Data as of Q4 2025 (Dec 31, 2025)

Financial Network Wealth Advisors LLC

โ€ขCIK: 2012031โ€ขFiling: Q4 2025

**Financial Network Wealth Advisors LLC** manages $96M across a diversified portfolio of 833 positions. The fund exhibits significant concentration in select sectors, notably with a $10.3M allocation to BUFR and $5.8M in CLIP. Top holdings also include substantial positions in SPYG ($3.2M), BIL ($3.2M), and AAPL ($2.7M). This structure suggests a tactical approach balancing core growth assets with specific thematic or fixed-income exposures.

Total AUM
$96.0M
QoQ Performance
+5.0%
Positions
621
Top 10 Concentration
40.9%
Latest Filing
Q4 2025

Top Holdings Allocation

BUFR
CLIP
BUFR10.7%
CLIP6.0%
SPYG3.3%
BIL3.3%
AAPL2.8%
SPDW2.3%
SPYV2.1%
BUFF2.1%

๐Ÿ“ˆ Biggest Buys

PSFF
PACER FDS TR
+353.6%
1.1% of portfolio
BIL
SPDR SER TR
+34.7%
3.3% of portfolio
CLIP
GLOBAL X FDS
+14.6%
6.0% of portfolio
HGER
HARBOR ETF TRUST
+129.0%
0.5% of portfolio
EIPI
FIRST TR EXCHNG TRADED FD VI
+1403.9%
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

GLDM
WORLD GOLD TR
-56.2%
0.6% of portfolio
VT
VANGUARD INTL EQUITY INDEX F
-52.4%
0.3% of portfolio
BUFR
FIRST TR EXCHNG TRADED FD VI
-1.8%
10.7% of portfolio
HYD
VANECK ETF TRUST
-8.2%
1.2% of portfolio
SPY
SPDR S P 500 ETF TR
-32.8%
0.2% of portfolio

Sector Breakdown

Other76.3%
Technology9.7%
Consumer3.1%
Healthcare3.0%
Financial2.8%
ETF1.7%
Industrial0.9%
Energy0.8%

๐Ÿšช Exited Positionssold since Q3 2025

UL
UNILEVER PLC
SOLD
$157.6K
ESGD
ISHARES TR
SOLD
$111.9K
PNOV
INNOVATOR ETFS TRUST
SOLD
$97.8K
JULM
FIRST TR EXCHNG TRADED FD VI
SOLD
$97.3K
ABR
ARBOR REALTY TRUST INC
SOLD
$91.9K
+633 more exited positions

Changes from Q3 2025

โ†‘93 increased
โ†“59 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023