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Ruth Thortvedt

Financial Network Wealth Advisors Llc

Assets Managed
$97.72M
Holdings
772
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
1.8%(2Q avg: 3.4%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Network Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 772 positions.

Assets under management

The assets under management (AUM) of Financial Network Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.72M in assets, with a quarterly growth rate of 1.8% and a 2-quarter average growth rate of 3.4%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -0.84%
10.27%
$10.028M
296,963 shares@ $33.78 avg price
CLIP
Global X 1-3 Month T-bill
Recent Activity
Increased 8.52%
6.44%
$6.287M
62,645 shares@ $100.36 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 96.36%
6.35%
$6.203M
67,686 shares@ $91.64 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 7.81%
3.24%
$3.159M
32,263 shares@ $97.92 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.82%
2.55%
$2.482M
9,782 shares@ $253.79 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 7.88%
2.52%
$2.455M
53,778 shares@ $45.65 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 6.29%
2.2%
$2.141M
37,832 shares@ $56.59 avg price
BUFF
Innovator Laddered Allocatio
Recent Activity
Decreased -2.21%
1.96%
$1.915M
38,759 shares@ $49.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.88%
1.47%
$1.428M
3,858 shares@ $370.18 avg price
PSFF
Pacer Swan Sos Fund Of Funds
Recent Activity
Increased 27.48%
1.41%
$1.377M
42,970 shares@ $32.05 avg price

1-10 of 772