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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 8 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSCO TRACTOR SUPPLY CO Consumer Cyclical 306.0 $10K 0.01% -2K -83.6% $31.61 +11.9%
142 LECO LINCOLN ELEC HLDGS INC Industrials 34.0 $9K 0.01% -2.0 -5.6% $265.50 +5.5%
143 NET CLOUDFLARE INC Technology 34.0 $8K 0.01% -17.0 -33.3% $245.29 +13.2%
144 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 205.0 $8K 0.01% -16.0 -7.2% $37.98 -4.1%
145 STRL STERLING INFRASTRUCTURE INC Industrials 9.0 $8K 0.01% -10.0 -52.6% $839.33 -42.1%
146 SAP SAP SE Technology 46.0 $7K 0.01% -12.0 -20.7% $154.11 +40.8%
147 TFIN TRIUMPH FINANCIAL INC Financial Services 92.0 $7K 0.01% -33.0 -26.4% $76.32 -3.7%
148 SFBS SERVISFIRST BANCSHARES INC Financial Services 74.0 $6K 0.01% -21.0 -22.1% $86.76 -50.3%
149 SONY SONY GROUP CORP Technology 284.0 $6K 0.01% -258.0 -47.6% $20.06 +19.9%
150 WAB WABTEC Industrials 20.0 $5K 0.01% -11.0 -35.5% $271.30 +9.5%
151 COOPER COS INC 75.0 $5K 0.01% -37.0 -33.0% $71.71
152 GDDY GODADDY INC Technology 61.0 $5K 0.01% -142.0 -70.0% $84.89 +17.6%
153 TDY TELEDYNE TECHNOLOGIES INC Technology 7.0 $5K 0.01% -4.0 -36.4% $666.86 -6.0%
154 MPWR MONOLITHIC PWR SYS INC Technology 3.0 $4K 0.00% -4.0 -57.1% $1403.00 -7.0%
155 RMBS RAMBUS INC DEL Technology 31.0 $4K 0.00% -14.0 -31.1% $132.74 -32.3%
156 SNPS SYNOPSYS INC Technology 9.0 $4K 0.00% -25.0 -73.5% $446.11 -8.4%
157 ACN ACCENTURE PLC IRELAND Technology 32.0 $4K 0.00% -537.0 -94.4% $124.44 +50.2%
158 POOL POOL CORP Industrials 18.0 $4K 0.00% -8.0 -30.8% $218.67 -14.8%
159 BND VANGUARD BD INDEX FDS 52.0 $4K 0.00% -431.0 -89.2% $73.40 -1.0%
160 ROST ROSS STORES INC Consumer Cyclical 16.0 $3K 0.00% -11.0 -40.7% $216.38 +11.5%
Page 8 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%