Networth Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$141.5M
Q ending 2026-03-31
Prior quarter
$135.5M
Q ending 2025-12-31
Change
+4.4% QoQ
Positions
381
reported holdings

Largest positions

Top 100 of 381 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.
HoldingTickerTypeValueShares
American Centy Etf TrAVLCShares$18.8M243K
American Centy Etf TrAVMCShares$12.9M178K
American Centy Etf TrAVIGShares$11.0M266K
American Centy Etf TrAVLVShares$8.1M101K
American Centy Etf TrQGROShares$8.1M77K
American Centy Etf TrFLVShares$7.7M100K
American Centy Etf TrFDGShares$4.4M38K
American Centy Etf TrAVDEShares$3.7M44K
American Centy Etf TrAVSCShares$3.7M59K
Vanguard Index FdsVOOShares$3.3M6K
American Centy Etf TrQINTShares$3.2M49K
American Centy Etf TrAVSFShares$3.2M68K
American Centy Etf TrKORPShares$3.2M68K
American Centy Etf TrAVREShares$3.0M69K
Sterling Cap FdsSCNMShares$2.9M115K
First Tr Exchng Traded Fd ViGSEPShares$2.7M72K
Aim Etf Products TrustOCTWShares$2.4M62K
American Centy Etf TrAVXCShares$2.4M35K
Aim Etf Products TrustDECUShares$2.3M87K
Aim Etf Products TrustJANWShares$2.3M62K
American Centy Etf TrAHYBShares$2.3M49K
Aim Etf Products TrustSEPWShares$2.1M67K
American Centy Etf TrAVDVShares$2.0M20K
Aim Etf Products TrustDECWShares$1.8M53K
Simplify Exchange Traded FunSBARShares$1.7M70K
Simplify Exchange Traded FunCTAShares$1.2M41K
Simplify Exchange Traded FunBUCKShares$1.2M50K
Aim Etf Products TrustJULUShares$941K33K
Simplify Exchange Traded FunFOXYShares$880K30K
Aim Etf Products TrustSIXOShares$871K26K
Simplify Exchange Traded FunAGGHShares$855K42K
Ishares TrIWYShares$813K3K
Ishares IncIEMGShares$699K10K
Pimco Etf TrBILZShares$618K6K
Ishares TrIDEVShares$607K7K
Elevation Series TrustQBERShares$562K23K
Simplify Exchange Traded FunSVOLShares$554K36K
Microsoft CorpMSFTShares$547K1K
Ishares TrIWXShares$542K6K
Abrdn FdsAGEMShares$490K12K
Elevation Series TrustONEZShares$474K19K
Elevation Series TrustJANZShares$411K11K
Elevation Series TrustOCTZShares$376K9K
Spdr Series TrustSPYMShares$371K5K
Simplify Exchange Traded FunGAEMShares$289K11K
Ishares TrEFVShares$289K4K
Elevation Series TrustSEPZShares$279K7K
Ishares TrIWSShares$261K2K
Bank New York Mellon CorpBNYShares$258K2K
Ishares TrEFGShares$243K2K
Exxon Mobil CorpXOMShares$242K1K
Elevation Series TrustPAYMShares$232K11K
Capitol Ser TrSCECShares$230K9K
Elevation Series TrustDECZShares$221K6K
Elevation Series TrustAUGZShares$220K5K
Ati IncATIShares$213K1K
Aim Etf Products TrustFLJJShares$191K6K
Eli Lilly & CoLLYShares$186K202
Simplify Exchange Traded FunTUAShares$185K9K
Ishares Gold TrIAUMShares$183K4K
Aim Etf Products TrustSEPUShares$179K6K
Ishares TrIVVShares$174K267
Invesco Qqq TrQQQShares$144K250
Apple IncAAPLShares$137K539
Vanguard Scottsdale FdsVTWOShares$136K1K
Crown Castle IncCCIShares$130K2K
Ishares TrIJRShares$127K1K
Ishares TrSHVShares$123K1K
Aim Etf Products TrustJULWShares$118K3K
Ingersoll Rand IncIRShares$107K1K
Ishares TrAGGShares$101K1K
Quest Diagnostics IncDGXShares$96K491
Global X FdsAIQShares$93K2K
Etf Ser SolutionsMAGAShares$92K2K
Sterling Cap FdsSCEPShares$92K4K
Morgan StanleyMSShares$90K548
Allstate CorpALLShares$89K428
Ishares TrTLTShares$84K966
Ishares TrIWPShares$77K599
Amazon Com IncAMZNShares$76K364
Aim Etf Products TrustDECTShares$76K2K
Sterling Cap FdsSCMCShares$71K3K
Schwab Strategic TrSCHVShares$69K2K
Aim Etf Products TrustSEPTShares$64K2K
Sherwin Williams CoSHWShares$64K199
Ishares TrQUALShares$63K330
Ishares TrIEFAShares$56K622
Invesco Exch Traded Fd Tr IiSPLVShares$56K767
First Tr Exchange-Traded FdFDLShares$51K1K
Invesco Exch Traded Fd Tr IiSPMOShares$48K431
Nvidia CorporationNVDAShares$47K272
Ishares TrIMCGShares$47K592
Capital One Finl CorpCOFShares$46K254
Firstenergy CorpFEShares$46K904
Howmet Aerospace IncHWMShares$44K191
Invesco Exchange Traded Fd TSPHQShares$43K570
Select Sector Spdr TrXLEShares$43K697
Innovator Etfs TrustZSEPShares$42K2K
Rtx CorporationRTXShares$40K208
Boeing CoBAShares$40K200

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.