Top 50 Financial Network Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLIP | GLOBAL X FDS | 6.22% | 62.8K | $6.3M | -15.91%(-11.88K) | $100.38(-0.06%) | 2026-09-30 | |
| BIL | SPDR SER TR | 4.89% | 54.1K | $5.0M | -7.81%(-4.58K) | $91.59(+0.07%) | 2026-09-30 | |
| SPYG | SPDR SER TR | 4.59% | 37.7K | $4.6M | +13.17%(+4.39K) | $77.83(+54.91%) | 2026-09-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.36% | 90.7K | $3.4M | -0.49%(-448) | $26.72(+41.42%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.16% | 9.6K | $3.2M | -0.22%(-21) | $194.01(+78.91%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.88% | 58.0K | $2.9M | +2.43%(+1.38K) | $36.32(+36.71%) | 2026-09-30 | |
| SPYV | SPDR SER TR | 2.86% | 47.3K | $2.9M | +16.80%(+6.80K) | $50.51(+26.82%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.09% | 4.1K | $2.1M | +3.85%(+153) | $362.23(+46.68%) | 2026-09-30 | |
| BUFF | INNOVATOR ETFS TRUST | 1.94% | 36.4K | $2.0M | +0.78%(+282) | $41.99(+29.25%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.64% | 2.2K | $1.7M | +6.11%(+125) | $548.12(+41.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +29.63% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +28.18% |
Financial Network Wealth Advisors LLC reports $101.27M in US-listed equity holdings across 908 positions in its most recent 13F filing. Its largest disclosed positions are CLIP (6.2%), BIL (4.9%) and SPYG (4.6%). The top 20 holdings account for 44.93% of reported assets. Its disclosed equity book has returned +29.63% cumulatively over 11 quarters. Figures reflect the Q3 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 LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012031). View Financial Network Wealth Advisors LLCโs 13F filings on SEC