Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 41.64% of Networth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCNM, AVIG, AVMC, SBAR, FOXY, OCTZ, AVDE, AVXC, AVLC, FLV.
Started 63 new stock positions in WPC, SPSM, AXP, LIN, WFC, ARWR, COWZ, SEPU, SCHZ, AIZ.
Reduced shares in these 10 stocks: QBER, MUB, VOO, HIGH, BILZ, VGSH, IDEV, SPYG, AGEM, GSLC.
Sold out of its positions in APD, ARE, AFG, AMP, APP, AstraZeneca, BAC, BINC, BKHY, XHLF.
Networth Advisors was a net buyer of stock by $6.9M.
Networth Advisors has $142M in assets under management (AUM), dropping by 4.41%.
Central Index Key (CIK): 0002099019

Tip: Access up to 7 years of quarterly data

Positions held by Networth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Networth Advisors

Networth Advisors holds 381 positions in its portfolio as reported in the March 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)	13.3	$19M		243k	77.55	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	9.1	$13M	+3%	178k	72.24	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	7.8	$11M	+4%	266k	41.54	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.7	$8.1M	+2%	101k	80.61	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	5.7	$8.1M	+2%	77k	105.03	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	5.4	$7.7M	+3%	100k	76.69	View chart
American Centy Etf Tr Focused Dynamic (FDG)	3.1	$4.4M	+2%	38k	114.05	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.6	$3.7M	+9%	44k	84.84	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	2.6	$3.7M		59k	62.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$3.3M	-12%	5.5k	597.55	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	2.3	$3.2M	+8%	49k	65.44	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	2.3	$3.2M	+4%	68k	46.80	View chart
American Centy Etf Tr Diversifid Crp (KORP)	2.2	$3.2M	+5%	68k	46.61	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.1	$3.0M	+4%	69k	44.02	View chart
Sterling Cap Fds National Muni Bd (SCNM)	2.0	$2.9M	NEW	115k	24.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	1.9	$2.7M		72k	38.11	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	1.7	$2.4M	-2%	62k	38.47	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	1.7	$2.4M	+14%	35k	67.63	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	1.6	$2.3M		87k	26.58	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	1.6	$2.3M		62k	36.48	View chart
American Centy Etf Tr Select High Yiel (AHYB)	1.6	$2.3M	+6%	49k	46.07	View chart
Aim Etf Products Trust Allianzim Us Eqt (SEPW)	1.5	$2.1M		67k	31.59	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$2.0M	+2%	20k	99.86	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	1.3	$1.8M		53k	33.41	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	1.2	$1.7M	+30%	70k	24.54	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.9	$1.2M	+16%	41k	30.22	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.8	$1.2M	+22%	51k	23.50	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.7	$941k		33k	28.55	View chart
Simplify Exchange Traded Fun Currency Strateg (FOXY)	0.6	$880k	+73%	30k	29.24	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.6	$871k	-3%	26k	33.78	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.6	$855k	+29%	42k	20.35	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$814k	-4%	3.3k	248.84	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$699k	-7%	10k	69.75	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.4	$618k	-42%	6.1k	100.97	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$607k	-11%	7.3k	83.57	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.4	$562k	-60%	23k	24.13	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.4	$554k	+20%	36k	15.34	View chart
Microsoft Corporation (MSFT)	0.4	$548k	+13%	1.5k	370.17	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.4	$542k	-6%	5.8k	92.67	View chart
Abrdn Fds Emerging Mkts Di (AGEM)	0.3	$490k	-11%	12k	40.56	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.3	$474k		19k	25.04	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	0.3	$411k		11k	36.76	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.3	$376k	+2002%	9.1k	41.10	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$371k	-7%	4.8k	76.53	View chart
Simplify Exchange Traded Fun Gamma Emerging (GAEM)	0.2	$289k	+21%	11k	25.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$289k	-9%	3.9k	74.35	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.2	$279k	-2%	6.9k	40.61	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$261k	-5%	1.8k	145.74	View chart
Bank of New York Mellon Corporation (BK)	0.2	$258k		2.2k	118.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$243k	-10%	2.2k	111.37	View chart
