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Networth Advisors

Latest statistics and disclosures from Networth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVLC, AVMC, AVIG, AVLV, QGRO, and represent 41.27% of Networth Advisors's stock portfolio.
Added to shares of these 10 stocks: MAYW, SDSI, JUNW, AVUV, GMAY, FEBW, AVXC, AVDE, ONEZ, AVIG.
Started 72 new stock positions in GGOV, MAYT, AVMV, SIXD, XLC, SPCX, ZMAY, VOT, UPS, ABCL.
Reduced shares in these 10 stocks: AVSC, AVSF, GSEP, OCTW, DECU, SEPW, JULU, SIXO, JANZ, MSFT.
Sold out of its positions in ABT, DECU, NVBU, OCTU, SEPU, JULU, FLJJ, SEPW, SEPT, SIXO.
Networth Advisors was a net buyer of stock by $19M.
Networth Advisors has $172M in assets under management (AUM), dropping by 21.65%.
Central Index Key (CIK): 0002099019

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Portfolio Holdings for Networth Advisors

Networth Advisors holds 383 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Avantis Us Larg (AVLC)	13.6	$23M	+6%	259k	89.96	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	8.8	$15M	+6%	189k	80.25	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	7.3	$13M	+14%	304k	41.41	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.1	$11M	+14%	115k	91.21	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	5.5	$9.4M	+4%	80k	118.05	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	5.1	$8.8M	+7%	108k	81.30	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.4	$5.9M	+49%	66k	89.20	View chart
American Centy Etf Tr Focused Dynamic (FDG)	3.0	$5.2M	+2%	39k	133.10	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	2.9	$5.0M	+66%	58k	85.65	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	2.5	$4.3M	+25%	61k	69.43	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	2.3	$4.0M	NEW	114k	34.77	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	2.2	$3.8M	NEW	75k	51.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$3.8M		5.5k	686.76	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.2	$3.7M	+15%	79k	47.38	View chart
American Centy Etf Tr Diversifid Crp (KORP)	2.1	$3.6M	+13%	77k	46.85	View chart
Sterling Cap Fds National Muni Bd (SCNM)	1.7	$3.0M	+3%	119k	25.15	View chart
Aim Etf Products Trust Allia Us Jun Etf (JUNW)	1.5	$2.6M	NEW	77k	34.39	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.5	$2.6M	+26%	25k	103.05	View chart
American Centy Etf Tr Sele High Yi Etf (AHYB)	1.5	$2.5M	+12%	55k	46.29	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	1.4	$2.5M	+3%	64k	38.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.3	$2.3M	NEW	18k	124.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.3	$2.2M	NEW	51k	43.04	View chart
Aim Etf Products Trust Allia Us Feb Etf (FEBW)	1.2	$2.1M	NEW	61k	35.54	View chart
Elevation Series Trust True Se Buff Etf (ONEZ)	1.2	$2.1M	+303%	76k	27.59	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	1.2	$2.0M	+11%	78k	25.60	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	1.1	$2.0M	+3%	55k	35.65	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.9	$1.6M	+151%	15k	100.93	View chart
American Centy Etf Tr Smal Ca Insi Etf (ACSG)	0.8	$1.3M	NEW	26k	50.20	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.7	$1.2M	+4%	53k	23.42	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	0.7	$1.1M	NEW	14k	80.54	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.6	$1.1M	+2%	41k	25.94	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	0.6	$994k	+17%	49k	20.17	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.6	$971k	NEW	32k	30.84	View chart
Simplify Exchange Traded Fun Curre Strat Etf (FOXY)	0.5	$944k	+5%	32k	29.79	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$906k	-4%	3.1k	290.61	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$791k	-4%	9.5k	82.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$747k	+48684%	9.3k	80.57	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.4	$657k	+13%	41k	16.04	View chart
