Financial Advisors Network, Inc. holds a focused book of 208 reported positions worth $815.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Vanguard Total Bond Market. Their largest long position is Vanguard Total Bond Market at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +20% (+18.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Financial Advisors Network, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.9 points over this window.
Growth of $10,000 cloning Financial Advisors Network, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Financial Advisors Network, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Swiss Re Ltd | 34 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 9 / 80 | $154.3M |
| Vista Capital Partners, Inc. | 36 / 80 | $978.2M |
| Cerity Partners Retirement Plan Advisors LLC | 9 / 80 | $204.4M |
| 9823 Capital, L.P. | 8 / 80 | $126.2M |
| Prosperity Advisers, LLC | 17 / 80 | $116.9M |
| AdviceOne Advisory Services, LLC | 19 / 80 | $146.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Financial Advisors Network, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS TOTAL BND MRKT | $91.6M | 1.25M | 11.2% | ▼−3.6% Reduced · −46K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $65.9M | 924.8K | 8.1% | ▲+3.6% Added · +32K sh | |
| 3 | Schwab Strategic TR US LCAP GR ETF | $45.8M | 1.35M | 5.6% | ▲+2.5% Added · +34K sh | |
| 4 | Vanguard Index FDS VALUE ETF | $42.1M | 193.0K | 5.2% | ▲+6.9% Added · +12K sh | |
| 5 | Schwab Strategic TR US LCAP VA ETF | $38.2M | 1.10M | 4.7% | ▲+3.5% Added · +38K sh | |
| 6 | Vanguard Index FDS GROWTH ETF | $35.2M | 408.2K | 4.3% | ▲+522% Added · +343K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $32.6M | 545.7K | 4.0% | ▲+4.7% Added · +25K sh | |
| 8 | Ishares TR CORE MSCI INTL | $23.1M | 259.9K | 2.8% | ▲+5.6% Added · +14K sh | |
| 9 | Vanguard Charlotte FDS TOTAL INT BD ETF | $22.6M | 467.1K | 2.8% | ▼−3.9% Reduced · −19K sh | |
| 10 | Gilead Sciences Inc COM | $22.2M | 175.7K | 2.7% | ▲+13% Added · +20K sh | |
| 11 | Ishares TR JPMORGAN USD EMG | $17.8M | 184.6K | 2.2% | ▼−3.4% Reduced · −7K sh | |
| 12 | Ishares TR SP SMCP600VL ETF | $16.8M | 123.0K | 2.1% | ▲+4.7% Added · +6K sh | |
| 13 | Apple Inc COM | $16.2M | 55.9K | 2.0% | ▲+2.8% Added · +1K sh | |
| 14 | Ishares TR IBOXX HI YD ETF | $15.2M | 189.5K | 1.9% | ▼−3.4% Reduced · −7K sh | |
| 15 | Ishares TR S&P 500 GRWT ETF | $13.3M | 96.8K | 1.6% | ▼−0.4% Reduced · −409 sh | |
| 16 | Ishares Inc CORE MSCI EMKT | $13.2M | 158.8K | 1.6% | ▲+3.6% Added · +5K sh | |
| 17 | Nvidia Corporation COM | $12.9M | 64.4K | 1.6% | ▲+2.4% Added · +2K sh | |
| 18 | Ishares TR S&P 500 VAL ETF | $11.0M | 48.6K | 1.4% | ▼−0.8% Reduced · −409 sh | |
