Networth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2099019
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$172.1M
Holdings
383
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Networth Advisors, LLC disclosed 383 positions worth $172.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 66 new positions and exited 67. The portfolio is most concentrated in Other (97.7% of disclosed assets). All figures are sourced directly from Networth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2099019.
AI Fund Analysis
StableSector Allocation
OtherFinancialsTechnologyHealthcareMaterialsIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
AMERICAN CENTY ETF TR - AVANTIS US LARG
—Quality
$23.3M259,352 shAMERICAN CENTY ETF TR - AVA MID EQU ETF
—Quality
$15.2M189,314 shAMERICAN CENTY ETF TR - AVANTIS CORE FI
—Quality
$12.6M303,799 shAMERICAN CENTY ETF TR - US LARGE CAP VLU
—Quality
$10.5M114,938 shAMERICAN CENTY ETF TR - US QUALITY GROW
—Quality
$9.4M80,045 shAMERICAN CENTY ETF TR - FOCUSED LRG CAP
—Quality
$8.8M108,238 shAMERICAN CENTY ETF TR - INTL EQT ETF
—Quality
$5.9M65,742 shAMERICAN CENTY ETF TR - FOCUSED DYNAMIC
—Quality
$5.2M39,204 shAMERICAN CENTY ETF TR - AVAN EMER EX ETF
—Quality
$5.0M58,191 shAMERICAN CENTY ETF TR - QUALITY DIVRSFED
—Quality
$4.3M61,409 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMERICAN CENTY ETF TR - AVANTIS US LARG | — | $23.3M | 259,352 |
| AMERICAN CENTY ETF TR - AVA MID EQU ETF | — | $15.2M | 189,314 |
| AMERICAN CENTY ETF TR - AVANTIS CORE FI | — | $12.6M | 303,799 |
| AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $10.5M | 114,938 |
| AMERICAN CENTY ETF TR - US QUALITY GROW | — | $9.4M | 80,045 |
| AMERICAN CENTY ETF TR - FOCUSED LRG CAP | — | $8.8M | 108,238 |
| AMERICAN CENTY ETF TR - INTL EQT ETF | — | $5.9M | 65,742 |
| AMERICAN CENTY ETF TR - FOCUSED DYNAMIC | — | $5.2M | 39,204 |
| AMERICAN CENTY ETF TR - AVAN EMER EX ETF | — | $5.0M | 58,191 |
| AMERICAN CENTY ETF TR - QUALITY DIVRSFED | — | $4.3M | 61,409 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Networth Advisors, LLC's 383 positions.
Showing top 10 of 383 holdings.
Sector Allocation
Other
$168.2M
Financials
$1.0M
Technology
$983,120
Healthcare
$563,028
Materials
$387,706
Industrials
$366,693
Consumer Discretionary
$312,890
Consumer Staples
$88,346
Top Holdings — Networth Advisors, LLC (Q2 2026)
Top 150 of 383 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | $23.3M | 13.6% | +7% | — |
| 2 | — | AMERICAN CENTY ETF TR - AVA MID EQU ETF | $15.2M | 8.8% | +6% | — |
| 3 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $12.6M | 7.3% | +14% | — |
| 4 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $10.5M | 6.1% | +14% | — |
| 5 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $9.4M | 5.5% | +4% | — |
| 6 | — | AMERICAN CENTY ETF TR - FOCUSED LRG CAP | $8.8M | 5.1% | +8% | — |
| 7 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $5.9M | 3.4% | +49% | — |
