CIK 1844831
FINANCIAL MANAGEMENT NETWORK INC
Institutional 13F holdings & portfolio
Holdings
186
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 91K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 484K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 278K | $1M+ | SH |
| IJH | ISHARES TR | 397K | $1M+ | SH |
| IJR | ISHARES TR | 192K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 239K | $1M+ | SH |
| SMOT | VANECK ETF TRUST | 560K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 222K | $1M+ | SH |
| AAPL | APPLE INC | 67K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 312K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 439K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 64K | $1M+ | SH |
| GCOW | PACER FDS TR | 244K | $1M+ | SH |
| AVIV | AMERICAN CENTY ETF TR | 138K | $1M+ | SH |
| AVMV | AMERICAN CENTY ETF TR | 131K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 117K | $1M+ | SH |
| TXUE | THORNBURG ETF TR | 285K | $1M+ | SH |
| IVW | ISHARES TR | 69K | $1M+ | SH |
| FFLG | FIDELITY COVINGTON TRUST | 280K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 17K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 27K | $1M+ | SH |
| TSLA | TESLA INC | 16K | $1M+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 270K | $1M+ | SH |
| AMZN | AMAZON COM INC | 30K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 189K | $1M+ | SH |
| GOOGL | ALPHABET INC | 20K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 122K | $1M+ | SH |
| V | VISA INC | 18K | $1M+ | SH |
| GOVT | ISHARES TR | 262K | $1M+ | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 196K | $1M+ | SH |
| IEI | ISHARES TR | 50K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 123K | $1M+ | SH |
| CLOI | VANECK ETF TRUST | 105K | $1M+ | SH |
| SHV | ISHARES TR | 50K | $1M+ | SH |
| GOOG | ALPHABET INC | 17K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 67K | $1M+ | SH |
| WINN | HARBOR ETF TRUST | 164K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 108K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 18K | $1M+ | SH |
| STXK | EA SERIES TRUST | 113K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 175K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 58K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| SHY | ISHARES TR | 38K | $1M+ | SH |
| STRV | EA SERIES TRUST | 69K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4 | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| PTNQ | PACER FDS TR | 36K | $1M+ | SH |
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 120K | $1M+ | SH |