Financial Network Wealth Management LLC

RIA/Wealth

Financial Network Wealth Management LLC is a RIA/Wealth led by Denton Jay Olde, reporting $331.5M in AUM as of Q3 2025 with 66% ETF concentration and 62% concentrated in top 10 holdings.

CEODenton Jay Olde

Portfolio Value: $273.7M
Positions: 107
Top Holding: EFIV at 11.02%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in Financial Network Wealth Management LLC's portfolio (62.4% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ESG ETF EFIV	ETF ETF	$30.2M	11.02%	+$14.6M Bought	— 474.2K shares	Q3 2025 Held for 2 months
2 Nvidia NVDA	Semiconductors Technology	$26.1M	9.55%	-$2.5M Sold	0.00% 140.1K shares	Q3 2025 Held for 2 months
3 Vanguard ESG U.S. Stock ESGV	ETF ETF	$22.1M	8.06%	-$8.0M Sold	— 186.2K shares	Q3 2025 Held for 2 months
4 iShares ESG Aware U.S. Aggregate Bond EAGG	ETF ETF	$20.6M	7.51%	+$2.4M Bought	— 427.9K shares	Q3 2025 Held for 2 months
5 Apple AAPL	Consumer Electronics Technology	$17.6M	6.42%	-$1.1M Sold	0.00% 69.0K shares	Q3 2025 Held for 2 months
6 Microsoft MSFT	Software - Infrastructure Technology	$16.2M	5.94%	-$1.1M Sold	0.00% 31.4K shares	Q3 2025 Held for 2 months
7 VCRB Vanguard Core Bond VCRB	ETF ETF	$13.0M	4.77%	+$7.5M Bought	— 166.4K shares	Q3 2025 Held for 2 months
8 GARP iShares MSCI USA Quality GARP ETF GARP	ETF ETF	$9.5M	3.48%	+$2.8M Bought	— 145.0K shares	Q3 2025 Held for 2 months
9 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$8.6M	3.15%	+$850.0K Bought	— 155.9K shares	Q3 2025 Held for 2 months
10 FlexShares High Yield Value-Scored Bond Index Fund HYGV	ETF ETF	$7.0M	2.56%	+$2.8M Bought	— 169.8K shares	Q3 2025 Held for 2 months

See all holdings

GthenH

Changes

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

See all changes

GthenC

Market Value

$273.7M

Prior: $242.8M

Q/Q Change

+12.75%

+$30.9M

Net Flows % of MV

+1.68%

Turnover Ratio

11.48%

New Purchases

1 stocks

$218.3K

Added To

39 stocks

+$33.5M

Sold Out Of

0 stocks

Reduced Holdings

43 stocks

-$29.1M

Increased Positions

Position	Shares Δ	Change
1 iShares New York Muni Bond NYF	New	0 → 4.1K +$218.3K
2 VCRB Vanguard Core Bond VCRB	+136.23%	70.4K → 166.4K +$7.5M
3 SPDR S&P 500 ESG ETF EFIV	+93.67%	244.8K → 474.2K +$14.6M
4 FlexShares High Yield Value-Scored Bond Index Fund HYGV	+65.47%	102.6K → 169.8K +$2.8M
5 GARP iShares MSCI USA Quality GARP ETF GARP	+41.2%	102.7K → 145.0K +$2.8M

Decreased Positions

Position	Shares Δ	Change
1 iShares ESG Advanced High Yield Corporate Bond ETF HYXF	-58.61%	60.7K → 25.1K −$1.7M
2 Nuveen ESG Mid-Cap Growth NUMG	-58.38%	15.7K → 6.6K −$447.6K
3 iShares Core U.S. Aggregate Bond AGG	-54.09%	13.6K → 6.2K −$735.3K
4 iShares Core S&P Small-Cap ETF IJR	-52.36%	28.1K → 13.4K −$1.8M
5 FlexShares STOXX US ESG Select Index Fund ESG	-49.94%	67.4K → 33.7K −$5.2M