Elevation Series Trust True Qu Bear Etf (QBER)	0.4	$622k	+12%	26k	23.80	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$616k	-4%	6.9k	89.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$596k	NEW	18k	33.84	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$594k	-3%	5.6k	105.15	View chart
American Centy Etf Tr International Lr (AVIV)	0.3	$587k	NEW	7.6k	77.42	View chart
Abrdn Fds Emer Mkts Di Etf (AGEM)	0.3	$586k		12k	49.38	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.3	$509k	NEW	6.7k	76.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$486k	+2400%	17k	29.43	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$390k	-8%	4.4k	87.87	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$315k		2.2k	144.61	View chart
Simplify Exchange Traded Fun Gamma Emerging (GAEM)	0.2	$308k	+2%	11k	26.91	View chart
Elevation Series Trust S&p Au De In Etf (PAYM)	0.2	$297k	+12%	12k	25.12	View chart
Allegheny Technologies Incorporated (ATI)	0.2	$289k		1.5k	197.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$287k	-3%	3.7k	76.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$262k	-11%	1.6k	164.59	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$259k	-4%	2.1k	124.43	View chart
Eli Lilly & Co. (LLY)	0.1	$242k		202.00	1199.83	View chart
Capitol Ser Tr Sterl Cap Bd Etf (SCEC)	0.1	$235k	+2%	9.4k	25.04	View chart
Aim Etf Products Trust Allianzim Us Eqt (MAYT)	0.1	$220k	NEW	5.7k	39.00	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.1	$206k	+15%	10k	20.42	View chart
Advanced Micro Devices (AMD)	0.1	$193k	+552%	333.00	580.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$180k	-2%	245.00	735.76	View chart
Abcellera Biologics (ABCL)	0.1	$177k	NEW	23k	7.85	View chart
Microsoft Corporation (MSFT)	0.1	$168k	-69%	449.00	373.02	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$158k	-4%	1.3k	121.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$156k	-22%	208.00	747.54	View chart
Apple (AAPL)	0.1	$155k		537.00	289.36	View chart
Palantir Technologies Cl A (PLTR)	0.1	$144k	+833%	1.2k	116.67	View chart
Broadcom (AVGO)	0.1	$134k	+322%	355.00	377.34	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$130k		2.0k	65.61	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.1	$112k	-28%	2.8k	40.01	View chart
Grab Holdings Class A Ord (GRAB)	0.1	$111k	NEW	30k	3.77	View chart
Elevation Series Trust True St Sept Etf (SEPZ)	0.1	$110k	-64%	2.4k	45.44	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$109k	NEW	4.4k	24.66	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$108k	NEW	3.2k	33.46	View chart
PNC Financial Services (PNC)	0.1	$106k	+975%	430.00	246.15	View chart
Morgan Stanley Com New (MS)	0.1	$105k	-8%	503.00	208.86	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$104k		491.00	211.95	View chart
Allstate Corporation (ALL)	0.1	$102k		427.00	237.94	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.1	$100k	+2%	4.0k	25.00	View chart
Ingersoll Rand (IR)	0.1	$100k	-8%	1.2k	81.99	View chart
Etf Ser Solutions Point Bridge Amr (MAGA)	0.1	$96k		1.7k	56.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$94k	+12%	1.1k	86.42	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$92k	NEW	5.2k	17.84	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$90k	+121%	1.7k	52.76	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$88k		602.00	146.33	View chart
Home Depot (HD)	0.1	$88k	+163%	248.00	353.09	View chart
Amazon (AMZN)	0.1	$87k		363.00	238.34	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.0	$85k	+17%	3.4k	25.13	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.0	$83k		2.1k	39.26	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$77k	NEW	877.00	87.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$75k	NEW	218.00	343.15	View chart
Aim Etf Products Trust Allianzim Us Eqt (JUNT)	0.0	$69k	NEW	1.8k	37.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$68k	-2%	421.00	161.41	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.0	$67k	NEW	2.4k	27.39	View chart
Sherwin-Williams Company (SHW)	0.0	$65k	-4%	190.00	343.42	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$64k	-47%	581.00	110.35	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$62k	NEW	528.00	117.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$57k	+272%	589.00	96.45	View chart
