Financial Network Wealth Advisors LLC

CIK

2012031

Location

MURRAY, UT

Portfolio Value

Micro $29,311,776

Diversification

Diversified

Filing Date

Global Rank

#7,436 / 8,604 ▲ 66 · as of Mar 2026

Top Industry

Consumer Electronics 8.9%

3Y Alpha vs SPY

-5.1%

Period ended 3 months ago

Filed May 14, 2026 · 56d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.1%

SPY

+54.1%

Annualised alpha

-5.0%

Max drawdown

−15.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

510 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

−0.3 pts

Top 5

23.7%

−0.7 pts

Top 10

35.1%

−0.4 pts

HHI

194

Diversified−11

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.5%	$7,477,571	73
Healthcare	11.6%	$3,398,314	73
Consumer Cyclical	10.5%	$3,075,466	43
Industrials	10.5%	$3,074,340	79
Financial Services	10.4%	$3,043,157	83
Energy	7.5%	$2,198,115	37
Communication Services	7.2%	$2,118,768	14
Consumer Defensive	6.2%	$1,811,584	37
Unclassified	4.9%	$1,432,470	14
Utilities	2.4%	$691,441	16
Basic Materials	1.9%	$547,636	17
Real Estate	1.5%	$442,914	24

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	+2,122	5,128	$188,454
NFLX	Netflix Inc	+1,031	1,962	$188,646
NVDA	Nvidia Corp	+950	5,063	$882,987
MNST	Monster Beverage Corp	+460	905	$65,576
T	At&T Inc.	+425	6,121	$177,447
MDLZ	Mondelez International, Inc.	+288	2,101	$121,101
TSLA	Tesla, Inc.	+281	641	$238,291
DIS	Walt Disney Co	+250	1,779	$171,460
APG	APi Group Corp	+237	448	$18,152
BA	Boeing Co	+219	809	$161,015
CRM	Salesforce, Inc.	+200	645	$120,402
MBLY	Mobileye Global Inc.	+200	400	$2,748
PYPL	PayPal Holdings, Inc.	+194	310	$14,021
EPAM	EPAM Systems, Inc.	+193	561	$75,959
ADPT	Adaptive Biotechnologies Corp	+181	1,190	$16,517
DBP	Invesco DB Precious Metals Fund	+180	487	$53,589
COF	Capital One Financial Corp	+180	195	$35,573
TRI	Thomson Reuters Corp /Can/	+174	904	$81,341
META	Meta Platforms, Inc.	+172	532	$304,373
SEIC	Sei Investments Co	+157	309	$24,247
NKE	NIKE, Inc.	+153	278	$14,683
DAR	Darling Ingredients Inc.	+127	546	$33,770
VRSK	Verisk Analytics, Inc.	+122	469	$88,992
XYZ	Block, Inc.	+122	263	$15,827
NVS	Novartis AG	+121	260	$39,715
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−2,173	4,654	$431,379
SLV	iShares Silver Trust	−941	2,077	$141,526
MRK	Merck & Co., Inc.	−863	467	$56,175
FAST	Fastenal Co	−638	3,000	$139,200
FTI	TechnipFMC plc	−583	828	$57,239
ORCL	Oracle Corp	−515	779	$114,598
FCX	Freeport-Mcmoran Inc	−508	1,104	$64,893
LUV	Southwest Airlines Co	−473	1,059	$39,786
ZTS	Zoetis Inc.	−433	417	$49,293
