Financial Network Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Financial Network Wealth Advisors LLC reported 820 stock positions worth $82.2 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 12.1% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 4.1%) and SS SPDR P S&P 500 Growth ETF (SPYG, 3.2%). Compared with Q1 2025, it opened 72 new positions, sold out of 28, added to 186 and reduced 110. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +233%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- MURRAY, UT
- CIK
- 0002012031
- Portfolio Value
- $82.2M (Q2 2025)
- SEC Filing
- 0002012031-25-000003 ↗ filed Aug 14, 2025
Holdings Value
Holdings 820 stocks · $82.2M
| BUFR FT Vest Lad Buffervetf-Usd I | 12.14% | 313,886 | $10.0M | Reduce -2.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.13% | 37,037 | $3.4M | Add +232.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.24% | 27,955 | $2.7M | Reduce -0.9% |
| BUFF Innovator Laddered Allocatio | 2.67% | 46,767 | $2.2M | Reduce -6.5% |
| AAPL Apple Inc. | 2.42% | 9,718 | $2.0M | Reduce -6.9% |
| MSFT Microsoft Corp. | 2.29% | 3,791 | $1.9M | Add +0.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.94% | 39,409 | $1.6M | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.75% | 27,440 | $1.4M | Reduce -0.8% |
| HYD Vaneck High Yield Muni ETF | 1.72% | 28,162 | $1.4M | Reduce -8.7% |
| SPEM State Street SP PTF Em ETF | 1.58% | 30,391 | $1.3M | Add +86.1% |
| IVV iShares Core S&P 500 ETF | 1.40% | 1,852 | $1.1M | Reduce -25.4% |
| MCD McDonald's Corp. | 1.31% | 3,675 | $1.1M | Add +0.3% |
| BUFT FT Vest Buffered Allocation | 1.29% | 45,054 | $1.1M | Reduce -0.1% |
| GLDM SPDR Gold Minishares Trust | 1.03% | 12,976 | $850K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.03% | 9,519 | $845K | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 1,690 | $821K | Reduce -3.6% |
| ABBV Abbvie Inc. | 0.91% | 4,053 | $752K | Add +0.2% |
| IEF iShares 7-10 Year Treasury B | 0.88% | 7,576 | $726K | Add +4.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.82% | 6,557 | $675K | Add +4.3% |
| PSFD Pacer Swan Sos Flex January | 0.79% | 18,691 | $648K | No change |
| XOM Exxon Mobil Corp. | 0.78% | 5,961 | $643K | Add +0.1% |
| GMAY FT Vest U.S. Equity Moderate | 0.74% | 15,593 | $611K | Add +10.1% |
| ABT Abbott Laboratories | 0.73% | 4,441 | $604K | Reduce -0.2% |
| BUFG FT Vest Buffered Allocation | 0.70% | 22,668 | $579K | Reduce -0.0% |
| GOVT iShares US Treasury Bond ETF | 0.68% | 24,460 | $562K | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 0.67% | 3,120 | $550K | Reduce -0.8% |
| VXUS Vanguard Total Intl Stock | 0.66% | 7,891 | $545K | Add +15.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.65% | 12,588 | $536K | Add +2.8% |
| NVDA Nvidia Corp. | 0.65% | 3,376 | $533K | Add +3.8% |
| AMZN Amazon.com Inc. | 0.62% | 2,342 | $514K | Reduce -3.8% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.61% | 9,982 | $502K | Add +5.0% |
| IVVB iShares Large Cap Deep Quart | 0.60% | 16,022 | $497K | Add +4.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.58% | 11,062 | $477K | Reduce -0.8% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.57% | 5,356 | $465K | Reduce -13.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.55% | 5,742 | $456K | Reduce -12.5% |
| JNK SS SPDR BB High Yield Bond | 0.55% | 4,621 | $449K | Add +2.9% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.54% | 19,974 | $441K | Reduce -3.9% |
| PSFJ Pacer Swan Sos Flex July ETF | 0.53% | 14,145 | $439K | Add +30.2% |
| VCIT Vanguard Int-Term Corporate | 0.52% | 5,124 | $425K | Reduce -3.6% |
| SNA Snap-on Inc. | 0.51% | 1,354 | $421K | Add +289.1% |
| VYM Vanguard High DVD Yield ETF | 0.48% | 2,968 | $396K | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.48% | 5,540 | $392K | No change |
| DNOV FT Vest US Equity Deep Buffe | 0.45% | 8,330 | $372K | No change |
| IAPR Innovator International Deve | 0.44% | 12,321 | $360K | No change |
| MA Mastercard Inc. Class A | 0.44% | 641 | $360K | Add +2.1% |
