Institutional Investor · CIK 0001697856
FINANCIAL ADVISORS NETWORK, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
221
Total Value
$837.97M
Total Shares
9.88M
Latest Filing
Aug 14, 2026
CIK
0001697856
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-14 | 1,248,438 | $91.65M | 0.0227% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 924,776 | $65.89M | 0.0207% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 1,353,786 | $45.81M | 0.0783% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 193,041 | $42.07M | 0.0167% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 1,097,487 | $38.20M | 0.2346% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 408,191 | $35.16M | 0.0092% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 545,701 | $32.57M | 0.0195% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 259,897 | $23.13M | 0.0772% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 467,071 | $22.62M | 0.0181% | SH | — | View | |
Gilead Sciences, Inc.(GIS.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-14 | 175,677 | $22.20M | 0.0141% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 184,579 | $17.80M | 0.1193% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 122,972 | $16.81M | 0.2048% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-14 | 55,888 | $16.17M | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-14 | 189,462 | $15.15M | 0.0877% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 96,750 | $13.31M | 0.0177% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 158,841 | $13.16M | 0.0078% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 64,432 | $12.89M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 48,603 | $11.04M | 0.0230% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 60,086 | $10.73M | 0.1285% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 91,145 | $9.47M | 0.0125% | SH | — | View | |
Fortinet, Inc.(FTNT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-14 | 58,688 | $9.02M | 0.0080% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-14 | 25,831 | $8.81M | 0.0032% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 22,694 | $8.30M | 0.0164% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 84,755 | $8.17M | 0.0117% | SH | — | View | |
Airbnb, Inc.(ABNB) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-08-14 | 55,346 | $7.92M | 0.0093% | SH | — | View |
Expedia Group Inc. R(E3X1.DE) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-08-14 | 26,898 | $6.88M | 0.0224% | SH | — | View |
NetApp, Inc.(NTA.DE) | Technology | Computer Hardware | 2026-06-30 | 2026-08-14 | 43,837 | $6.78M | 0.0223% | SH | — | View |
| Consumer Defensive | Tobacco | 2026-06-30 | 2026-08-14 | 89,544 | $6.44M | 0.0054% | SH | — | View | |
Altria Group, Inc.(PHM7.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-08-14 | 89,544 | $6.44M | 0.0054% | SH | — | View |
| Healthcare | Medical - Distribution | 2026-06-30 | 2026-08-14 | 23,851 | $5.67M | 0.0102% | SH | — | View | |
Autodesk, Inc.(AUD.DE) | Technology | Software - Application | 2026-06-30 | 2026-08-14 | 26,490 | $5.15M | 0.0125% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 73,635 | $5.04M | 0.0157% | SH | — | View | |
Adobe Inc.(ADB.DE) | Technology | Software - Application | 2026-06-30 | 2026-08-14 | 23,791 | $4.88M | 0.0060% | SH | — | View |
Adobe Inc.(ADBE.SW) | Technology | Software - Application | 2026-06-30 | 2026-08-14 | 23,791 | $4.88M | 0.0032% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 19,860 | $4.83M | 0.0072% | SH | — | View | |
McKesson Corporation(MCK) | Healthcare | Medical - Distribution | 2026-06-30 | 2026-08-14 | 6,151 | $4.65M | 0.0053% | SH | — | View |
AppLovin Corporation(APP) | Technology | Software - Application | 2026-06-30 | 2026-08-14 | 8,035 | $4.14M | 0.0024% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 5,243 | $3.92M | 0.0005% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 5,243 | $3.92M | 0.0005% | SH | — | View |
Otis Worldwide Corporation(4PG.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-08-14 | 54,548 | $3.91M | 0.0143% | SH | — | View |
GoDaddy Inc.(GDDY) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-14 | 42,940 | $3.64M | 0.0324% | SH | — | View |
Fair Isaac Corporation(FICO) | Technology | Software - Application | 2026-06-30 | 2026-08-14 | 3,045 | $3.64M | 0.0141% | SH | — | View |
NXP Semiconductors N.V.(NXPI) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 12,751 | $3.58M | 0.0051% | SH | — | View |
Arista Networks, Inc.(ANET) | Technology | Computer Hardware | 2026-06-30 | 2026-08-14 | 20,715 | $3.52M | 0.0016% | SH | — | View |
EOG Resources, Inc.(EOG) | Energy | Oil & Gas Exploration & Production | 2026-06-30 | 2026-08-14 | 27,087 | $3.51M | 0.0051% | SH | — | View |
| Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-08-14 | 36,083 | $3.47M | 0.0018% | SH | — | View | |
Domino's Pizza, Inc.(DPZ) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-08-14 | 11,408 | $3.38M | 0.0345% | SH | — | View |
APA Corporation(APA) | Energy | Oil & Gas Exploration & Production | 2026-06-30 | 2026-08-14 | 101,637 | $3.31M | 0.0288% | SH | — | View |
