Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Network Wealth Advisors LLC (CIK 2012031) reported $97.7M across 772 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BUFR ($10.0M, 10.26%), CLIP ($6.3M, 6.43%), BIL ($6.2M, 6.35%), SPYG ($3.2M, 3.23%), AAPL ($2.5M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | $10.0M | 10.26% | 296,963 | Trimmed |
| 2 | CLIP | GLOBAL X FDS | $6.3M | 6.43% | 62,645 | Added |
| 3 | BIL | SPDR SER TR | $6.2M | 6.35% | 67,686 | Added |
| 4 | SPYG | SPDR SER TR | $3.2M | 3.23% | 32,263 | Added |
| 5 | AAPL | APPLE INC | $2.5M | 2.54% | 9,782 | Trimmed |
| 6 | SPDW | SPDR INDEX SHS FDS | $2.5M | 2.51% | 53,778 | Added |
| 7 | SPYV | SPDR SER TR | $2.1M | 2.19% | 37,832 | Added |
| 8 | BUFF | INNOVATOR ETFS TRUST | $1.9M | 1.96% | 38,759 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $1.4M | 1.46% | 3,858 | Trimmed |
| 10 | PSFF | PACER FDS TR | $1.4M | 1.41% | 42,970 | Added |
| 11 | IVV | ISHARES TR | $1.2M | 1.28% | 1,911 | Added |
| 12 | BUFT | FIRST TR EXCHNG TRADED FD VI | $1.2M | 1.18% | 46,659 | Added |
| 13 | MCD | MCDONALDS CORP | $1.1M | 1.16% | 3,635 | Trimmed |
| 14 | XOM | EXXON MOBIL CORP | $1.0M | 1.03% | 5,947 | Trimmed |
| 15 | HYD | VANECK ETF TRUST | $931,601 | 0.95% | 18,580 | Trimmed |
| 16 | SPSM | SPDR SER TR | $932,721 | 0.95% | 19,303 | Added |
| 17 | IEF | ISHARES TR | $923,668 | 0.95% | 9,678 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $882,997 | 0.90% | 5,063 | Added |
| 19 | ABBV | ABBVIE INC | $859,606 | 0.88% | 3,952 | Trimmed |
| 20 | SPEM | SPDR INDEX SHS FDS | $852,064 | 0.87% | 18,164 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $777,850 | 0.80% | 2,705 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $776,304 | 0.79% | 1,620 | Added |
| 23 | LMBS | FIRST TR EXCHANGE TRADED FD | $677,217 | 0.69% | 13,596 | Added |
| 24 | PSFD | PACER FDS TR | $669,096 | 0.68% | 18,330 | Trimmed |
| 25 | SHYG | ISHARES TR | $661,855 | 0.68% | 15,643 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31