| ORCL Oracle Corp. | 0.42% | 1,581 | $346K | Reduce -14.8% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.42% | 10,334 | $342K | Reduce -3.2% |
| V Visa Inc. Class A | 0.40% | 926 | $329K | Reduce -10.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 1,097 | $323K | Add +0.1% |
| JQUA JPMorgan US Quality Factor | 0.39% | 5,376 | $323K | Add +0.7% |
| KAPR Innovator U.S. Small Cap Pow | 0.39% | 9,900 | $321K | No change |
| BSEP Innovator U.S. Equity Buffer | 0.38% | 6,914 | $312K | No change |
| NFLT Virtus Newfleet Multi-Sector | 0.38% | 13,558 | $310K | Reduce -19.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.37% | 10,206 | $308K | Reduce -1.0% |
| WFC Wells Fargo & Co. | 0.37% | 3,828 | $307K | Add +0.3% |
| MMM 3M Co. | 0.37% | 1,980 | $301K | No change |
| VZ Verizon Communications Inc. | 0.36% | 6,788 | $294K | Reduce -1.6% |
| WMT Walmart Inc. | 0.36% | 2,991 | $292K | Reduce -17.9% |
| APH Amphenol Corp. Class A | 0.35% | 2,938 | $290K | Add +1.1% |
| RTX RTX Corp. | 0.35% | 1,952 | $285K | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.34% | 3,547 | $283K | Reduce -14.9% |
| GFEB FT Vest US Equity Moderate B | 0.34% | 7,181 | $280K | No change |
| PAPR Innovator U.S. Equity Power | 0.34% | 7,480 | $279K | Add +52.3% |
| FDEC FT Vest U.S. Equity Buffer E | 0.33% | 5,900 | $275K | No change |
| TIP iShares Tips Bond ETF | 0.32% | 2,394 | $263K | Reduce -74.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.32% | 3,133 | $260K | Add +292.1% |
| CVX Chevron Corp. | 0.31% | 1,808 | $259K | No change |
| HD Home Depot Inc. | 0.31% | 695 | $255K | Reduce -0.6% |
| POCT Innovator U.S. Equity Power | 0.30% | 6,050 | $250K | Add +62.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 2,012 | $250K | Reduce -10.0% |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 0.29% | 7,665 | $239K | No change |
| PSFO Pacer Swan Sos Flex Oct ETF | 0.28% | 7,562 | $228K | No change |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.27% | 8,476 | $225K | Reduce -4.7% |
| FAPR FT Vest U.S. Equity Buffer E | 0.27% | 5,297 | $223K | No change |
| PJUL Innovator U.S. Equity Power | 0.27% | 5,016 | $220K | Add +163.3% |
| PAUG Innovator U.S. Equity Power | 0.27% | 5,432 | $220K | Add +56.9% |
| ACN Accenture PLC Class A | 0.26% | 727 | $217K | Add +11.3% |
| BALT Inn Defined Wealth Shield | 0.26% | 6,764 | $217K | Add +1203.3% |
| EAPR Innovator Emerging Markets P | 0.25% | 7,286 | $204K | Reduce -0.5% |
| HELO JPMorgan Hedged Equity ETF | 0.24% | 3,140 | $196K | Reduce -21.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.24% | 2,846 | $196K | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 0.24% | 266 | $196K | Add +61.2% |
| UL Unilever PLC | 0.23% | 3,145 | $192K | Reduce -5.7% |
| PMAR Innovator U.S. Equity Power | 0.23% | 4,518 | $191K | No change |
| GLD SPDR Gold Shares | 0.23% | 619 | $189K | Add +151.6% |
| USHY iShares Broad Usd High Yield | 0.23% | 5,007 | $188K | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.23% | 1,058 | $188K | Add +1.9% |
| EALT Innovator US Eqty 5TO15 Buff | 0.22% | 5,644 | $184K | Add +1185.7% |
| GJUL FT Vest US Equity Moderate B | 0.22% | 4,688 | $181K | No change |
| COST Costco Wholesale Corp. | 0.22% | 182 | $180K | Add +1.7% |
| FMAY FT Vest US Equity Buffer ETF | 0.22% | 3,562 | $178K | No change |
| BBJP JPMorgan Betabuilders Japan | 0.22% | 2,880 | $178K | New |
| JNJ Johnson & Johnson | 0.22% | 1,159 | $177K | Reduce -2.9% |
| GAPR FT Vest US Equity Moderate B | 0.21% | 4,532 | $174K | No change |
| PSFM Pacer Swan Sos Flex April | 0.21% | 5,699 | $172K | No change |
| JPM JPMorgan Chase & Co. | 0.21% | 591 | $171K | No change |
| INDA iShares MSCI India ETF | 0.21% | 3,041 | $169K | Add +2852.4% |
| T AT&T Inc. | 0.21% | 5,838 | $169K | No change |
| UOCT Innovator U.S. Equity Ultra | 0.21% | 4,593 | $169K | Add +32.9% |
| FAST Fastenal Co. | 0.21% | 4,020 | $169K | Add +1.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $538 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 26 | $538 | No change |
Total filed on the 13F, all lines: $82.2M.
