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CIK: 0001697856
Total reported value
$815.6M
$815.6M
190 檔
28.5%
The Q2 2025 SEC filing reveals that Financial Advisors Network, Inc. held a total portfolio value of $815.6M, covering 190 public equity positions.
During Q2 2025, Financial Advisors Network, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 12.00% | -1.92% | -4.41% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.34% | +0.18% | +4.01% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.37% | +0.31% | +2.96% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.07% | +0.27% | +7.63% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.36% | +0.35% | +5.07% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.05% | +0.10% | +5.65% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.83% | +0.22% | +5.34% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.66% | -0.45% | -5.91% | |
| 9 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.61% | -0.28% | -0.10% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.39% | — | +6.90% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.12% | -0.30% | -4.37% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.07% | +5.92% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.00% | -0.29% | -4.51% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.91% | +0.14% | +12.02% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.74% | +0.11% | -0.66% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.06% | +4.68% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.47% | -0.08% | -0.37% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.31% | -0.09% | -0.41% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.20% | +0.13% | +7.49% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.17% | +0.14% | +6.44% | |
| 21 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.09% | +0.05% | +9.70% | |
| 22 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.97% | +0.03% | +11.01% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.97% | -0.08% | -3.73% | |
| 24 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.96% | +0.03% | +2.25% | |
| 25 | FTNT | Fortinet Inc | Stock-Tech | 0.90% | +0.44% | +6.50% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 0.90% | -0.12% | +2.05% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | +0.53% | +9.56% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 0.84% | +0.01% | +6.34% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | -0.01% | +4.25% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | +0.09% | +6.25% | |
| 31 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.75% | -0.06% | +5.17% | |
| 32 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.70% | -0.10% | +4.79% | |
| 33 | NTAP | Netapp Inc | Stock-Tech | 0.69% | +0.24% | +16.09% | |
| 34 | MTD | Mettler-toledo International | Stock-Healthcare | 0.65% | -0.03% | EXIT | |
| 35 | HPQ | Hp Inc | Stock-Tech | 0.60% | — | +16.97% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | — | +0.37% | |
| 37 | FICO | Fair Isaac CORP | Stock-Tech | 0.58% | +0.07% | +12.96% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.55% | +0.04% | +0.11% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.55% | +0.07% | +9.17% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.02% | +6.41% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.47% | +0.02% | +7.55% | |
| 42 | RMD | Resmed Inc | Stock-Healthcare | 0.44% | — | +4.75% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.44% | +0.10% | +7.80% | |
| 44 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.43% | +0.08% | +4.13% | |
| 45 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.43% | — | +3.89% | |
| 46 | GRMN | Garmin Ltd. | Stock-Tech | 0.43% | -0.01% | +5.91% | |
| 47 | EA | Electronic Arts Inc | Stock-Comm Services | 0.41% | — | +6.30% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.03% | NEW | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.39% | -0.11% | +10.58% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.03% | -10.02% |
According to official SEC Form 13F filings, Financial Advisors Network, Inc. reported a total U.S. public equity portfolio value of $815.6M across 190 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VEA, SCHG) accounted for 28.5% of total reported equity market value during Q2 2025.
During Q2 2025, Financial Advisors Network, Inc.'s top holdings by market value included BND (12.0%)、VEA (8.3%)、SCHG (5.4%). The largest single position, BND, represented 12.0% of total portfolio value.
In Q2 2025, Financial Advisors Network, Inc. made 0 total portfolio adjustments, initiating 0 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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