| 8 | — | AMERICAN CENTY ETF TR - FOCUSED DYNAMIC | $5.2M | 3.0% | +2% | — |
| 9 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | $5.0M | 2.9% | +66% | — |
| 10 | — | AMERICAN CENTY ETF TR - QUALITY DIVRSFED | $4.3M | 2.5% | +25% | — |
| 11 | — | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | $4.0M | 2.3% | NEW | — |
| 12 | — | AMERICAN CENTY ETF TR - SHORT DURTN STRG | $3.8M | 2.2% | NEW | — |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.8M | 2.2% | +1% | — |
| 14 | — | AMERICAN CENTY ETF TR - REAL ESTATE ETF | $3.7M | 2.2% | +15% | — |
| 15 | — | AMERICAN CENTY ETF TR - DIVERSIFID CRP | $3.6M | 2.1% | +13% | — |
| 16 | — | STERLING CAP FDS - NATIONAL MUNI BD | $3.0M | 1.7% | +4% | — |
| 17 | — | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF | $2.6M | 1.5% | NEW | — |
| 18 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $2.6M | 1.5% | +26% | — |
| 19 | — | AMERICAN CENTY ETF TR - SELE HIGH YI ETF | $2.5M | 1.5% | +12% | — |
| 20 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $2.5M | 1.4% | +4% | — |
| 21 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $2.3M | 1.3% | NEW | — |
| 22 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $2.2M | 1.3% | NEW | — |
| 23 | — | AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF | $2.1M | 1.3% | NEW | — |
| 24 | — | ELEVATION SERIES TRUST - TRUE SE BUFF ETF | $2.1M | 1.2% | +303% | — |
| 25 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | $2.0M | 1.2% | +11% | — |
| 26 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $2.0M | 1.1% | +4% | — |
| 27 | — | PIMCO ETF TR - ULTR SH GO AC FD | $1.6M | 0.9% | +152% | — |
| 28 | — | AMERICAN CENTY ETF TR - SMAL CA INSI ETF | $1.3M | 0.8% | NEW | — |
| 29 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | $1.2M | 0.7% | +4% | — |
| 30 | — | AMERICAN CENTY ETF TR - AVAN US VALU ETF | $1.1M | 0.7% | NEW | — |
| 31 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $1.1M | 0.6% | +2% | — |
| 32 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $993,972 | 0.6% | +17% | — |
| 33 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $970,872 | 0.6% | NEW | — |
| 34 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF | $944,113 | 0.6% | +5% | — |
| 35 | — | ISHARES TR - RUS TP200 GR ETF | $906,136 | 0.5% | -5% | — |
| 36 | — | ISHARES INC - CORE MSCI EMKT | $790,722 | 0.5% | -5% | — |
| 37 | — | VANGUARD INDEX FDS - MID CAP ETF | $746,835 | 0.4% | NEW | — |
| 38 | — | SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM | $656,924 | 0.4% | +13% | — |
| 39 | — | ELEVATION SERIES TRUST - TRUE QU BEAR ETF | $621,775 | 0.4% | +12% | — |
| 40 | — | ISHARES TR - CORE MSCI INTL | $616,293 | 0.4% | -5% | — |
| 41 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $596,196 | 0.3% | NEW | — |
| 42 | — | ISHARES TR - RUS TP200 VL ETF | $593,907 | 0.3% | -3% | — |
| 43 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $587,235 | 0.3% | NEW | — |
| 44 | — | ABRDN FDS - EMER MKTS DI ETF | $586,414 | 0.3% | -2% | — |