Portfolio Sells Q1 2025 → Q2 2025
| JPST JPMorgan Ultra-Short Income | Reduce -96.6% | 0.07% | −2.27 |
| TIP iShares Tips Bond ETF | Reduce -74.0% | 0.32% | −1.02 |
| AAPL Apple Inc. | Reduce -6.9% | 2.42% | −0.62 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -2.8% | 12.14% | −0.45 |
| IVV iShares Core S&P 500 ETF | Reduce -25.4% | 1.40% | −0.43 |
| HYD Vaneck High Yield Muni ETF | Reduce -8.7% | 1.72% | −0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 1.00% | −0.23 |
| BUFF Innovator Laddered Allocatio | Reduce -6.5% | 2.67% | −0.22 |
| SBUX Starbucks Corp. | Reduce -47.3% | 0.17% | −0.20 |
| HGER Harbor Commodity All Weather | Reduce -98.4% | 0.00% | −0.18 |
| CMDT PIMCO Commodity Active Strat | Sold out | 0.00% | −0.18 |
| APRQ Innovator Prem Inc. 40 Bar-Ap | Sold out | 0.00% | −0.14 |
| NFLT Virtus Newfleet Multi-Sector | Reduce -19.1% | 0.38% | −0.12 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.12 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -12.5% | 0.55% | −0.11 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.8% | 1.75% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -70.6% | 0.04% | −0.10 |
| EMB iShares JP Morgan Usd Emergi | Reduce -83.1% | 0.02% | −0.09 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.09 |
| GOVT iShares US Treasury Bond ETF | Reduce -4.1% | 0.68% | −0.09 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -14.9% | 0.34% | −0.09 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -13.2% | 0.57% | −0.08 |
| V Visa Inc. Class A | Reduce -10.5% | 0.40% | −0.08 |
| HELO JPMorgan Hedged Equity ETF | Reduce -21.3% | 0.24% | −0.07 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -5.7% | 1.03% | −0.07 |
| NKE Nike Inc. Class B | Reduce -89.6% | 0.01% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -24.2% | 0.05% | −0.07 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -3.9% | 0.54% | −0.07 |
| WMT Walmart Inc. | Reduce -17.9% | 0.36% | −0.06 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -33.8% | 0.19% | −0.06 |
| AIRR First Trust Rba American Ind | Reduce -51.0% | 0.07% | −0.06 |
| UPS United Parcel Service Class B | Reduce -58.6% | 0.03% | −0.05 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.6% | 0.52% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.36% | −0.05 |
| CME Cme Group Inc. | Reduce -37.9% | 0.08% | −0.05 |
| ADBE Adobe Inc. | Reduce -22.4% | 0.14% | −0.05 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -56.6% | 0.04% | −0.05 |
| JNJ Johnson & Johnson | Reduce -2.9% | 0.22% | −0.04 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -4.7% | 0.27% | −0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -0.8% | 0.58% | −0.04 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.73% | −0.04 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -32.1% | 0.10% | −0.04 |
| BUFT FT Vest Buffered Allocation | Reduce -0.1% | 1.29% | −0.04 |
| B Barrick Gold Corp. | Sold out | 0.00% | −0.03 |
| MDT Medtronic PLC | Reduce -4.3% | 0.20% | −0.03 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.0% | 0.37% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 0.19% | −0.03 |
| GMAR FT Vest US Equity Moderate B | Reduce -34.0% | 0.05% | −0.03 |
