Financial Network Wealth Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Financial Network Wealth Advisors LLC reported 837 stock positions worth $91.4 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 11.1% of the portfolio, followed by Global X 1-3 Month T-Bill (CLIP, 5.5%) and SS SPDR P S&P 500 Growth ETF (SPYG, 3.3%). Compared with Q2 2025, it opened 39 new positions, sold out of 22, added to 221 and reduced 141. The biggest buy was a new position in Global X 1-3 Month T-Bill (CLIP) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- MURRAY, UT
- CIK
- 0002012031
- Portfolio Value
- $91.4M (Q3 2025)
- SEC Filing
- 0002012031-25-000006 ↗ filed Oct 27, 2025
Holdings Value
Holdings 837 stocks · $91.4M
| BUFR FT Vest Lad Buffervetf-Usd I | 11.14% | 304,845 | $10.2M | Reduce -2.9% |
| CLIP Global X 1-3 Month T-Bill | 5.53% | 50,374 | $5.1M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.29% | 28,812 | $3.0M | Add +3.1% |
| AAPL Apple Inc. | 2.74% | 9,827 | $2.5M | Add +1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.57% | 25,584 | $2.3M | Reduce -30.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.23% | 47,658 | $2.0M | Add +20.9% |
| BUFF Innovator Laddered Allocatio | 2.16% | 40,414 | $2.0M | Reduce -13.6% |
| MSFT Microsoft Corp. | 2.15% | 3,801 | $2.0M | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.06% | 34,011 | $1.9M | Add +23.9% |
| SPEM State Street SP PTF Em ETF | 1.64% | 32,068 | $1.5M | Add +5.5% |
| HYD Vaneck High Yield Muni ETF | 1.40% | 25,067 | $1.3M | Reduce -11.0% |
| IVV iShares Core S&P 500 ETF | 1.33% | 1,819 | $1.2M | Reduce -1.8% |
| GLDM SPDR Gold Minishares Trust | 1.30% | 15,604 | $1.2M | Add +20.3% |
| MCD McDonald's Corp. | 1.22% | 3,673 | $1.1M | Reduce -0.1% |
| BUFT FT Vest Buffered Allocation | 1.19% | 45,054 | $1.1M | No change |
| ABBV Abbvie Inc. | 1.03% | 4,078 | $944K | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 1,639 | $824K | Reduce -3.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.84% | 16,660 | $772K | Add +32.4% |
| NVDA Nvidia Corp. | 0.81% | 3,958 | $738K | Add +17.2% |
| IEF iShares 7-10 Year Treasury B | 0.79% | 7,447 | $718K | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 0.78% | 2,937 | $714K | Reduce -5.9% |
| XOM Exxon Mobil Corp. | 0.75% | 6,044 | $681K | Add +1.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.74% | 15,569 | $674K | Add +40.7% |
| PSFD Pacer Swan Sos Flex January | 0.74% | 18,519 | $672K | Reduce -0.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.72% | 6,412 | $663K | Reduce -2.2% |
| BUFG FT Vest Buffered Allocation | 0.65% | 22,037 | $594K | Reduce -2.8% |
| VXUS Vanguard Total Intl Stock | 0.62% | 7,696 | $565K | Reduce -2.5% |
| BBJP JPMorgan Betabuilders Japan | 0.62% | 8,522 | $565K | Add +195.9% |
| ABT Abbott Laboratories | 0.62% | 4,203 | $563K | Reduce -5.4% |
| GMAY FT Vest U.S. Equity Moderate | 0.57% | 12,895 | $522K | Reduce -17.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.56% | 5,404 | $510K | Reduce -43.2% |
| VT Vanguard Tot World STK ETF | 0.54% | 3,596 | $496K | New |
| SPMB SS SPDR P Mort Back Bond ETF | 0.54% | 22,023 | $494K | Add +10.3% |
| AMZN Amazon.com Inc. | 0.54% | 2,248 | $494K | Reduce -4.0% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.53% | 9,563 | $482K | Reduce -4.2% |
| PSFJ Pacer Swan Sos Flex July ETF | 0.52% | 14,736 | $478K | Add +4.2% |
| SNA Snap-on Inc. | 0.52% | 1,376 | $477K | Add +1.6% |
| VYM Vanguard High DVD Yield ETF | 0.50% | 3,252 | $458K | Add +9.6% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.49% | 4,878 | $447K | Reduce -8.9% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.48% | 5,242 | $437K | Reduce -8.7% |
| JNK SS SPDR BB High Yield Bond | 0.47% | 4,355 | $427K | Reduce -5.8% |
| GOVT iShares US Treasury Bond ETF | 0.46% | 18,177 | $420K | Reduce -25.7% |
| VCIT Vanguard Int-Term Corporate | 0.44% | 4,744 | $399K | Reduce -7.4% |
| DNOV FT Vest US Equity Deep Buffe | 0.43% | 8,330 | $390K | No change |
| ORCL Oracle Corp. | 0.42% | 1,358 | $382K | Reduce -14.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.42% | 14,117 | $380K | Add +66.5% |
