Financial Network Wealth Advisors LLC

Name: Financial Network Wealth Advisors LLC 13F holdings, Q1 2025
Creator: Financial Network Wealth Advisors LLC
Published: 2025-05-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Financial Network Wealth Advisors LLC reported 776 stock positions worth $76.2 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 12.6% of the portfolio, followed by Apple (AAPL, 3.0%) and SS SPDR P S&P 500 Growth ETF (SPYG, 3.0%). Compared with Q4 2024, it opened 306 new positions, sold out of 9, added to 348 and reduced 17. The biggest buy was iShares Tips Bond ETF (TIP, shares +270%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −91%).

Most Recent 13F: Q2 2026
Location: MURRAY, UT
CIK: 0002012031
Portfolio Value: $76.2M (Q1 2025)
SEC Filing: 0002012031-25-000002 ↗ filed May 13, 2025

Holdings Value

Holdings 776 stocks · $76.2M


BUFR FT Vest Lad Buffervetf-Usd I	12.59%	322,897	$9.6M	Add +35.2%
AAPL Apple Inc.	3.04%	10,437	$2.3M	Add +14.7%
SPYG SS SPDR P S&P 500 Growth ETF	2.98%	28,208	$2.3M	Add +2.6%
BUFF Innovator Laddered Allocatio	2.90%	50,019	$2.2M	Add +16.8%
JPST JPMorgan Ultra-Short Income	2.34%	35,220	$1.8M	Add +67.6%
HYD Vaneck High Yield Muni ETF	2.07%	30,842	$1.6M	Add +5.1%
SPDW Ste STR SPDR PT DW Eu ETF	1.88%	39,291	$1.4M	Add +4.0%
MSFT Microsoft Corp.	1.86%	3,771	$1.4M	Add +12.4%
SPYV SS SPDR P S&P 500 Value ETF	1.86%	27,671	$1.4M	Add +4.9%
IVV iShares Core S&P 500 ETF	1.83%	2,481	$1.4M	Add +97.8%
MCD McDonald's Corp.	1.50%	3,666	$1.1M	Add +5.9%
TIP iShares Tips Bond ETF	1.35%	9,221	$1.0M	Add +269.9%
BIL SS SPDR BB 1-3M T-Bill ETF	1.34%	11,128	$1.0M	Add +187.9%
BUFT FT Vest Buffered Allocation	1.33%	45,078	$1.0M	Add +145.0%
BRK.B Berkshire Hathaway Inc. Class B	1.23%	1,753	$934K	Add +290.4%
ABBV Abbvie Inc.	1.11%	4,045	$848K	Add +28.4%
SLYG SS SPDR S&P 600 SC GR ETF	1.10%	10,094	$838K	Add +7.9%
XOM Exxon Mobil Corp.	0.93%	5,954	$708K	Add +11.8%
IEF iShares 7-10 Year Treasury B	0.91%	7,232	$690K	Add +241.8%
STIP iShares 0-5 Year Tips Bond E	0.85%	6,285	$650K	Add +219.8%
SPEM State Street SP PTF Em ETF	0.84%	16,328	$643K	Add +28.4%
PSFD Pacer Swan Sos Flex January	0.80%	18,691	$607K	Add +122.7%
ABT Abbott Laboratories	0.78%	4,450	$590K	New
GOVT iShares US Treasury Bond ETF	0.77%	25,496	$586K	Add +28.2%
BUFG FT Vest Buffered Allocation	0.71%	22,678	$539K	Add +30.4%
GMAY FT Vest U.S. Equity Moderate	0.67%	14,159	$513K	No change
MDYV SS SPDR S&P 400 MC Val ETF	0.66%	6,563	$506K	Add +13.7%
SPSM SS SPDR P S&P 600 Small Cap	0.66%	12,248	$499K	Add +2.6%
MDYG SS SPDR S&P 400 MC GR ETF	0.64%	6,173	$491K	Add +13.8%
GOOGL Alphabet Inc. Class A	0.64%	3,144	$486K	Add +43.8%
XHLF Bondbloxx BBG 6 MTH US Treas	0.63%	9,504	$479K	Add +61.6%
SHYG iShares 0-5 YR HY Corp. Bond	0.62%	11,147	$474K	Add +100.8%
AMZN Amazon.com Inc.	0.61%	2,435	$463K	Add +49.5%
SPMB SS SPDR P Mort Back Bond ETF	0.60%	20,784	$458K	Add +26.6%
IVVB iShares Large Cap Deep Quart	0.59%	15,300	$449K	New
VCIT Vanguard Int-Term Corporate	0.57%	5,315	$435K	Add +26.2%
JNK SS SPDR BB High Yield Bond	0.56%	4,493	$428K	Add +166.0%
VXUS Vanguard Total Intl Stock	0.56%	6,839	$425K	Add +808.2%
KO The Coca-Cola Co.	0.52%	5,540	$397K	Add +3.7%
VYM Vanguard High DVD Yield ETF	0.50%	2,973	$383K	Add +8.7%
NFLT Virtus Newfleet Multi-Sector	0.50%	16,764	$378K	Add +63.4%
V Visa Inc. Class A	0.48%	1,035	$363K	Add +26.7%