Aim Etf Products Trust Allianzim Us Eqt (FEBT)	0.0	$56k	NEW	1.4k	41.14	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$55k	NEW	533.00	103.17	View chart
Howmet Aerospace (HWM)	0.0	$51k		191.00	268.86	View chart
Capital One Financial (COF)	0.0	$51k		255.00	200.68	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.0	$51k	NEW	336.00	151.73	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.0	$49k	NEW	1.9k	25.97	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$46k	NEW	225.00	206.19	View chart
Thermo Fisher Scientific (TMO)	0.0	$45k	+2125%	89.00	499.70	View chart
Boeing Company (BA)	0.0	$43k		200.00	216.47	View chart
FirstEnergy (FE)	0.0	$43k		904.00	47.54	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.0	$42k	+171%	828.00	50.65	View chart
Walt Disney Company (DIS)	0.0	$39k	+300%	400.00	96.25	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$38k	-9%	156.00	242.58	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.0	$38k	+161%	589.00	64.10	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$37k		702.00	53.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$35k	-65%	351.00	98.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$34k	+300%	272.00	124.28	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$33k	+19%	329.00	100.81	View chart
Yum! Brands (YUM)	0.0	$33k		207.00	159.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$32k		86.00	368.38	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$31k	+44%	260.00	118.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$31k		187.00	164.69	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$31k	+19%	1.1k	26.52	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.0	$29k		1.2k	24.44	View chart
NVIDIA Corporation (NVDA)	0.0	$29k	-47%	143.00	200.09	View chart
International Business Machines (IBM)	0.0	$28k		100.00	281.21	View chart
Pepsi (PEP)	0.0	$28k		207.00	135.40	View chart
EOG Resources (EOG)	0.0	$28k	+1836%	213.00	129.73	View chart
Verizon Communications (VZ)	0.0	$27k		644.00	42.34	View chart
Aim Etf Products Trust Allianzim Us Eqt (AIOO)	0.0	$27k	-3%	1.0k	26.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$27k		125.00	217.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$27k	-82%	180.00	147.92	View chart
Raytheon Technologies Corp (RTX)	0.0	$27k	-32%	140.00	189.73	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$26k		274.00	95.59	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.0	$26k		514.00	49.95	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.0	$26k		614.00	41.45	View chart
PPG Industries (PPG)	0.0	$25k		204.00	121.29	View chart
Micron Technology (MU)	0.0	$24k	-16%	21.00	1154.29	View chart
Tesla Motors (TSLA)	0.0	$24k		56.00	420.61	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$23k	+9%	342.00	68.02	View chart
Elevation Series Trust Trueshares Eqty (ONEH)	0.0	$23k	+4%	937.00	24.68	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.0	$23k	+10%	631.00	36.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$22k	-23%	288.00	77.03	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$22k		376.00	58.98	View chart
Lowe's Companies (LOW)	0.0	$22k		100.00	220.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$22k	-63%	226.00	96.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$21k		28.00	746.79	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	0.0	$20k		444.00	45.69	View chart
Pimco Etf Tr Us Stk Plus Ac (SPLS)	0.0	$20k		362.00	54.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$20k	-7%	142.00	137.83	View chart
Etf Ser Solutions Bahl Ga Grow Etf (BGIG)	0.0	$19k	NEW	537.00	35.89	View chart
Colgate-Palmolive Company (CL)	0.0	$18k		201.00	91.77	View chart
Elevation Series Trust Trueshares S&p (PAYH)	0.0	$18k	-54%	743.00	24.77	View chart
