2026 Q1 Portfolio Activity
In 2026 Q1, Financial Network Wealth Advisors LLC maintained a portfolio of 917 distinct positions. The most significant new addition was INVESCO ACTVELY MNGD ETC FD, now representing 0.24% of the total fund value. They heavily accumulated shares in SPDR SER TR, increasing the position by 96.4%. The fund also reduced its exposure to SPDR INDEX SHS FDS by 50.6%.
Position History
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Total Positions
917
Quarter
2026 Q1
Top Holding
BUFR (10.3%)
Top 10 Concentration
38.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 917
Financial Network Wealth Advisors LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BUFR
FIRST TR EXCHNG...
|
ETF | 10.26% | 10.69% |
#1
Prev: #1
|
6.5 |
—
|
-2,536 | -0.8% |
P
S
|
296,963 | $10,028,441 |
$26.96
+34.5%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
CLIP
GLOBAL X FDS
|
Bond/Debt | 6.43% | 6.02% |
#2
Prev: #2
|
6.1 |
—
|
4,915 | 8.5% |
P
S
|
62,645 | $6,287,043 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BIL
SPDR SER TR
|
ETF | 6.35% | 3.28% |
#3
1
Prev: #4
|
6.5 |
—
|
33,214 | 96.4% |
P
S
|
67,686 | $6,202,745 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYG
SPDR SER TR
|
Unknown | 3.23% | 3.33% |
#4
1
Prev: #3
|
3.8 |
—
|
2,336 | 7.8% |
P
S
|
32,263 | $3,158,878 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.54% | 2.79% |
#5
Prev: #5
|
2.0 |
—
|
-81 | -0.8% |
P
S
|
9,782 | $2,482,482 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 2.51% | 2.31% |
#6
Prev: #6
|
3.0 |
—
|
3,926 | 7.9% |
P
S
|
53,778 | $2,454,956 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYV
SPDR SER TR
|
Unknown | 2.19% | 2.11% |
#7
Prev: #7
|
2.9 |
—
|
2,237 | 6.3% |
P
S
|
37,832 | $2,140,554 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BUFF
INNOVATOR ETFS ...
|
ETF | 1.96% | 2.06% |
#8
Prev: #8
|
1.3 |
—
|
-877 | -2.2% |
P
S
|
38,759 | $1,915,082 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.46% | 1.98% |
#9
Prev: #9
|
1.1 |
—
|
-74 | -1.9% |
P
S
|
3,858 | $1,428,141 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PSFF
PACER FDS TR
|
ETF | 1.41% | 1.14% |
#10
5
Prev: #15
|
3.1 |
—
|
9,262 | 27.5% |
P
S
|
42,970 | $1,376,948 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.28% | 1.33% |
#11
Prev: #11
|
1.0 |
—
|
47 | 2.5% |
P
S
|
1,911 | $1,248,284 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BUFT
FIRST TR EXCHNG...
|
Unknown | 1.18% | 1.14% |
#12
2
Prev: #14
|
1.0 |
—
|
1,995 | 4.5% |
P
S
|
46,659 | $1,157,610 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.16% | 1.17% |
#13
Prev: #13
|
1.0 |
—
|
-28 | -0.8% |
P
S
|
3,635 | $1,129,797 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.03% | 0.75% |
#14
9
Prev: #23
|
0.9 |
—
|
-68 | -1.1% |
P
S
|
5,947 | $1,008,974 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPSM
SPDR SER TR
|
ETF | 0.95% | 0.86% |
#15
3
Prev: #18
|
2.4 |
—
|
1,745 | 9.9% |
P
S
|
19,303 | $932,721 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HYD
VANECK ETF TRUS...
|
ETF | 0.95% | 1.23% |
#16
4
Prev: #12
|
0.9 |
—
|
-4,425 | -19.2% |
P
S
|
18,580 | $931,601 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEF
ISHARES TR
|
ETF | 0.95% | 0.84% |
#17
3
Prev: #20
|
2.4 |
—
|
1,279 | 15.2% |
P
S
|
9,678 | $923,668 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.90% | 0.80% |
#18
3
Prev: #21
|
2.9 |
—
|
950 | 23.1% |
P
S
|
5,063 | $882,997 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.88% | 0.95% |
#19
3
Prev: #16
|
0.9 |
—
|
-19 | -0.5% |
P
S
|
3,952 | $859,606 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.87% | 1.79% |
#20
10
Prev: #10
|
0.3 |
—
|
-18,626 | -50.6% |
P
S
|
18,164 | $852,064 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.80% | 0.90% |
#21
4
Prev: #17
|
0.8 |
—
|
-47 | -1.7% |
P
S
|
2,705 | $777,850 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.79% | 0.85% |
#22
3
Prev: #19
|
0.8 |
—
|
3 | 0.2% |
P
S
|
1,620 | $776,304 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.69% | 0.14% |
#23
107
Prev: #130
|
3.3 |
—
|
10,890 | 402.4% |
P
S
|
13,596 | $677,217 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PSFD
PACER FDS TR
|
ETF | 0.68% | 0.72% |
#24
1
Prev: #25
|
0.8 |
—
|
-186 | -1.0% |
P
S
|
18,330 | $669,096 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SHYG
ISHARES TR
|
ETF | 0.68% | 0.70% |
#25
1
Prev: #26
|
0.8 |
—
|
-46 | -0.3% |
P
S
|
15,643 | $661,855 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPMB
SPDR SER TR
|
ETF | 0.60% | 0.55% |
#26
4
Prev: #30
|
2.2 |
—
|
2,441 | 10.3% |
P
S
|
26,163 | $585,790 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SLYG
SPDR SER TR
|
ETF | 0.57% | 0.54% |
#27
6
Prev: #33
|
2.2 |
—
|
275 | 5.0% |
P
S
|
5,771 | $557,631 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GMAY
FIRST TR EXCHNG...