| APH Amphenol Corp. Class A | 0.41% | 3,052 | $378K | Add +3.9% |
| IAPR Innovator International Deve | 0.41% | 12,321 | $370K | No change |
| MA Mastercard Inc. Class A | 0.39% | 626 | $356K | Reduce -2.3% |
| JQUA JPMorgan US Quality Factor | 0.38% | 5,574 | $351K | Add +3.7% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.38% | 10,334 | $350K | No change |
| KO The Coca-Cola Co. | 0.38% | 5,216 | $346K | Reduce -5.8% |
| BSEP Innovator U.S. Equity Buffer | 0.37% | 6,914 | $334K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.36% | 10,943 | $331K | Add +7.2% |
| PAPR Innovator U.S. Equity Power | 0.36% | 8,569 | $329K | Add +14.6% |
| WFC Wells Fargo & Co. | 0.36% | 3,916 | $328K | Add +2.3% |
| WMT Walmart Inc. | 0.35% | 3,097 | $319K | Add +3.5% |
| BALT Inn Defined Wealth Shield | 0.35% | 9,666 | $317K | Add +42.9% |
| VZ Verizon Communications Inc. | 0.34% | 7,050 | $310K | Add +3.9% |
| RTX RTX Corp. | 0.34% | 1,848 | $309K | Reduce -5.3% |
| MMM 3M Co. | 0.34% | 1,980 | $307K | No change |
| POCT Innovator U.S. Equity Power | 0.33% | 7,022 | $303K | Add +16.1% |
| NFLT Virtus Newfleet Multi-Sector | 0.32% | 12,823 | $296K | Reduce -5.4% |
| KAPR Innovator U.S. Small Cap Pow | 0.32% | 8,637 | $295K | Reduce -12.8% |
| V Visa Inc. Class A | 0.32% | 860 | $294K | Reduce -7.1% |
| GFEB FT Vest US Equity Moderate B | 0.32% | 7,181 | $291K | No change |
| FDEC FT Vest U.S. Equity Buffer E | 0.32% | 5,900 | $291K | No change |
| CVX Chevron Corp. | 0.31% | 1,839 | $286K | Add +1.7% |
| HD Home Depot Inc. | 0.31% | 692 | $280K | Reduce -0.4% |
| EALT Innovator US Eqty 5TO15 Buff | 0.30% | 7,875 | $272K | Add +39.5% |
| PJUL Innovator U.S. Equity Power | 0.30% | 5,930 | $270K | Add +18.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.29% | 2,967 | $263K | Reduce -16.4% |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 0.28% | 7,693 | $256K | Add +0.4% |
| META Meta Platforms Inc. Class A | 0.27% | 331 | $243K | Add +24.4% |
| PSFF Pacer Swan Sos Fund of Funds | 0.26% | 7,431 | $235K | Add +566.5% |
| HGER Harbor Commodity All Weather | 0.26% | 9,039 | $233K | Add +9516.0% |
| GOOG Alphabet Inc. Class C | 0.25% | 957 | $233K | Reduce -9.6% |
| FAUG FT Vest U.S. Equity Buffer E | 0.25% | 4,449 | $231K | Add +135.5% |
| FAPR FT Vest U.S. Equity Buffer E | 0.25% | 5,297 | $230K | No change |
| PSFO Pacer Swan Sos Flex Oct ETF | 0.25% | 7,210 | $229K | Reduce -4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 338 | $225K | Add +56.5% |
| GLD SPDR Gold Shares | 0.24% | 619 | $220K | No change |
| EAPR Innovator Emerging Markets P | 0.23% | 7,286 | $212K | No change |
| INDA iShares MSCI India ETF | 0.23% | 4,050 | $211K | Add +33.2% |
| AVGO Broadcom Inc. | 0.23% | 633 | $209K | Add +85.1% |
| GAUG FT Vest US Equity Moderate B | 0.23% | 5,370 | $207K | Add +28.7% |
| JNJ Johnson & Johnson | 0.22% | 1,083 | $201K | Reduce -6.6% |
| PMAR Innovator U.S. Equity Power | 0.22% | 4,518 | $198K | No change |
| UOCT Innovator U.S. Equity Ultra | 0.21% | 5,091 | $196K | Add +10.8% |
| CASY Casey's General Stores Inc. | 0.21% | 342 | $193K | Add +6.9% |
| FMAY FT Vest US Equity Buffer ETF | 0.20% | 3,562 | $186K | No change |
| USHY iShares Broad Usd High Yield | 0.20% | 4,913 | $186K | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.20% | 574 | $181K | Reduce -2.9% |
| KJAN Innovator U.S. Small Cap Pow | 0.20% | 4,476 | $181K | No change |
| PJAN Innovator U.S. Equity Power | 0.20% | 3,943 | $181K | Add +30.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 1,556 | $178K | Reduce -22.7% |
| FAST Fastenal Co. | 0.19% | 3,610 | $177K | Reduce -10.2% |
| COST Costco Wholesale Corp. | 0.19% | 191 | $177K | Add +5.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 1,208 | $175K | Reduce -0.9% |
| GJUL FT Vest US Equity Moderate B | 0.19% | 4,250 | $172K | Reduce -9.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $663 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 26 | $663 | No change |
Total filed on the 13F, all lines: $91.4M.
