Technology concentration and 76% concentrated in top 10 holdings.

CEOThomas Wainwright Swift

Portfolio Value: $231.5M
Positions: 136
Top Holding: NVDA at 14.98%
Last Reported: Q3 2025

Address505 Fourteenth Street, #310, Oakland, CA, 94612, United States

Top Holdings

Largest long holdings in Financial Avengers, Inc.'s portfolio (76% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$34.7M	14.98%	-$1.2M Sold	0.00% 185.8K shares	Q4 2020 Held for 4y 11m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$25.1M	10.86%	-$1.1M Sold	0.00% 114.4K shares	Q4 2020 Held for 4y 11m
3 Apple AAPL	Consumer Electronics Technology	$23.4M	10.09%	-$788.8K Sold	0.00% 91.8K shares	Q4 2020 Held for 4y 11m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$20.2M	8.71%	-$1.1M Sold	0.00% 82.8K shares	Q4 2020 Held for 4y 11m
5 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$18.7M	8.09%	-$557.5K Sold	0.00% 37.3K shares	Q4 2020 Held for 4y 11m
6 Charles Schwab Corporation SCHW	Financial - Capital Markets Financial Services	$14.2M	6.15%	-$511.5K Sold	0.01% 149.2K shares	Q4 2020 Held for 4y 11m
7 American Express AXP	Financial - Credit Services Financial Services	$13.0M	5.61%	-$438.1K Sold	0.01% 39.1K shares	Q4 2020 Held for 4y 11m
8 Bank of America BAC	Banks - Diversified Financial Services	$9.4M	4.05%	-$446.7K Sold	0.00% 181.9K shares	Q4 2020 Held for 4y 11m
9 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$9.1M	3.94%	-$34.1K Sold	0.00% 49.2K shares	Q4 2020 Held for 4y 11m
10 Microsoft MSFT	Software - Infrastructure Technology	$8.2M	3.55%	-$182.3K Sold	0.00% 15.8K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Financial Avengers, Inc.'s latest filing

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Market Value

$231.5M

Prior: $214.6M

Q/Q Change

+7.84%

+$16.8M

Net Flows % of MV

-2.3%

Turnover Ratio

1.99%

New Purchases

2 stocks

$121.0K

Added To

56 stocks

+$1.8M

Sold Out Of

4 stocks

$172.3K

Reduced Holdings

29 stocks

-$7.1M

Increased Positions

Position	Shares Δ	Change
1 TIC Solutions TIC	New	0 → 9.0K +$119.8K
2 Microvision MVIS	New	0 → 1.0K +$1.2K
3 LVMUY LVMH Moet Hennessy Louis Vuitton LVMUY	+452.0%	125.0 → 690.0 +$69.1K
4 Lyft, Inc. LYFT	+33.33%	300.0 → 400.0 +$2.2K
5 Kyndryl Holdings KD	+21.83%	229.0 → 279.0 +$1.5K

Decreased Positions

Position	Shares Δ	Change
1 NV5 Global, Inc. NVEE	Sold	6.0K → 0 −$138.5K
2 Evergy EVRG	Sold	429.0 → 0 −$29.6K
3 Walgreens Boots Alliance WBA	Sold	367.0 → 0 −$4.2K
4 Bath & Body Works BBWI	Sold	0.0 → 0 −$1.0
5 Consolidated Edison ED	-83.68%	484.0 → 79.0 −$40.7K