NVDA Nvidia Corp.	0.46%	3,254	$353K	Add +65.7%
DNOV FT Vest US Equity Deep Buffe	0.46%	8,330	$349K	Add +36.6%
MA Mastercard Inc. Class A	0.45%	628	$344K	Add +19.2%
IAPR Innovator International Deve	0.45%	12,321	$339K	Add +31.1%
SIXO Allian US Equ 6 Mon BU10-Usd	0.44%	10,673	$337K	No change
SLYV SS SPDR S&P 600 SC Val ETF	0.43%	4,167	$327K	Add +17.5%
WMT Walmart Inc.	0.42%	3,645	$320K	Add +12.1%
VZ Verizon Communications Inc.	0.41%	6,897	$313K	Add +68.4%
SPSB SS SPDR P St C Corp. ETF	0.41%	10,313	$310K	Add +35.5%
PSFJ Pacer Swan Sos Flex July ETF	0.41%	10,865	$309K	No change
KAPR Innovator U.S. Small Cap Pow	0.40%	9,900	$305K	Add +23.4%
CVX Chevron Corp.	0.40%	1,808	$302K	Add +18.3%
JQUA JPMorgan US Quality Factor	0.40%	5,341	$302K	Add +1.6%
MMM 3M Co.	0.38%	1,980	$291K	No change
BSEP Innovator U.S. Equity Buffer	0.38%	6,914	$289K	No change
SBUX Starbucks Corp.	0.37%	2,859	$280K	Add +405.1%
WFC Wells Fargo & Co.	0.36%	3,815	$274K	Add +14.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.36%	1,096	$272K	Add +448.0%
GFEB FT Vest US Equity Moderate B	0.35%	7,181	$264K	No change
ORCL Oracle Corp.	0.34%	1,855	$259K	Add +37.1%
HD Home Depot Inc.	0.34%	699	$256K	Add +68.4%
FDEC FT Vest U.S. Equity Buffer E	0.34%	5,900	$256K	Add +16.1%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.32%	8,896	$243K	Add +34.9%
HELO JPMorgan Hedged Equity ETF	0.31%	3,992	$238K	Add +1018.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.29%	2,235	$221K	Add +62.2%
FAPR FT Vest U.S. Equity Buffer E	0.28%	5,297	$217K	Add +34.7%
PSFO Pacer Swan Sos Flex Oct ETF	0.28%	7,562	$213K	Add +4.1%
CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO	0.28%	7,665	$212K	Add +10.4%
ACN Accenture PLC Class A	0.27%	653	$204K	Add +35.5%
NVO Novo-Nordisk A/S-Spons ADR	0.27%	2,912	$202K	Add +80.4%
UL Unilever PLC	0.26%	3,335	$199K	Add +68.9%
JNJ Johnson & Johnson	0.26%	1,194	$198K	Add +60.5%
EAPR Innovator Emerging Markets P	0.26%	7,319	$194K	Add +7.6%
GRID First TRST Nasd Class Edg Sgiif	0.25%	1,716	$194K	New
APH Amphenol Corp. Class A	0.25%	2,905	$191K	Add +21.4%
TMO Thermo Fisher Scientific Inc.	0.24%	373	$186K	Add +18.8%
MDT Medtronic PLC	0.24%	2,017	$181K	Add +116.7%
PMAR Innovator U.S. Equity Power	0.24%	4,518	$180K	Add +20.3%
USHY iShares Broad Usd High Yield	0.24%	4,895	$180K	Add +386.1%
PAPR Innovator U.S. Equity Power	0.23%	4,913	$175K	Add +12.3%
GAPR FT Vest US Equity Moderate B	0.22%	4,532	$170K	Reduce -3.1%
COST Costco Wholesale Corp.	0.22%	179	$169K	Add +73.8%
GJUL FT Vest US Equity Moderate B	0.22%	4,688	$169K	Reduce -6.1%
LLY Eli Lilly & Co.	0.22%	203	$168K	Add +59.8%
T AT&T Inc.	0.22%	5,838	$165K	Add +26.9%
FMAY FT Vest US Equity Buffer ETF	0.22%	3,562	$164K	Add +48.4%
PSFM Pacer Swan Sos Flex April	0.21%	5,699	$163K	No change
SHW The Sherwin-Williams Co.	0.21%	467	$163K	Add +19.7%
GOOG Alphabet Inc. Class C	0.21%	1,038	$162K	Add +35.5%
PFE Pfizer Inc.	0.21%	6,241	$158K	Add +27.9%
VTV Vanguard Mrngstr Val ETF-Aui	0.20%	897	$155K	Add +14.7%
FAST Fastenal Co.	0.20%	1,980	$154K	Add +19.4%
RSG Republic Services Inc.	0.20%	627	$152K	Add +92.9%
PG The Procter & Gamble Co.	0.20%	885	$151K	Add +271.9%
ZTS Zoetis Inc.	0.20%	914	$150K	Add +38.3%
QCOM Qualcomm Inc.	0.20%	968	$149K	Add +76.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.19%	1,207	$147K	Add +7.8%
GAUG FT Vest US Equity Moderate B	0.19%	4,173	$145K	Add +30.6%

