Financial Network Wealth Management LLC Portfolio Holdings

Financial Network Wealth Management LLC

  • $324 Million
  • Q3 2025

Financial Network Wealth Management LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $324 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares Esg Awar with a value of $38.1M, Spdr Ser Tr Spdr S&P 500 Esg E with a value of $31M, Nvidia Corp with a value of $27.9M, Vanguard World Fd Esg U.S. Sto with a value of $22.5M, and Ishares Esg Aware U.S. Aggrega with a value of $20.5M.

Examining the 13F form we can see an increase of $40.6M in the current position value, from $283M to 324M.

Financial Network Wealth Management LLC is based out at Draper, UT

Below you can find more details about Financial Network Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $324 Million
ETFs: $178 Million
Technology: $66.7 Million
Industrials: $8.91 Million
Financial Services: $4.79 Million
Communication Services: $4.03 Million
Consumer Cyclical: $3.98 Million
Consumer Defensive: $3.21 Million
Healthcare: $2.18 Million
Other: $1.69 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.1 Million 11.75% of portfolio
401,264
Q3 2025 Added 10.17%
$0
$31 Million 9.58% of portfolio
474,179
Q3 2025 Added 93.67%
$465B
$27.9 Million 8.61% of portfolio
140,096
Q3 2025 Reduced 8.78%
$0
$22.5 Million 6.95% of portfolio
186,241
Q3 2025 Reduced 26.72%
$0
$20.5 Million 6.34% of portfolio
427,893
Q3 2025 Added 13.4%
$4.3T
$18.6 Million 5.74% of portfolio
69,047
Q3 2025 Reduced 5.77%
$3.78T
$15.9 Million 4.9% of portfolio
31,366
Q3 2025 Reduced 6.17%
Vanguard Core Bond ETF
-
$13 Million 4.02% of portfolio
-
Q3 2025 Added 136.23%
$0
$9.9 Million 3.06% of portfolio
144,951
Q3 2025 Added 41.2%
$0
$8.75 Million 2.7% of portfolio
155,925
Q3 2025 Added 10.93%
$0
$6.92 Million 2.14% of portfolio
169,803
Q3 2025 Added 65.47%
$0
$6.24 Million 1.93% of portfolio
9,112
Q3 2025 Reduced 2.9%
$0
$5.72 Million 1.77% of portfolio
9,178
Q3 2025 Reduced 30.76%
-
$5.29 Million 1.63% of portfolio
-
Q3 2025 Reduced 49.94%
$0
$4.84 Million 1.49% of portfolio
34,795
Q3 2025 Added 5.49%
$0
$4 Million 1.23% of portfolio
173,012
Q3 2025 Added 11.01%
$0
$3.32 Million 1.03% of portfolio
5,305
Q3 2025 Added 11.05%
$0
$3.22 Million 0.99% of portfolio
4,728
Q3 2025 Added 10.54%
$65.7B
$2.75 Million 0.85% of portfolio
9,586
Q4 2021 Reduced 5.09%
$404B
$2.74 Million 0.85% of portfolio
2,991
Q3 2025 Added 1.46%
$0
$2.63 Million 0.81% of portfolio
37,104
Q3 2025 Added 5.44%
$130B
$2.61 Million 0.81% of portfolio
6,893
Q3 2025 Added 1.88%
$0
$2.46 Million 0.76% of portfolio
32,760
Q3 2025 Reduced 2.1%
$0
$2.29 Million 0.71% of portfolio
4,627
Q3 2025 Reduced 19.11%
$49.1B
$2.14 Million 0.66% of portfolio
1,913
Q3 2025 Reduced 2.25%
$0
$2.09 Million 0.64% of portfolio
92,974
Q3 2025 Reduced 16.07%
$0
$2.05 Million 0.63% of portfolio
44,966
Q3 2025 Reduced 6.32%
$662B
$1.88 Million 0.58% of portfolio
3,791
Q2 2024 New
$0
$1.63 Million 0.5% of portfolio
15,362
Q1 2024 Reduced 8.04%
$0
$1.6 Million 0.49% of portfolio
13,403
Q3 2025 Reduced 52.36%
$0
$1.49 Million 0.46% of portfolio
2,500
Q2 2024 New
$533B
$1.45 Million 0.45% of portfolio
4,332
Q3 2025 Reduced 11.43%
$66.3B
$1.37 Million 0.42% of portfolio
6,722
Q3 2025 Reduced 13.74%
$0
$1.37 Million 0.42% of portfolio
6,667
Q2 2024 New
$44B
$1.32 Million 0.41% of portfolio
750
Q2 2024 New
$140B
$1.3 Million 0.4% of portfolio
5,577
Q3 2025 Reduced 18.7%
$136B
$1.3 Million 0.4% of portfolio
5,800
Q2 2024 New
$367B
$1.29 Million 0.4% of portfolio
3,493
Q3 2025 Added 3.62%
$0
$1.19 Million 0.37% of portfolio
25,137
Q3 2025 Reduced 58.61%
$0
$1.12 Million 0.35% of portfolio
10,435
Q3 2025 Reduced 6.59%
$0
$1.13 Million 0.35% of portfolio
24,729
Q4 2023 New
$0
$1.14 Million 0.35% of portfolio
9,245
Q3 2025 Added 0.09%
$0
$1.1 Million 0.34% of portfolio
17,995
Q3 2025 Reduced 13.78%
$2.39T
$995,000 0.31% of portfolio
4,007
Q3 2025 Reduced 6.09%
$0
$951,000 0.29% of portfolio
11,366
Q3 2025 Added 19.19%
$222B
$912,000 0.28% of portfolio
1,583
Q3 2025 Reduced 21.05%
$0
$835,000 0.26% of portfolio
37,200
Q3 2025 Reduced 77.42%
$1.74T
$829,000 0.26% of portfolio
2,855
Q3 2025 Reduced 9.65%
$21.2B
$774,000 0.24% of portfolio
1,316
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $324 Million
  • Prior Value $283 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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