Q3 2026 13F · SEC CIK 2012031
Financial Network Wealth Advisors LLC
Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $101.3M
- Reported positions
- 908
- Top holdings a year, 3 yrs
- +11.6%
- Assets under management
- $515.4M
Financial Network Wealth Advisors LLC is a wealth manager that reported 908 positions worth $101.3M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Global X Fds (CLIP, 6.2%), Spdr Series Trust (BIL, 4.9%), State Street Spdr Portfolio S&p 500 Grow (SPYG, 4.6%). A portfolio copying its top holdings returned 11.6% a year over the last 3 years, against 18.8% for the S&P 500.
Financial Network Wealth Advisors LLC holdings largest 50 of 908 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Financial Network Wealth Advisors LLC bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- GLDM World Gold Tr+111.7% shares
- FLJP Franklin Templeton ETF Tr+77.9% shares
- SHYG Ishares Tr+26.7% shares
- SPMB Spdr Ser Tr+20.9% shares
- SPTL Spdr Series Trust+19.1% shares
- JQUA Jpmorgan U.s. Quality Factor ETF+18.6% shares
- SPYV State Street Spdr Portfolio S&p 500 Valu+16.8% shares
- SPSM Spdr Series Trust+15.9% shares
Reduced
- SPLG Spdr Series Trust-27.9% shares
- LMBS First Tr Exchange-Traded Fd-17.0% shares
- CLIP Global X Fds-15.9% shares
- HYD Vaneck ETF Trust-8.8% shares
- BIL Spdr Series Trust-7.8% shares
Left the top 50
- XOM Exxon Mobil Corpwas 0.8%
- HGER Harbor ETF Trustwas 0.7%
- VT Vanguard Intl Equity Index Fwas 0.4%
- APH Amphenol Corpwas 0.4%
- EALT Innovator Etfs Trustwas 0.4%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +12.8% /yr
- S&P 500 +20.1%
- 3 years
- +11.6% /yr
- S&P 500 +18.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $101.3M | 908 |
| Q2 2026 | $98.5M | 858 |
| Q1 2026 | $97.7M | 772 |
| Q4 2025 | $96.0M | 833 |
| Q3 2025 | $91.4M | 838 |
| Q2 2025 | $82.2M | 821 |
| Q1 2025 | $76.2M | 777 |
| Q4 2024 | $53.8M | 479 |
| Q3 2024 | $121.1M | 813 |
| Q2 2024 | $133.8M | 945 |
| Q1 2024 | $100.4M | 123 |
| Q4 2023 | $93.9M | 114 |
Questions about Financial Network Wealth Advisors LLC's portfolio
What stocks does Financial Network Wealth Advisors LLC own?
Financial Network Wealth Advisors LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 908 positions worth $101.3M. The largest are Global X Fds (CLIP) at 6.2%, Spdr Series Trust (BIL) at 4.9%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 4.6%, First Tr Exchng Traded Fd Vi (BUFR) at 3.4% and Apple Inc (AAPL) at 3.2%.
What did Financial Network Wealth Advisors LLC buy last quarter?
In Q3 2026, Financial Network Wealth Advisors LLC added World Gold Tr (GLDM) (+111.7% shares), Franklin Templeton ETF Tr (FLJP) (+77.9% shares) and Ishares Tr (SHYG) (+26.7% shares), compared with its Q2 2026 filing.
What did Financial Network Wealth Advisors LLC sell last quarter?
In Q3 2026, Financial Network Wealth Advisors LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Harbor ETF Trust (HGER), cut from its top 50 Vanguard Intl Equity Index F (VT), cut from its top 50 Amphenol Corp (APH), cut from its top 50 Innovator Etfs Trust (EALT), Spdr Series Trust (SPLG) (-27.9% shares), First Tr Exchange-Traded Fd (LMBS) (-17.0% shares) and Global X Fds (CLIP) (-15.9% shares), compared with its Q2 2026 filing.
How has Financial Network Wealth Advisors LLC's portfolio performed?
A portfolio copying Financial Network Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.6% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +12.8% against +20.1%.
When is Financial Network Wealth Advisors LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Financial Network Wealth Advisors LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Financial Network Wealth Advisors LLC manage?
Financial Network Wealth Advisors LLC reported $515.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $101.3M.