Portfolio Sells Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -30.9% | 2.57% | −1.56 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -2.9% | 11.14% | −0.99 |
| IVVB iShares Large Cap Deep Quart | Sold out | 0.00% | −0.60 |
| BUFF Innovator Laddered Allocatio | Reduce -13.6% | 2.16% | −0.51 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -43.2% | 0.56% | −0.47 |
| HYD Vaneck High Yield Muni ETF | Reduce -11.0% | 1.40% | −0.32 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -99.0% | 0.00% | −0.31 |
| IBM Intl Business Machines Corp. | Reduce -54.8% | 0.15% | −0.24 |
| GOVT iShares US Treasury Bond ETF | Reduce -25.7% | 0.46% | −0.22 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -17.3% | 0.57% | −0.17 |
| GAPR FT Vest US Equity Moderate B | Reduce -78.8% | 0.04% | −0.17 |
| TIP iShares Tips Bond ETF | Reduce -37.3% | 0.18% | −0.14 |
| PJUN Innovator U.S. Equity Power | Reduce -83.8% | 0.02% | −0.13 |
| ABT Abbott Laboratories | Reduce -5.4% | 0.62% | −0.12 |
| PSFM Pacer Swan Sos Flex April | Reduce -52.8% | 0.09% | −0.12 |
| DIS The Walt Disney Co. | Reduce -22.7% | 0.19% | −0.11 |
| AROC Archrock Inc. | Sold out | 0.00% | −0.10 |
| KO The Coca-Cola Co. | Reduce -5.8% | 0.38% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.0% | 0.90% | −0.10 |
| IEF iShares 7-10 Year Treasury B | Reduce -1.7% | 0.79% | −0.10 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -2.2% | 0.72% | −0.10 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | Reduce -95.2% | 0.00% | −0.09 |
| ADBE Adobe Inc. | Reduce -61.7% | 0.04% | −0.09 |
| PAUG Innovator U.S. Equity Power | Reduce -30.8% | 0.17% | −0.09 |
| FTSL First Trust Senior Loan ETF | Reduce -53.4% | 0.07% | −0.09 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 0.54% | −0.08 |
| MCD McDonald's Corp. | Reduce -0.1% | 1.22% | −0.08 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -4.2% | 0.53% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -56.5% | 0.05% | −0.08 |
| VCIT Vanguard Int-Term Corporate | Reduce -7.4% | 0.44% | −0.08 |
| HELO JPMorgan Hedged Equity ETF | Reduce -28.8% | 0.16% | −0.08 |
| JNK SS SPDR BB High Yield Bond | Reduce -5.8% | 0.47% | −0.08 |
| V Visa Inc. Class A | Reduce -7.1% | 0.32% | −0.08 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -8.9% | 0.49% | −0.08 |
| ACN Accenture PLC Class A | Reduce -4.3% | 0.19% | −0.08 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -8.7% | 0.48% | −0.08 |
| KAPR Innovator U.S. Small Cap Pow | Reduce -12.8% | 0.32% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -1.8% | 1.33% | −0.07 |
| UL Unilever PLC | Reduce -15.5% | 0.17% | −0.06 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -32.0% | 0.11% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -35.9% | 0.13% | −0.06 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -16.4% | 0.29% | −0.06 |
| BUFG FT Vest Buffered Allocation | Reduce -2.8% | 0.65% | −0.05 |
| NFLT Virtus Newfleet Multi-Sector | Reduce -5.4% | 0.32% | −0.05 |
| PSFD Pacer Swan Sos Flex January | Reduce -0.9% | 0.74% | −0.05 |
| PM Philip Morris International | Reduce -20.9% | 0.09% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -2.3% | 0.39% | −0.05 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -2.5% | 0.62% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| CLIP Global X 1-3 Month T-Bill | New | 5.53% | +5.53 |
