Financial Network Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
+$838K |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$814K |
| 3 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$737K |
| 4 |
Harbor Commodity All-Weather Strategy ETF
HGER
|
+$304K |
| 5 |
EIPI
FT Energy Income Partners Enhanced Income ETF
EIPI
|
+$226K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
+$721K |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$263K |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$181K |
| 4 |
Unilever
UL
|
+$158K |
| 5 |
VanEck High Yield Muni ETF
HYD
|
+$105K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.2% |
| 2 | Healthcare | 3.98% |
| 3 | Financials | 3.6% |
| 4 | Consumer Discretionary | 3.22% |
| 5 | Industrials | 3.19% |
Similar funds
Financial Network Wealth Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Financial Network Wealth Advisors held 861 positions worth $96M, up 5% from $91.4M the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Financial Network Wealth Advisors deployed $3.28M of net new capital in Q4 2025, opening 23 new positions and adding to 223 existing holdings. Its largest new stake was Innovator Equity Defined Protection ETF - 1 Yr October: 1,464 shares worth $39.3K.
By sector, the portfolio is most concentrated in Technology at 9.2% of assets, down from 9.6% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was SPDR Gold MiniShares Trust, an estimated $721K trimmed.
- Financial Network Wealth Advisors's largest Q4 2025 buy was Innovator Equity Defined Protection ETF - 1 Yr October: 1,464 shares worth $39.3K.
- Financial Network Wealth Advisors added most to Pacer Swan SOS Fund of Funds ETF in Q4 2025, an estimated $838K increase.
- Financial Network Wealth Advisors's biggest Q4 2025 reduction was SPDR Gold MiniShares Trust, cutting an estimated $721K.
- Financial Network Wealth Advisors fully exited Unilever in Q4 2025, selling an estimated $158K.
- Financial Network Wealth Advisors's ten largest holdings make up 36% of its $96M portfolio in Q4 2025.
- Financial Network Wealth Advisors opened 23 new positions and closed 28 in Q4 2025.
- Financial Network Wealth Advisors's portfolio value rose 5% quarter-over-quarter to $96M.
Based on Financial Network Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.