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Latest Financial Network Wealth Advisors LLC Stock Portfolio

$97.72Million | No. of Holdings #771

Financial Network Wealth Advisors LLC Performance

2026 Q1-1.25%
YTD-1.25%
2025+9.80%

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

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Network Wealth Advisors LLC reported an equity portfolio of $97.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Financial Network Wealth Advisors LLC are AFLG, BITS, BIL. The fund has invested 10.3% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 6.4% of portfolio in GLOBAL X FDS. <br><br> The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (AMPS) and EA SERIES TRUST (BOB) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), MSCI INC (MSCI) and VANGUARD INDEX FDS (VB). Financial Network Wealth Advisors LLC opened new stock positions in INVESCO ACTVELY MNGD ETC FD (PDBC), USCF ETF TR (BUY) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL ONE FINL CORP (COF), KINSALE CAP GROUP INC (KNSL) and LINCOLN ELEC HLDGS INC (LECO).
Financial Network Wealth Advisors LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$97.72Million
  as of May 14, 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 -1.25% in the last quarter. In trailing 12 months, it's portfolio return was 9.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco actvely mngd etc fd233,179
uscf etf tr211,410
american centy etf tr181,392
innovator etfs trust171,703
american centy etf tr78,858
ecolab inc74,220
ishares tr53,753
ishares tr49,198
New stocks bought by Financial Network Wealth Advisors LLC

Additions

Ticker% Inc.
capital one finl corp1,200
lincoln elec hldgs inc500
first tr exchange traded fd407
first tr exchange traded fd402
advanced energy inds240
ishares tr224
first tr exchange traded fd215
innovator etfs trust203
Additions to existing portfolio by Financial Network Wealth Advisors LLC

Reductions

Ticker% Reduced
vanguard bd index fds-70.11
union pac corp-66.23
boston scientific corp-65.26
merck co inc-64.89
synopsys inc-60.47
uber technologies inc-55.99
innovator etfs trust-53.3
zoetis inc-50.94
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 72.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Energy
  • Consumer Defensive
  • Utilities
Sector%
Others72.2
Technology7.3
Healthcare3.2
Industrials3.1
Consumer Cyclical3.1
Communication Services2.4
Financial Services2.3
Energy2.1
Consumer Defensive1.8
Utilities1.5

Market Cap. Distribution

Financial Network Wealth Advisors LLC has about 26.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED72.2
MEGA-CAP15.9
LARGE-CAP10.3
MID-CAP1.4

Stocks belong to which Index?

About 26.5% 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%
Others73.5
S&P 50025.2
RUSSELL 20001.3
Top 5 Winners (%)%
OXY
occidental pete corp
122.5 %
DOW
dow inc
78.2 %
EQNR
equinor asa
69.5 %
TPL
texas pacific land corporati
65.2 %
MRNA
moderna inc
64.0 %
Top 5 Winners ($)$
XOM
exxon mobil corp
0.3 M
HAPY
harbor etf trust
0.1 M
CVX
chevron corp new
0.1 M
VZ
verizon communications inc
0.1 M
CWI
spdr index shs fds
0.1 M
Top 5 Losers (%)%
SURG
surgepays inc
-55.0 %
KD
kyndryl hldgs inc
-50.6 %
TTD
the trade desk inc
-40.2 %
NCNO
ncino inc
-39.8 %
COMB
graniteshares etf tr
-38.8 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.4 M
BIL
spdr ser tr
-0.3 M
AAPL
apple inc
-0.2 M
AFLG
first tr exchng traded fd vi
-0.1 M
ABT
abbott labs
-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 771 stocks in it's portfolio. About 38.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Financial Network Wealth Advisors LLC last quarter.

$96.91MTotal Value
500Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Financial Network Wealth Advisors LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.06%784
$58.3K
0.06%
increased 7.54 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.05%657
$52.3K
0.05%
decreased 4.23 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.05%469
$49.8K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.02%218
$23.2K
0.02%
decreased 10.29 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.02%136
$16.1K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.01%81.00
$10.7K
0.01%
increased 26.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.01%72.00
$7.9K
0.01%
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
$65.0K
0.07%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.68%15,643
$661.9K
0.68%
decreased 0.29 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.05%720
$49.1K
0.05%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.03%473
$23.9K
0.03%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Financial Network Wealth Advisors LLC's holding in Ishares Inc over time
0.05%763
$47.8K
0.05%
increased 73.8 percentadded