| 45 | — | ISHARES TR - FUTU AI TECH ETF | $508,695 | 0.3% | NEW | — |
| 46 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $485,595 | 0.3% | +2400% | — |
| 47 | — | SPDR SERIES TRUST - ST STR P500ETF | $390,242 | 0.2% | -8% | — |
| 48 |  $BNY | Bank of New York Mellon Corp | $314,671 | 0.2% | +0% | 74.1 |
| 49 | — | SIMPLIFY EXCHANGE TRADED FUN - GAMMA EMERGING | $307,905 | 0.2% | +2% | — |
| 50 | — | ELEVATION SERIES TRUST - S&P AU DE IN ETF | $296,978 | 0.2% | +12% | — |
| 51 |  $ATI | ATI INC | $288,554 | 0.2% | +0% | 63.1 |
| 52 | — | ISHARES TR - EAFE VALUE ETF | $286,911 | 0.2% | -3% | — |
| 53 | — | ISHARES TR - RUS MDCP VAL ETF | $262,188 | 0.1% | -11% | — |
| 54 | — | ISHARES TR - EAFE GRWTH ETF | $259,439 | 0.1% | -4% | — |
| 55 |  $LLY | ELI LILLY & Co | $242,365 | 0.1% | +0% | 87.5 |
| 56 | — | CAPITOL SER TR - STERL CAP BD ETF | $235,179 | 0.1% | +3% | — |
| 57 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $220,336 | 0.1% | NEW | — |
| 58 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | $206,188 | 0.1% | +15% | — |
| 59 |  $AMD | ADVANCED MICRO DEVICES INC | $193,443 | 0.1% | +553% | 79.8 |
| 60 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $180,260 | 0.1% | -2% | — |
| 61 |  $ABCL | AbCellera Biologics Inc. | $176,829 | 0.1% | NEW | 29.3 |
| 62 |  $MSFT | MICROSOFT CORP | $167,486 | 0.1% | -70% | 79.8 |
| 63 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $158,362 | 0.1% | -4% | — |
| 64 | — | ISHARES TR - CORE S&P500 ETF | $155,488 | 0.1% | -22% | — |
| 65 |  $AAPL | Apple Inc. | $155,386 | 0.1% | -0% | 76.4 |
| 66 |  $PLTR | Palantir Technologies Inc. | $143,737 | 0.1% | +833% | 84.6 |
| 67 |  $AVGO | Broadcom Inc. | $133,957 | 0.1% | +323% | 84.5 |
| 68 | — | GLOBAL X FDS - ARTIFICIAL ETF | $130,236 | 0.1% | +0% | — |
| 69 |  $IAUM | iShares Gold Trust Micro | $112,228 | 0.1% | -28% | — |
| 70 |  $GRAB | Grab Holdings Ltd | $111,211 | 0.1% | NEW | — |
| 71 | — | ELEVATION SERIES TRUST - TRUE ST SEPT ETF | $109,964 | 0.1% | -65% | — |
| 72 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $108,504 | 0.1% | NEW | — |
| 73 | — | SPDR SERIES TRUST - ST INTER BD ETF | $108,080 | 0.1% | NEW | — |
| 74 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $105,844 | 0.1% | +975% | 73.7 |
| 75 |  $MS | MORGAN STANLEY | $105,056 | 0.1% | -8% | 75.8 |
| 76 |  $DGX | QUEST DIAGNOSTICS INC | $104,067 | 0.1% | +0% | 69 |
| 77 |  $ALL | ALLSTATE CORP | $101,600 | 0.1% | -0% | 78.5 |
| 78 | — | STERLING CAP FDS - CAP HEDGED EQT P | $100,375 | 0.1% | +3% | — |
| 79 |  $IR | Ingersoll Rand Inc. | $100,028 | 0.1% | -8% | 64.4 |
| 80 | — | ETF SER SOLUTIONS - POINT BRIDGE AMR | $96,257 | 0.1% | +0% | — |
| 81 | — | ISHARES TR - 20 YR TR BD ETF | $94,284 | 0.1% | +13% | — |
| 82 | — | VANECK ETF TRUST - PREFERRED SECURT | $91,876 | 0.1% | NEW | — |
| 83 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $89,692 | 0.1% | +122% | — |
| 84 | — | ISHARES TR - RUS MD CP GR ETF | $88,092 | 0.1% | +1% | — |