Match Group, Inc.(MTCH) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-14 | 85,965 | $3.27M | 0.0369% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-14 | 8,891 | $3.14M | 0.0001% | SH | — | View |
| Healthcare | Biotechnology | 2026-06-30 | 2026-08-14 | 6,125 | $3.04M | 0.0024% | SH | — | View | |
| Consumer Cyclical | Travel Lodging | 2026-06-30 | 2026-08-14 | 9,085 | $3.00M | 0.0040% | SH | — | View | |
| Consumer Cyclical | Apparel - Manufacturers | 2026-06-30 | 2026-08-14 | 7,327 | $2.94M | 0.0120% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 5,058 | $2.94M | 0.0003% | SH | — | View |
| Healthcare | Medical - Devices | 2026-06-30 | 2026-08-14 | 31,690 | $2.87M | 0.0055% | SH | — | View | |
DexCom, Inc.(DXCM) | Healthcare | Medical - Devices | 2026-06-30 | 2026-08-14 | 42,096 | $2.84M | 0.0112% | SH | — | View |
Motorola Solutions, Inc.(MTLA.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-08-14 | 6,803 | $2.83M | 0.0041% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-14 | 10,500 | $2.50M | 0.0001% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 6,534 | $2.47M | 0.0001% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-14 | 6,490 | $2.42M | 0.0001% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-14 | 6,520 | $2.33M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 3,101 | $2.28M | 0.0004% | SH | — | View | |
Paycom Software, Inc.(PAYC) | Technology | Software - Application | 2026-06-30 | 2026-08-14 | 18,071 | $2.27M | 0.0401% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-14 | 13,345 | $2.21M | 0.0007% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-14 | 13,345 | $2.21M | 0.0007% | SH | — | View |
State Street SPDR S&P…(SLYG) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 16,987 | $2.02M | 0.0386% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-08-14 | 4,542 | $1.91M | 0.0001% | SH | — | View |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-14 | 9,965 | $1.89M | 0.0007% | SH | — | View |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-08-14 | 4,119 | $1.71M | 0.0005% | SH | — | View |
Gartner, Inc.(IT) | Technology | Information Technology Services | 2026-06-30 | 2026-08-14 | 13,072 | $1.69M | 0.0195% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 4,319 | $1.60M | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 2,101 | $1.57M | 0.0002% | SH | — | View | |
Intuit Inc.(ITU.DE) | Technology | Software - Application | 2026-06-30 | 2026-08-14 | 5,567 | $1.45M | 0.0020% | SH | — | View |
Prologis, Inc.(PLD) | Real Estate | REIT - Industrial | 2026-06-30 | 2026-08-14 | 10,649 | $1.44M | 0.0011% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-14 | 2,552 | $1.44M | 0.0001% | SH | — | View |
Lam Research Corp. R(LAR0.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 3,254 | $1.41M | 0.0003% | SH | — | View |
State Street SPDR S&P…(SLYV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-14 | 11,390 | $1.24M | 0.0256% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-08-14 | 10,545 | $1.24M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 3,973 | $1.20M | 0.0006% | SH | — | View | |
| Technology | Technology Distributors | 2026-06-30 | 2026-08-14 | 45,685 | $1.06M | 1.0201% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-14 | 4,060 | $1.03M | 0.0002% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-08-14 | 2,045 | $1.02M | 0.0001% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-14 | 7,334 | $1.00M | 0.0002% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-08-14 | 937 | $997.50K | 0.0002% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-14 | 8,578 | $971.60K | 0.0001% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-14 | 8,578 | $971.60K | 0.0001% | SH | — | View |
Cummins Inc.(CMI) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-08-14 | 1,359 | $969.06K | 0.0010% | SH | — | View |
Paychex, Inc.(PCX.DE) | Industrials | Staffing & Employment Services | 2026-06-30 | 2026-08-14 | 9,423 | $926.52K | 0.0026% | SH | — | View |
Paychex, Inc.(PAYX) | Industrials | Staffing & Employment Services | 2026-06-30 | 2026-08-14 | 9,423 | $926.52K | 0.0026% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-08-14 | 6,100 | $894.55K | 0.0003% | SH | — | View |
KLA Corporation(KLA.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 2,928 | $883.41K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-14 | 3,644 | $862.24K | 0.0007% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-14 | 2,629 | $860.43K | 0.0001% | SH | — | View |
| Communication Services | Telecommunications Services | 2026-06-30 | 2026-08-14 | 19,794 | $838.07K | 0.0005% | SH | — | View | |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 4,440 | $820.42K | 0.0004% | SH | — | View |
Masco Corporation(MAS) | Basic Materials | Construction Materials | 2026-06-30 | 2026-08-14 | 10,003 | $813.94K | 0.0051% | SH | — | View |
| Technology | Computer Hardware | 2026-06-30 | 2026-08-14 | 840 | $810.60K | 0.0004% | SH | — | View | |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 1,091 | $788.79K | 0.0001% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-08-14 | 10,600 | $756.84K | 0.0003% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-08-14 | 1,516 | $724.00K | 0.0000% | SH | — | View |
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