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CIK: 0001697856
Total reported value
$815.6M
$815.6M
184 檔
26.2%
At the close of Q1 2025, Financial Advisors Network, Inc. disclosed equity holdings valued at approximately $815.6M, spread across 184 reported holdings.
In Q1 2025, Financial Advisors Network, Inc. displayed an active expansion posture, initiating 184 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 13.76% | -1.92% | +16.07% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.85% | +0.18% | +7.47% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.06% | +0.27% | +2.02% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.91% | +0.31% | +1.67% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.86% | +0.10% | +3.31% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.85% | +0.35% | -8.54% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.83% | +0.22% | +3.53% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.06% | -0.45% | +14.14% | |
| 9 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.90% | -0.28% | -1.46% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.38% | -0.30% | +12.37% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.07% | +12.40% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.26% | -0.29% | +11.85% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.22% | — | +4.79% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.84% | +0.14% | +3.62% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.62% | +0.11% | -1.68% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.58% | -0.08% | -0.84% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.32% | -0.09% | -0.51% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.06% | -18.22% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.13% | +0.14% | +0.92% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.12% | -0.08% | +11.34% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.11% | +0.13% | +5.22% | |
| 22 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.99% | +0.05% | +144.44% | |
| 23 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.96% | +0.03% | — | |
| 24 | MO | Altria Group Inc | Stock-Consumer Staples | 0.89% | +0.01% | +554.05% | |
| 25 | MCK | Mckesson CORP | Stock-Healthcare | 0.89% | -0.12% | -4.87% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 0.87% | -0.01% | -4.91% | |
| 27 | FTNT | Fortinet Inc | Stock-Tech | 0.85% | +0.44% | -46.18% | |
| 28 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.84% | +0.03% | -4.48% | |
| 29 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.82% | -0.06% | +548.63% | |
| 30 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.75% | -0.10% | +3.90% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.74% | +0.09% | +3.02% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.73% | +0.53% | -0.40% | |
| 33 | HPQ | Hp Inc | Stock-Tech | 0.64% | — | +4.35% | |
| 34 | MTD | Mettler-toledo International | Stock-Healthcare | 0.64% | -0.03% | EXIT | |
| 35 | FICO | Fair Isaac CORP | Stock-Tech | 0.57% | +0.07% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.55% | +0.04% | -0.80% | |
| 37 | NTAP | Netapp Inc | Stock-Tech | 0.54% | +0.24% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | — | -24.22% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.03% | NEW | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.02% | -1.27% | |
| 41 | GRMN | Garmin Ltd. | Stock-Tech | 0.46% | -0.01% | -29.06% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.45% | +0.02% | +3.72% | |
| 43 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.42% | — | — | |
| 44 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.42% | +0.08% | — | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.41% | +0.07% | +18.53% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.11% | +3.70% | |
| 47 | RMD | Resmed Inc | Stock-Healthcare | 0.40% | — | +390.25% | |
| 48 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.39% | +0.10% | +17.37% | |
| 49 | EA | Electronic Arts Inc | Stock-Comm Services | 0.38% | — | — | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.38% | -0.11% | +492.69% |
According to official SEC Form 13F filings, Financial Advisors Network, Inc. reported a total U.S. public equity portfolio value of $815.6M across 184 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, VEA, VTV) accounted for 26.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BND
市值: $83.0M
During Q1 2025, Financial Advisors Network, Inc.'s top holdings by market value included BND (13.8%)、VEA (7.8%)、VTV (5.1%). The largest single position, BND, represented 13.8% of total portfolio value.
In Q1 2025, Financial Advisors Network, Inc. made 184 total portfolio adjustments, initiating 184 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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