Spdr Index Shs Fds St Str Sp Glbdiv (WDIV)	0.0	$18k	+2%	229.00	79.78	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$18k		69.00	264.72	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.0	$18k		566.00	31.99	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$18k	NEW	105.00	171.32	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.0	$18k	+87%	1.4k	12.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$17k		47.00	371.09	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$17k		223.00	76.70	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$16k		64.00	246.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$15k		304.00	50.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$15k	-36%	67.00	227.03	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$15k		241.00	62.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$15k	+56%	643.00	22.77	View chart
Cisco Systems (CSCO)	0.0	$14k	-63%	123.00	117.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$14k		196.00	71.26	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$13k	-15%	221.00	60.78	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$13k		68.00	190.75	View chart
McDonald's Corporation (MCD)	0.0	$13k	-41%	47.00	270.32	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.0	$13k	NEW	445.00	28.05	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.0	$12k	NEW	297.00	41.48	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$12k	+900%	210.00	57.67	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$12k	+2%	69.00	170.39	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$11k	NEW	68.00	164.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$11k	-4%	191.00	58.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$11k	-8%	31.00	357.35	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$11k		95.00	115.98	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$11k	-3%	199.00	55.18	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$11k	+20%	117.00	93.52	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$11k	-99%	233.00	46.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$11k	-47%	36.00	301.17	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$11k	-18%	203.00	52.64	View chart
Barrick Mng Corp Com Shs (B)	0.0	$10k		280.00	36.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$10k		169.00	59.76	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$9.9k		92.00	107.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$9.8k	-27%	120.00	82.02	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$9.3k		153.00	60.72	View chart
ConocoPhillips (COP)	0.0	$8.9k		86.00	103.97	View chart
Fidelity Covington Trust Disru Autom Etf (FBOT)	0.0	$8.3k		209.00	39.60	View chart
Wells Fargo & Company (WFC)	0.0	$8.3k		100.00	82.64	View chart
Fidelity Covington Trust Disru Commu Etf (FDCF)	0.0	$8.2k		165.00	49.96	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$8.2k	NEW	67.00	121.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$8.1k	-88%	37.00	219.81	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.0	$7.7k	+2%	187.00	40.98	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.0	$7.5k	NEW	150.00	50.29	View chart
SYNNEX Corporation (SNX)	0.0	$7.5k	-26%	28.00	267.36	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$7.5k	NEW	81.00	92.21	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$7.4k	+27%	79.00	94.15	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$7.4k		138.00	53.47	View chart
Analog Devices (ADI)	0.0	$7.1k	-57%	18.00	397.17	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$7.1k	NEW	66.00	107.82	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$7.1k	NEW	116.00	61.23	View chart
Southwest Airlines (LUV)	0.0	$6.9k		135.00	51.42	View chart
Qualcomm (QCOM)	0.0	$6.8k	NEW	37.00	184.78	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$6.8k		44.00	155.14	View chart
Kimberly-Clark Corporation (KMB)	0.0	$6.8k	NEW	62.00	109.77	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$6.6k	-69%	252.00	26.24	View chart
Johnson & Johnson (JNJ)	0.0	$6.6k	-71%	26.00	253.96	View chart
Hp (HPQ)	0.0	$6.5k	NEW	296.00	21.94	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$6.5k	+35%	108.00	59.81	View chart
Fidelity Covington Trust Disruptive Fin E (FDFF)	0.0	$6.5k		195.00	33.10	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$6.1k	+23%	63.00	97.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$6.1k		65.00	94.57	View chart
