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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 7 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 YUM YUM BRANDS INC Consumer Cyclical 146.0 $23K 0.02% -3.0 -2.0% $159.86 -2.2%
122 FSS FEDERAL SIGNAL CORP Industrials 176.0 $23K 0.02% -13.0 -6.9% $128.49 -6.1%
123 OXY OCCIDENTAL PETE CORP Energy 445.0 $22K 0.02% -79.0 -15.1% $48.57 +20.3%
124 BDX BECTON DICKINSON CO Healthcare 124.0 $19K 0.02% -4.0 -3.1% $151.45 +25.3%
125 AR ANTERO RESOURCES CORP Energy 505.0 $18K 0.02% -45.0 -8.2% $35.14 +8.0%
126 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 201.0 $18K 0.02% -14.0 -6.5% $87.22 +8.2%
127 CW CURTISS WRIGHT CORP Industrials 23.0 $17K 0.02% -4.0 -14.8% $757.74 -19.5%
128 APG API GROUP CORP Industrials 411.0 $17K 0.02% -37.0 -8.3% $42.35 -4.7%
129 BN BROOKFIELD CORP Financial Services 399.0 $17K 0.02% -7.0 -1.7% $42.59 -1.1%
130 UNH UNITEDHEALTH GROUP INC Healthcare 37.0 $15K 0.02% -89.0 -70.6% $416.76 -4.8%
131 FDS FACTSET RESH SYS INC Financial Services 59.0 $14K 0.01% -1.0 -1.7% $230.08 +28.7%
132 TDC TERADATA CORP DEL Technology 390.0 $14K 0.01% -370.0 -48.7% $34.65 -21.0%
133 ILMN ILLUMINA INC Healthcare 74.0 $13K 0.01% -38.0 -33.9% $175.82 +28.0%
134 SNDA SONIDA SENIOR LIVING INC Healthcare 315.0 $13K 0.01% -105.0 -25.0% $40.80 +0.4%
135 BMI BADGER METER INC Technology 82.0 $12K 0.01% -6.0 -6.8% $148.45 -8.1%
136 WST WEST PHARMACEUTICAL SVSC INC Healthcare 33.0 $12K 0.01% -7.0 -17.5% $359.52 -3.1%
137 VIKING HOLDINGS LTD 110.0 $12K 0.01% -24.0 -17.9% $104.67
138 NKE NIKE INC Consumer Cyclical 276.0 $11K 0.01% -2.0 -0.7% $41.05 -3.8%
139 AEIS ADVANCED ENERGY INDS Industrials 28.0 $10K 0.01% -6.0 -17.6% $372.86 -26.1%
140 EME EMCOR GROUP INC Industrials 12.0 $10K 0.01% -4.0 -25.0% $829.92 -10.9%
Page 7 of 11  ·  202 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%