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Portfolio (Quarterly) Guide ↗

Financial Network Wealth Advisors LLC

· CIK 0002012031
13F Portfolio $99M AUM 858 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 123 New 252 Added 202 Reduced 37 Exited
Page 10 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WDAY WORKDAY INC Technology 79.0 $10K 0.01% +1.0 +1.3% $122.42 +58.8%
182 KMB KIMBERLY CLARK CORP Consumer Defensive 80.0 $9K 0.01% +9.0 +12.7% $109.78 +1.1%
183 RELX RELX PLC Communication Services 276.0 $9K 0.01% +157.0 +131.9% $31.67 +13.3%
184 ROL ROLLINS INC Consumer Cyclical 192.0 $8K 0.01% +34.0 +21.5% $41.74 -12.9%
185 TEM TEMPUS AI INC Healthcare 137.0 $8K 0.01% +37.0 +37.0% $57.93 +18.6%
186 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 68.0 $8K 0.01% +19.0 +38.8% $111.79 -6.1%
187 SLB SCHLUMBERGER LTD Energy 161.0 $7K 0.01% +6.0 +3.9% $46.49 +14.6%
188 PSX PHILLIPS 66 Energy 44.0 $7K 0.01% +2.0 +4.8% $169.05 +40.1%
189 APP APPLOVIN CORP Technology 14.0 $7K 0.01% +1.0 +7.7% $515.21 -39.7%
190 DVN DEVON ENERGY CORP NEW Energy 169.0 $7K 0.01% +78.0 +85.7% $41.32 +13.5%
191 LGND LIGAND PHARMACEUTICALS INC Healthcare 20.0 $6K 0.01% +6.0 +42.9% $316.10 -10.9%
192 WBD WARNER BROS DISCOVERY INC Communication Services 217.0 $6K 0.01% +4.0 +1.9% $26.66 +8.4%
193 VDE VANGUARD WORLD FD 38.0 $6K 0.01% +4.0 +11.8% $150.13 +16.7%
194 CDNS CADENCE DESIGN SYSTEM INC Technology 15.0 $6K 0.01% +1.0 +7.1% $375.33 -11.6%
195 MOD MODINE MFG CO Consumer Cyclical 17.0 $5K 0.01% +1.0 +6.2% $267.00 -29.6%
196 COIN COINBASE GLOBAL INC Financial Services 31.0 $5K 0.01% +10.0 +47.6% $146.19 +28.0%
197 RGEN REPLIGEN CORP Healthcare 33.0 $5K 0.01% +8.0 +32.0% $136.45 +33.2%
198 HYMB SPDR SER TR 173.0 $4K 0.00% +1.0 +0.6% $25.44 -2.3%
199 MIR MIRION TECHNOLOGIES INC Industrials 216.0 $4K 0.00% +150.0 +227.3% $17.93 -18.0%
200 HSBC HSBC HLDGS PLC Financial Services 40.0 $4K 0.00% +11.0 +37.9% $95.10 +9.8%
Page 10 of 13  ·  252 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.5%
Financial Services 13.3%
Healthcare 12.1%
Industrials 10.9%
Consumer Cyclical 9.9%
Communication Services 7.1%
Energy 6.1%
Consumer Defensive 5.9%
Utilities 2.2%
Basic Materials 1.6%