StockDriftsStockDriftsTop 50 Advisornet Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.46% | 156.0K | $120.6M | +4.33%(+6.47K) | $560.34(+37.42%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.2% | 968.8K | $48.7M | +18.00%(+147.77K) | $50.51(-0.35%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.15% | 138.3K | $47.4M | +6.14%(+8.01K) | $113.64(+201.79%) | 2026-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.06% | 860.8K | $45.5M | -7.83%(-73.09K) | $37.19(+41.80%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2% | 1.18M | $44.1M | +1.63%(+18.87K) | $26.74(+40.33%) | 2026-09-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.79% | 1.20M | $39.6M | +5.17%(+59.01K) | $25.55(+27.61%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 1.79% | 439.2K | $39.5M | +11.10%(+43.88K) | $60.66(+46.41%) | 2026-09-30 | |
| PVAL | PUTNAM ETF TRUST | 1.77% | 725.6K | $39.1M | +16.07%(+100.46K) | $43.27(+24.43%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.64% | 524.0K | $36.3M | +4.19%(+21.08K) | $52.50(+32.12%) | 2026-09-30 | |
| IJH | ISHARES TR | 1.55% | 474.4K | $34.3M | +9.67%(+41.83K) | $61.64(+17.43%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.55% | +58.33% | +8.40% | +49.68% |
| Top 20 Holdings Unweighted | +16.55% | +58.31% | +8.42% | +49.81% |
Advisornet Financial INC reports $2.21B in US-listed equity holdings across 668 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.5%), JPST (2.2%) and AAPL (2.1%). The top 20 holdings account for 35.92% of reported assets. Its disclosed equity book has returned +58.33% on a three-year cumulative basis. Figures reflect the Q3 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