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 51–100 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW | 14K | $1M+ | SH |
| CALI | BLACKROCK ETF TRUST II | 48K | $1M+ | SH |
| BIZD | VANECK ETF TRUST | 166K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 22K | $1M+ | SH |
| GPZ | VANECK ETF TRUST | 70K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| KKR | KKR & CO INC | 15K | $1M+ | SH |
| COWZ | PACER FDS TR | 29K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| IWF | ISHARES TR | 4K | $1M+ | SH |
| DON | WISDOMTREE TR | 31K | $1M+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 31K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| GCAL | GOLDMAN SACHS ETF TR | 28K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 4K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| VTEI | VANGUARD MUN BD FDS | 13K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 14K | $1M+ | SH |
| SLB | SLB LIMITED | 28K | $1M+ | SH |
| FBRT | FRANKLIN BSP RLTY TR INC | 112K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 8K | $1M+ | SH |
| IGF | ISHARES TR | 18K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 7K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 3K | $1M+ | SH |
| EFA | ISHARES TR | 11K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 5K | $500K+ | SH |
| SPMD | SPDR SERIES TRUST | 16K | $500K+ | SH |
| DRLL | EA SERIES TRUST | 32K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 7K | $500K+ | SH |
| STXE | EA SERIES TRUST | 25K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 5K | $500K+ | SH |
| IJT | ISHARES TR | 6K | $500K+ | SH |
| TBLD | THORNBURG INCM BUILDER OPP T | 44K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| RKLB | ROCKET LAB CORP | 11K | $500K+ | SH |
| URI | UNITED RENTALS INC | 990 | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| CSNR | COHEN & STEERS ETF TRUST | 25K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 14K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 10K | $500K+ | SH |