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CIK: 0002012031
Total reported value
$98.5M
$98.5M
833 檔
25.4%
As reported in its official Q4 2025 Form 13F filing, Financial Network Wealth Advisors LLC's tracked investment portfolio stood at $98.5M with 833 total positions.
In Q4 2025, Financial Network Wealth Advisors LLC displayed an active expansion posture, initiating 1 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 833 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 10.69% | -6.88% | -1.75% | |
| 2 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 6.02% | +1.18% | +14.60% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.33% | +0.80% | +3.87% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.28% | -0.89% | +34.74% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.79% | +0.28% | +0.37% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.31% | +0.39% | +4.60% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.11% | +0.31% | +4.66% | |
| 8 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.06% | -0.03% | -1.93% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | +0.05% | +3.45% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.79% | +0.17% | +14.72% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.28% | +2.47% | |
| 12 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.23% | -0.09% | -8.23% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.19% | -0.27% | |
| 14 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.14% | -0.03% | -0.87% | |
| 15 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.14% | +0.03% | +353.61% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | +0.10% | -2.62% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.16% | -6.30% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.86% | +0.26% | +5.39% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | +0.03% | -1.34% | |
| 20 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.84% | +0.06% | +12.78% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.24% | +3.92% | |
| 22 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.76% | — | +30.69% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.23% | -0.48% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.73% | +0.03% | +6.92% | |
| 25 | PSFD | Pacer Swan Sos Flex January | ETF-Other | 0.72% | -0.05% | -0.02% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.70% | +0.11% | +0.77% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | +0.06% | +6.54% | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.61% | -0.04% | -56.25% | |
| 29 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.61% | -0.41% | -4.07% | |
| 30 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.55% | +0.12% | +7.71% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.09% | +0.80% | |
| 32 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.54% | +0.01% | -1.96% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.54% | +0.15% | +1.70% | |
| 34 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.54% | +0.20% | +128.97% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.09% | -4.12% | |
| 36 | PSFJ | Pacer Swan Sos Flex July ETF | ETF-Other | 0.51% | -0.11% | — | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | +0.04% | +2.80% | |
| 38 | SNA | Snap-on Inc | Stock-Industrials | 0.49% | -0.02% | -0.80% | |
| 39 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.48% | +0.08% | +1.58% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.47% | +0.06% | +1.62% | |
| 41 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.46% | -0.50% | EXIT | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.46% | +0.06% | +4.78% | |
| 43 | APH | Amphenol Corp-cl A | Stock-Tech | 0.44% | +0.05% | +1.34% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.43% | +0.07% | +4.49% | |
| 45 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.42% | +0.02% | — | |
| 46 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.42% | +0.08% | +7.96% | |
| 47 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.42% | -0.02% | -5.56% | |
| 48 | IAPR | Innovator International Deve | ETF-Other | 0.40% | +0.02% | — | |
| 49 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.39% | +0.14% | +5.27% | |
| 50 | PSFO | Pacer Swan Sos Flex Oct ETF | ETF-Other | 0.39% | +0.01% | +58.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PSFF | Pacer Swan Sos Fund Of Funds | +0.9% | +353.61% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +34.74% | Add |
| 3 | CLIP | Global X 1-3 Month T-bill | +0.5% | +14.60% | Add |
| 4 | HGER | Harbor Commodity All Weather | +0.3% | +128.97% | Add |
| 5 | EIPI | Ft Energy Income ETF | +0.2% | +1403.94% | Add |
| 6 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +14.72% | Add |
| 7 | BBJP | Jpmorgan Betabuilders Japan | +0.1% | +30.69% | Add |
| 8 | PSFO | Pacer Swan Sos Flex Oct ETF | +0.1% | +58.59% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.30% | Trim |
| 10 | INDA | Ishares Msci India ETF | +0.1% | +51.88% | Add |
| 11 | LMBS | First Trust Low Duration Opp | +0.1% | +368.17% | Add |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +4.60% | Add |
| 13 | CME | Cme Group Inc | +0.1% | +136.24% | Add |
| 14 | SLV | Ishares Silver Trust | +0.1% | +12.15% | Add |
| 15 | CRM | Salesforce Inc | +0.1% | +125.89% | Add |
| 16 | VRSK | Verisk Analytics Inc | +0.1% | +891.43% | Add |
| 17 | GLD | Spdr Gold Shares | +0.1% | +16.64% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.52% | Trim |
| 19 | OCTM | Ft Vest US Eq Max Buf Oct | +0.1% | +398.67% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +0.37% | Add |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +4.66% | Add |
| 22 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +12.78% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | -3.30% | Trim |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +3.87% | Add |
| 25 | ISRG | Intuitive Surgical Inc | 0% | +244.00% | Add |
| 26 | APH | Amphenol Corp-cl A | 0% | +1.34% | Add |
| 27 | VXUS | Vanguard Total Intl Stock | 0% | +6.54% | Add |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +5.39% | Add |
| 29 | BALT | Inn Defined Wealth Shield | 0% | +10.29% | Add |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +6.92% | Add |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +7.71% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | — | +2.47% | Add |
| 33 | XOM | Exxon Mobil CORP | — | -0.48% | Trim |
| 34 | TSCO | Tractor Supply Company | 0% | -18.01% | Trim |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | 0% | -36.13% | Trim |
| 36 | BDX | Becton Dickinson And Co | -0.1% | -63.85% | Trim |
| 37 | POOL | Pool CORP | -0.1% | -87.50% | Trim |
| 38 | NFLX | Netflix Inc | -0.1% | +695.73% | Add |
| 39 | XHLF | Bondbloxx Bbg 6 Mth US Treas | -0.1% | -8.57% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -32.84% | Trim |
| 41 | ABT | Abbott Laboratories | -0.1% | -4.12% | Trim |
| 42 | HD | Home Depot Inc | -0.1% | -15.90% | Trim |
| 43 | ORCL | Oracle CORP | -0.2% | -4.71% | Trim |
| 44 | HYD | Vaneck High Yield Muni ETF | -0.2% | -8.23% | Trim |
| 45 | MSFT | Microsoft CORP | -0.2% | +3.45% | Add |
| 46 | VT | Vanguard Tot World Stk ETF | -0.3% | -52.42% | Trim |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.5% | -1.75% | Trim |
| 48 | GLDM | Spdr Gold Minishares Trust | -0.7% | -56.25% | Trim |
| 49 | UL | Unilever PLC | — | EXIT | Sold out |
| 50 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | — | NEW | New buy |
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 833 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 BUFR, CLIP, SPYG) accounted for 25.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
ZOCT
市值: $39.3K
Top Position Liquidated / Trimmed
UL
前期市值: $157.6K
During Q4 2025, Financial Network Wealth Advisors LLC's top holdings by market value included BUFR (10.7%)、CLIP (6.0%)、SPYG (3.3%). The largest single position, BUFR, represented 10.7% of total portfolio value.
In Q4 2025, Financial Network Wealth Advisors LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 31 positions, trimming 17 holdings, and fully liquidating 1 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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