| 19 | Ishares TR S&P SML 600 GWT | $10.7M | 60.1K | 1.3% | ▲+1.8% Added · +1K sh | |
| 20 | Ishares TR MSCI EAFE ETF | $9.5M | 91.1K | 1.2% | ▼−1.8% Reduced · −2K sh | |
| 21 | Fortinet Inc COM | $9.0M | 58.7K | 1.1% | ▼−0.9% Reduced · −536 sh | |
| 22 | Palo Alto Networks Inc COM | $8.8M | 25.8K | 1.1% | ▲+4.1% Added · +1K sh | |
| 23 | Vanguard Index FDS SML CP GRW ETF | $8.3M | 22.7K | 1.0% | ▲+2.3% Added · +521 sh | |
| 24 | Vanguard Index FDS REAL ESTATE ETF | $8.2M | 84.8K | 1.0% | ▼−4.2% Reduced · −4K sh | |
| 25 | Airbnb Inc COM CL A | $7.9M | 55.3K | 1.0% | ▲+5.0% Added · +3K sh | |
| 26 | Expedia Group Inc COM NEW | $6.9M | 26.9K | 0.8% | ▲+7.9% Added · +2K sh | |
| 27 | Netapp Inc COM | $6.8M | 43.8K | 0.8% | ▲+5.4% Added · +2K sh | |
| 28 | Altria Group Inc COM | $6.4M | 89.5K | 0.8% | ▲+4.7% Added · +4K sh | |
| 29 | Cardinal Health Inc COM | $5.7M | 23.9K | 0.7% | ▲+4.7% Added · +1K sh | |
| 30 | Autodesk Inc COM | $5.2M | 26.5K | 0.6% | ▲+9.3% Added · +2K sh | |
| 31 | Ishares TR MSCI EMG MKT ETF | $5.0M | 73.6K | 0.6% | ▼−1.2% Reduced · −892 sh | |
| 32 | Adobe Inc COM | $4.9M | 23.8K | 0.6% | ▲+13% Added · +3K sh | |
| 33 | Vanguard Index FDS SM CP VAL ETF | $4.8M | 19.9K | 0.6% | ▲+4.1% Added · +784 sh | |
| 34 | McKesson Corp COM | $4.6M | 6.2K | 0.6% | ▲+6.8% Added · +394 sh | |
| 35 | Applovin Corp COM CL A | $4.1M | 8.0K | 0.5% | ▲+18% Added · +1K sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $3.9M | 5.2K | 0.5% | ▲+1.3% Added · +68 sh | |
| 37 | Otis Worldwide Corp COM | $3.9M | 54.5K | 0.5% | ▲+8.1% Added · +4K sh | |
| 38 | Godaddy Inc CL A | $3.6M | 42.9K | 0.4% | ▲+17% Added · +6K sh | |
| 39 | Fair Isaac Corp COM | $3.6M | 3.0K | 0.4% | ▲+19% Added · +490 sh | |
| 40 | NXP Semiconductors N V COM | $3.6M | 12.8K | 0.4% | ▲+1.3% Added · +164 sh | |
| 41 | Arista Networks Inc COM SHS | $3.5M | 20.7K | 0.4% | ▲+2.8% Added · +557 sh | |
| 42 | Eog Res Inc COM | $3.5M | 27.1K | 0.4% | ▲+1.1% Added · +304 sh | |
| 43 | Monster Beverage Corp New COM | $3.5M | 36.1K | 0.4% | ▲+3.1% Added · +1K sh | |
| 44 | Dominos Pizza Inc COM | $3.4M | 11.4K | 0.4% | ▲+9.9% Added · +1K sh | |
| 45 | Apa Corporation COM | $3.3M | 101.6K | 0.4% | ▼−1.0% Reduced · −1K sh | |
| 46 | Match Group Inc New COM | $3.3M | 86.0K | 0.4% | ▲+2.0% Added · +2K sh | |
| 47 | Alphabet Inc CAP STK CL C | $3.1M | 8.9K | 0.4% | ▼−3.0% Reduced · −278 sh | |
| 48 | Vertex Pharmaceuticals Inc COM | $3.0M | 6.1K | 0.4% | ▲+5.1% Added · +298 sh | |
| 49 | Hilton Worldwide Hldgs Inc COM | $3.0M | 9.1K | 0.4% | ▲+2.6% Added · +234 sh | |
| 50 | Ralph Lauren Corp CL A | $2.9M | 7.3K | 0.4% | ▲+3.4% Added · +244 sh |
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Use Arkolith to show Financial Advisors Network, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.