Financial Network Wealth Advisors LLC

RIA/Wealth

Financial Network Wealth Advisors LLC is a RIA/Wealth based in Murray, UT led by Michael Earl Bell, reporting $425.2M in AUM as of Q3 2025 with 63% ETF concentration.

Managing PartnerMichael Earl Bell

Portfolio Value: $91.3M
Positions: 835
Top Holding: BUFR at 11.16%
Last Reported: Q3 2025

Address118 W. Winchester Street, Suite 101, Murray, UT, 84107, United States

Top Holdings

Largest long holdings in Financial Network Wealth Advisors LLC's portfolio (35.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 FT Vest Laddered Buffer BUFR	ETF ETF	$10.2M	11.16%	-$302.2K Sold	— 304.8K shares	Q4 2023 Held for 1y 11m
2 Global X 1-3 Month T-Bill CLIP	ETF ETF	$5.1M	5.54%	+$5.1M New	— 50.4K shares	Q3 2025 Held for 2 months
3 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$3.0M	3.30%	+$89.6K Bought	— 28.8K shares	Q4 2023 Held for 1y 11m
4 Apple AAPL	Consumer Electronics Technology	$2.5M	2.74%	+$27.8K Bought	0.00% 9.8K shares	Q4 2023 Held for 1y 11m
5 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$2.3M	2.57%	-$1.1M Sold	— 25.6K shares	Q2 2024 Held for 1y 5m
6 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$2.0M	2.23%	+$353.0K Bought	— 47.7K shares	Q4 2023 Held for 1y 11m
7 Innovator Laddered Allocation Power Buffer BUFF	Unknown Unknown	$2.0M	2.16%	-$310.4K Sold	— 40.4K shares	Q4 2023 Held for 1y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$2.0M	2.16%	+$5.2K Bought	0.00% 3.8K shares	Q4 2023 Held for 1y 11m
9 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$1.9M	2.06%	+$363.6K Bought	— 34.0K shares	Q4 2023 Held for 1y 11m
10 SPDR Portfolio Emerging Markets SPEM	ETF ETF	$1.5M	1.64%	+$78.5K Bought	— 32.1K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Financial Network Wealth Advisors LLC's latest filing

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Market Value

$91.3M

Prior: $82.2M

Q/Q Change

+11.15%

+$9.2M

Net Flows % of MV

+5.03%

Turnover Ratio

9.17%

New Purchases

18 stocks

$5.7M

Added To

220 stocks

+$5.0M

Sold Out Of

22 stocks

$761.7K

Reduced Holdings

141 stocks

-$5.4M

Increased Positions

Position	Shares Δ	Change
1 Global X 1-3 Month T-Bill CLIP	New	0 → 50.4K +$5.1M
2 Vanguard Total World Stock VT	New	0 → 3.6K +$495.5K
3 GLTR abrdn Physical Precious Metals Basket Shares GLTR	New	0 → 315.0 +$52.1K
4 LMBS First Trust Low Duration Opportunities LMBS	New	0 → 578.0 +$28.8K
5 iShares MSCI Emerging Markets EEM	New	0 → 382.0 +$20.4K

Decreased Positions

Position	Shares Δ	Change
1 IVVB iShares Large Cap Deep Buffer ETF IVVB	Sold	16.0K → 0 −$496.8K
2 Archrock AROC	Sold	3.3K → 0 −$82.9K
3 Vanguard Total International Bond BNDX	Sold	1.4K → 0 −$70.4K
4 Nebius Group N.V. NBIS	Sold	667.0 → 0 −$36.9K
5 iShares Core MSCI EAFE ETF IEFA	Sold	197.0 → 0 −$16.4K

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Analytics

Portfolio insights and performance metrics for Financial Network Wealth Advisors LLC

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Sector Allocation

ETF

62.60%

Technology

9.40%

Healthcare

3.90%

Financial Services

3.60%

Consumer Cyclical

3.50%

Industrials

3.40%

Communication Services

2.40%

Consumer Defensive

1.80%

Energy

1.70%

Utilities

0.80%

Real Estate

0.60%

Basic Materials

0.50%

Market Cap Distribution

Mega Cap (> $200B)

18.39%

Large Cap ($10B - $200B)

12.15%

Mid Cap ($2B - $10B)

0.76%

Small Cap ($300M - $2B)

0.12%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

68.56%

Portfolio Concentration

Top 10 Holdings %

35.56%

Top 20 Holdings %

46.39%

Top 50 Holdings %

62.64%

Top 100 Holdings %

76.31%