Exxon Mobil Corporation (XOM)	0.2	$242k	+20%	1.4k	169.66	View chart
Elevation Series Trust S&p Autocallable (PAYM)	0.2	$232k	NEW	11k	21.95	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.2	$230k	-3%	9.2k	25.09	View chart
Elevation Series Trust Trueshares Dec (DECZ)	0.2	$222k	-2%	5.7k	38.83	View chart
Elevation Series Trust Trueshares Struc (AUGZ)	0.2	$220k	NEW	5.4k	40.64	View chart
Allegheny Technologies Incorporated (ATI)	0.2	$213k	+29%	1.5k	145.46	View chart
Aim Etf Products Trust Allianzim U S Eq (FLJJ)	0.1	$191k	NEW	6.1k	31.38	View chart
Eli Lilly & Co. (LLY)	0.1	$186k	+6633%	202.00	919.77	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.1	$185k	-11%	8.8k	21.10	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$183k	-5%	3.9k	46.70	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.1	$179k	NEW	6.4k	28.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$174k	-8%	267.00	653.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$144k		250.00	576.68	View chart
Apple (AAPL)	0.1	$137k		539.00	253.79	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$136k	-3%	1.4k	100.17	View chart
Crown Castle Intl (CCI)	0.1	$130k		1.6k	81.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$127k	+209%	1.0k	124.31	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$123k	+631%	1.1k	110.39	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.1	$118k	-8%	3.0k	38.81	View chart
Ingersoll Rand (IR)	0.1	$107k	-19%	1.3k	80.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$101k	-34%	1.0k	99.27	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$96k		491.00	195.98	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$93k	-18%	2.0k	46.67	View chart
Etf Ser Solutions Point Bridge Amr (MAGA)	0.1	$92k		1.7k	53.51	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.1	$92k	NEW	3.9k	23.57	View chart
Morgan Stanley Com New (MS)	0.1	$90k	+3814%	548.00	164.57	View chart
Allstate Corporation (ALL)	0.1	$89k	NEW	428.00	207.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$84k	+3%	966.00	86.69	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$77k	+22%	599.00	128.12	View chart
Amazon (AMZN)	0.1	$76k		364.00	208.27	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$76k		2.1k	35.55	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.1	$71k	NEW	2.9k	25.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$69k	NEW	2.3k	30.50	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPT)	0.0	$64k		1.9k	34.35	View chart
Sherwin-Williams Company (SHW)	0.0	$64k	+11%	199.00	320.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$63k	-23%	330.00	191.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$56k	+65%	622.00	90.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$56k	NEW	767.00	73.14	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$51k	NEW	1.0k	50.80	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$48k	NEW	431.00	112.11	View chart
NVIDIA Corporation (NVDA)	0.0	$47k		272.00	174.40	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$47k		592.00	78.77	View chart
Capital One Financial (COF)	0.0	$46k	NEW	254.00	182.43	View chart
FirstEnergy (FE)	0.0	$46k		904.00	50.66	View chart
Howmet Aerospace (HWM)	0.0	$44k		191.00	230.46	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$43k	NEW	570.00	75.19	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$43k	+190%	697.00	61.26	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$42k	-5%	1.6k	26.72	View chart
Raytheon Technologies Corp (RTX)	0.0	$40k	NEW	208.00	192.90	View chart
Boeing Company (BA)	0.0	$40k		200.00	199.03	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$39k	NEW	835.00	46.74	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$38k	NEW	412.00	91.64	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$38k		172.00	218.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$38k	NEW	767.00	48.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$37k		86.00	430.29	View chart
Elevation Series Trust Trueshares S&p (PAYH)	0.0	$33k	NEW	1.6k	20.41	View chart
Verizon Communications (VZ)	0.0	$32k	+35%	644.00	50.20	View chart
Yum! Brands (YUM)	0.0	$32k	+2857%	207.00	155.48	View chart
Pepsi (PEP)	0.0	$32k	+2857%	207.00	155.29	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.0	$31k	+37%	1.2k	25.54	View chart
Home Depot (HD)	0.0	$31k	+54%	94.00	328.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$29k		68.00	426.40	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$28k	-27%	275.00	100.57	View chart
Aim Etf Products Trust Allianzim Us Eqt (AIOO)	0.0	$28k	-2%	1.1k	25.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$27k	-23%	187.00	142.43	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$26k		522.00	50.62	View chart