| PEP Pepsico Inc. | Reduce -1.9% | 0.11% | −0.03 |
| UL Unilever PLC | Reduce -5.7% | 0.23% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +232.8% | 4.13% | +2.79 |
| GLDM SPDR Gold Minishares Trust | New | 1.03% | +1.03 |
| SPEM State Street SP PTF Em ETF | Add +86.1% | 1.58% | +0.74 |
| MSFT Microsoft Corp. | Add +0.5% | 2.29% | +0.43 |
| SNA Snap-on Inc. | Add +289.1% | 0.51% | +0.36 |
| RTX RTX Corp. | New | 0.35% | +0.35 |
| BALT Inn Defined Wealth Shield | Add +1203.3% | 0.26% | +0.24 |
| SHY iShares 1-3 Year Treasury Bo | Add +292.1% | 0.32% | +0.23 |
| BBJP JPMorgan Betabuilders Japan | New | 0.22% | +0.22 |
| EALT Innovator US Eqty 5TO15 Buff | Add +1185.7% | 0.22% | +0.21 |
| INDA iShares MSCI India ETF | Add +2852.4% | 0.21% | +0.20 |
| NVDA Nvidia Corp. | Add +3.8% | 0.65% | +0.19 |
| PJUL Innovator U.S. Equity Power | Add +163.3% | 0.27% | +0.17 |
| GLD SPDR Gold Shares | Add +151.6% | 0.23% | +0.14 |
| PSFJ Pacer Swan Sos Flex July ETF | Add +30.2% | 0.53% | +0.13 |
| PJAN Innovator U.S. Equity Power | Add +261.5% | 0.16% | +0.12 |
| TRI Thomson Reuters Corp. | New | 0.12% | +0.12 |
| META Meta Platforms Inc. Class A | Add +61.2% | 0.24% | +0.11 |
| POCT Innovator U.S. Equity Power | Add +62.2% | 0.30% | +0.11 |
| PAPR Innovator U.S. Equity Power | Add +52.3% | 0.34% | +0.11 |
| VXUS Vanguard Total Intl Stock | Add +15.4% | 0.66% | +0.11 |
| APH Amphenol Corp. Class A | Add +1.1% | 0.35% | +0.10 |
| PAUG Innovator U.S. Equity Power | Add +56.9% | 0.27% | +0.10 |
| KJAN Innovator U.S. Small Cap Pow | Add +91.5% | 0.20% | +0.09 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.09% | +0.09 |
| FXB Invesco Currencyshares Briti | New | 0.07% | +0.07 |
| GMAY FT Vest U.S. Equity Moderate | Add +10.1% | 0.74% | +0.07 |
| XDSQ Innovator US Eqy Accl-Quart | Add +742.5% | 0.07% | +0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.3% | 1.94% | +0.06 |
| NFLX Netflix Inc. | Add +7.3% | 0.19% | +0.06 |
| IDXX Idexx Laboratories Inc. | Add +235.3% | 0.07% | +0.06 |
| UJUL Innovator U.S. Equity Ultra | Add +1213.4% | 0.06% | +0.05 |
| XDQQ Innovator GRW 100 Accel QTR | Add +734.2% | 0.06% | +0.05 |
| UAPR Innovator U.S. Equity Ultra | Add +222.8% | 0.07% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.05% | +0.05 |
| UJAN Innovator U.S. Equity Ultra | Add +130.9% | 0.09% | +0.05 |
| UOCT Innovator U.S. Equity Ultra | Add +32.9% | 0.21% | +0.05 |
| AVGO Broadcom Inc. | Add +4.0% | 0.11% | +0.04 |
| THC Tenet Healthcare Corp. | Add +106.6% | 0.07% | +0.04 |
| SLV iShares Silver Trust | Add +61.3% | 0.11% | +0.04 |
| GNOV FT Vest US Equity Moderate B | Add +151.6% | 0.06% | +0.04 |
| INTU Intuit Inc. | Add +4.0% | 0.20% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +12.4% | 0.09% | +0.04 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.39% | +0.04 |
| BND Vanguard Total Bond Market | Add +42.6% | 0.14% | +0.04 |
| FTCB FT Core Investment Grade ETF | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +12.8% | 0.13% | +0.03 |
| AMD Advanced Micro Devices | Add +25.1% | 0.07% | +0.03 |
| BGLD FT Vest Gold Strategy Quarte | New | 0.03% | +0.03 |
| XBOC Innovator US Eqy Acc 9 Buff | Add +751.7% | 0.03% | +0.03 |
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 |