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Latest Financial Network Wealth Advisors LLC Stock Portfolio

$101Million | No. of Holdings #907

Financial Network Wealth Advisors LLC Performance

2026 Q3+0.67%
YTD+4.75%
2025+9.80%

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

On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Network Wealth Advisors LLC reported an equity portfolio of $101.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Financial Network Wealth Advisors LLC are BITS, BIL, BIL. The fund has invested 6.2% of it's portfolio in GLOBAL X FDS and 4.9% of portfolio in SPDR SER TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), INVESCO DB MULTI SECTOR COMM (DBA) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), BJS WHSL CLUB HLDGS INC (BJ) and ISHARES TR (IJR). Financial Network Wealth Advisors LLC opened new stock positions in WISDOMTREE TR (DWMF), VANGUARD SPECIALIZED FUNDS (VIG) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), MCKESSON CORP (MCK) and ACCENTURE PLC IRELAND (ACN).
Financial Network Wealth Advisors LLC Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$101Million
  as of Oct 28, 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 0.67% in the last quarter. In trailing 12 months, it's portfolio return was 6.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
wisdomtree tr868,724
vanguard specialized funds110,822
schwab strategic tr86,088
vanguard index fds75,280
ishares tr68,427
ishares tr51,626
ishares tr51,624
alps etf tr38,124
New stocks bought by Financial Network Wealth Advisors LLC

Additions

Ticker% Inc.
ishares tr5,175
ishares tr4,814
mckesson corp2,000
accenture plc ireland587
zoetis inc405
wisdomtree tr376
lincoln elec hldgs inc194
vanguard index fds178
Additions to existing portfolio by Financial Network Wealth Advisors LLC

Reductions

Ticker% Reduced
vanguard intl equity index f-96.17
harbor etf trust-69.33
agnico eagle mines ltd-64.8
qualcomm inc-62.78
invesco qqq tr-60.52
verisk analytics inc-57.47
ishares tr-51.28
innovator etfs trust-42.95
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 72.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Consumer Defensive
  • Utilities
Sector%
Others72.1
Technology9.5
Healthcare3.4
Industrials2.9
Consumer Cyclical2.6
Communication Services2.5
Financial Services2.2
Consumer Defensive1.6
Utilities1.4

Market Cap. Distribution

Financial Network Wealth Advisors LLC has about 27.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED72.2
MEGA-CAP16.8
LARGE-CAP10.3

Stocks belong to which Index?

About 26.6% 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 50025.1
RUSSELL 20001.5
Top 5 Winners (%)%
MRNA
moderna inc
146.6 %
COMB
graniteshares etf tr
124.5 %
CVI
cvr energy inc
85.1 %
PLTR
palantir technologies inc
59.9 %
MSTR
microstrategy inc
56.2 %
Top 5 Winners ($)$
MSFT
microsoft corp
0.6 M
AAPL
apple inc
0.4 M
NVDA
nvidia corporation
0.2 M
BIL
spdr ser tr
0.1 M
META
meta platforms inc
0.1 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-50.3 %
SFBS
servisfirst bancshares inc
-48.7 %
BROS
dutch bros inc
-46.3 %
APH
amphenol corp new
-45.5 %
APP
applovin corp
-41.4 %
Top 5 Losers ($)$
APH
amphenol corp new
-0.3 M
MCD
mcdonalds corp
-0.1 M
BIL
spdr ser tr
-0.1 M
BIL
spdr ser tr
-0.1 M
MNST
monster beverage corp new
-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 907 stocks in it's portfolio. About 33.6% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Financial Network Wealth Advisors LLC last quarter.

$99.93MTotal Value
500Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Financial Network Wealth Advisors LLC, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.1%1,229
$97.3K
0.1%
increased 40.94 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.05%610
$47.1K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.03%163
$25.4K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.02%229
$23.2K
0.02%
decreased 51.28 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.02%221
$23.1K
0.02%
increased 0.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.01%136
$15.4K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.01%184
$11.3K
0.01%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Financial Network Wealth Advisors LLC's holding in Alps Etf Tr over time
0.04%735
$38.1K
0.04%
new position
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
$72.3K
0.07%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.95%23,247
$958.9K
0.95%
increased 26.69 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Financial Network Wealth Advisors LLC's holding in Ishares Tr over time
0.06%720
$60.0K
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
$24.0K
0.02%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Financial Network Wealth Advisors LLC's holding in Ishares Inc over time
0.07%1,023
$68.9K
0.07%
increased 12.54 percentadded