Broadcom (AVGO)	0.0	$26k	+546%	84.00	309.51	View chart
Cisco Systems (CSCO)	0.0	$26k	+276%	335.00	77.59	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.0	$26k		512.00	50.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$26k	-11%	377.00	67.53	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$25k	-25%	959.00	26.20	View chart
McDonald's Corporation (MCD)	0.0	$25k	+70%	80.00	310.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$24k	+69%	124.00	196.20	View chart
International Business Machines (IBM)	0.0	$24k	NEW	100.00	242.39	View chart
Wp Carey (WPC)	0.0	$24k	NEW	355.00	67.96	View chart
Lowe's Companies (LOW)	0.0	$24k	NEW	100.00	236.28	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$24k	-9%	271.00	86.64	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.0	$23k		802.00	29.00	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.0	$23k	-2%	853.00	26.55	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$23k	+924%	379.00	59.55	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.0	$23k	-10%	619.00	36.38	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.0	$22k		1.2k	18.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$22k	+37%	106.00	210.61	View chart
Johnson & Johnson (JNJ)	0.0	$22k	+309%	90.00	244.44	View chart
PPG Industries (PPG)	0.0	$22k	+5000%	204.00	106.88	View chart
Elevation Series Trust Trueshares Eqty	0.0	$22k	NEW	898.00	24.11	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$21k	+6%	816.00	26.28	View chart
Tesla Motors (TSLA)	0.0	$21k		57.00	371.75	View chart
Palantir Technologies Cl A (PLTR)	0.0	$19k	+131%	132.00	146.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$19k	+383%	87.00	215.06	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.0	$18k	NEW	573.00	32.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$18k	-71%	28.00	650.36	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$18k		312.00	58.26	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	0.0	$18k	-7%	453.00	39.49	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.0	$18k	-25%	557.00	31.93	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$18k	-79%	180.00	97.91	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$17k	NEW	188.00	92.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$17k		154.00	113.24	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$17k	+920%	51.00	337.94	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$17k		223.00	77.18	View chart
Spdr Index Shs Fds State Street Spd (WDIV)	0.0	$17k	-23%	223.00	77.15	View chart
Pimco Etf Tr Us Stk Plus Ac	0.0	$17k	NEW	363.00	47.06	View chart
Colgate-Palmolive Company (CL)	0.0	$17k	NEW	200.00	85.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$17k	-7%	660.00	25.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$17k	-8%	68.00	248.00	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$16k		69.00	234.03	View chart
Simplify Exchange Traded Fun Us Eqt Pls Upsid (SPUC)	0.0	$16k	-6%	364.00	44.23	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.0	$16k	-18%	305.00	51.03	View chart
JPMorgan Chase & Co. (JPM)	0.0	$15k	+300%	52.00	294.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$15k		304.00	49.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$15k		47.00	320.81	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$15k		263.00	56.58	View chart
Texas Instruments Incorporated (TXN)	0.0	$15k	+375%	76.00	194.14	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.0	$14k	-27%	225.00	64.01	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$14k	-25%	158.00	88.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$14k	-2%	195.00	70.18	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$14k	-6%	466.00	29.36	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$14k	NEW	309.00	43.59	View chart
TJX Companies (TJX)	0.0	$13k	+663%	84.00	159.70	View chart
Linde SHS (LIN)	0.0	$13k	NEW	27.00	495.78	View chart
Analog Devices (ADI)	0.0	$13k	+1300%	42.00	318.14	View chart
Elevation Series Trust Trushares Bull (QBUL)	0.0	$13k	+101%	565.00	23.57	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$13k		64.00	205.80	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$13k	+40%	166.00	78.41	View chart
Spdr Series Trust State Street Spd (LGLV)	0.0	$13k	NEW	72.00	178.10	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$13k		95.00	133.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$13k		195.00	64.08	View chart
Abbvie (ABBV)	0.0	$12k	+833%	56.00	217.48	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$12k		241.00	50.12	View chart
Prologis (PLD)	0.0	$12k	+2175%	91.00	132.18	View chart