NOW	ServiceNow, Inc.	−345	35	$3,659
CSGP	Costar Group, Inc.	−320	110	$4,437
ABT	Abbott Laboratories	−300	3,730	$382,959
SBUX	Starbucks Corp	−279	1,054	$94,427
BSX	Boston Scientific Corp	−278	148	$9,287
UBER	Uber Technologies, Inc	−243	191	$13,738
GLW	Corning Inc /Ny	−228	542	$73,695
AES	Aes Corp	−216	4,631	$65,250
APH	Amphenol Corp /De/	−211	2,882	$364,140
QCOM	Qualcomm Inc/De	−191	784	$100,963
NSSC	Napco Security Technologies, Inc	−177	221	$8,705
PCG	PG&E Corp	−175	3,974	$69,823
JNJ	Johnson & Johnson	−173	897	$219,262
WMB	Williams Companies, Inc.	−165	1,040	$75,691
VZ	Verizon Communications Inc	−160	7,056	$354,211
MA	Mastercard Inc	−159	450	$224,847
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ECL	Ecolab Inc.	279	$74,219
KR	Kroger Co	216	$15,629
SNDA	Sonida Senior Living, Inc.	420	$13,545
PANW	Palo Alto Networks Inc	81	$12,985
WTW	Willis Towers Watson PLC	35	$10,174
VIK	Viking Holdings Ltd	134	$9,846
TSM	Taiwan Semiconductor Manufacturing Co Ltd	28	$9,462
EPAC	Enerpac Tool Group Corp	258	$9,409
HQY	Healthequity, Inc.	100	$8,357
TFIN	Triumph Financial, Inc.	125	$7,457
TTC	Toro Co	74	$6,914
USPH	U S Physical Therapy Inc /Nv	91	$6,821
COMP	Compass, Inc.	673	$4,919
TEM	Tempus AI, Inc.	100	$4,522
COHR	Coherent Corp.	17	$4,049
OPCH	Option Care Health, Inc.	136	$3,661
IMNM	Immunome Inc.	135	$2,952
FITB	Fifth Third Bancorp	53	$2,462
LIVN	LivaNova PLC	38	$2,415
MU	Micron Technology Inc	6	$2,027
CLX	Clorox Co /De/	19	$1,968
BHP	BHP Group Ltd	27	$1,963
COKE	Coca-Cola Consolidated, Inc.	10	$1,917
TM	Toyota Motor Corp/	9	$1,854
MUFG	Mitsubishi Ufj Financial Group Inc	108	$1,832
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
IDXX	Idexx Laboratories Inc /De	63	$42,621
AON	Aon plc	109	$38,463
ABNB	Airbnb, Inc.	225	$30,537
CPRT	Copart Inc	640	$25,056
PAYC	Paycom Software, Inc.	117	$18,645
GIS	General Mills Inc	256	$11,904
GWRE	Guidewire Software, Inc.	48	$9,648
P	Everpure, Inc.	134	$8,979
OS	OneStream, Inc.	370	$6,800
GSHD	Goosehead Insurance, Inc.	63	$4,639
MKSI	Mks Inc	29	$4,634
LITE	Lumentum Holdings Inc.	12	$4,423
DPZ	Dominos Pizza Inc	9	$3,751
SWKS	Skyworks Solutions, Inc.	53	$3,360
SITM	SITIME Corp	9	$3,178
BNY	Bank of New York Mellon Corp	26	$3,018
HOOD	Robinhood Markets, Inc.	26	$2,940
RS	Reliance, Inc.	9	$2,599
LSCC	Lattice Semiconductor Corp	33	$2,428
HUBB	Hubbell Inc	5	$2,220
NJR	New Jersey Resources Corp	48	$2,213
WCC	Wesco International Inc	9	$2,201
ATI	Ati Inc	19	$2,180
BLK	BlackRock, Inc.	2	$2,140
BSY	Bentley Systems Inc	56	$2,137
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