| 85 |  $HD | HOME DEPOT, INC. | $87,567 | 0.1% | +164% | 60.3 |
| 86 |  $AMZN | AMAZON COM INC | $86,517 | 0.1% | -0% | 68.7 |
| 87 | — | STERLING CAP FDS - CAPITAL MULTI | $84,611 | 0.1% | +18% | — |
| 88 | — | AIM ETF PRODUCTS TRUST - US LRGCP B10 DEC | $82,688 | 0.1% | -1% | — |
| 89 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $77,078 | 0.0% | NEW | — |
| 90 | — | ISHARES TR - MSCI USA MMENTM | $74,806 | 0.0% | NEW | — |
| 91 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $68,551 | 0.0% | NEW | — |
| 92 |  $IVZ | Invesco Ltd. | $67,952 | 0.0% | -2% | — |
| 93 | — | INNOVATOR ETFS TRUST - EQUITY DEFND 1YR | $66,652 | 0.0% | NEW | — |
| 94 |  $SHW | SHERWIN WILLIAMS CO | $65,249 | 0.0% | -5% | 61.3 |
| 95 | — | ISHARES TR - TRUST ISHARE 0-1 | $64,113 | 0.0% | -48% | — |
| 96 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | $61,808 | 0.0% | NEW | — |
| 97 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $56,812 | 0.0% | +273% | — |
| 98 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $56,444 | 0.0% | NEW | — |
| 99 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $54,989 | 0.0% | NEW | — |
| 100 |  $HWM | Howmet Aerospace Inc. | $51,352 | 0.0% | +0% | 73.9 |
| 101 |  $COF | CAPITAL ONE FINANCIAL CORP | $51,174 | 0.0% | +0% | 62.4 |
| 102 | $IVZ | Invesco Ltd. | $50,981 | 0.0% | NEW | — |
| 103 | — | INNOVATOR ETFS TRUST - EQUIT PROTN MAY | $48,922 | 0.0% | NEW | — |
| 104 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | $46,392 | 0.0% | NEW | — |
| 105 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $44,473 | 0.0% | +2125% | 65.1 |
| 106 |  $BA | BOEING CO | $43,294 | 0.0% | +0% | 61.6 |
| 107 |  $FE | FIRSTENERGY CORP | $42,976 | 0.0% | +0% | 61.5 |
| 108 | — | PIMCO ETF TR - 15+ YR US TIPS | $41,938 | 0.0% | +171% | — |
| 109 |  $DIS | Walt Disney Co | $38,500 | 0.0% | +300% | 60.1 |
| 110 | — | ISHARES TR - US AER DEF ETF | $37,843 | 0.0% | -9% | — |
| 111 | — | PIMCO ETF TR - 25YR+ ZERO U S | $37,755 | 0.0% | +162% | — |
| 112 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $37,280 | 0.0% | +1% | — |
| 113 | — | ISHARES TR - CORE US AGGBD ET | $34,742 | 0.0% | -66% | — |
| 114 | — | ISHARES TR - RUS 1000 GRW ETF | $33,804 | 0.0% | +300% | — |
| 115 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $33,166 | 0.0% | +20% | — |
| 116 |  $YUM | YUM BRANDS INC | $33,091 | 0.0% | +0% | 73.7 |
| 117 |  $GLD | SPDR GOLD TRUST | $31,681 | 0.0% | +0% | — |
| 118 | — | SPDR SERIES TRUST - ST STR P500GRW | $30,908 | 0.0% | +44% | — |
| 119 | — | ISHARES TR - CORE S&P TTL STK | $30,797 | 0.0% | +0% | — |
| 120 | — | PIMCO ETF TR - MULTISECTOR BD | $30,471 | 0.0% | +20% | — |
| 121 |  $PRMB | Primo Brands Corp | $29,132 | 0.0% | +0% | 60 |
| 122 |  $NVDA | NVIDIA CORP | $28,613 | 0.0% | -47% | 85.9 |
| 123 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $28,121 | 0.0% | +0% | 70 |
| 124 |  $PEP | PEPSICO INC | $28,028 | 0.0% | +0% | 63.4 |
