StockDriftsStockDriftsTop 50 Financial Network Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLIP | GLOBAL X FDS | 7.61% | 74.7K | $7.5M | +19.23%(+12.05K) | $100.38(-0.22%) | 2026-06-30 | |
| BIL | SPDR SER TR | 5.46% | 58.7K | $5.4M | -13.34%(-9.03K) | $91.59(-0.12%) | 2026-06-30 | |
| SPYG | SPDR SER TR | 4.03% | 33.3K | $4.0M | +3.35%(+1.08K) | $72.14(+70.21%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.38% | 91.1K | $3.3M | -69.31%(-205.82K) | $26.72(+39.73%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.9% | 56.7K | $2.9M | +5.38%(+2.90K) | $35.98(+43.77%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.82% | 9.6K | $2.8M | -1.67%(-163) | $194.01(+58.07%) | 2026-06-30 | |
| SPYV | SPDR SER TR | 2.5% | 40.5K | $2.5M | +7.05%(+2.67K) | $48.76(+30.02%) | 2026-06-30 | |
| BUFF | INNOVATOR ETFS TRUST | 1.93% | 36.1K | $1.9M | -6.86%(-2.66K) | $39.61(+35.32%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.56% | 2.0K | $1.5M | +7.12%(+136) | $535.34(+45.21%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.51% | 4.0K | $1.5M | +3.06%(+118) | $359.12(+40.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.25% |
Financial Network Wealth Advisors LLC reports $98.54M in US-listed equity holdings across 858 positions in its most recent 13F filing. Its largest disclosed positions are CLIP (7.6%), BIL (5.5%) and SPYG (4.0%). The top 20 holdings account for 44.46% of reported assets. Its disclosed equity book has returned +26.32% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Financial Network Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Financial Network Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012031). View Financial Network Wealth Advisors LLC’s 13F filings on SEC