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CIK: 0002012031
Total reported value
$101.3M
$101.3M
858 檔
22.7%
The Q2 2026 SEC filing reveals that Financial Network Wealth Advisors LLC held a total portfolio value of $101.3M, covering 858 public equity positions.
In Q2 2026, Financial Network Wealth Advisors LLC displayed an active expansion posture, initiating 12 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 858 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 7.61% | -1.39% | +19.23% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.46% | -0.57% | -13.34% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.03% | +0.56% | +3.35% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.38% | -0.02% | -69.31% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.90% | -0.02% | +5.38% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.34% | -1.67% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.50% | +0.36% | +7.05% | |
| 8 | BUFF | Innovator Laddered Allocatio | ETF-Other | 1.93% | +0.01% | -6.86% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.08% | +7.12% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | +0.58% | +3.06% | |
| 11 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.44% | -0.01% | -3.73% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.21% | +0.04% | +7.07% | |
| 13 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.15% | -0.02% | -6.20% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.19% | +11.32% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.04% | +0.12% | +8.82% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.01% | -0.06% | +8.60% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.98% | -0.02% | -2.58% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.17% | -3.11% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.01% | -1.85% | |
| 20 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.86% | -0.15% | -11.57% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.24% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.02% | -0.49% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.80% | EXIT | |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.79% | +0.16% | +17.30% | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.72% | -0.02% | +3.81% | |
| 26 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.72% | -0.46% | +48.73% | |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.72% | +0.08% | +21.90% | |
| 28 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.66% | -0.14% | -4.37% | |
| 29 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.65% | +0.52% | — | |
| 30 | PSFD | Pacer Swan Sos Flex January | ETF-Other | 0.63% | -0.01% | -15.47% | |
| 31 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.56% | +0.01% | +0.57% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.07% | +5.72% | |
| 33 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.55% | +0.09% | +14.27% | |
| 34 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.54% | -0.01% | -2.64% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.53% | -0.04% | +1.08% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.52% | +0.03% | +21.57% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.52% | +0.04% | +14.68% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.52% | +0.03% | +16.26% | |
| 39 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.52% | — | +1.11% | |
| 40 | SNA | Snap-on Inc | Stock-Industrials | 0.48% | -0.06% | -11.70% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | -0.01% | +3.49% | |
| 42 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.48% | +0.03% | +19.20% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.44% | -0.42% | +45.33% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | +0.02% | +0.32% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.42% | -0.05% | -19.01% | |
| 46 | IAPR | Innovator International Deve | ETF-Other | 0.42% | -0.01% | — | |
| 47 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.40% | — | -0.87% | |
| 48 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.40% | +0.46% | +7.84% | |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.40% | -0.02% | +9.24% | |
| 50 | EALT | Innovator US Eqty 5to15 Buff | ETF-Other | 0.39% | -0.04% | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CLIP | Global X 1-3 Month T-bill | +1.2% | +19.23% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.9% | NEW | New buy |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.8% | +3.35% | Add |
| 4 | FLJP | Franklin Ftse Japan ETF | +0.7% | NEW | New buy |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +5.38% | Add |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +7.05% | Add |
| 7 | RLY | Ss Multi-asset Real Ret ETF | +0.3% | NEW | New buy |
| 8 | AAPL | Apple Inc | +0.3% | -1.67% | Trim |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.3% | +7.12% | Add |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +7.07% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +11.32% | Add |
| 12 | TBUX | T Rowe Price Ultra Short-ter | +0.2% | NEW | New buy |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +301.04% | Add |
| 14 | AMD | Advanced Micro Devices | +0.2% | +23.24% | Add |
| 15 | HGER | Harbor Commodity All Weather | +0.2% | +48.73% | Add |
| 16 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +8.82% | Add |
| 17 | VT | Vanguard Tot World Stk ETF | +0.2% | +45.33% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.85% | Trim |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.2% | +3.81% | Add |
| 20 | JQUA | Jpmorgan US Quality Factor | +0.1% | +14.27% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | +37.13% | Add |
| 22 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +21.90% | Add |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +17.30% | Add |
| 24 | MU | Micron Technology Inc | +0.1% | +1483.33% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +317.24% | Add |
| 26 | ABBV | Abbvie Inc | +0.1% | -2.58% | Trim |
| 27 | AMZN | Amazon.com Inc | +0.1% | +5.72% | Add |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +21.57% | Add |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +0.57% | Add |
| 30 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +19.20% | Add |
| 31 | VCIT | Vanguard Int-term Corporate | +0.1% | +16.26% | Add |
| 32 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +8.60% | Add |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +122.12% | Add |
| 34 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +14.68% | Add |
| 35 | AMAT | Applied Materials Inc | +0.1% | -18.88% | Trim |
| 36 | VXUS | Vanguard Total Intl Stock | +0.1% | +3.49% | Add |
| 37 | FYX | First Trust Small Cap Core A | +0.1% | NEW | New buy |
| 38 | GOOG | Alphabet Inc-cl C | +0.1% | +0.69% | Add |
| 39 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +1.11% | Add |
| 40 | ASML | ASML Holding N.V. | +0.1% | -8.77% | Trim |
| 41 | MSFT | Microsoft CORP | +0.1% | +3.06% | Add |
| 42 | DTH | Wisdomtree International Hig | +0.1% | NEW | New buy |
| 43 | PJUN | Innovator U.s. Equity Power | +0.1% | +232.32% | Add |
| 44 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | -3.63% | Trim |
| 45 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | +2239.00% | Add |
| 46 | APH | Amphenol Corp-cl A | +0.1% | -19.01% | Trim |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | +0.72% | Add |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.85% | Add |
| 49 | LLY | Eli Lilly & Co | 0% | +5.15% | Add |
| 50 | V | Visa Inc-class A Shares | 0% | +3.25% | Add |
According to official SEC Form 13F filings, Financial Network Wealth Advisors LLC reported a total U.S. public equity portfolio value of $101.3M across 858 disclosed positions in Q2 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 CLIP, BIL, SPYG) accounted for 22.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPYM
市值: $839.5K
Top Position Liquidated / Trimmed
XHLF
前期市值: $486.4K
During Q2 2026, Financial Network Wealth Advisors LLC's top holdings by market value included CLIP (7.6%)、BIL (5.5%)、SPYG (4.0%). The largest single position, CLIP, represented 7.6% of total portfolio value.
In Q2 2026, Financial Network Wealth Advisors LLC made 187 total portfolio adjustments, initiating 12 new buys, adding to 94 positions, trimming 73 holdings, and fully liquidating 8 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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