Financial Network Wealth Advisors LLC

CIK 0002012031 · Q2 2026

13F Equity AUM

$98.5M

+0.8% QoQ

Positions

858

+86 QoQ

AUM Rank

#8,022

Top 91%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,581 · Top 31%

vs S&P -8.1%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 23.4%Top 10: 33.7%Top 20: 44.4%

CLIP7.6%

BIL5.5%

SPYG4.0%

BUFR3.4%

SPDW2.9%

AAPL2.8%

SPYV2.5%

BUFF1.9%

IVV1.6%

MSFT1.5%

Others (848)66.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services73.3%

Technology8.8%

Healthcare3.6%

Industrials3.1%

Consumer Cyclical3.0%

Communication Services2.4%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 858Median: 0.02%Avg: 0.12%

0–0.5%

819(43.4%)

0.5–1%

23(15.9%)

1–3%

12(20.2%)

3–5%

2(7.4%)

5%+

2(13.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 858vs 20 funds

0%Low

858

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New123Increased265Decreased207Exited37

New Positions

SPYM0.8%

+10K

FLJP0.7%

+16K

RLY0.3%

+8K

TBUX0.2%

+5K

FYX0.1%

+419

DTH0.1%

+940

FTEC0.0%

+143

IGM0.0%

+229

LNT0.0%

+437

VUG0.0%

+312

Increased

CLIP7.6%

+12K(+19%)

HGER0.7%

+8K(+49%)

SPMB0.7%

+6K(+22%)

SPTL0.5%

+3K(+22%)

GOVT0.5%

+3K(+15%)

SPDW2.9%

+3K(+5%)

SHYG0.8%

+3K(+17%)

SPYV2.5%

+3K(+7%)

SPSB0.5%

+3K(+19%)

NCLH0.1%

+2K(+2239%)

Decreased

BUFR3.4%

-205,822(-69%)

BUFG0.1%

-15,185(-79%)

BIL5.5%

-9,026(-13%)

PSFJ0.4%

-4,015(-27%)

BUFT1.1%

-2,894(-6%)

PSFD0.6%

-2,836(-15%)

BUFF1.9%

-2,657(-7%)

HYD0.9%

-2,150(-12%)

PMAY0.0%

-1,715(-72%)

PSFF1.4%

-1,601(-4%)

Exited

-9,665

-13,463

-382

-904

-779

-4,631

-407

-142

-383

-200

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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