| VT Vanguard Tot World STK ETF | New | 0.54% | +0.54 |
| BBJP JPMorgan Betabuilders Japan | Add +195.9% | 0.62% | +0.40 |
| AAPL Apple Inc. | Add +1.1% | 2.74% | +0.31 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +23.9% | 2.06% | +0.31 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +20.9% | 2.23% | +0.29 |
| GLDM SPDR Gold Minishares Trust | Add +20.3% | 1.30% | +0.27 |
| HGER Harbor Commodity All Weather | Add +9516.0% | 0.26% | +0.25 |
| PSFF Pacer Swan Sos Fund of Funds | Add +566.5% | 0.26% | +0.22 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +32.4% | 0.84% | +0.19 |
| NVDA Nvidia Corp. | Add +17.2% | 0.81% | +0.16 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +40.7% | 0.74% | +0.16 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +66.5% | 0.42% | +0.14 |
| FAUG FT Vest U.S. Equity Buffer E | Add +135.5% | 0.25% | +0.14 |
| ABBV Abbvie Inc. | Add +0.6% | 1.03% | +0.12 |
| AVGO Broadcom Inc. | Add +85.1% | 0.23% | +0.11 |
| TJUL Innovator Equity Defined Pro | Add +261.5% | 0.15% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +56.5% | 0.25% | +0.08 |
| BALT Inn Defined Wealth Shield | Add +42.9% | 0.35% | +0.08 |
| TLT iShares 20+ Year Treasury BD | New | 0.08% | +0.08 |
| EALT Innovator US Eqty 5TO15 Buff | Add +39.5% | 0.30% | +0.07 |
| CWB SS SPDR BB Conv Sec ETF | New | 0.06% | +0.06 |
| SPEM State Street SP PTF Em ETF | Add +5.5% | 1.64% | +0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | Add +3.9% | 0.41% | +0.06 |
| EMB iShares JP Morgan Usd Emergi | Add +384.7% | 0.08% | +0.06 |
| GLTR Abrdn Precious Metals Basket | New | 0.06% | +0.06 |
| JMST JPM Ultra-Short Muni Income | Add +2202.2% | 0.06% | +0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.1% | 3.29% | +0.05 |
| STZ Constellation Brands Inc. Class A | Add +628.3% | 0.06% | +0.05 |
| FJUL FT Vest US Equity Buffer ETF | Add +48.9% | 0.18% | +0.05 |
| APP AppLovin Corp. Class A | Add +500.0% | 0.05% | +0.04 |
| SNPS Synopsys Inc. | Add +770.0% | 0.05% | +0.04 |
| GAUG FT Vest US Equity Moderate B | Add +28.7% | 0.23% | +0.04 |
| TSLA Tesla Inc. | Add +1.9% | 0.16% | +0.04 |
| BAUG Innovator U.S. Equity Buffer | Add +60.5% | 0.10% | +0.04 |
| PJAN Innovator U.S. Equity Power | Add +30.0% | 0.20% | +0.04 |
| BSX Boston Scientific Corp. | Add +322.2% | 0.04% | +0.03 |
| LMBS First Trust Low Duration Opp | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | New | 0.03% | +0.03 |
| PJUL Innovator U.S. Equity Power | Add +18.2% | 0.30% | +0.03 |
| META Meta Platforms Inc. Class A | Add +24.4% | 0.27% | +0.03 |
| POCT Innovator U.S. Equity Power | Add +16.1% | 0.33% | +0.03 |
| KSEP Inv US SML Cap P B ETF - Sep | Add +115.8% | 0.05% | +0.03 |
| UBER Uber Technologies Inc. | Add +116.7% | 0.05% | +0.02 |
| INDA iShares MSCI India ETF | Add +33.2% | 0.23% | +0.02 |
| EEM iShares MSCI Emerging Market | New | 0.02% | +0.02 |
| LUV Southwest Airlines Co. | Add +84.5% | 0.06% | +0.02 |
| IJUL Innovator International Deve | Add +71.3% | 0.06% | +0.02 |
| MUB iShares National Muni Bond E | Add +83.8% | 0.05% | +0.02 |
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 |