Financial Network Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.04M |
| 2 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$546K |
| 3 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$493K |
| 4 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
+$300K |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$243K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$907K |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$734K |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$344K |
| 4 |
iShares MSCI India ETF
INDA
|
+$332K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$228K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.68% |
| 2 | Healthcare | 3.48% |
| 3 | Industrials | 3.15% |
| 4 | Consumer Discretionary | 3.15% |
| 5 | Financials | 3.11% |
Similar funds
Financial Network Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Financial Network Wealth Advisors held 917 positions worth $97.7M, up 1.8% from $96M the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Financial Network Wealth Advisors deployed $2.96M of net new capital in Q1 2026, opening 84 new positions and adding to 211 existing holdings. Its largest new stake was Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF: 13,463 shares worth $233K.
By sector, the portfolio is most concentrated in Technology at 7.7% of assets, down from 9.2% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was State Street SPDR Portfolio Emerging Markets ETF, an estimated $907K trimmed.
- Financial Network Wealth Advisors's largest Q1 2026 buy was Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF: 13,463 shares worth $233K.
- Financial Network Wealth Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026, an estimated $3.04M increase.
- Financial Network Wealth Advisors's biggest Q1 2026 reduction was State Street SPDR Portfolio Emerging Markets ETF, cutting an estimated $907K.
- Financial Network Wealth Advisors fully exited JPMorgan BetaBuilders Japan ETF in Q1 2026, selling an estimated $734K.
- Financial Network Wealth Advisors's ten largest holdings make up 38% of its $97.7M portfolio in Q1 2026.
- Financial Network Wealth Advisors opened 84 new positions and closed 145 in Q1 2026.
- Financial Network Wealth Advisors's portfolio value rose 1.8% quarter-over-quarter to $97.7M.
Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.