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CIK: 0001697856
Total reported value
$815.6M
$815.6M
196 檔
30.9%
At the close of Q4 2025, Financial Advisors Network, Inc. disclosed equity holdings valued at approximately $815.6M, spread across 196 reported holdings.
In Q4 2025, Financial Advisors Network, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 124 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 11.20% | -1.92% | +2.40% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.11% | +0.18% | -1.37% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.80% | +0.31% | +2.54% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.98% | +0.27% | +0.30% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.47% | +0.35% | +1.22% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.22% | +0.22% | +5.61% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.98% | +0.10% | -0.24% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.70% | — | +6.45% | |
| 9 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.62% | -0.28% | +0.02% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.07% | +2.88% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.48% | -0.45% | +3.46% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.06% | -0.30% | +2.12% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.98% | +0.14% | -0.29% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.88% | -0.29% | +2.86% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | +0.06% | +0.32% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.75% | +0.11% | -0.20% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.43% | -0.08% | -0.46% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.38% | +0.13% | +5.85% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.26% | -0.09% | -0.72% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.17% | +0.14% | +2.01% | |
| 21 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.03% | +0.05% | +1.82% | |
| 22 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.97% | +0.03% | -6.88% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.90% | -0.08% | +2.90% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.88% | +0.09% | +5.51% | |
| 25 | MCK | Mckesson CORP | Stock-Healthcare | 0.86% | -0.12% | -2.58% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.80% | +0.07% | -4.29% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.72% | +0.01% | -2.67% | |
| 28 | MTD | Mettler-toledo International | Stock-Healthcare | 0.70% | -0.03% | EXIT | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | +0.53% | -0.66% | |
| 30 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.68% | +0.03% | +7.06% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.64% | -0.01% | +0.89% | |
| 32 | NTAP | Netapp Inc | Stock-Tech | 0.63% | +0.24% | +0.49% | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 0.62% | +0.44% | +0.66% | |
| 34 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.60% | -0.06% | +0.97% | |
| 35 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.59% | -0.10% | +1.81% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.56% | +0.04% | -0.85% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | — | +10.24% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | +0.02% | +6.74% | |
| 39 | FICO | Fair Isaac CORP | Stock-Tech | 0.53% | +0.07% | +2.42% | |
| 40 | HPQ | Hp Inc | Stock-Tech | 0.52% | — | +3.58% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.02% | -0.04% | |
| 42 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.47% | +0.08% | -0.36% | |
| 43 | EA | Electronic Arts Inc | Stock-Comm Services | 0.47% | — | -1.08% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.03% | NEW | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | — | +3.04% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.03% | +17.50% | |
| 47 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.40% | +0.10% | +0.74% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.03% | +19.76% | |
| 49 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.38% | -0.05% | +36.49% | |
| 50 | GRMN | Garmin Ltd. | Stock-Tech | 0.38% | -0.01% | +1.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences Inc | +0.2% | +0.02% | Add |
| 2 | SCHV | Schwab US Large-cap Value | +0.2% | +5.61% | Add |
| 3 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | +6.45% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +2.88% | Add |
| 5 | CAH | Cardinal Health Inc | +0.2% | -6.88% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +19.76% | Add |
| 7 | LRCX | Lam Research CORP | +0.1% | -4.29% | Trim |
| 8 | EW | Edwards Lifesciences CORP | +0.1% | +36.49% | Add |
| 9 | ABNB | Airbnb Inc-class A | +0.1% | +1.82% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +3.04% | Add |
| 11 | OMC | Omnicom Group | +0.1% | +246.70% | Add |
| 12 | SCHG | Schwab US Large-cap Growth | +0.1% | +2.54% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +24.85% | Add |
| 14 | MTD | Mettler-toledo International | +0.1% | +0.30% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.59% | Add |
| 16 | FICO | Fair Isaac CORP | +0.1% | +2.42% | Add |
| 17 | LULU | Lululemon Athletica Inc | +0.1% | +13.66% | Add |
| 18 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.85% | Add |
| 19 | MNST | Monster Beverage CORP | 0% | -0.36% | Trim |
| 20 | AMD | Advanced Micro Devices | 0% | +3.86% | Add |
| 21 | VBK | Vanguard Small-cap Grwth ETF | 0% | +5.51% | Add |
| 22 | ON | On Semiconductor | 0% | +2.59% | Add |
| 23 | AVGO | Broadcom Inc | 0% | +8.20% | Add |
| 24 | LLY | Eli Lilly & Co | 0% | +38.41% | Add |
| 25 | VBR | Vanguard Small-cap Value ETF | 0% | +6.74% | Add |
| 26 | MSFT | Microsoft CORP | 0% | +17.50% | Add |
| 27 | VXUS | Vanguard Total Intl Stock | 0% | +6.44% | Add |
| 28 | QCOM | Qualcomm Inc | 0% | +21.00% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +7.75% | Add |
| 30 | CMI | Cummins Inc | 0% | +0.80% | Add |
| 31 | AMAT | Applied Materials Inc | 0% | +2.67% | Add |
| 32 | COST | Costco Wholesale CORP | 0% | +29.91% | Add |
| 33 | WMT | Walmart Inc | 0% | +7.11% | Add |
| 34 | BAC | Bank Of America CORP | 0% | +27.43% | Add |
| 35 | ADBE | Adobe Inc | 0% | +9.30% | Add |
| 36 | IT | Gartner Inc | 0% | +11.85% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | -1.36% | Trim |
| 38 | CAT | Caterpillar Inc | 0% | +1.39% | Add |
| 39 | CSCO | Cisco Systems Inc | 0% | +0.16% | Add |
| 40 | V | Visa Inc-class A Shares | 0% | +19.56% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | +18.66% | Add |
| 42 | B | Barrick Mining CORP | 0% | +0.35% | Add |
| 43 | UPS | United Parcel Service-cl B | 0% | +11.01% | Add |
| 44 | DECK | Deckers Outdoor CORP | 0% | +15.22% | Add |
| 45 | SHOP | Shopify Inc - Class A | 0% | — | Unchanged |
| 46 | BMY | Bristol-myers Squibb Co | 0% | -0.27% | Trim |
| 47 | BG | Bunge Global SA | 0% | +2.58% | Add |
| 48 | KO | Coca-cola Co/the | 0% | +3.73% | Add |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | +5.54% | Add |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | — | +2.12% | 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 Q4 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 30.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
COF
市值: $448.6K
Top Position Liquidated / Trimmed
IPG
前期市值: $635.9K
During Q4 2025, Financial Advisors Network, Inc.'s top holdings by market value included BND (11.2%)、VEA (8.1%)、SCHG (5.8%). The largest single position, BND, represented 11.2% of total portfolio value.
In Q4 2025, Financial Advisors Network, Inc. made 180 total portfolio adjustments, initiating 7 new buys, adding to 124 positions, trimming 42 holdings, and fully liquidating 7 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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