Show all 776 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $719 (not counted above)

Security	Class	Shares / Principal	Value	Change
OXY.WS Occidental Petroleum-CW27	*W EXP 08/03/202	26	$719	New

Total filed on the 13F, all lines: $76.2M.

Portfolio Sells Q4 2024 → Q1 2025


VIG Vanguard Dividend Apprec ETF	Reduce -90.7%	0.01%	−0.16
SHLD Global X Defense Tech ETF	Reduce -94.5%	0.01%	−0.16
CWB SS SPDR BB Conv Sec ETF	Sold out	0.00%	−0.13
BLK BlackRock Inc.	Reduce -96.9%	0.00%	−0.12
GJUL FT Vest US Equity Moderate B	Reduce -6.1%	0.22%	−0.12
NOW ServiceNow Inc.	Reduce -20.4%	0.08%	−0.11
GAPR FT Vest US Equity Moderate B	Reduce -3.1%	0.22%	−0.10
PSEP Innovator U.S. Equity Power	Reduce -9.4%	0.16%	−0.10
INDA iShares MSCI India ETF	Reduce -89.1%	0.01%	−0.09
NFLX Netflix Inc.	Reduce -16.7%	0.13%	−0.08
SIXJ Allian US Equ 6 Mon BU10-Usd	Reduce -21.2%	0.10%	−0.08
USDU Wisdomtree BBG Usd Bullish	Sold out	0.00%	−0.08
QUAL iShares MSCI USA Quality Fac	Reduce -69.7%	0.02%	−0.07
SHY iShares 1-3 Year Treasury Bo	Reduce -20.1%	0.09%	−0.07
FE Firstenergy Corp.	Reduce -51.6%	0.02%	−0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Reduce -0.2%	0.09%	−0.03
FBTC Fidelity Wise Origin Bitcoin	Reduce -35.3%	0.02%	−0.03
ZBRA Zebra Technologies Corp. Class A	Reduce -91.7%	0.00%	−0.02
B Barrick Gold Corp.	Reduce -16.3%	0.03%	−0.01
ETR Entergy Corp.	Sold out	0.00%	−0.01
WSM Williams-Sonoma Inc.	Sold out	0.00%	−0.00
SUM Summit Materials Inc. Class A	Sold out	0.00%	−0.00
AZPN Aspen Technology Inc.	Sold out	0.00%	−0.00
KBR KBR Inc.	Sold out	0.00%	−0.00
PSN Parsons Corp.	Sold out	0.00%	−0.00
LDOS Leidos Holdings Inc.	Sold out	0.00%	−0.00

