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 $98.5M across 858 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CLIP ($7.5M, 7.61%), BIL ($5.4M, 5.46%), SPYG ($4.0M, 4.03%), BUFR ($3.3M, 3.38%), SPDW ($2.9M, 2.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CLIP | GLOBAL X FDS | $7.5M | 7.61% | 74,694 | Added |
| 2 | BIL | SPDR SER TR | $5.4M | 5.46% | 58,660 | Trimmed |
| 3 | SPYG | SPDR SER TR | $4.0M | 4.03% | 33,345 | Added |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | $3.3M | 3.38% | 91,141 | Trimmed |
| 5 | SPDW | SPDR INDEX SHS FDS | $2.9M | 2.90% | 56,673 | Added |
| 6 | AAPL | APPLE INC | $2.8M | 2.82% | 9,619 | Trimmed |
| 7 | SPYV | SPDR SER TR | $2.5M | 2.50% | 40,498 | Added |
| 8 | BUFF | INNOVATOR ETFS TRUST | $1.9M | 1.93% | 36,102 | Trimmed |
| 9 | IVV | ISHARES TR | $1.5M | 1.56% | 2,047 | Added |
| 10 | MSFT | MICROSOFT CORP | $1.5M | 1.51% | 3,976 | Added |
| 11 | PSFF | PACER FDS TR | $1.4M | 1.44% | 41,369 | Trimmed |
| 12 | SPSM | SPDR SER TR | $1.2M | 1.21% | 20,668 | Added |
| 13 | BUFT | FIRST TR EXCHNG TRADED FD VI | $1.1M | 1.15% | 43,765 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $1.1M | 1.14% | 5,636 | Added |
| 15 | SPEM | SPDR INDEX SHS FDS | $1.0M | 1.04% | 19,766 | Added |
| 16 | IEF | ISHARES TR | $993,931 | 1.01% | 10,510 | Added |
| 17 | ABBV | ABBVIE INC | $968,935 | 0.98% | 3,850 | Trimmed |
| 18 | MCD | MCDONALDS CORP | $952,108 | 0.97% | 3,522 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $948,817 | 0.96% | 2,655 | Trimmed |
| 20 | HYD | VANECK ETF TRUST | $846,309 | 0.86% | 16,430 | Trimmed |
| 21 | SPLG | SPDR SER TR | $839,518 | 0.85% | 9,553 | New |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $806,629 | 0.82% | 1,612 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $789,450 | 0.80% | 5,774 | Trimmed |
| 24 | SHYG | ISHARES TR | $778,224 | 0.79% | 18,350 | Added |
| 25 | SPMB | SPDR SER TR | $711,533 | 0.72% | 31,893 | Added |
Source: SEC Form 13F filings · as of 2026-06-30