Eaton Corp SHS (ETN)	0.0	$12k	NEW	33.00	357.67	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$12k	-88%	201.00	58.44	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$12k		207.00	55.36	View chart
Barrick Mng Corp Com Shs (B)	0.0	$11k		280.00	40.79	View chart
ConocoPhillips (COP)	0.0	$11k		86.00	132.00	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$11k	NEW	478.00	23.22	View chart
Trane Technologies SHS (TT)	0.0	$11k	+550%	26.00	416.73	View chart
Blackrock (BLK)	0.0	$11k	+1000%	11.00	961.73	View chart
Advanced Micro Devices (AMD)	0.0	$10k	+64%	51.00	203.43	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$10k	NEW	162.00	62.56	View chart
Nextera Energy (NEE)	0.0	$10k	+738%	109.00	92.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$9.8k	+9%	34.00	287.56	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$9.8k	-98%	92.00	106.15	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$9.7k	NEW	67.00	145.01	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.0	$9.7k	-68%	740.00	13.13	View chart
Walt Disney Company (DIS)	0.0	$9.6k		100.00	96.38	View chart
Union Pacific Corporation (UNP)	0.0	$9.5k	NEW	39.00	242.62	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$9.4k		138.00	68.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$9.4k	+703%	410.00	22.91	View chart
Coca-Cola Company (KO)	0.0	$9.3k	+838%	122.00	76.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$9.1k		169.00	54.05	View chart
American Express Company (AXP)	0.0	$9.1k	NEW	30.00	302.47	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$9.0k	-27%	97.00	93.27	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$9.0k		68.00	132.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$8.9k	-34%	358.00	24.72	View chart
Oracle Corporation (ORCL)	0.0	$8.8k	NEW	60.00	147.12	View chart
Micron Technology (MU)	0.0	$8.4k	+316%	25.00	337.84	View chart
PNC Financial Services (PNC)	0.0	$8.3k	+37%	40.00	206.57	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$8.2k		249.00	32.91	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$8.1k	+7500%	304.00	26.61	View chart
Wells Fargo & Company (WFC)	0.0	$8.0k	NEW	100.00	79.61	View chart
Chubb (CB)	0.0	$7.5k	+360%	23.00	325.91	View chart
Meta Platforms Cl A (META)	0.0	$7.4k		13.00	572.15	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.0	$7.2k	-34%	182.00	39.48	View chart
Fidelity Covington Trust Disruptive Commu (FDCF)	0.0	$7.1k		165.00	43.04	View chart
Fidelity Covington Trust Disruptive Autom (FBOT)	0.0	$6.9k		209.00	33.11	View chart
Abbott Laboratories (ABT)	0.0	$6.9k	+252%	67.00	102.67	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.0	$6.7k	NEW	252.00	26.63	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$6.7k		153.00	43.65	View chart
Atmos Energy Corporation (ATO)	0.0	$6.6k	+38%	36.00	184.72	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$6.4k		44.00	145.80	View chart
SYNNEX Corporation (SNX)	0.0	$6.4k	+111%	38.00	168.71	View chart
Xcel Energy (XEL)	0.0	$6.4k	+788%	80.00	79.44	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$6.2k	-28%	65.00	95.45	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$6.1k		490.00	12.51	View chart
Fidelity Covington Trust Disruptive Fin E (FDFF)	0.0	$6.1k		194.00	31.27	View chart
McKesson Corporation (MCK)	0.0	$6.1k	+16%	7.00	865.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$5.9k		119.00	49.95	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$5.9k		62.00	95.03	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$5.9k		162.00	36.28	View chart
Pilgrim's Pride Corporation (PPC)	0.0	$5.8k		154.00	37.76	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.0	$5.8k		205.00	28.16	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.0	$5.7k		207.00	27.60	View chart
Verisign (VRSN)	0.0	$5.7k	+155%	23.00	248.35	View chart
BP Sponsored Adr (BP)	0.0	$5.7k		121.00	47.00	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$5.7k	+31%	80.00	70.99	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$5.6k		31.00	181.84	View chart
CNA Financial Corporation (CNA)	0.0	$5.6k	+165%	122.00	45.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$5.5k		19.00	287.16	View chart
Snap-on Incorporated (SNA)	0.0	$5.4k	NEW	15.00	363.20	View chart
Incyte Corporation (INCY)	0.0	$5.4k	-18%	57.00	94.12	View chart
Hawaiian Electric Industries (HE)	0.0	$5.3k		360.00	14.84	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$5.3k	+241%	116.00	45.65	View chart
Southwest Airlines (LUV)	0.0	$5.1k		135.00	37.57	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$4.8k		114.00	42.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$4.8k		49.00	97.22	View chart
United Therapeutics Corporation (UTHR)	0.0	$4.7k	NEW	8.00	593.00	View chart