Incyte Corporation (INCY)	0.0	$6.1k	-5%	54.00	113.35	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$6.1k	NEW	61.00	100.16	View chart
Cigna Corp (CI)	0.0	$6.1k	NEW	22.00	275.68	View chart
Snap-on Incorporated (SNA)	0.0	$6.0k		15.00	402.40	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$6.0k		119.00	50.23	View chart
CNA Financial Corporation (CNA)	0.0	$5.9k		122.00	48.61	View chart
Atmos Energy Corporation (ATO)	0.0	$5.7k	-8%	33.00	172.27	View chart
Simplify Exchange Traded Fun Simplify Opport (CRDT)	0.0	$5.7k	+20%	241.00	23.50	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$5.6k	-3%	112.00	50.39	View chart
Elevation Series Trust Rive Acti In Etf (CEFZ)	0.0	$5.6k	+20%	684.00	8.23	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.0	$5.6k	+25%	113.00	49.31	View chart
Verisign (VRSN)	0.0	$5.5k	-4%	22.00	251.55	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$5.5k		496.00	11.15	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.0	$5.5k	+18%	107.00	51.35	View chart
Aim Etf Products Trust Allia Us Oct Etf (OCTW)	0.0	$5.5k	-99%	134.00	40.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.0	$5.4k	-99%	133.00	40.96	View chart
Technipfmc (FTI)	0.0	$5.3k	NEW	80.00	66.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$5.3k	-46%	191.00	27.72	View chart
Ssga Active Tr State Street Us (XLSR)	0.0	$5.3k	+5%	81.00	64.86	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$5.2k	+78%	57.00	91.04	View chart
Adobe Systems Incorporated (ADBE)	0.0	$5.1k	NEW	25.00	205.04	View chart
Bunge Global Sa Com Shs (BG)	0.0	$5.1k	NEW	48.00	106.73	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$5.0k	+2%	99.00	50.43	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.0	$5.0k	-29%	115.00	43.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$5.0k	+192%	149.00	33.29	View chart
Hawaiian Electric Industries (HE)	0.0	$4.9k		360.00	13.53	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.0	$4.8k		31.00	155.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$4.6k	-14%	97.00	46.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$4.5k	-16%	41.00	110.61	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$4.5k	+85%	87.00	51.44	View chart
BP Sponsored Adr (BP)	0.0	$4.5k		121.00	36.95	View chart
Elevation Series Trust Trushares Bull (QBUL)	0.0	$4.4k	-67%	183.00	24.15	View chart
United Parcel Svcs CL B (UPS)	0.0	$4.4k	NEW	41.00	107.51	View chart
Lumentum Hldgs (LITE)	0.0	$4.3k	NEW	5.00	858.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$4.3k	-79%	18.00	237.61	View chart
Prudential Financial (PRU)	0.0	$4.1k		38.00	107.92	View chart
Goldman Sachs (GS)	0.0	$4.0k		4.00	1011.25	View chart
Eversource Energy (ES)	0.0	$4.0k	NEW	55.00	72.27	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$4.0k		99.00	39.94	View chart
Zoetis Cl A (ZTS)	0.0	$3.9k	NEW	54.00	71.85	View chart
Royalty Pharma Shs Class A (RPRX)	0.0	$3.9k	NEW	69.00	56.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$3.9k		51.00	75.51	View chart
Performance Food (PFGC)	0.0	$3.8k	-20%	34.00	111.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$3.8k	NEW	19.00	198.53	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$3.8k	+40%	80.00	46.91	View chart
Exelixis (EXEL)	0.0	$3.7k	NEW	68.00	54.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$3.7k	NEW	15.00	244.07	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$3.6k	-55%	135.00	26.50	View chart
Ssr Mining (SSRM)	0.0	$3.5k		125.00	28.28	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$3.3k	-99%	45.00	74.11	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.0	$3.3k		91.00	36.48	View chart
Alcoa (AA)	0.0	$3.3k		63.00	52.14	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$3.2k		33.00	97.06	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$3.2k		79.00	40.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$3.0k		6.00	500.33	View chart
Chevron Corporation (CVX)	0.0	$3.0k	+500%	18.00	165.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$3.0k		36.00	82.64	View chart
