StockDriftsStockDriftsTop 50 AdvisorNet Financial, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES S&P 500 INDEX | 5.11% | 149.5K | $112.0M | +4.27%(+6.13K) | $551.82(+41.16%) | 2026-06-30 | |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 2.21% | 933.9K | $48.3M | -11.87%(-125.75K) | $37.19(+44.43%) | 2026-06-30 | |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 1.98% | 1.16M | $43.3M | +0.86%(+9.94K) | $26.57(+47.98%) | 2026-06-30 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 1.9% | 821.1K | $41.5M | +2.38%(+19.11K) | $50.52(-0.04%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 1.8% | 1.14M | $39.5M | +2.66%(+29.58K) | $25.09(+40.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.72% | 130.3K | $37.7M | +10.41%(+12.28K) | $101.50(+200.86%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1.64% | 502.9K | $35.8M | +1.76%(+8.72K) | $51.70(+43.14%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 1.56% | 395.3K | $34.0M | +12.28%(+43.22K) | $57.98(+53.80%) | 2026-06-30 | |
| AGG | ISHARES AGGREGATE BOND ETF | 1.55% | 342.5K | $33.9M | +1.27%(+4.28K) | $99.37(-1.98%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID CAP ETF | 1.52% | 432.6K | $33.4M | +13.45%(+51.30K) | $60.39(+30.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.07% | +52.37% | +7.94% | +46.52% |
| Top 20 Holdings Unweighted | +14.79% | +51.26% | +7.99% | +46.84% |
AdvisorNet Financial, Inc reports $2.19B in US-listed equity holdings across 2,266 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.1%), DFAU (2.2%) and DFIC (2.0%). The top 20 holdings account for 33.61% of reported assets. Its disclosed equity book has returned +52.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from AdvisorNet Financial, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1409362). View AdvisorNet Financial, Inc’s 13F filings on SEC