CIK 1409362
AdvisorNet Financial, Inc
Institutional 13F holdings & portfolio
Holdings
2,219
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,219
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES S&P 500 INDEX | 135K | $1M+ | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 921K | $1M+ | SH |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 1.1M | $1M+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 742K | $1M+ | SH |
| AGG | ISHARES AGGREGATE BOND ETF | 332K | $1M+ | SH |
| AAPL | APPLE INC | 120K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 1.1M | $1M+ | SH |
| MSFT | MICROSOFT | 63K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 474K | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 687K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 77K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 135K | $1M+ | SH |
| GLD | SPDR GOLD ETF | 63K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 334K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 50K | $1M+ | SH |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | 528K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 861K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 518K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 404K | $1M+ | SH |
| AFIF | ANFIELD UNIVERSAL FIXED INCOME ETF | 2.3M | $1M+ | SH |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 649K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID CAP ETF | 313K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 30K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 142K | $1M+ | SH |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 245K | $1M+ | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 285K | $1M+ | SH |
| SCHO | SCHWAB SHORT TERM US TREASURY ETF | 790K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 222K | $1M+ | SH |
| VO | VANGUARD MID CAP | 59K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 27K | $1M+ | SH |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 153K | $1M+ | SH |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 423K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 285K | $1M+ | SH |
| QQQ | Invesco QQQ Trust | 24K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 59K | $1M+ | SH |
| PAAA | PGIM AAA CLO ETF | 258K | $1M+ | SH |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | 117K | $1M+ | SH |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | 150K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 35K | $1M+ | SH |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 119K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 111K | $1M+ | SH |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 323K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 87K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 16K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 236K | $1M+ | SH |
| VB | VANGUARD SMALL CAP ETF | 38K | $1M+ | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 157K | $1M+ | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 76K | $1M+ | SH |
| WTRG | ESSENTIAL UTILS INC COM | 233K | $1M+ | SH |
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 235K | $1M+ | SH |