Financial Network Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Murray, UT
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
858
Total value ($000)
$98,538
Net value change ($000)
+818 (0.8%)
New positions
123
Sold out positions
37
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 1,208 19.2%
SPYM 840 NEW
SPYG 809 25.6%
FLJP 642 NEW
SPDW 401 16.3%
SPYV 321 15.0%
AAPL 301 12.1%
RLY 287 NEW
IVV 285 22.8%
SPSM 259 27.8%
Top Reduces (Value $000, Stocks/ETFs)
BUFR -6,699 -66.8%
BIL -827 -13.3%
XHLF -486 -100.0%
BUFG -398 -77.1%
PDBC -233 -100.0%
XOM -220 -21.8%
MCD -178 -15.8%
ACN -109 -96.5%
PSFJ -105 -22.0%
VZ -95 -26.8%
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