510 positions · $29,311,776 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 510 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	9,782	-81	$2,482,573	−7.4%	8.47%
MSFT	Microsoft Corp Technology	Reduced	3,858	-74	$1,428,115	−24.9%	4.87%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,635	-28	$1,129,721	+0.9%	3.85%
XOM	Exxon Mobil Corp Energy	Reduced	5,947	-68	$1,008,968	+39.4%	3.44%
NVDA	Nvidia Corp Technology	Added	5,063	+950	$882,987	+15.1%	3.01%
ABBV	AbbVie Inc. Healthcare	Reduced	3,952	-19	$859,520	−5.3%	2.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,705	-47	$777,849	−9.7%	2.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,620	+3	$776,304	−4.5%	2.65%
SNA	Snap-on Inc Industrials	Reduced	1,342	-23	$487,441	+3.6%	1.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,169	-97	$451,737	−13.6%	1.54%
GLDM	World Gold Trust	Reduced	4,654	-2,173	$431,379	−26.0%	1.47%
KO	Coca Cola Co Consumer Defensive	Added	5,256	+40	$399,718	+9.6%	1.36%
ABT	Abbott Laboratories Healthcare	Reduced	3,730	-300	$382,959	−24.2%	1.31%
CVX	Chevron Corp Energy	Reduced	1,822	-20	$376,971	+34.3%	1.29%
APH	Amphenol Corp /De/ Technology	Reduced	2,882	-211	$364,140	−12.9%	1.24%
VZ	Verizon Communications Inc Communication Services	Reduced	7,056	-160	$354,211	+20.5%	1.21%
RTX	RTX Corp Industrials	Reduced	1,705	-75	$328,894	+0.7%	1.12%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,597	-68	$322,755	+8.7%	1.10%
GLD	Spdr Gold Trust	Added	743	+21	$319,705	+11.7%	1.09%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,872	+3	$308,249	−14.5%	1.05%
META	Meta Platforms, Inc. Communication Services	Added	532	+172	$304,373	+28.1%	1.04%
MMM	3M Co Industrials	Held	1,980	0	$287,555	−9.3%	0.98%
V	Visa Inc. Financial Services	Added	891	+18	$269,295	−12.0%	0.92%
TSLA	Tesla, Inc. Consumer Cyclical	Added	641	+281	$238,291	+47.2%	0.81%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	317	-21	$230,731	+23.5%	0.79%
MA	Mastercard Inc Financial Services	Reduced	450	-159	$224,847	−35.3%	0.77%
JNJ	Johnson & Johnson Healthcare	Reduced	897	-173	$219,262	−1.0%	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	201	+2	$200,282	+16.7%	0.68%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	581	-1	$191,085	−4.6%	0.65%
AVGO	Broadcom Inc. Technology	Reduced	614	-25	$190,039	−14.1%	0.65%
NFLX	Netflix Inc Communication Services	Added	1,962	+1,031	$188,646	+116.1%	0.64%
NVO	Novo Nordisk A S Healthcare	Added	5,128	+2,122	$188,454	+23.2%	0.64%
PFE	Pfizer Inc Healthcare	Added	6,393	+107	$179,515	+14.7%	0.61%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,121	-81	$179,023	−3.0%	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Added	604	+28	$177,672	−4.3%	0.61%
T	At&T Inc. Communication Services	Added	6,121	+425	$177,447	+25.4%	0.61%
CME	Cme Group Inc. Financial Services	Added	586	+45	$173,075	+17.2%	0.59%
DIS	Walt Disney Co Communication Services	Added	1,779	+250	$171,460	−1.4%	0.58%
BA	Boeing Co Industrials	Added	809	+219	$161,015	+25.7%	0.55%
SHW	Sherwin Williams Co Basic Materials	Reduced	476	-25	$152,581	−6.0%	0.52%
ASML	Asml Holding NV Technology	Reduced	114	-12	$150,574	+11.7%	0.51%
SPY	Spdr S&P 500 ETF Trust	Added	231	+4	$150,228	−3.0%	0.51%
ATO	Atmos Energy Corp Utilities	Reduced	805	-65	$148,699	+2.0%	0.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	995	+112	$143,717	+13.6%	0.49%
SLV	iShares Silver Trust	Reduced	2,077	-941	$141,526	−27.2%	0.48%
MDT	Medtronic plc Healthcare	Added	1,620	+13	$140,373	−9.1%	0.48%
CTVA	Corteva, Inc. Basic Materials	Reduced	1,668	-130	$139,628	+15.9%	0.48%
FAST	Fastenal Co Industrials	Reduced	3,000	-638	$139,200	−4.7%	0.47%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	276	+23	$135,662	−7.5%	0.46%
WEC	Wec Energy Group, Inc. Utilities	Reduced	1,150	-78	$133,135	+2.8%	0.45%