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CIK: 0001697856
Total reported value
$815.6M
$815.6M
196 檔
30.1%
In Q3 2025, Financial Advisors Network, Inc.'s U.S. equity holdings reached a combined market value of $815.6M, distributed across 196 disclosed stock positions.
In Q3 2025, Financial Advisors Network, Inc. displayed an active expansion posture, initiating 21 new positions and adding to 118 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 11.35% | -1.92% | -0.20% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.15% | +0.18% | -0.83% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.72% | +0.31% | +3.91% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.01% | +0.27% | -0.26% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.48% | +0.35% | +0.26% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.15% | +0.10% | -0.28% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.06% | +0.22% | +7.45% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.55% | — | +7.96% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.53% | -0.45% | +1.52% | |
| 10 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.45% | -0.28% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.07% | +1.07% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.06% | -0.30% | +0.62% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.00% | +0.14% | +0.16% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | +0.06% | -0.61% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.90% | -0.29% | +0.30% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.78% | +0.11% | -0.51% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.44% | -0.08% | -0.82% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.33% | +0.13% | +6.83% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.28% | -0.09% | -0.67% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.19% | +0.14% | +1.80% | |
| 21 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.94% | +0.05% | -0.04% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.93% | -0.08% | +0.17% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 0.87% | +0.01% | -1.50% | |
| 24 | MCK | Mckesson CORP | Stock-Healthcare | 0.86% | -0.12% | -2.86% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.85% | +0.09% | +6.56% | |
| 26 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.82% | +0.03% | -2.24% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.80% | +0.53% | -2.38% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.74% | -0.01% | -0.24% | |
| 29 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.73% | +0.03% | +4.71% | |
| 30 | NTAP | Netapp Inc | Stock-Tech | 0.71% | +0.24% | -1.24% | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.68% | +0.07% | -4.46% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.67% | +0.44% | +0.13% | |
| 33 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.65% | -0.06% | -0.95% | |
| 34 | MTD | Mettler-toledo International | Stock-Healthcare | 0.63% | -0.03% | EXIT | |
| 35 | HPQ | Hp Inc | Stock-Tech | 0.63% | — | -0.17% | |
| 36 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.62% | -0.10% | -1.35% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.57% | +0.04% | -0.48% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | — | +2.06% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.51% | +0.02% | +8.31% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.02% | -6.59% | |
| 41 | EA | Electronic Arts Inc | Stock-Comm Services | 0.48% | — | -1.09% | |
| 42 | FICO | Fair Isaac CORP | Stock-Tech | 0.47% | +0.07% | +5.74% | |
| 43 | GRMN | Garmin Ltd. | Stock-Tech | 0.47% | -0.01% | -0.55% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.03% | NEW | |
| 45 | RMD | Resmed Inc | Stock-Healthcare | 0.44% | — | -0.36% | |
| 46 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.43% | +0.08% | -0.51% | |
| 47 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.43% | +0.10% | +0.17% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.01% | +68.96% | |
| 49 | MTCH | Match Group Inc | Stock-Comm Services | 0.39% | +0.04% | -0.45% | |
| 50 | CLMB | Climb Global Solutions Inc | Stock-Other | 0.38% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +0.8% | +3.91% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | -0.61% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.6% | +0.26% | Add |
| 4 | IDEV | Ishares Core Msci Dev Mkts | +0.3% | +7.96% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.3% | -0.83% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.3% | -0.28% | Add |
| 7 | LRCX | Lam Research CORP | +0.3% | -4.46% | Add |
| 8 | SCHV | Schwab US Large-cap Value | +0.2% | +7.45% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +6.83% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +68.96% | Add |
| 11 | NTAP | Netapp Inc | +0.2% | -1.24% | Add |
| 12 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +0.16% | Add |
| 13 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -0.51% | Trim |
| 14 | AVGO | Broadcom Inc | +0.1% | +0.50% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +1.07% | Add |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +6.56% | Add |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.13% | Add |
| 18 | EA | Electronic Arts Inc | +0.1% | -1.09% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | -2.38% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -5.34% | Add |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +1.80% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +2.06% | Add |
| 23 | VBR | Vanguard Small-cap Value ETF | +0.1% | +8.31% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.14% | Add |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | +8.05% | Add |
| 26 | ON | On Semiconductor | +0.1% | +2.19% | Add |
| 27 | NXPI | NXP Semiconductors N.V. | 0% | +0.17% | Add |
| 28 | RMD | Resmed Inc | 0% | -0.36% | Add |
| 29 | MSFT | Microsoft CORP | 0% | +3.59% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +24.92% | Add |
| 31 | AMD | Advanced Micro Devices | 0% | +5.06% | Add |
| 32 | EEM | Ishares Msci Emerging Market | 0% | -0.48% | Trim |
| 33 | VXUS | Vanguard Total Intl Stock | 0% | +2.56% | Add |
| 34 | AMZN | Amazon.com Inc | 0% | +4.73% | Add |
| 35 | EW | Edwards Lifesciences CORP | 0% | +14.77% | Add |
| 36 | RTX | Rtx CORP | 0% | +0.04% | Add |
| 37 | VB | Vanguard Small-cap ETF | 0% | +4.67% | Add |
| 38 | IBM | Intl Business Machines CORP | 0% | — | Add |
| 39 | NFLX | Netflix Inc | 0% | +16.53% | Add |
| 40 | SHOP | Shopify Inc - Class A | 0% | -3.10% | Trim |
| 41 | MPWR | Monolithic Power Systems Inc | 0% | -11.21% | Add |
| 42 | GRMN | Garmin Ltd. | 0% | -0.55% | Add |
| 43 | MTCH | Match Group Inc | 0% | -0.45% | Add |
| 44 | MNST | Monster Beverage CORP | 0% | -0.51% | Add |
| 45 | IVV | Ishares Core S&p 500 ETF | 0% | -0.97% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +1.92% | Add |
| 47 | COST | Costco Wholesale CORP | 0% | +26.15% | Add |
| 48 | MCD | Mcdonald's CORP | 0% | +0.04% | Add |
| 49 | CMI | Cummins Inc | 0% | +0.07% | Trim |
| 50 | IPG | Interpublic Group Of Cos Inc | 0% | +6.92% | Add |
According to official SEC Form 13F filings, Financial Advisors Network, Inc. reported a total U.S. public equity portfolio value of $815.6M across 196 disclosed positions in Q3 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, SCHG) accounted for 30.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
CLMB
市值: $2.7M
Top Position Liquidated / Trimmed
EXPE
前期市值: $268.5K
During Q3 2025, Financial Advisors Network, Inc.'s top holdings by market value included BND (11.3%)、VEA (8.2%)、SCHG (5.7%). The largest single position, BND, represented 11.3% of total portfolio value.
In Q3 2025, Financial Advisors Network, Inc. made 194 total portfolio adjustments, initiating 21 new buys, adding to 118 positions, trimming 46 holdings, and fully liquidating 9 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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