Financial Management Network Inc has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $516 Million distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $61.8M, Vaneck Morningstar Wide Moat E with a value of $41.5M, American Centy ETF Tr Avantis with a value of $27.1M, Ishares Core S&P Mid Cap ETF with a value of $25.5M, and Ishares Core S&P Sm Cap ETF with a value of $22.4M.
Examining the 13F form we can see an increase of $8.51M in the current position value, from $508M to 516M.
Below you can find more details about Financial Management Network Inc portfolio as well as his latest detailed transactions.
Portfolio value
$516 Million
ETFs: $376 Million
Technology: $45.6 Million
Financial Services: $22.9 Million
Consumer Cyclical: $17.8 Million
Communication Services: $13.5 Million
Industrials: $7.17 Million
Healthcare: $5.61 Million
Real Estate: $4.49 Million
Other: $4.76 Million
Stock Holdings Table Market Cap. of $200 Billions or more
