Financial Network Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$5.05M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$478K |
| 3 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$360K |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$354K |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$342K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.05M |
| 2 |
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
|
+$497K |
| 3 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$379K |
| 4 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$305K |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$295K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 67.9% |
| 2 | Technology | 9.63% |
| 3 | Healthcare | 4.08% |
| 4 | Financials | 3.6% |
| 5 | Consumer Discretionary | 3.46% |
Similar funds
Financial Network Wealth Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Financial Network Wealth Advisors held 860 positions worth $91.4M, up 11% from $82.2M the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Financial Network Wealth Advisors deployed $4.83M of net new capital in Q3 2025, opening 39 new positions and adding to 221 existing holdings. Its largest new stake was Global X 1-3 Month T-Bill ETF: 50,374 shares worth $5.06M.
By sector, the portfolio is most concentrated in Miscellaneous at 68% of assets, up from 66% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $1.05M trimmed.
- Financial Network Wealth Advisors's largest Q3 2025 buy was Global X 1-3 Month T-Bill ETF: 50,374 shares worth $5.06M.
- Financial Network Wealth Advisors added most to JPMorgan BetaBuilders Japan ETF in Q3 2025, an estimated $360K increase.
- Financial Network Wealth Advisors's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $1.05M.
- Financial Network Wealth Advisors fully exited iShares Large Cap Deep Quarterly Laddered ETF in Q3 2025, selling an estimated $497K.
- Financial Network Wealth Advisors's ten largest holdings make up 36% of its $91.4M portfolio in Q3 2025.
- Financial Network Wealth Advisors opened 39 new positions and closed 22 in Q3 2025.
- Financial Network Wealth Advisors's portfolio value rose 11% quarter-over-quarter to $91.4M.
Based on Financial Network Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.