Portfolio Buys Q4 2024 → Q1 2025


TIP iShares Tips Bond ETF	Add +269.9%	1.35%	+0.85
BRK.B Berkshire Hathaway Inc. Class B	Add +290.4%	1.23%	+0.85
ABT Abbott Laboratories	New	0.78%	+0.78
BIL SS SPDR BB 1-3M T-Bill ETF	Add +187.9%	1.34%	+0.68
IVVB iShares Large Cap Deep Quart	New	0.59%	+0.59
BUFT FT Vest Buffered Allocation	Add +145.0%	1.33%	+0.56
IEF iShares 7-10 Year Treasury B	Add +241.8%	0.91%	+0.54
STIP iShares 0-5 Year Tips Bond E	Add +219.8%	0.85%	+0.49
VXUS Vanguard Total Intl Stock	Add +808.2%	0.56%	+0.48
IVV iShares Core S&P 500 ETF	Add +97.8%	1.83%	+0.46
JPST JPMorgan Ultra-Short Income	Add +67.6%	2.34%	+0.37
PSFD Pacer Swan Sos Flex January	Add +122.7%	0.80%	+0.28
IBM Intl Business Machines Corp.	Add +448.0%	0.36%	+0.28
SBUX Starbucks Corp.	Add +405.1%	0.37%	+0.27
HELO JPMorgan Hedged Equity ETF	Add +1018.2%	0.31%	+0.27
JNK SS SPDR BB High Yield Bond	Add +166.0%	0.56%	+0.26
GRID First TRST Nasd Class Edg Sgiif	New	0.25%	+0.25
SHYG iShares 0-5 YR HY Corp. Bond	Add +100.8%	0.62%	+0.18
FTSL First Trust Senior Loan ETF	New	0.18%	+0.18
CMDT PIMCO Commodity Active Strat	New	0.18%	+0.18
USHY iShares Broad Usd High Yield	Add +386.1%	0.24%	+0.17
FRDM Freedom 100 Emeging MRKT ETF	New	0.14%	+0.14
VTI VG Morningstar TS MKT ETF-US	New	0.14%	+0.14
AIRR First Trust Rba American Ind	New	0.14%	+0.14
ESGD iShares Trust iShares ESG Aw	New	0.13%	+0.13
KNG FT Vest S&P 500 DVD Arst TRG	New	0.13%	+0.13
PG The Procter & Gamble Co.	Add +271.9%	0.20%	+0.12
JULM FT Vest US Eq Max Buf July	New	0.12%	+0.12
CME Cme Group Inc.	Add +1568.2%	0.13%	+0.12
ABR Arbor Realty Trust Inc.	New	0.12%	+0.12
AROC Archrock Inc.	New	0.12%	+0.12
TLT iShares 20+ Year Treasury BD	New	0.12%	+0.12
HGER Harbor Commodity All Weather	Add +228.1%	0.18%	+0.11
BND Vanguard Total Bond Market	New	0.11%	+0.11
VZ Verizon Communications Inc.	Add +68.4%	0.41%	+0.11
APRJ Innov Prem Inc. 30 Barr-April	New	0.10%	+0.10
MDT Medtronic PLC	Add +116.7%	0.24%	+0.10
JMSI JPM Sus Municipal Income	New	0.10%	+0.10
SDVY First Trust Smid Cap Rising	New	0.09%	+0.09
SUSL iShares ESG MSCI USA Leaders	New	0.09%	+0.09
CSCO Cisco Systems Inc.	Add +226.7%	0.15%	+0.09
HON Honeywell International Inc.	Add +2113.3%	0.09%	+0.09
PM Philip Morris International	Add +135.4%	0.15%	+0.08
MDLZ Mondelez International Inc. Class A	Add +154.7%	0.16%	+0.08
XHLF Bondbloxx BBG 6 MTH US Treas	Add +61.6%	0.63%	+0.08
BDEC Innovator U.S. Equity Buffer	New	0.08%	+0.08
RSG Republic Services Inc.	Add +92.9%	0.20%	+0.08
AON Aon PLC Class A	New	0.07%	+0.07
ABBV Abbvie Inc.	Add +28.4%	1.11%	+0.07
NFLT Virtus Newfleet Multi-Sector	Add +63.4%	0.50%	+0.07

Notes & Other Activity Q4 2024 → Q1 2025


OXY.WS Occidental Petroleum-CW27	*W EXP 08/03/202	New	26	$719

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	857	$98.5M	CLIP, BIL, SPYG, BUFR, SPDW
Q1 2026	771	$97.7M	BUFR, CLIP, BIL, SPYG, AAPL
Q4 2025	832	$96.0M	BUFR, CLIP, SPYG, BIL, AAPL
Q3 2025	837	$91.4M	BUFR, CLIP, SPYG, AAPL, BIL
Q2 2025	820	$82.2M	BUFR, BIL, SPYG, BUFF, AAPL
Q1 2025	776	$76.2M	BUFR, AAPL, SPYG, BUFF, JPST
Q4 2024	479	$53.8M	BUFR, SPYG, AAPL, BUFF, HYD
Q3 2024	813	$121.1M	BUFR, SPYG, SPYV, BUFF, HYD
Q2 2024	943	$133.8M	BUFR, AAPL, SPYG, BUFF, SPYV
Q1 2024	123	$100.4M	BUFR, BUFF, HYD, SPDW, SPYG