Financial Network Wealth Advisors LLC

Q3 2025 13F-HR Holdings

Location
Murray, UT
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
838
Total value ($000)
$91,427
Net value change ($000)
+9,185 (11.2%)
New positions
39
Sold out positions
22
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CLIP 5,059 NEW
AAPL 508 25.5%
VT 496 NEW
SPYV 446 31.1%
SPDW 443 27.8%
BBJP 387 217.4%
SPYG 346 13.0%
GLDM 343 40.4%
SPSM 236 44.0%
HGER 231 11550.0%
Top Reduces (Value $000, Stocks/ETFs)
BIL -1,050 -30.9%
IVVB -497 -100.0%
SLYG -335 -39.6%
SHY -257 -98.8%
BUFF -224 -10.2%
IBM -183 -56.7%
GOVT -142 -25.3%
HYD -138 -9.8%
GAPR -136 -78.2%
PJUN -101 -83.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type