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Financial Network Wealth Advisors LLC
Financial Network Wealth Advisors LLC is an SEC-registered investment adviser headquartered in Murray, Utah. Founded in 2021, the firm manages investment portfolios for a diverse range of individual and institutional clients, including high net worth individuals, pension and profit-sharing plans, and charitable organizations. With approximately 6 employees, the firm provides personalized wealth management and investment advisory services tailored to client needs.
Investment Strategy
Financial Network Wealth Advisors LLC offers discretionary and non-discretionary investment management services, primarily focusing on constructing diversified portfolios that include equities, ETFs, and fixed income securities. The firm serves mainly individual and high-net-worth clients, aiming for a blend of growth and preservation by balancing exposure among top large-cap stocks, broad market ETFs, and allocated fixed income, with attention to each client's risk tolerance and financial objectives.
Latest 13F Filing Activity
Financial Network Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 808 equity positions with a total 13F market value of $82M. The fund increased holdings in SPDR Ser TR, World Gold TR, SPDR Index SHS FDS among other positions. Financial Network Wealth Advisors LLC reduced exposure to J P Morgan Exchange Traded F, Ishares TR, Apple Inc. among others.
Top Holdings
Equity Positions (808)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUFR | FIRST TR EXCHNG TRADED FD VI | 12.14% | $10.0M | 313,886 | $27.38 | $31.80 | +$394.8K |
B BIL | SPDR SER TR | 4.13% | $3.4M | 37,037 | $91.70 | $91.73 | +$2.4M |
S SPYG | SPDR SER TR | 3.24% | $2.7M | 27,955 | $69.09 | $95.32 | +$397.6K |
B BUFF | INNOVATOR ETFS TRUST | 2.67% | $2.2M | 46,767 | $40.66 | $47.00 | -$7.3K |
A AAPL | APPLE INC | 2.42% | $2.0M | 9,718 | $207.29 | $205.17 | -$324.5K |
Industry Allocation
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