Intel Corporation (INTC)	0.0	$2.9k		21.00	139.62	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.0	$2.9k		64.00	45.80	View chart
Nike CL B (NKE)	0.0	$2.9k	+483%	70.00	41.06	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$2.8k	NEW	9.00	306.67	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$2.7k	+8%	53.00	51.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$2.7k		17.00	159.00	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$2.6k		27.00	95.59	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.0	$2.3k		53.00	43.85	View chart
Meta Platforms Cl A (META)	0.0	$2.3k	-69%	4.00	563.75	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$2.2k		118.00	19.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$2.2k		70.00	31.50	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.0	$2.2k		84.00	25.68	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$2.1k		83.00	25.45	View chart
Citigroup Com New (C)	0.0	$2.1k		15.00	139.93	View chart
Perpetua Resources (PPTA)	0.0	$2.1k		100.00	20.76	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$2.1k	+23%	26.00	79.42	View chart
Merck & Co (MRK)	0.0	$2.1k	+166%	16.00	128.50	View chart
JPMorgan Chase & Co. (JPM)	0.0	$2.0k	-88%	6.00	327.33	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.8k	NEW	5.00	366.00	View chart
Viatris (VTRS)	0.0	$1.8k		114.00	15.88	View chart
Smithfield Foods Inc Common Stock Usd.5 (SFD)	0.0	$1.8k		74.00	24.26	View chart
Ea Series Trust Ast Equ Kin Etf (ROE)	0.0	$1.8k		41.00	42.71	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$1.7k		6.00	289.50	View chart
UnitedHealth (UNH)	0.0	$1.7k		4.00	418.00	View chart
TJX Companies (TJX)	0.0	$1.7k	-86%	11.00	151.55	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$1.6k	+30%	17.00	96.76	View chart
S&p Global (SPGI)	0.0	$1.6k		4.00	407.25	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.0	$1.6k		48.00	33.73	View chart
CSX Corporation (CSX)	0.0	$1.6k		34.00	47.53	View chart
IDEX Corporation (IEX)	0.0	$1.6k		7.00	227.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.6k		15.00	105.53	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$1.5k		29.00	52.97	View chart
AFLAC Incorporated (AFL)	0.0	$1.5k		13.00	117.23	View chart
Abbvie (ABBV)	0.0	$1.5k	-89%	6.00	251.67	View chart
Exelon Corporation (EXC)	0.0	$1.5k		32.00	46.62	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.0	$1.4k		51.00	28.22	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.0	$1.4k	-98%	35.00	40.83	View chart
Netflix (NFLX)	0.0	$1.4k		20.00	71.40	View chart
BorgWarner (BWA)	0.0	$1.4k		21.00	66.38	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.0	$1.4k	-94%	44.00	31.52	View chart
T. Rowe Price (TROW)	0.0	$1.4k	-76%	12.00	115.00	View chart
Visa Com Cl A (V)	0.0	$1.4k		4.00	343.00	View chart
Intercontinental Exchange (ICE)	0.0	$1.4k		11.00	123.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.3k		36.00	36.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.3k		45.00	29.04	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$1.2k		2.00	623.50	View chart
Pfizer (PFE)	0.0	$1.2k	+264%	51.00	24.08	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.2k	-94%	4.00	298.00	View chart
Procter & Gamble Company (PG)	0.0	$1.2k		8.00	146.62	View chart
Tapestry (TPR)	0.0	$1.2k		8.00	146.38	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$1.2k		40.00	29.25	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.0	$1.1k	+17%	34.00	33.44	View chart
W.R. Berkley Corporation (WRB)	0.0	$1.1k	NEW	16.00	70.50	View chart
Illinois Tool Works (ITW)	0.0	$1.1k	-20%	4.00	270.50	View chart
Toro Company (TTC)	0.0	$1.1k	NEW	11.00	97.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.1k	NEW	5.00	212.80	View chart
CenterPoint Energy (CNP)	0.0	$1.1k		24.00	44.04	View chart
NiSource (NI)	0.0	$1.0k	-15%	22.00	47.55	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.0k		2.00	513.50	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$981.999900		9.00	109.11	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.0	$976.998400		47.00	20.79	View chart
Williams Companies (WMB)	0.0	$973.000600	NEW	13.00	74.85	View chart
