Advisornet Financial, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.93B
Q ending 2026-03-31
Prior quarter
$1.88B
Q ending 2025-12-31
Change
+2.9% QoQ · +43.4% YoY
Positions
2,262
reported holdings
Largest positions
Top 100 of 2,262 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares S&P 500 Index | IVV | Shares | $93.7M | 143K |
| Dimensional Us Core Equity Market | DFAU | Shares | $47.8M | 1.1M |
| Dimensional International Core Equ | DFIC | Shares | $40.9M | 1.2M |
| Jpmorgan Ultra-Short Income Etf | JPST | Shares | $40.6M | 802K |
| Ishares Aggregate Bond Etf | AGG | Shares | $33.6M | 338K |
| Capital Group International Focus | CGXU | Shares | $32.8M | 1.1M |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $31.7M | 494K |
| Apple Inc | AAPL | Shares | $30.0M | 118K |
| Dimensional U.S. Core Equity 2 Etf | DFAC | Shares | $27.3M | 702K |
| Putnam Focused Large Cap Value Etf | PVAL | Shares | $26.2M | 564K |
| Vanguard Total Stock Market Etf | VTI | Shares | $26.1M | 81K |
| Spdr Gold Etf | GLD | Shares | $26.0M | 60K |
| Ishares Core S&P Mid Cap Etf | IJH | Shares | $25.7M | 381K |
| Vanguard Growth Etf | VUG | Shares | $25.6M | 59K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $24.7M | 806K |
| Dimensional Emerging Markets Core | DFEM | Shares | $23.8M | 688K |
| Microsoft | MSFT | Shares | $23.0M | 62K |
| Nvidia Corporation Com | NVDA | Shares | $22.8M | 131K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $22.8M | 421K |
| Anfield Universal Fixed Income Etf | Shares | $21.8M | 2.3M | |
| Ishares Core Msci International De | IDEV | Shares | $21.6M | 259K |
| Spdr S&P 500 Etf | SPY | Shares | $19.6M | 30K |
| Vanguard High Dividend Yield Index | VYM | Shares | $19.3M | 130K |
| Ishares Trust Ishares 0-1 Year Tre | SHV | Shares | $19.0M | 173K |
| State Street Spdr Portfolio S&P 50 | SPYM | Shares | $19.0M | 248K |
| Capital Group Growth Etf | CGGR | Shares | $18.9M | 471K |
| Schwab Short Term Us Treasury Etf | SCHO | Shares | $18.9M | 780K |
| Vanguard S&P 500 Etf | VOO | Shares | $18.6M | 31K |
| Dimensional U.S. Small Cap Etf | DFAS | Shares | $18.4M | 258K |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $18.3M | 322K |
| Vanguard Mid Cap | VO | Shares | $18.0M | 63K |
| Ishares International Select Divid | IDV | Shares | $17.8M | 419K |
| Capital Group Core Bond Etf | CGCB | Shares | $17.8M | 679K |
| Vanguard Total Bond Market Etf | BND | Shares | $16.2M | 221K |
| Vanguard S&P Small-Cap 600 Etf | VIOO | Shares | $16.1M | 140K |
| Pgim Aaa Clo Etf | PAAA | Shares | $15.6M | 304K |
| Pimco Active Bond Exchange-Traded | BOND | Shares | $14.9M | 161K |
| Invesco Qqq Trust | QQQ | Shares | $13.2M | 23K |
| Ishares 1-3 Yr Treasury Bond Etf | SHY | Shares | $12.6M | 152K |
| Ishares Msci Eafe Etf | EFA | Shares | $12.4M | 128K |
| Amazon.Com Inc | AMZN | Shares | $12.1M | 58K |
| Capital Group Dividend Value Etf | CGDV | Shares | $11.9M | 281K |
| Dimensional Us Small Cap Value Etf | DFSV | Shares | $11.8M | 337K |
| Vanguard Small Cap Etf | VB | Shares | $10.4M | 40K |
| Jpmorgan Chase & Co Com | JPM | Shares | $10.2M | 35K |
| Capital Group Conservative Equity | CGCV | Shares | $10.2M | 342K |
| Essential Utils Inc Com | WTRG | Shares | $9.4M | 233K |
| Dimensional Us High Profitability | DUHP | Shares | $9.3M | 252K |
