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CIK: 0002012031
Total reported value
$98.5M
$98.5M
838 檔
23.5%
At the close of Q3 2025, Financial Network Wealth Advisors LLC disclosed equity holdings valued at approximately $98.5M, spread across 838 reported holdings.
In Q3 2025, Financial Network Wealth Advisors LLC displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 838 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 11.14% | -6.88% | -2.88% | |
| 2 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 5.53% | +1.18% | — | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.29% | +0.80% | +3.07% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.28% | +1.12% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.57% | -0.89% | -30.92% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.23% | +0.39% | +20.93% | |
| 7 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.16% | -0.03% | -13.58% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | +0.05% | +0.26% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.06% | +0.31% | +23.95% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.64% | +0.17% | +5.52% | |
| 11 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.40% | -0.09% | -10.99% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.28% | -1.78% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.30% | -0.04% | +20.25% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.22% | -0.19% | -0.05% | |
| 15 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.19% | -0.03% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.10% | +0.62% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | +0.03% | -3.02% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.84% | +0.26% | +32.35% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.24% | +17.24% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.79% | +0.06% | -1.70% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.16% | -5.87% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.23% | +1.39% | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.74% | +0.11% | +40.74% | |
| 24 | PSFD | Pacer Swan Sos Flex January | ETF-Other | 0.74% | -0.05% | -0.92% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.72% | +0.03% | -2.21% | |
| 26 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.65% | -0.41% | -2.78% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.62% | +0.06% | -2.47% | |
| 28 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.62% | — | +195.90% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.09% | -5.36% | |
| 30 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.57% | +0.01% | -17.30% | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.56% | +0.15% | -43.23% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.54% | +0.17% | — | |
| 33 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.54% | +0.12% | +10.26% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.09% | -4.01% | |
| 35 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.53% | -0.50% | EXIT | |
| 36 | PSFJ | Pacer Swan Sos Flex July ETF | ETF-Other | 0.52% | -0.11% | +4.18% | |
| 37 | SNA | Snap-on Inc | Stock-Industrials | 0.52% | -0.02% | +1.62% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | +0.04% | +9.57% | |
| 39 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.49% | +0.08% | -8.92% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.48% | +0.06% | -8.71% | |
| 41 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.47% | -0.02% | -5.76% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.46% | +0.06% | -25.69% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.44% | +0.07% | -7.42% | |
| 44 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.43% | +0.02% | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.42% | — | -14.11% | |
| 46 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.42% | +0.08% | +66.55% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.41% | +0.05% | +3.88% | |
| 48 | IAPR | Innovator International Deve | ETF-Other | 0.41% | +0.02% | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.02% | -2.34% | |
| 50 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.38% | +0.14% | +3.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.2% | -30.92% | Add |
| 2 | SPEM | State Street Sp Ptf Em ETF | +0.8% | +5.52% | Add |
| 3 | SNA | Snap-on Inc | +0.4% | +1.62% | Add |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +20.93% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +17.24% | Add |
| 6 | BALT | Inn Defined Wealth Shield | +0.3% | +42.90% | Add |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +3.07% | Add |
| 8 | MSFT | Microsoft CORP | +0.3% | +0.26% | Add |
| 9 | EALT | Innovator US Eqty 5to15 Buff | +0.3% | +39.53% | Add |
| 10 | PSFF | Pacer Swan Sos Fund Of Funds | +0.2% | +566.46% | Add |
| 11 | INDA | Ishares Msci India ETF | +0.2% | +33.18% | Add |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +23.95% | Add |
| 13 | PJUL | Innovator U.s. Equity Power | +0.2% | +18.22% | Add |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +32.35% | Add |
| 15 | APH | Amphenol Corp-cl A | +0.2% | +3.88% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +85.09% | Add |
| 17 | GLD | Spdr Gold Shares | +0.2% | — | Add |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +24.44% | Add |
| 19 | PJAN | Innovator U.s. Equity Power | +0.2% | +30.00% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.87% | Trim |
| 21 | POCT | Innovator U.s. Equity Power | +0.1% | +16.07% | Add |
| 22 | FAUG | Ft Vest U.s. Equity Buffer E | +0.1% | +135.52% | Add |
| 23 | PAPR | Innovator U.s. Equity Power | +0.1% | +14.56% | Add |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +40.74% | Add |
| 25 | PSFJ | Pacer Swan Sos Flex July ETF | +0.1% | +4.18% | Add |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +66.55% | Add |
| 27 | ORCL | Oracle CORP | +0.1% | -14.11% | Trim |
| 28 | VXUS | Vanguard Total Intl Stock | +0.1% | -2.47% | Add |
| 29 | ADBE | Adobe Inc | -0.2% | -61.67% | Trim |
| 30 | GAPR | Ft Vest US Equity Moderate B | -0.2% | -78.77% | Trim |
| 31 | IBM | Intl Business Machines CORP | -0.2% | -54.79% | Trim |
| 32 | SBUX | Starbucks CORP | -0.2% | -9.95% | Trim |
| 33 | AAPL | Apple Inc | -0.3% | +1.12% | Trim |
| 34 | GOVT | Ishares US Treasury Bond ETF | -0.3% | -25.69% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -3.02% | Trim |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.5% | -1.78% | Trim |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.5% | -43.23% | Trim |
| 38 | HYD | Vaneck High Yield Muni ETF | -0.7% | -10.99% | Trim |
| 39 | BUFF | Innovator Laddered Allocatio | -0.7% | -13.58% | Trim |
| 40 | TIP | Ishares Tips Bond ETF | -1.2% | -37.26% | Trim |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | -1.5% | -2.88% | Trim |
| 42 | JPST | Jpmorgan Ultra-short Income | -2.3% | +3.31% | Trim |
| 43 | CLIP | Global X 1-3 Month T-bill | — | NEW | New buy |
| 44 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 45 | BBJP | Jpmorgan Betabuilders Japan | — | NEW | New buy |
| 46 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 47 | IVVB | Ishares Large Cap Deep Quart | — | EXIT | Sold out |
| 48 | RTX | Rtx CORP | — | NEW | New buy |
| 49 | CMDT | Pimco Commodity Active Strat | — | EXIT | Sold out |
| 50 | ✓ | Innovator Etfs Trust | — | EXIT | Sold out |
According to official SEC Form 13F filings, Financial Network Wealth Advisors LLC reported a total U.S. public equity portfolio value of $98.5M across 838 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 BUFR, CLIP, SPYG) accounted for 23.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
CLIP
市值: $5.1M
Top Position Liquidated / Trimmed
IVVB
前期市值: $448.6K
During Q3 2025, Financial Network Wealth Advisors LLC's top holdings by market value included BUFR (11.1%)、CLIP (5.5%)、SPYG (3.3%). The largest single position, BUFR, represented 11.1% of total portfolio value.
In Q3 2025, Financial Network Wealth Advisors LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 3 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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