Financial Management Network Inc has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $471 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $56.6M, Vaneck Morningstar Wide Moat E with a value of $42.9M, Ishares Core S&P Mid Cap ETF with a value of $24M, Ishares Core S&P Sm Cap ETF with a value of $19.9M, and American Centy ETF Tr Avantis with a value of $18.6M.
Examining the 13F form we can see an increase of $46.1M in the current position value, from $425M to 471M.
Below you can find more details about Financial Management Network Inc portfolio as well as his latest detailed transactions.
Portfolio value
$471 Million
ETFs: $353 Million
Technology: $36.9 Million
Financial Services: $24.1 Million
Consumer Cyclical: $14.4 Million
Communication Services: $9.26 Million
Industrials: $5.94 Million
Healthcare: $4.78 Million
Real Estate: $4.53 Million
Other: $4.48 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
