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 101–150 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP | 9K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 800 | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 12K | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| SPSM | SPDR SERIES TRUST | 14K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| SHYG | ISHARES TR | 15K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| IWS | ISHARES TR | 4K | $500K+ | SH |
| CALF | PACER FDS TR | 13K | $500K+ | SH |
| USMV | ISHARES TR | 6K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 9K | $100K–$500K | SH |
| ESGU | ISHARES TR | 3K | $100K–$500K | SH |
| MTB | M & T BK CORP | 2K | $100K–$500K | SH |
| MAC | MACERICH CO | 24K | $100K–$500K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 12K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| HGER | HARBOR ETF TRUST | 16K | $100K–$500K | SH |
| SMMD | ISHARES TR | 5K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 15K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| OSEA | HARBOR ETF TRUST | 13K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| FDEV | FIDELITY COVINGTON TRUST | 10K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 405 | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| SCI | SERVICE CORP INTL | 4K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 6K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| UNOV | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |