Long-term investor
Financial Network Wealth Advisors LLC @financialnetworkwealthad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012031).
Record
- Tracked since 2025-12-31 (257 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.2%
- Max drawdown n/a · win rate 4% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CLIP · 7.6% · long · since 2025-12-31
- BIL · 5.5% · long · since 2025-12-31
- SPYG · 4.0% · long · since 2025-12-31
- BUFR · 3.4% · long · since 2025-12-31
- SPDW · 2.9% · long · since 2025-12-31
- AAPL · 2.8% · long · since 2025-12-31
- SPYV · 2.5% · long · since 2025-12-31
- BUFF · 1.9% · long · since 2025-12-31
- IVV · 1.6% · long · since 2025-12-31
- MSFT · 1.5% · long · since 2025-12-31
- PSFF · 1.4% · long · since 2025-12-31
- SPSM · 1.2% · long · since 2025-12-31