Institutional Fund
Financial Network Wealth Advisors LLC
Murray, UTCIK 20120315 filings on record
Portfolio Value
$97.72M
Q1 2026
Holdings
772
Reported positions
New Buys
84
Opened this quarter
QoQ Change
+1.8%
from $95.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchng Traded Fd Vi10.3%
- Global X Fds6.4%
- Spdr Series Trust6.3%
- Spdr Series Trust3.2%
- Apple Inc2.5%
- Spdr Index Shs Fds2.5%
- Other68.7%
Portfolio Holdings
772 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchng Traded Fd Vi | 297.0K | $10.03M | 10.3% | −2.5K | Reduced |
| 2 | Global X Fds | 62.6K | $6.29M | 6.4% | +4.9K | Added |
| 3 | Spdr Series Trust | 67.7K | $6.20M | 6.3% | +33.2K | Added |
| 4 | Spdr Series Trust | 32.3K | $3.16M | 3.2% | +2.3K | Added |
| 5 | Apple Inc | 9.8K | $2.48M | 2.5% | −81 | Reduced |
| 6 | Spdr Index Shs Fds | 53.8K | $2.45M | 2.5% | +3.9K | Added |
| 7 | Spdr Series Trust | 37.8K | $2.14M | 2.2% | +2.2K | Added |
| 8 | Innovator Etfs Trust | 38.8K | $1.92M | 2.0% | −877 | Reduced |
| 9 | Microsoft Corp | 3.9K | $1.43M | 1.5% | −74 | Reduced |
| 10 | Pacer Fds Tr | 43.0K | $1.38M | 1.4% | +9.3K | Added |
762 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio