Financial Network Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Murray, UT
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
833
Total value ($000)
$95,993
Net value change ($000)
+4,566 (5.0%)
New positions
23
Sold out positions
28
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/27/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PSFF 855 363.8%
BIL 803 34.2%
CLIP 720 14.2%
HGER 281 120.6%
EIPI 227 1418.8%
SPEM 221 14.7%
SPYG 182 6.0%
AAPL 179 7.2%
SPDW 175 8.6%
BBJP 169 29.9%
Top Reduces (Value $000, Stocks/ETFs)
GLDM -610 -51.1%
VT -255 -51.4%
Unilever PLC -158 -100.0%
ORCL -130 -34.0%
HYD -100 -7.8%
HD -80 -28.6%
SPY -70 -31.1%
MSFT -67 -3.4%
POOL -59 -90.8%
ABT -58 -10.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type