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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$367,000 0.11% of portfolio
31,727
Q3 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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