T. Rowe Price (TROW)	0.0	$4.6k	NEW	51.00	90.14	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.0	$4.6k	-26%	90.00	50.67	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$4.5k	+41%	51.00	88.49	View chart
Marsh & McLennan Companies (MRSH)	0.0	$4.5k	+271%	26.00	173.46	View chart
Simplify Exchange Traded Fun Simplify Opport (CRDT)	0.0	$4.5k	-25%	200.00	22.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$4.5k		51.00	88.16	View chart
Automatic Data Processing (ADP)	0.0	$4.5k	NEW	22.00	203.18	View chart
Elevation Series Trust Rivernorth Activ (CEFZ)	0.0	$4.5k	-27%	569.00	7.85	View chart
Ssga Active Tr State Street Us (XLSR)	0.0	$4.4k	+541%	77.00	57.74	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.0	$4.4k	-26%	90.00	49.38	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$4.4k	-18%	72.00	61.35	View chart
Alcoa (AA)	0.0	$4.2k		63.00	66.33	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.0	$4.0k	NEW	97.00	41.06	View chart
Republic Services (RSG)	0.0	$3.9k	NEW	18.00	219.00	View chart
Prudential Financial (PRU)	0.0	$3.7k		38.00	97.68	View chart
Performance Food (PFGC)	0.0	$3.7k		43.00	85.65	View chart
Ssr Mining (SSRM)	0.0	$3.7k		125.00	29.40	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$3.4k		98.00	35.01	View chart
Goldman Sachs (GS)	0.0	$3.4k		4.00	846.00	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$3.2k	NEW	51.00	62.71	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.0	$3.1k		91.00	33.64	View chart
Xylem (XYL)	0.0	$3.0k	NEW	25.00	119.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$3.0k		36.00	82.75	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$2.9k		78.00	37.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$2.9k		6.00	479.17	View chart
Perpetua Resources (PPTA)	0.0	$2.8k		100.00	28.12	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$2.7k		57.00	46.95	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$2.7k		33.00	80.58	View chart
Sempra Energy (SRE)	0.0	$2.6k	+350%	27.00	97.19	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$2.6k		27.00	95.81	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$2.5k		32.00	79.06	View chart
Amphenol Corp Cl A (APH)	0.0	$2.5k		20.00	126.35	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.0	$2.5k	+36%	64.00	39.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$2.5k	-87%	17.00	148.12	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$2.4k		47.00	51.23	View chart
Autodesk (ADSK)	0.0	$2.4k	NEW	10.00	239.40	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$2.3k	+4800%	49.00	46.92	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$2.2k	-86%	118.00	18.90	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.0	$2.1k	-89%	84.00	25.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$2.1k		69.00	30.68	View chart
Smithfield Foods Inc Common Stock Usd.5 (SFD)	0.0	$2.1k	NEW	74.00	27.97	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$2.1k		83.00	24.80	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.0k		4.00	491.50	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$2.0k	+37%	51.00	38.41	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$1.9k	-94%	21.00	92.67	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.0	$1.9k	+152%	53.00	36.68	View chart
Netflix (NFLX)	0.0	$1.9k		20.00	96.15	View chart
Arch Cap Group Ord (ACGL)	0.0	$1.8k		19.00	96.00	View chart
Raymond James Financial (RJF)	0.0	$1.7k	NEW	12.00	144.75	View chart
Intercontinental Exchange (ICE)	0.0	$1.7k		11.00	157.27	View chart
Citigroup Com New (C)	0.0	$1.7k	-34%	15.00	113.40	View chart
S&p Global (SPGI)	0.0	$1.7k		4.00	425.25	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$1.7k		55.00	30.78	View chart
Penske Automotive (PAG)	0.0	$1.6k	NEW	11.00	149.55	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.0	$1.6k	-50%	48.00	33.73	View chart
EOG Resources (EOG)	0.0	$1.6k	-8%	11.00	144.55	View chart
Exelon Corporation (EXC)	0.0	$1.6k		32.00	49.03	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$1.5k		2.00	772.50	View chart
Viatris (VTRS)	0.0	$1.5k		114.00	13.51	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$1.5k	-85%	29.00	52.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.5k		15.00	97.13	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.0	$1.5k	-24%	41.00	35.44	View chart
AFLAC Incorporated (AFL)	0.0	$1.4k		13.00	109.69	View chart
CSX Corporation (CSX)	0.0	$1.4k		34.00	41.06	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.0	$1.4k	-87%	51.00	26.75	View chart
IDEX Corporation (IEX)	0.0	$1.3k		7.00	189.57	View chart
Illinois Tool Works (ITW)	0.0	$1.3k	-64%	5.00	260.20	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$1.3k		6.00	211.83	View chart
