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CIK: 0002012031
Total reported value
$98.5M
$98.5M
772 檔
28.6%
According to the latest 13F quarterly dataset, Financial Network Wealth Advisors LLC managed an equity portfolio of $98.5M at the end of Q1 2026, spanning 772 distinct U.S. exchange-listed positions.
Financial Network Wealth Advisors LLC executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 18 holdings and trimming 84 positions.
Showing top 200 holdings (of 772 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 10.26% | -6.88% | -0.85% | |
| 2 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 6.43% | +1.18% | +8.51% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.35% | -0.89% | +96.35% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.23% | +0.80% | +7.81% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.28% | -0.82% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.51% | +0.39% | +7.88% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.19% | +0.31% | +6.28% | |
| 8 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.96% | -0.03% | -2.21% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | +0.05% | -1.88% | |
| 10 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.41% | +0.03% | +27.48% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.28% | +2.52% | |
| 12 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.18% | -0.03% | +4.47% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.19% | -0.76% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.23% | -1.13% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.95% | +0.26% | +9.94% | |
| 16 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.95% | -0.09% | -19.23% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.95% | +0.06% | +15.23% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.24% | +23.10% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | +0.10% | -0.48% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.87% | +0.17% | -50.63% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.16% | -1.71% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | +0.03% | +0.19% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.69% | -0.03% | +402.44% | |
| 24 | PSFD | Pacer Swan Sos Flex January | ETF-Other | 0.68% | -0.05% | -1.00% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.68% | +0.11% | -0.29% | |
| 26 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.60% | +0.12% | +10.29% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.57% | +0.15% | +5.00% | |
| 28 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.53% | +0.01% | — | |
| 29 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.53% | -0.41% | -9.05% | |
| 30 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.52% | +0.20% | -21.17% | |
| 31 | SNA | Snap-on Inc | Stock-Industrials | 0.50% | -0.02% | -1.69% | |
| 32 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.50% | -0.50% | EXIT | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.49% | +0.04% | -3.02% | |
| 34 | PSFJ | Pacer Swan Sos Flex July ETF | ETF-Other | 0.49% | -0.11% | -0.88% | |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.48% | +0.08% | -0.81% | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.46% | +0.06% | +3.85% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.46% | +0.06% | -0.36% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.09% | -4.28% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.45% | +0.07% | +7.22% | |
| 40 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.44% | -0.04% | -31.83% | |
| 41 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.44% | +0.08% | +6.40% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | +0.06% | -35.00% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | +0.02% | +0.77% | |
| 44 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.41% | +0.14% | +10.80% | |
| 45 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.40% | +0.08% | +15.50% | |
| 46 | IAPR | Innovator International Deve | ETF-Other | 0.40% | +0.02% | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.09% | -7.44% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.07% | -1.09% | |
| 49 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.38% | +0.02% | -5.94% | |
| 50 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.38% | — | +3.46% |
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 772 disclosed positions in Q1 2026.
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, BIL) accounted for 28.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
PDBC
市值: $233.2K
Top Position Liquidated / Trimmed
BBJP
前期市值: $734.0K
During Q1 2026, Financial Network Wealth Advisors LLC's top holdings by market value included BUFR (10.3%)、CLIP (6.4%)、BIL (6.3%). The largest single position, BUFR, represented 10.3% of total portfolio value.
In Q1 2026, Financial Network Wealth Advisors LLC made 197 total portfolio adjustments, initiating 16 new buys, adding to 79 positions, trimming 84 holdings, and fully liquidating 18 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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