M&T Bank Corporation (MTB)	0.0	$952.000000	-20%	4.00	238.00	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$945.999600		14.00	67.57	View chart
AmerisourceBergen (COR)	0.0	$849.000000		3.00	283.00	View chart
National Fuel Gas (NFG)	0.0	$848.999800	NEW	11.00	77.18	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$807.999700		19.00	42.53	View chart
Ptc (PTC)	0.0	$794.999800	NEW	7.00	113.57	View chart
Us Bancorp Com New (USB)	0.0	$784.999800		13.00	60.38	View chart
Autodesk (ADSK)	0.0	$778.000000	-60%	4.00	194.50	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$766.000500		15.00	51.07	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$739.998800	+38%	29.00	25.52	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$721.999500	-98%	15.00	48.13	View chart
Trimble Navigation (TRMB)	0.0	$717.000200		14.00	51.21	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.0	$678.999200	-60%	22.00	30.86	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$658.000300	-76%	17.00	38.71	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$647.000000	NEW	100.00	6.47	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.0	$645.999900		21.00	30.76	View chart
Novagold Resources Com New (NG)	0.0	$597.000000		100.00	5.97	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$572.000000		11.00	52.00	View chart
Pulte (PHM)	0.0	$549.000000		4.00	137.25	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$525.000000	+33%	12.00	43.75	View chart
Snowflake Com Shs (SNOW)	0.0	$509.000000		2.00	254.50	View chart
Grayscale Xrp Tr Etf SHS (GXRP)	0.0	$486.000000		24.00	20.25	View chart
Vistra Energy (VST)	0.0	$477.000000		3.00	159.00	View chart
salesforce (CRM)	0.0	$470.000100		3.00	156.67	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$470.000700	+30%	17.00	27.65	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$470.000000		5.00	94.00	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$453.999600		9.00	50.44	View chart
Honeywell International (HON)	0.0	$448.000000	NEW	2.00	224.00	View chart
Honeywell Aerospace (HONA)	0.0	$442.000000	NEW	2.00	221.00	View chart
Uber Technologies (UBER)	0.0	$433.000200		6.00	72.17	View chart
Agilent Technologies Inc C ommon (A)	0.0	$398.000100		3.00	132.67	View chart
At&t (T)	0.0	$392.999800		19.00	20.68	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$348.000000		16.00	21.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$304.000000		1.00	304.00	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$295.000000		4.00	73.75	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.0	$288.999900	NEW	3.00	96.33	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$262.000200	-42%	11.00	23.82	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.0	$229.000000		5.00	45.80	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.0	$226.000000	NEW	2.00	113.00	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$219.000000		2.00	109.50	View chart
Simplify Exchange Traded Fun Us Equity Income (SPUC)	0.0	$199.000000	-98%	4.00	49.75	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$179.000000		2.00	89.50	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$137.000000		2.00	68.50	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$118.000000		1.00	118.00	View chart
Sturm, Ruger & Company (RGR)	0.0	$114.000000		3.00	38.00	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$70.000000	NEW	1.00	70.00	View chart
C3 Ai Cl A (AI)	0.0	$64.000300		7.00	9.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$57.000000	NEW	1.00	57.00	View chart
Cleveland-cliffs (CLF)	0.0	$9.000000		1.00	9.00	View chart
Autonomix Med	0.0	$6.000000	NEW	1.00	6.00	View chart
Clean Energy Fuels (CLNE)	0.0	$4.000000		2.00	2.00	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$0	NEW	0	0.00	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Networth Advisors

SEC 13F filings are viewable for Networth Advisors going back to 2025

Networth Advisors 2026 Q2 filed July 22, 2026
Networth Advisors 2026 Q1 filed April 22, 2026
Networth Advisors 2025 Q4 filed Jan. 22, 2026

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