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Financial Network Wealth Advisors LLC

CIK:0002012031
Investment Adviser
$425M AUM
821 holdings
Murray, UT, US
Founded:2021
6 employees
Latest filing:Jun 30, 2025

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 Buys
B
BILSPDR SER TR
+$2.4M
G
GLDMWORLD GOLD TR
+$850.2K
S
SPEMSPDR INDEX SHS FDS
+$656.1K
M
MSFTMICROSOFT CORP
+$470.1K
S
SPYGSPDR SER TR
+$397.6K
Top Sells
J
JPSTJ P MORGAN EXCHANGE TRADED F
-$1.7M
T
TIPISHARES TR
-$760.9K
A
AAPLAPPLE INC
-$324.5K
I
IVVISHARES TR
-$244.2K
H
HYDVANECK ETF TRUST
-$164.5K

Top Holdings

B
BUFRFIRST TR EXCHNG TRADED FD VI
+12.1%$10.0M
B
BILSPDR SER TR
+4.1%$3.4M
S
SPYGSPDR SER TR
+3.2%$2.7M
B
BUFFINNOVATOR ETFS TRUST
+2.7%$2.2M
A
AAPLAPPLE INC
+2.4%$2.0M

Equity Positions (808)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
FIRST TR EXCHNG TRADED FD VI12.14%$10.0M313,886$27.38$31.80+$394.8K
SPDR SER TR4.13%$3.4M37,037$91.70$91.73+$2.4M
SPDR SER TR3.24%$2.7M27,955$69.09$95.32+$397.6K
INNOVATOR ETFS TRUST2.67%$2.2M46,767$40.66$47.00-$7.3K
APPLE INC2.42%$2.0M9,718$207.29$205.17-$324.5K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+3.5%
PHARMACEUTICAL PREPARATIONS
+2.9%
ELECTRONIC COMPUTERS
+2.7%
FOOD AND KINDRED PRODUCTS
+2.3%
COMMODITY CONTRACTS BROKERS & DEALERS
+1.9%