Financial Management Network
$697M 13F equity value
216 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Financial Management Network covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 92,089 | $69M | 9.9% |
| AVUV | AMERICAN CENTY ETF TR | 282,850 | $35M | 5.1% |
| AVLV | AMERICAN CENTY ETF TR | 324,251 | $30M | 4.3% |
| IJH | ISHARES TR | 384,773 | $29M | 4.2% |
| IJR | ISHARES TR | 184,764 | $27M | 3.9% |
| AVDV | AMERICAN CENTY ETF TR | 245,942 | $25M | 3.6% |
| AAPL | APPLE INC | 64,625 | $22M | 3.1% |
| VCIT | VANGUARD SCOTTSDALE FDS | 231,805 | $19M | 2.7% |
| BINC | BLACKROCK ETF TRUST II | 352,849 | $18M | 2.6% |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 482,181 | $16M | 2.3% |
Track Financial Management Network's 13F portfolio: $697M in reported holdings, 216 positions. Top holdings and quarterly changes on SentiSense.
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