DOSSIER · 13F-HR · Q1 2026

FINANCIAL MANAGEMENT NETWORK INC

FINANCIAL NETWORK's asset manager based in London, UK $653M in tracked AUM across 191 positions as of Q1 2026.

FN
FINANCIAL NETWORK·London, UK·Asset Manager
CIK 0001844831 · last filed Mar 31, 2026
Total AUM
$653M
17.4%
vs prior
Holdings
191
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Financial Management Network Inc. (FMN) has reported a significant expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 131.7%, growing from $272.72M to $631.96M. This substantial increase in assets under management (AUM) is likely driven by a combination of strong market performance in underlying assets and significant net capital inflows or client allocations.

The portfolio maintains ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$62M90K9.4%
02
MOAT
VANECK ETF TRUST
$47M471K7.1%
03
AVUV
AMERICAN CENTY ETF TR
$33M286K5.1%
04
IJH
ISHARES TR
$28M391K4.2%
05
IJR
ISHARES TR
$25M189K3.8%
06
AVDV
AMERICAN CENTY ETF TR
$24M233K3.8%
07
VCIT
VANGUARD SCOTTSDALE FDS
$19M231K2.9%
08
SMOT
VANECK ETF TRUST
$17M476K2.6%
09
BINC
BLACKROCK ETF TRUST II
$17M328K2.6%
10
AAPL
APPLE INC
$17M65K2.6%

Filing history

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