account_balance
Investment manager · 13F filer · SEC CIK 1409362
AdvisorNet Financial, Inc
Reported value$2.21Bas of Sep 30, 2026
Positions668 10 new, 1,608 sold out
Top 10 weight22.4%IVV alone is 5%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.5%Added +4%
JPSTJ P Morgan Exchange Traded F
2.2%Added +18%
AAPLApple Inc.
2.1%Added +6%
DFAUDimensional ETF Trust
2.1%Trimmed −8%
DFICDimensional ETF Trust
2.0%
CGXUCapital Group Intl Focus Eqt
1.8%Added +5%
VUGVanguard Index FDS
1.8%Added +11%
PVALPutnam ETF Trust
1.8%Added +16%
VEAVanguard Tax-Managed FDS
1.6%Added +4%
IJHiShares Tr
1.6%Added +10%
DFACDimensional ETF Trust
1.5%
MSFTMicrosoft Corp
1.5%
IVViShares Tr
5.5%Added +4%
JPSTJ P Morgan Exchange Traded F
2.2%
AAPLApple Inc.
2.1%+6%
DFAUDimensional ETF Trust
2.1%−8%
DFICDimensional ETF Trust
2.0%
CGXUCapital Group Intl Focus Eqt
1.8%
VUGVanguard Index FDS
1.8%
PVALPutnam ETF Trust
1.8%
VEAVanguard Tax-Managed FDS
1.6%
IJH1.6%
DFAC1.5%
MSFT1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.5% Added +4%
JPST J P Morgan Exchange Traded F 2.2% Added +18%
AAPL Apple Inc. 2.1% Added +6%DFAU Dimensional ETF Trust 2.1% Trimmed −8%
DFIC Dimensional ETF Trust 2.0% Held
CGXU Capital Group Intl Focus Eqt 1.8% Added +5%
VUG Vanguard Index FDS 1.8% Added +11%
PVAL Putnam ETF Trust 1.8% Added +16%
VEA Vanguard Tax-Managed FDS 1.6% Added +4%
IJH iShares Tr 1.6% Added +10%
DFAC Dimensional ETF Trust 1.5% Held
MSFT Microsoft Corp 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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