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Financial Network Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 2012031 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Financial Network Wealth Advisors LLC manages $98.5M in 13F-reported U.S. long-equity assets across 858 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CLIP (7.61%), BIL (5.46%), SPYG (4.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 123 new positions and exited 37; 389 existing positions rose in reported value and 195 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$98.5M

Long-equity book

Holdings
858

Distinct positions

Period
2026-06-30

Filed 2026-07-29

Q/Q Activity
+123 / −37 / ↑389 / ↓195

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
CLIP7.6% · +19%BIL5.5% · -13%SPYG4.0% · +3%BUFR3.4% · -69%SPDW2.9% · +5%AAPL2.8% · -2%SPYV2.5% · +7%BUFF1.9% · -7%IVV1.6% · +7%MSFT1.5% · +3%PSFF1.4% · -4%SPSM1.2% · +7%BUFT1.1% · -6%NVDA1.1% · +11%SPEM1.0% · +9%IEF1.0% · +9%ABBV1.0% · -3%MCD1.0% · -3%GOOGL1.0% · -2%HYD0.9% · -12%SPYM0.9% · newBRK.B0.8% · -0%XOM0.8% · -3%SHYG0.8% · +17%SLYG0.7% · +4%HGER0.7% · +49%SPMB0.7% · +22%LMBS0.7% · -4%FLJP0.7% · newPSFD0.6% · -16%MDYG0.6% · +1%AMZN0.6% · +6%JQUA0.5% · +14%GMAY0.5% · -3%VYM0.5% · +1%SPTL0.5% · +22%GOVT0.5% · +15%VCIT0.5% · +16%MDYV0.5% · +1%SNA0.5% · -12%VXUS0.5% · +4%SPSB0.5% · +19%VT0.4% · +45%KO0.4% · +0%APH0.4% · -19%IAPR0.4% · 0%DNOV0.4% · -1%GLDM0.4% · +8%STIP0.4% · +9%EALT0.4% · +0%PAPR0.4% · +2%BALT0.4% · -1%PSFJ0.4% · -28%SIXO0.4% · 0%PSFO0.4% · -5%BSEP0.4% · 0%KAPR0.3% · 0%SLYV0.3% · +1%RTX0.3% · +2%POCT0.3% · +3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$515.4M
Discretionary
$482.2M
Employees
6
Accounts
1,828
Address
118 W. WINCHESTER STREET
SUITE 101
MURRAY, UT 84107
Phone
(801) 748-0044
Website
Name Title / Status Ownership Type
ARNELL, DARIN, DELLOYD ControlMEMBER/ INVESTMENT ADVISOR REPRESENTATIVE/ CCO/OWNER
since Sep 2021
25–50%Individual
BELL, MICHAEL, EARL ControlMANAGING MEMBER/OWNER
since Feb 2022
50–75%Individual
Ownership & leadership changes · 2 filings with changes since Mar 10, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 12, 2024 filing
  • ChangedARNELL, DARIN, DELLOYD · title MEMBER/ INVESTMENT ADVISOR REPRESENTATIVE/ CCO → MEMBER/ INVESTMENT ADVISOR REPRESENTATIVE/ CCO/OWNER
  • ChangedBELL, MICHAEL, EARL · title MANAGING MEMBER → MANAGING MEMBER/OWNER
Jul 26, 2022 filing
  • No longer listedPARKER, DEBBIE, DAWN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2022
  • ChangedARNELL, DARIN, DELLOYD · title MEMBER/INVESTMENT ADVISOR REPRESENTATIVE → MEMBER/ INVESTMENT ADVISOR REPRESENTATIVE/ CCO
Mar 10, 2022 filing (earliest on record)
  • ListedARNELL, DARIN, DELLOYD · MEMBER/INVESTMENT ADVISOR REPRESENTATIVE · 25–50% · control person
  • ListedBELL, MICHAEL, EARL · MANAGING MEMBER · 50–75% · control person
  • ListedPARKER, DEBBIE, DAWN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 389 →

