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CIK: 0001409362
Total reported value
$2.2B
$2.2B
2251 檔
11.7%
At the close of Q1 2026, AdvisorNet Financial, Inc disclosed equity holdings valued at approximately $2.2B, spread across 2251 reported holdings.
AdvisorNet Financial, Inc executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 3 holdings and trimming 97 positions.
Showing top 200 holdings (of 2251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.85% | +0.26% | +6.20% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.47% | -0.28% | +15.03% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 2.12% | -0.14% | +4.58% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.10% | -0.20% | +8.05% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.74% | -0.19% | +1.99% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-Other | 1.70% | +0.10% | +4.07% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.64% | — | +4.26% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.17% | -1.56% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.41% | +0.08% | +2.13% | |
| 10 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.36% | +0.09% | +6.82% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | +0.04% | +5.58% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.34% | -0.35% | -3.47% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.33% | +0.19% | +21.83% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.33% | +0.23% | +17.75% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.28% | -0.05% | -6.38% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.23% | +0.07% | +6.04% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.16% | -0.50% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.01% | -3.31% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.18% | +0.01% | +4.26% | |
| 20 | AFIF | Anfield Universal Fixed Inco | ETF-Other | 1.13% | +0.04% | +1.57% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.12% | +0.01% | +5.77% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.06% | +0.01% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.00% | +0.01% | -8.17% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.99% | +0.03% | +12.61% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.08% | +11.87% | |
| 26 | CGGR | Cap Group Growth Equity | ETF-Other | 0.98% | +0.07% | -8.96% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.98% | -0.05% | -1.28% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.04% | +15.40% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.95% | +0.01% | -9.42% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.94% | -0.19% | +12.96% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | +0.08% | +5.52% | |
| 32 | IDV | Ishares International Select | ETF-Other | 0.92% | -0.12% | -0.89% | |
| 33 | CGCB | Cap Group Core Bond | ETF-Other | 0.92% | -0.01% | +968.90% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | -0.74% | -33.96% | |
| 35 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.83% | +0.18% | +20.18% | |
| 36 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.81% | -0.02% | +17.85% | |
| 37 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.77% | +0.10% | +35.37% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.13% | -3.90% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.65% | -0.07% | +1.39% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | — | +14.71% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.01% | -2.01% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.62% | +0.03% | +18.79% | |
| 43 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.61% | +0.01% | +4.39% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.06% | +4.83% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.09% | +0.18% | |
| 46 | CGCV | Cap Group Conservative Eq | ETF-Other | 0.53% | +0.02% | +820.37% | |
| 47 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.48% | -0.07% | -0.13% | |
| 48 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.48% | -0.01% | +7.31% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.45% | -0.11% | -0.50% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.45% | +0.04% | +3.80% |
According to official SEC Form 13F filings, AdvisorNet Financial, Inc reported a total U.S. public equity portfolio value of $2.2B across 2251 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DFAU, DFIC) accounted for 11.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $2.4M
Top Position Liquidated / Trimmed
AZNN
前期市值: $2.1M
During Q1 2026, AdvisorNet Financial, Inc's top holdings by market value included IVV (4.8%)、DFAU (2.5%)、DFIC (2.1%). The largest single position, IVV, represented 4.8% of total portfolio value.
In Q1 2026, AdvisorNet Financial, Inc made 199 total portfolio adjustments, initiating 6 new buys, adding to 93 positions, trimming 97 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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