| 125 |  $EOG | EOG RESOURCES INC | $27,632 | 0.0% | +1836% | 71.9 |
| 126 |  $VZ | VERIZON COMMUNICATIONS INC | $27,267 | 0.0% | +0% | 65.8 |
| 127 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $27,215 | 0.0% | -4% | — |
| 128 | — | VANGUARD INDEX FDS - VALUE ETF | $27,157 | 0.0% | +1% | — |
| 129 | — | ISHARES TR - CORE S&P SCP ETF | $26,626 | 0.0% | -82% | — |
| 130 |  $RTX | RTX Corp | $26,562 | 0.0% | -33% | 73.2 |
| 131 | — | ISHARES TR - CORE MSCI TOTAL | $26,193 | 0.0% | +1% | — |
| 132 | — | RBB FD INC - US TRSRY 6 MNTH | $25,676 | 0.0% | +0% | — |
| 133 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD | $25,451 | 0.0% | -1% | — |
| 134 |  $PPG | PPG INDUSTRIES INC | $24,743 | 0.0% | +0% | 59.1 |
| 135 |  $MU | MICRON TECHNOLOGY INC | $24,240 | 0.0% | -16% | 86.2 |
| 136 |  $TSLA | Tesla, Inc. | $23,554 | 0.0% | -2% | 53.9 |
| 137 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $23,263 | 0.0% | +10% | — |
| 138 | — | ELEVATION SERIES TRUST - TRUESHARES EQTY | $23,125 | 0.0% | +4% | — |
| 139 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $23,095 | 0.0% | +10% | — |
| 140 | — | ISHARES TR - CORE S&P MCP ETF | $22,184 | 0.0% | -24% | — |
| 141 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $22,176 | 0.0% | -1% | — |
| 142 |  $LOW | LOWES COMPANIES INC | $22,049 | 0.0% | +0% | 60.8 |
| 143 | — | ISHARES TR - CORE MSCI EAFE | $21,786 | 0.0% | -64% | — |
| 144 |  $SPY | SPDR S&P 500 ETF TRUST | $20,910 | 0.0% | +0% | — |
| 145 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX | $20,288 | 0.0% | -2% | — |
| 146 | — | PIMCO ETF TR - US STK PLUS AC | $19,648 | 0.0% | -0% | — |
| 147 | — | ISHARES TR - S&P 500 GRWT ETF | $19,572 | 0.0% | -8% | — |
| 148 | — | ETF SER SOLUTIONS - BAHL GA GROW ETF | $19,273 | 0.0% | NEW | — |
| 149 |  $CL | COLGATE PALMOLIVE CO | $18,445 | 0.0% | +1% | 61.3 |
| 150 | — | ELEVATION SERIES TRUST - TRUESHARES S&P | $18,404 | 0.0% | -54% | — |
New Positions (66)
AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF$4.0M
AMERICAN CENTY ETF TR - SHORT DURTN STRG$3.8M
AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF$2.6M
AMERICAN CENTY ETF TR - US SML CP VALU$2.3M
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$2.2M
AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF$2.1M
AMERICAN CENTY ETF TR - SMAL CA INSI ETF$1.3M
AMERICAN CENTY ETF TR - AVAN US VALU ETF$1.1M
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$970,872
SCHWAB STRATEGIC TR - US LCAP GR ETF$596,196
AMERICAN CENTY ETF TR - INTERNATIONAL LR$587,235
ISHARES TR - FUTU AI TECH ETF$508,695
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$220,336
$ABCL AbCellera Biologics Inc.$176,829$GRAB Grab Holdings Ltd$111,211Exited Positions (67)
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
$XOM.R34088 EXXON MOBIL CORP ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
$CCI CROWN CASTLE INC. SCHWAB STRATEGIC TR
AIM ETF PRODUCTS TRUST
FIRST TR EXCHANGE-TRADED FD
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