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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 12 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SJM SMUCKER J M CO Consumer Defensive 22.0 $2K 0.00% +2.0 +10.0% $112.50 +11.5%
222 KEX KIRBY CORP Industrials 18.0 $2K 0.00% +1.0 +5.9% $135.94 +1.2%
223 MMSI MERIT MED SYS INC Healthcare 34.0 $2K 0.00% +7.0 +25.9% $69.35 +31.3%
224 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 99.0 $2K 0.00% +66.0 +200.0% $23.58 +6.8%
225 CM CANADIAN IMPERIAL BK COMM Financial Services 20.0 $2K 0.00% +3.0 +17.6% $115.00 +2.9%
226 HIG HARTFORD FINL SVCS GROUP INC Financial Services 17.0 $2K 0.00% +5.0 +41.7% $132.53 +4.3%
227 KMX CARMAX INC Consumer Cyclical 42.0 $2K 0.00% +11.0 +35.5% $52.88 +21.4%
228 FPE FIRST TR EXCH TRADED FD III 121.0 $2K 0.00% +2.0 +1.7% $17.81 -0.6%
229 IX ORIX CORP Financial Services 54.0 $2K 0.00% +11.0 +25.6% $38.04 +3.9%
230 JCI JOHNSON CTLS INTL PLC Industrials 14.0 $2K 0.00% +3.0 +27.3% $146.14 -3.0%
231 SNOW SNOWFLAKE INC Technology 8.0 $2K 0.00% +4.0 +100.0% $254.50 +24.6%
232 RIO RIO TINTO PLC Basic Materials 21.0 $2K 0.00% +5.0 +31.2% $94.95 +12.5%
233 BMO BANK MONTREAL QUE Financial Services 11.0 $2K 0.00% +3.0 +37.5% $176.73 -1.8%
234 PR PERMIAN RESOURCES CORP Energy 105.0 $2K 0.00% +1.0 +1.0% $18.42 +26.5%
235 UBS UBS GROUP AG Financial Services 38.0 $2K 0.00% +3.0 +8.6% $49.55 +9.4%
236 AVAV AEROVIRONMENT INC Industrials 11.0 $2K 0.00% +2.0 +22.2% $165.09 -10.7%
237 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 22.0 $2K 0.00% +5.0 +29.4% $82.41 -4.4%
238 PNC PNC FINL SVCS GROUP INC Financial Services 7.0 $2K 0.00% +2.0 +40.0% $246.29 -0.9%
239 RRC RANGE RES CORP Energy 41.0 $2K 0.00% +4.0 +10.8% $37.20 +10.2%
240 TOL TOLL BROTHERS INC Consumer Cyclical 9.0 $1K 0.00% +3.0 +50.0% $164.78 -8.5%
Page 12 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%