Financial Network Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Murray, UT
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
908
Total value ($000)
$101,269
Net value change ($000)
+2,731 (2.8%)
New positions
115
Sold out positions
65
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
USFR 869 NEW
SPYG 677 17.1%
MSFT 635 42.8%
FLJP 548 85.4%
GLDM 474 118.8%
SPYV 430 17.5%
AAPL 413 14.8%
NVDA 216 19.1%
PSFJ 183 49.2%
SHYG 181 23.3%
Top Reduces (Value $000, Stocks/ETFs)
CLIP -1,192 -15.9%
XOM -789 -100.0%
HGER -450 -63.2%
BIL -420 -7.8%
VT -413 -96.0%
SPYM -222 -26.4%
QQQ -172 -60.6%
MCD -137 -14.4%
HYD -127 -15.0%
LMBS -124 -19.2%
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