| Ishares Gold Trust Etf | IAU | Shares | $8.8M | 100K |
| State Street Communication Service | XLC | Shares | $8.8M | 79K |
| Exxon Mobil Corp Com | XOM | Shares | $8.8M | 52K |
| Meta Platforms Inc Cl A | META | Shares | $8.7M | 15K |
| Capital Group Core Balanced Etf | CGBL | Shares | $8.3M | 242K |
| Vanguard Intermediate-Term Treasur | VGIT | Shares | $8.2M | 138K |
| Ishares Semiconductor Etf | SOXX | Shares | $8.2M | 25K |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $7.4M | 106K |
| Spdr Ser Tr Lehman 1-3 Month T-Bil | BIL | Shares | $7.2M | 79K |
| Google Inc | GOOGL | Shares | $7.1M | 25K |
| Jpmorgan Active Bond Etf | JBND | Shares | $7.0M | 131K |
| Taiwan Semiconductor Manufacturing | TSM | Shares | $7.0M | 21K |
| Costco Wholesale Corp | COST | Shares | $7.0M | 7K |
| Jpmorgan Municipal Etf | JMUB | Shares | $6.7M | 135K |
| Innovator Growth-100 Power Buffer | NJAN | Shares | $6.7M | 126K |
| Fidelity High Dividend Etf | FDVV | Shares | $6.7M | 121K |
| Ishares Interest Rate Hedged High | HYGH | Shares | $6.6M | 78K |
| Fidelity Enhanced Mid Cap Etf | FMDE | Shares | $6.6M | 183K |
| Jpmorgan Nasdaq Equity Premium Inc | JEPQ | Shares | $6.5M | 117K |
| Saba Closed End Funds Etf | CEFS | Shares | $6.3M | 281K |
| Powershares Etf Senior Loan Port N | BKLN | Shares | $6.3M | 308K |
| Virtus Infracap U.S. Preferred Sto | PFFA | Shares | $6.2M | 305K |
| Ishares Mortgage Real Estate Etf | REM | Shares | $6.2M | 288K |
| Tesla Motors Inc | TSLA | Shares | $6.1M | 16K |
| Ares Dynamic Cr Allocation Fd Com | ARDC | Shares | $6.1M | 503K |
| Janus Henderson B-Bbb Clo Etf | JBBB | Shares | $6.0M | 129K |
| Dimensional Core Fixed Income Etf | DFCF | Shares | $5.9M | 140K |
| Schwab Us Mid-Cap Etf | SCHM | Shares | $5.9M | 190K |
| Virtus Seix Senior Loan Etf | SEIX | Shares | $5.8M | 251K |
| Dimensional Global Real Estate Etf | DFGR | Shares | $5.7M | 215K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $5.4M | 19K |
| Dimensional International Core Equ | DFAI | Shares | $5.3M | 136K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $5.2M | 11K |
| Vanguard Total International Stock | VXUS | Shares | $5.2M | 67K |
| Shopify Inc Cl A Sub Vtg Shs | SHOP | Shares | $4.9M | 41K |
| Invesco S&P 500 Revenue Etf | RWL | Shares | $4.9M | 42K |
| Ge Aerospace Com New | GE | Shares | $4.7M | 17K |
| Thermo Fisher Scientific Inc Com | TMO | Shares | $4.7M | 10K |
| Bank New York Mellon Corp Com | BNY | Shares | $4.6M | 39K |
| Schwab International Equity Etf | SCHF | Shares | $4.6M | 186K |
| Carrier Global Corporation Com | CARR | Shares | $4.6M | 82K |
| Caterpillar Inc Com | CAT | Shares | $4.5M | 6K |
| Vanguard Total International Bond | BNDX | Shares | $4.5M | 95K |
| Pimco Multisector Bond Active Exch | PYLD | Shares | $4.5M | 173K |
| Abbott Laboratories Com | ABT | Shares | $4.5M | 43K |
| Ark Next Generation Internet Etf | ARKW | Shares | $4.4M | 37K |
| Philip Morris Intl Inc | PM | Shares | $4.4M | 27K |
| Johnson Ctls Inc | Shares | $4.4M | 33K | |
| Northrop Grumman Corp Com | NOC | Shares | $4.3M | 6K |
| Broadcom Inc Com | AVGO | Shares | $4.2M | 13K |
| Ishares Core Msci Total Internatio | IXUS | Shares | $4.1M | 47K |
| Innovator International Developed | IJAN | Shares | $4.1M | 112K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.