Financial Management Network Inc has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $508 Million distributed in 186 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 $61.8M, Vaneck Morningstar Wide Moat E with a value of $41.7M, Ishares Core S&P Mid Cap ETF with a value of $25.8M, American Centy ETF Tr Avantis with a value of $24.4M, and Ishares Core S&P Sm Cap ETF with a value of $22.6M.
Examining the 13F form we can see an increase of $36.4M in the current position value, from $471M to 508M.
Below you can find more details about Financial Management Network Inc portfolio as well as his latest detailed transactions.
Portfolio value
$508 Million
ETFs: $370 Million
Technology: $46 Million
Financial Services: $23.4 Million
Consumer Cyclical: $17.4 Million
Communication Services: $12.2 Million
Industrials: $7.18 Million
Healthcare: $5.21 Million
Real Estate: $5.16 Million
Other: $4.82 Million
Stock Holdings Table Market Cap. of $200 Billions or more
