Financial Network Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$1.21M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$815K |
| 3 |
Franklin FTSE Japan ETF
FLJP
|
+$627K |
| 4 |
State Street Multi-Asset Real Return ETF
RLY
|
+$302K |
| 5 |
Harbor Commodity All-Weather Strategy ETF
HGER
|
+$249K |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 70.67% |
| 2 | Technology | 8.83% |
| 3 | Healthcare | 3.61% |
| 4 | Industrials | 3.17% |
| 5 | Financials | 3.16% |
Similar funds
Financial Network Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Financial Network Wealth Advisors held 895 positions worth $98.5M, up 0.84% from $97.7M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Financial Network Wealth Advisors withdrew a net $5.09M in Q2 2026, closing 37 positions and reducing 208 holdings. Its most notable exit was BondBloxx Bloomberg Six Month Target Duration US Treasury ETF, an estimated $486K position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 71% a quarter earlier, followed by Technology and Healthcare.
Against the trend, Financial Network Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF worth $840K.
- Financial Network Wealth Advisors's largest Q2 2026 buy was State Street SPDR Portfolio S&P 500 ETF: 9,553 shares worth $840K.
- Financial Network Wealth Advisors added most to Global X 1-3 Month T-Bill ETF in Q2 2026, an estimated $1.21M increase.
- Financial Network Wealth Advisors's biggest Q2 2026 reduction was FT Vest Fund of Buffer ETFs, cutting an estimated $7.37M.
- Financial Network Wealth Advisors fully exited BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2026, selling an estimated $486K.
- Financial Network Wealth Advisors's ten largest holdings make up 34% of its $98.5M portfolio in Q2 2026.
- Financial Network Wealth Advisors opened 123 new positions and closed 37 in Q2 2026.
- Financial Network Wealth Advisors's portfolio value rose 0.84% quarter-over-quarter to $98.5M.
Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.