1y return+11.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $130 against $157 in the S&P 500.2
Financial Network Wealth Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CLIPGlobal X Fds | $7.5M | 7.6% | +19.2% |
| BILSpdr Ser Tr | $5.4M | 5.5% | −13.3% |
| SPYGSpdr Ser Tr | $4.0M | 4.0% | +3.4% |
| BUFRFirst Tr Exchng Traded Fd Vi | $3.3M | 3.4% | −69.3% |
| SPDWSpdr Index Shs Fds | $2.9M | 2.9% | +5.4% |
| AAPLApple Inc | $2.8M | 2.8% | −1.7% |
| SPYVSpdr Ser Tr | $2.5M | 2.5% | +7.0% |
| BUFFInnovator Etfs Trust | $1.9M | 1.9% | −6.9% |
| IVVIshares Tr | $1.5M | 1.6% | +7.1% |
| MSFTMicrosoft Corp | $1.5M | 1.5% | +3.1% |
| PSFFPacer Fds Tr | $1.4M | 1.4% | −3.7% |
| SPSMSpdr Ser Tr | $1.2M | 1.2% | +7.1% |
| BUFTFirst Tr Exchng Traded Fd Vi | $1.1M | 1.1% | −6.2% |
| NVDANvidia Corporation | $1.1M | 1.1% | +11.3% |
| SPEMSpdr Index Shs Fds | $1.0M | 1.0% | +8.8% |
| IEFIshares Tr | $994K | 1.0% | +8.6% |
| ABBVAbbvie Inc | $969K | 1.0% | −2.6% |
| MCDMcdonalds Corp | $952K | 1.0% | −3.1% |
| GOOGLAlphabet Inc | $949K | 1.0% | −1.8% |
| HYDVaneck Etf Trust | $846K | 0.9% | −11.6% |
| SPYMSpdr Ser Tr | $840K | 0.9% | New |
| BRK/BBerkshire Hathaway Inc Del | $807K | 0.8% | |
| Exxon Mobil CorpCUSIP 30231G102 | $789K | 0.8% | −2.9% |
| SHYGIshares Tr | $778K | 0.8% | +17.3% |
| SLYGSpdr Ser Tr | $714K | 0.7% | +3.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $1.1M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $949K |
| SPYGSpdr Ser Tr | December 31, 2023 | +82.9% | $4.0M |
| ABBVAbbvie Inc | December 31, 2023 | +62.4% | $969K |
| AMZNAmazon Com Inc | December 31, 2023 | +56.9% | $547K |
| IVVIshares Tr | December 31, 2023 | +56.8% | $1.5M |
| SNASnap On Inc | June 30, 2024 | +53.9% | $477K |
| JQUAJ P Morgan Exchange Traded F | December 31, 2023 | +51.0% | $537K |
| AAPLApple Inc | December 31, 2023 | +50.3% | $2.8M |
| SPDWSpdr Index Shs Fds | December 31, 2023 | +48.2% | $2.9M |
Sold off last quarter
- XHLFBondbloxx Etf Trust was $486K
- PDBCInvesco Actvely Mngd Etc Fd was $233K
- Honeywell Intl IncCUSIP 438516106 was $86K
- Thomson Reuters CorpCUSIP 884903808 was $81K
- TLTIshares Tr was $68K
- AESAes Corp was $65K
- IVWIshares Tr was $46K
- MAAMid Amer Apt Cmntys Inc was $17K
- Carnival CorpCUSIP 143658300 was $9,912
- BSXBoston Scientific Corp was $9,287
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.0% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +5.2% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +4.8% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Financial Network Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2012031&type=13F-HR&dateb=&owner=include&count=40CIK 2012031
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2012031/000201203126000003/Filed July 29, 2026 · accession 0002012031-26-000003