Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AdvisorNet Financial, Inc (CIK 1409362) reported $1.93B across 2,217 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($93.7M, 4.85%), DFAU ($47.8M, 2.47%), DFIC ($40.9M, 2.12%), JPST ($40.6M, 2.10%), AGG ($33.6M, 1.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES S&P 500 INDEX | $93.7M | 4.85% | 143,394 | Added |
| 2 | DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $47.8M | 2.47% | 1.1M | Added |
| 3 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $40.9M | 2.12% | 1.2M | Added |
| 4 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $40.6M | 2.10% | 801,965 | Added |
| 5 | AGG | ISHARES AGGREGATE BOND ETF | $33.6M | 1.74% | 338,179 | Added |
| 6 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $32.8M | 1.70% | 1.1M | Added |
| 7 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $31.7M | 1.64% | 494,179 | Added |
| 8 | AAPL | APPLE INC | $30.0M | 1.55% | 118,039 | Trimmed |
| 9 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $27.3M | 1.41% | 701,850 | Added |
| 10 | PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $26.2M | 1.36% | 564,219 | Added |
| 11 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $26.1M | 1.35% | 81,346 | Added |
| 12 | GLD | SPDR GOLD ETF | $26.0M | 1.34% | 60,374 | Trimmed |
| 13 | VUG | VANGUARD GROWTH ETF | $25.6M | 1.33% | 58,677 | Added |
| 14 | IJH | ISHARES CORE S&P MID CAP ETF | $25.7M | 1.33% | 381,275 | Added |
| 15 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $24.7M | 1.28% | 806,239 | Trimmed |
| 16 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $23.8M | 1.23% | 688,384 | Added |
| 17 | MSFT | MICROSOFT | $23.0M | 1.19% | 62,200 | Trimmed |
| 18 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $22.8M | 1.18% | 421,090 | Added |
| 19 | NVDA | NVIDIA CORPORATION COM | $22.8M | 1.18% | 130,947 | Trimmed |
| 20 | AFIF | ANFIELD UNIVERSAL FIXED INCOME ETF | $21.8M | 1.13% | 2.3M | Added |
| 21 | IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $21.6M | 1.12% | 258,999 | Added |
| 22 | SPY | SPDR S&P 500 ETF | $19.6M | 1.01% | 30,063 | Added |
| 23 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $19.3M | 1.00% | 130,154 | Trimmed |
| 24 | SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $19.0M | 0.99% | 172,526 | Added |
| 25 | SCHO | SCHWAB SHORT TERM US TREASURY ETF | $18.9M | 0.98% | 780,153 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31