NiSource (NI)	0.0	$1.2k	NEW	26.00	46.65	View chart
Visa Com Cl A (V)	0.0	$1.2k		4.00	302.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$1.2k		13.00	92.77	View chart
Procter & Gamble Company (PG)	0.0	$1.2k	-42%	8.00	144.50	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$1.1k	-86%	40.00	28.73	View chart
BorgWarner (BWA)	0.0	$1.1k		21.00	54.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.1k		45.00	25.11	View chart
Tapestry (TPR)	0.0	$1.1k		8.00	141.12	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.1k		36.00	30.97	View chart
Cincinnati Financial Corporation (CINF)	0.0	$1.1k	NEW	7.00	157.29	View chart
UnitedHealth (UNH)	0.0	$1.1k	-42%	4.00	270.50	View chart
CenterPoint Energy (CNP)	0.0	$1.0k		24.00	43.17	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.0k	NEW	11.00	94.00	View chart
M&T Bank Corporation (MTB)	0.0	$1.0k	NEW	5.00	206.80	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.0	$1.0k	+480%	29.00	35.24	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$1.0k	NEW	21.00	48.33	View chart
Mastercard Incorporated Cl A (MA)	0.0	$999.000000		2.00	499.50	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$981.000000		9.00	109.00	View chart
Fortinet (FTNT)	0.0	$981.000000		12.00	81.75	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.0	$976.002000		47.00	20.77	View chart
Genuine Parts Company (GPC)	0.0	$952.000200		9.00	105.78	View chart
AmerisourceBergen (COR)	0.0	$942.000000	NEW	3.00	314.00	View chart
Intel Corporation (INTC)	0.0	$927.000900		21.00	44.14	View chart
Trimble Navigation (TRMB)	0.0	$913.000200	NEW	14.00	65.21	View chart
Honeywell International (HON)	0.0	$904.000000		4.00	226.00	View chart
Novagold Resources Com New (NG)	0.0	$898.000000		100.00	8.98	View chart
Mueller Industries (MLI)	0.0	$886.000000	NEW	8.00	110.75	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$885.000000		15.00	59.00	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$829.000200	NEW	14.00	59.21	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$753.999800		19.00	39.68	View chart
Merck & Co (MRK)	0.0	$721.999800	-88%	6.00	120.33	View chart
Us Bancorp Com New (USB)	0.0	$676.000000		13.00	52.00	View chart
Assurant (AIZ)	0.0	$653.000100	NEW	3.00	217.67	View chart
Nike CL B (NKE)	0.0	$633.999600		12.00	52.83	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$633.000900	-22%	21.00	30.14	View chart
Grayscale Xrp Tr Etf SHS (GXRP)	0.0	$624.000000	NEW	24.00	26.00	View chart
Chevron Corporation (CVX)	0.0	$621.000000	-57%	3.00	207.00	View chart
salesforce (CRM)	0.0	$560.000100	-40%	3.00	186.67	View chart
At&t (T)	0.0	$551.000000		19.00	29.00	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$537.999000	+40%	21.00	25.62	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$474.999800		11.00	43.18	View chart
Pulte (PHM)	0.0	$470.000000		4.00	117.50	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$452.999700	-78%	9.00	50.33	View chart
Vistra Energy (VST)	0.0	$450.999900		3.00	150.33	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$442.000000		5.00	88.40	View chart
Uber Technologies (UBER)	0.0	$432.000000		6.00	72.00	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$408.000300	+72%	19.00	21.47	View chart
Pfizer (PFE)	0.0	$392.999600		14.00	28.07	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.0	$379.999800	+28%	9.00	42.22	View chart
Agilent Technologies Inc C ommon (A)	0.0	$342.000000		3.00	114.00	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$334.000000		16.00	20.88	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$326.999400	+44%	13.00	25.15	View chart
Snowflake Com Shs (SNOW)	0.0	$302.000000		2.00	151.00	View chart
NET Lease Office Properties (NLOP)	0.0	$264.999100	NEW	23.00	11.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$262.000000		1.00	262.00	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$242.000000		4.00	60.50	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$227.000000		5.00	45.40	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$189.000000		2.00	94.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$183.000000		2.00	91.50	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$129.000000		2.00	64.50	View chart
Sturm, Ruger & Company (RGR)	0.0	$120.000000		3.00	40.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$101.000000		1.00	101.00	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$76.000000		1.00	76.00	View chart
C3 Ai Cl A (AI)	0.0	$59.000200		7.00	8.43	View chart
Cleveland-cliffs (CLF)	0.0	$8.000000		1.00	8.00	View chart
Clean Energy Fuels (CLNE)	0.0	$5.000000		2.00	2.50	View chart

Past Filings by Networth Advisors

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z