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 | Technology | 9.63% |
| 2 | Healthcare | 4.08% |
| 3 | Financials | 3.6% |
| 4 | Consumer Discretionary | 3.47% |
| 5 | Industrials | 3.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Recursion Pharmaceuticals
RXRX
$1.59B
| – | – |
-100
| Closed | -$506 |
|
852
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
| – | – |
-117
| Closed | -$8.52K |
|
853
Atlassian
TEAM
$25.6B
| – | – |
-3
| Closed | -$609 |
|
854
Teradyne
TER
$57.6B
| – | – |
-25
| Closed | -$2.25K |
|
855
Vanguard Extended Market ETF
VXF
$30.3B
| – | – |
-26
| Closed | -$5.01K |
|
856
Cactus
WHD
$5.21B
| – | – |
-29
| Closed | -$1.27K |
|
857
W.R. Berkley
WRB
$26.9B
| – | – |
-34
| Closed | -$2.5K |
|
858
Viking Holdings
VIK
$46.6B
| – | – |
-100
| Closed | -$5.33K |
|
|
NBIS
859
Nebius Group N.V.
NBIS
$48.3B
| – | – |
-667
| Closed | -$36.9K |
|
|
PENG
860
Penguin Solutions Inc
PENG
$2.7B
| – | – |
-63
| Closed | -$1.25K |
|
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 Technology at 9.6% of assets, down from 9.7% a quarter earlier, followed by Healthcare and Financials.
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.