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Latest Financial Network Wealth Advisors LLC Stock Portfolio

$98.54Million | No. of Holdings #857

Financial Network Wealth Advisors LLC Performance

2026 Q2+5.37%
YTD+4.05%
2025+9.80%

About Financial Network Wealth Advisors LLC and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Network Wealth Advisors LLC reported an equity portfolio of $98.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Financial Network Wealth Advisors LLC are BITS, BIL, BIL. The fund has invested 7.6% of it's portfolio in GLOBAL X FDS and 5.5% of portfolio in SPDR SER TR. <br><br> The fund managers got completely rid off BONDBLOXX ETF TRUST (XHYC), INVESCO ACTVELY MNGD ETC FD (PDBC) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in METLIFE INC (MET), ISHARES TR (IBCE) and ACCENTURE PLC IRELAND (ACN). Financial Network Wealth Advisors LLC opened new stock positions in SPDR SER TR (BIL), FRANKLIN TEMPLETON ETF TR (BUYZ) and SSGA ACTIVE ETF TR (GAL). The fund showed a lot of confidence in some stocks as they added substantially to NORWEGIAN CRUISE LINE HLDG L (NCLH), VANGUARD WORLD FD (VAW) and GLOBAL PMTS INC (GPN).
Financial Network Wealth Advisors LLC Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$98.54Million
  as of Jul 29, 2026

Financial Network Wealth Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Financial Network Wealth Advisors LLC made a return of 5.37% in the last quarter. In trailing 12 months, it's portfolio return was 10.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr ser tr839,518
franklin templeton etf tr642,201
ssga active etf tr286,951
t rowe price etf inc230,783
first tr sml cp core alpha f60,460
wisdomtree tr50,863
fidelity covington trust40,838
ishares tr37,460
New stocks bought by Financial Network Wealth Advisors LLC

Additions

Ticker% Inc.
norwegian cruise line hldg l2,239
vanguard world fd1,641
global pmts inc1,561
micron technology inc1,483
delta air lines inc del432
vanguard index fds317
vanguard index fds301
invesco qqq tr301
Additions to existing portfolio by Financial Network Wealth Advisors LLC

Reductions

Ticker% Reduced
tractor supply co-83.57
first tr exchng traded fd vi-78.98
innovator etfs trust-72.33
unitedhealth group inc-70.63
first tr exchng traded fd vi-69.31
teradata corp del-48.68
caseys gen stores inc-46.06
qualcomm inc-42.09
Financial Network Wealth Advisors LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Financial Network Wealth Advisors LLC

Sector Distribution

Financial Network Wealth Advisors LLC has about 71.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Energy
  • Consumer Defensive
  • Utilities
Sector%
Others71.8
Technology8.4
Industrials3.2
Healthcare3.2
Consumer Cyclical2.9
Communication Services2.4
Financial Services2.2
Energy1.7
Consumer Defensive1.7
Utilities1.5

Market Cap. Distribution

Financial Network Wealth Advisors LLC has about 27.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED71.8
MEGA-CAP16.5
LARGE-CAP10.9

Stocks belong to which Index?

About 26.9% of the stocks held by Financial Network Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others73.1
S&P 50025.5
RUSSELL 20001.4
Top 5 Winners (%)%
CRDO
credo technology group holdi
189.8 %
INTC
intel corp
151.5 %
AMD
advanced micro devices inc
143.0 %
AMAT
applied matls inc
101.0 %
FROG
jfrog ltd
93.7 %
Top 5 Winners ($)$
BIL
spdr ser tr
0.7 M
AFLG
first tr exchng traded fd vi
0.5 M
AAPL
apple inc
0.3 M
CWI
spdr index shs fds
0.3 M
IJR
ishares tr
0.2 M
Top 5 Losers (%)%
VAW
vanguard world fd
-71.9 %
VB
vanguard index fds
-61.6 %
COMB
graniteshares etf tr
-42.7 %
EPAM
epam sys inc
-38.1 %
OXY
occidental pete corp
-37.9 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-0.2 M
MCD
mcdonalds corp
-0.1 M
VAW
vanguard world fd
-0.1 M
CVX
chevron corp new
-0.1 M
VB
vanguard index fds
-0.1 M

Financial Network Wealth Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Financial Network Wealth Advisors LLC

Financial Network Wealth Advisors LLC has 857 stocks in it's portfolio. About 33.7% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Financial Network Wealth Advisors LLC last quarter.

$97.49MTotal Value
500Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Financial Network Wealth Advisors LLC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.07%872
$66.8K
0.07%
increased 11.22 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.05%470
$50.6K
0.05%
increased 0.21 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.05%610
$48.8K
0.05%
decreased 7.15 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.03%163
$25.2K
0.03%
increased 101.23 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.02%219
$23.3K
0.02%
increased 0.46 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.02%136
$16.0K
0.02%
unchanged 0 percentunchanged
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Financial Network Wealth Advisors LLC's holding in Dbx Etf Tr over time
0.07%1,315
$71.8K
0.07%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.79%18,350
$778.2K
0.79%
increased 17.3 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.06%720
$59.5K
0.06%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.02%473
$23.9K
0.02%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Financial Network Wealth Advisors LLC's holding in Ishares Inc over time
0.06%909
$63.2K
0.06%
increased 19.13 percentadded