Top Trims

Show all 195 →

New Positions

Show all 123 →

Exited Positions

Show all 37 →

Financial Network Wealth Advisors LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GLOBAL X FDS CLIP 37960A438 $7.5M 7.61% 74,694 SH
2 SPDR SER TR BIL 78468R663 $5.4M 5.46% 58,660 SH
3 SPDR SER TR SPYG 78464A409 $4.0M 4.03% 33,345 SH
4 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $3.3M 3.38% 91,141 SH
5 SPDR INDEX SHS FDS SPDW 78463X889 $2.9M 2.90% 56,673 SH
6 APPLE INC AAPL 037833100 $2.8M 2.82% 9,619 SH
7 SPDR SER TR SPYV 78464A508 $2.5M 2.50% 40,498 SH
8 INNOVATOR ETFS TRUST BUFF 45783Y814 $1.9M 1.93% 36,102 SH
9 ISHARES TR IVV 464287200 $1.5M 1.56% 2,047 SH
10 MICROSOFT CORP MSFT 594918104 $1.5M 1.51% 3,976 SH
11 PACER FDS TR PSFF 69374H568 $1.4M 1.44% 41,369 SH
12 SPDR SER TR SPSM 78468R853 $1.2M 1.21% 20,668 SH
13 FIRST TR EXCHNG TRADED FD VI BUFT 33740U760 $1.1M 1.15% 43,765 SH
14 NVIDIA CORPORATION NVDA 67066G104 $1.1M 1.14% 5,636 SH
15 SPDR INDEX SHS FDS SPEM 78463X509 $1.0M 1.04% 19,766 SH
16 ISHARES TR IEF 464287440 $993.9K 1.01% 10,510 SH
17 ABBVIE INC ABBV 00287Y109 $968.9K 0.98% 3,850 SH
18 MCDONALDS CORP MCD 580135101 $952.1K 0.97% 3,522 SH
19 ALPHABET INC GOOGL 02079K305 $948.8K 0.96% 2,655 SH
20 VANECK ETF TRUST HYD 92189H409 $846.3K 0.86% 16,430 SH
21 SPDR SER TR SPYM 78464A854 $839.5K 0.85% 9,553 SH
22 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $806.6K 0.82% 1,612 SH
23 EXXON MOBIL CORP XOM 30231G102 $789.5K 0.80% 5,774 SH
24 ISHARES TR SHYG 46434V407 $778.2K 0.79% 18,350 SH
25 SPDR SER TR SLYG 78464A201 $713.8K 0.72% 5,991 SH
26 HARBOR ETF TRUST HGER 41151J505 $711.9K 0.72% 24,265 SH
27 SPDR SER TR SPMB 78464A383 $711.5K 0.72% 31,893 SH
28 FIRST TR EXCHANGE TRADED FD LMBS 33739Q200 $647.2K 0.66% 13,002 SH
29 FRANKLIN TEMPLETON ETF TR FLJP 35473P744 $642.2K 0.65% 16,156 SH
30 PACER FDS TR PSFD 69374H576 $617.3K 0.63% 15,494 SH
31 SPDR SER TR MDYG 78464A821 $554.1K 0.56% 4,943 SH
32 AMAZON COM INC AMZN 023135106 $546.5K 0.55% 2,293 SH
33 J P MORGAN EXCHANGE TRADED F JQUA 46641Q761 $537.1K 0.55% 7,430 SH
34 FIRST TR EXCHNG TRADED FD VI GMAY 33740F441 $529.7K 0.54% 12,308 SH
35 VANGUARD WHITEHALL FDS VYM 921946406 $517.8K 0.53% 3,277 SH
36 SPDR SER TR SPTL 78464A664 $517.1K 0.52% 19,714 SH
37 ISHARES TR GOVT 46429B267 $516.7K 0.52% 22,684 SH
38 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $510.7K 0.52% 6,179 SH
39 SPDR SER TR MDYV 78464A839 $509.0K 0.52% 5,367 SH
40 SNAP ON INC SNA 833034101 $476.9K 0.48% 1,185 SH
41 VANGUARD STAR FDS VXUS 921909768 $471.5K 0.48% 5,515 SH
42 SPDR SER TR SPSB 78464A474 $468.9K 0.48% 15,624 SH
43 VANGUARD INTL EQUITY INDEX F VT 922042742 $430.2K 0.44% 2,741 SH
44 COCA COLA CO KO 191216100 $428.5K 0.43% 5,273 SH
45 AMPHENOL CORP NEW APH 032095101 $411.6K 0.42% 2,334 SH
46 INNOVATOR ETFS TRUST IAPR 45782C367 $409.2K 0.42% 12,321 SH
47 FIRST TR EXCHNG TRADED FD VI DNOV 33740F839 $398.8K 0.40% 7,767 SH
48 WORLD GOLD TR GLDM 98149E303 $398.6K 0.40% 5,019 SH
49 ISHARES TR STIP 46429B747 $392.4K 0.40% 3,841 SH
50 INNOVATOR ETFS TRUST EALT 45783Y475 $383.5K 0.39% 10,693 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $98.5M 858 0002012031-26-000003
2026-03-31 2026-05-14 $97.7M 772 0002012031-26-000002
2025-12-31 2026-02-13 $96.0M 833 0002012031-26-000001
2025-09-30 2025-10-27 $91.4M 838 0002012031-25-000006
Filer Information
Address
118 WEST WINCHESTER STREET
SUITE 101
MURRAY, UT 84107
Phone
(801) 748-0044
Filing Manager
Financial Network Wealth Advisors LLC
MURRAY, UT
Signatory
Ruth Thortvedt
Compliance Consultant