|
Unknown | 0.53% | 0.54% |
#28
4
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
12,642 | $519,083 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BUFG
FIRST TR EXCHNG...
|
Unknown | 0.53% | 0.61% |
#29
Prev: #29
|
0.7 |
—
|
-1,913 | -9.0% |
P
S
|
19,227 | $516,437 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HGER
HARBOR ETF TRUS...
|
ETF | 0.52% | 0.54% |
#30
4
Prev: #34
|
0.2 |
—
|
-4,382 | -21.2% |
P
S
|
16,315 | $505,928 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SNA
SNAP ON INC
|
Industrials | 0.50% | 0.49% |
#31
7
Prev: #38
|
0.7 |
—
|
-23 | -1.7% |
P
S
|
1,342 | $487,526 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XHLF
BONDBLOXX ETF T...
|
ETF | 0.50% | 0.46% |
#32
9
Prev: #41
|
2.2 |
—
|
922 | 10.5% |
P
S
|
9,665 | $486,439 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.49% | 0.50% |
#33
4
Prev: #37
|
0.7 |
—
|
-101 | -3.0% |
P
S
|
3,242 | $480,200 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PSFJ
PACER FDS TR
|
ETF | 0.49% | 0.51% |
#34
2
Prev: #36
|
0.7 |
—
|
-130 | -0.9% |
P
S
|
14,606 | $476,995 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDYG
SPDR SER TR
|
ETF | 0.48% | 0.48% |
#35
4
Prev: #39
|
0.7 |
—
|
-40 | -0.8% |
P
S
|
4,915 | $471,679 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOVT
ISHARES TR
|
ETF | 0.46% | 0.46% |
#36
6
Prev: #42
|
0.7 |
—
|
734 | 3.9% |
P
S
|
19,780 | $453,160 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDYV
SPDR SER TR
|
ETF | 0.46% | 0.47% |
#37
3
Prev: #40
|
0.7 |
—
|
-19 | -0.4% |
P
S
|
5,308 | $451,957 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.46% | 0.54% |
#38
7
Prev: #31
|
0.7 |
—
|
-97 | -4.3% |
P
S
|
2,169 | $451,738 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.45% | 0.43% |
#39
5
Prev: #44
|
2.2 |
—
|
358 | 7.2% |
P
S
|
5,315 | $439,816 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.44% | 0.61% |
#40
12
Prev: #28
|
0.2 |
—
|
-2,173 | -31.8% |
P
S
|
4,654 | $431,379 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPTL
SPDR SER TR
|
ETF | 0.44% | 0.42% |
#41
5
Prev: #46
|
2.2 |
—
|
975 | 6.4% |
P
S
|
16,216 | $426,481 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.42% | 0.64% |
#42
15
Prev: #27
|
0.2 |
—
|
-2,870 | -35.0% |
P
S
|
5,329 | $410,919 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.41% | 0.38% |
#43
8
Prev: #51
|
0.7 |
—
|
40 | 0.8% |
P
S
|
5,256 | $399,732 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JQUA
J P MORGAN EXCH...
|
ETF | 0.41% | 0.39% |
#44
5
Prev: #49
|
2.2 |
—
|
634 | 10.8% |
P
S
|
6,502 | $398,711 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPSB
SPDR SER TR
|
ETF | 0.40% | 0.36% |
#45
12
Prev: #57
|
2.2 |
—
|
1,759 | 15.5% |
P
S
|
13,107 | $394,127 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAPR
INNOVATOR ETFS ...
|
Bond/Debt | 0.40% | 0.40% |
#46
2
Prev: #48
|
1.2 |
—
|
no change | no change |
P
S
|
12,321 | $390,206 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABT
ABBOTT LABS
|
Healthcare | 0.39% | 0.53% |
#47
12
Prev: #35
|
0.7 |
—
|
-300 | -7.4% |
P
S
|
3,730 | $382,989 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.39% | 0.29% |
#48
26
Prev: #74
|
0.7 |
—
|
-20 | -1.1% |
P
S
|
1,822 | $376,972 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DNOV
FIRST TR EXCHNG...
|
ETF | 0.38% | 0.42% |
#49
4
Prev: #45
|
0.7 |
—
|
-495 | -5.9% |
P
S
|
7,835 | $375,339 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BALT
INNOVATOR ETFS ...
|
ETF | 0.38% | 0.37% |
#50
4
Prev: #54
|
0.7 |
—
|
369 | 3.5% |
P
S
|
11,030 | $369,119 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 917 holdings