Latest Financial Network Wealth Advisors LLC Stock Portfolio

Financial Network Wealth Advisors LLC Performance:

2025 Q4: 1.29%YTD: 9.8%2024: 11.39%

Performance for 2025 Q4 is 1.29%, and YTD is 9.8%, and 2024 is 11.39%.

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

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Network Wealth Advisors LLC reported an equity portfolio of $96 Millions as of 31 Dec, 2025.

The top stock holdings of Financial Network Wealth Advisors LLC are AFLG, BITS, BIL. The fund has invested 10.7% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 6% of portfolio in GLOBAL X FDS.

The fund managers got completely rid off UNILEVER PLC (UL), KELLANOVA (K) and FIRSTENERGY CORP (FE) stocks. They significantly reduced their stock positions in POOL CORP (POOL), RELX PLC (RELX) and VIATRIS INC (VTRS). Financial Network Wealth Advisors LLC opened new stock positions in INNOVATOR ETFS TRUST, INNOVATOR ETFS TRUST (BAPR) and FIRST TR EXCHANGE TRADED FD (ECLN). The fund showed a lot of confidence in some stocks as they added substantially to BADGER METER INC (BMI), FIRST TR EXCHNG TRADED FD VI (AFLG) and INVESCO ACTVELY MNGD ETC FD (PDBC).

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 1.29% in the last quarter. In trailing 12 months, it's portfolio return was 9.8%.

Performance
S&P 500

New Buys

Ticker	$ Bought
innovator etfs trust	39,287
innovator etfs trust	37,287
innovator etfs trust	30,331
innovator etfs trust	29,604
first tr exchange traded fd	22,284
first tr exchange traded fd	13,566
graniteshares etf tr	8,474
first tr exchng traded fd vi	8,136

New stocks bought by Financial Network Wealth Advisors LLC

Additions

Ticker	% Inc.
badger meter inc	1,516
first tr exchng traded fd vi	1,403
invesco actvely mngd etc fd	977
verisk analytics inc	891
nushares etf tr	497
ishares inc	437
first tr exchng traded fd vi	398
bjs whsl club hldgs inc	381

Additions to existing portfolio by Financial Network Wealth Advisors LLC

Reductions

Ticker	% Reduced
workday inc	-70.8
becton dickinson co	-63.85
world gold tr	-56.25
realty income corp	-55.72
vanguard intl equity index f	-52.42
fiserv inc	-47.47
ishares tr	-36.13
select sector spdr tr	-32.85

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 69.7% of it's holdings in Others sector.

Sector	%
Others	69.7
Technology	8.8
Healthcare	3.7
Industrials	3.2
Consumer Cyclical	3.2
Financial Services	2.7
Communication Services	2.3
Utilities	2.2
Energy	1.6
Consumer Defensive	1.6

Market Cap. Distribution

Financial Network Wealth Advisors LLC has about 28% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	69.7
MEGA-CAP	16.8
LARGE-CAP	11.2
MID-CAP	2.1

Stocks belong to which Index?

About 28.9% of the stocks held by Financial Network Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	71.1
S&P 500	26.9
RUSSELL 2000	2

Top 5 Winners (%)		%
LITE	lumentum hldgs inc	126.5 %
XLB	select sector spdr tr	86.4 %
XLB	select sector spdr tr	83.2 %
FORM	formfactor inc	53.1 %
GH	guardant health inc	52.6 %

Top 5 Winners ($)		$
AFLG	first tr exchng traded fd vi	0.3 M
GOOG	alphabet inc	0.2 M
AAPL	apple inc	0.2 M
GLDM	world gold tr	0.1 M
CWI	spdr index shs fds	0.1 M

Top 5 Losers (%)		%
TPL	texas pacific land corporati	-60.0 %
DUOL	duolingo inc	-45.4 %
INCR	intercure ltd	-44.5 %
RC	ready capital corp	-43.7 %
ELF	e l f beauty inc	-42.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.1 M
ORCL	oracle corp	-0.1 M
TPL	texas pacific land corporati	-0.1 M
HD	home depot inc	0.0 M
ABT	abbott labs	0.0 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 832 stocks in it's portfolio. About 36.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AFLG was the most profitable stock for Financial Network Wealth Advisors LLC last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.79	9,863	2,681,450	added	0.37

AAXJ	ishares tr	0.06	628	60,424	reduced	-13.62

AAXJ	ishares tr	0.06	686	55,312	unchanged	0.00

AAXJ	ishares tr	0.05	729	52,058	unchanged	0.00

AAXJ	ishares tr	0.05	469	50,235	added	0.86

AAXJ	ishares tr	0.03	243	25,912	added	0.83

AAXJ	ishares tr	0.02	136	16,232	unchanged	0.00

AAXJ	ishares tr	0.01	64.00	8,918	added	276

AAXJ	ishares tr	0.01	72.00	7,931	unchanged	0.00

ABBV	abbvie inc	0.94	3,971	907,406	reduced	-2.62

ABNB	airbnb inc	0.03	225	30,537	reduced	-8.54

ABR	arbor realty trust inc	0.06	7,525	58,394	unchanged	0.00

ABT	abbott labs	0.53	4,030	504,944	reduced	-4.12

ACN	accenture plc ireland	0.19	665	178,420	reduced	-4.45

ACSG	dbx etf tr	0.07	1,315	63,265	unchanged	0.00

ACWF	ishares tr	0.70	15,689	672,587	added	0.77

ACWF	ishares tr	0.05	720	50,213	reduced	-5.88

ACWV	ishares inc	0.03	439	28,140	added	177

ADBE	adobe inc	0.04	101	35,349	reduced	-8.18

ADI	analog devices inc	0.02	62.00	16,814	added	47.62