Universe · entity
AdvisorNet Financial, Inc
Institutional manager (13F) · CIK 1409362
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES S&P 500 INDEX | $94M | 143,394 |
| 2 | DIMENSIONAL US CORE EQUITY MARKET ETF | $48M | 1,059,654 |
| 3 | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $41M | 1,151,149 |
| 4 | JPMORGAN ULTRA-SHORT INCOME ETF | $41M | 801,965 |
| 5 | ISHARES AGGREGATE BOND ETF | $34M | 338,179 |
| 6 | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $33M | 1,111,629 |
| 7 | VANGUARD FTSE DEVELOPED MARKETS ETF | $32M | 494,179 |
| 8 | APPLE INC | $30M | 118,039 |
| 9 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $27M | 701,850 |
| 10 | PUTNAM FOCUSED LARGE CAP VALUE ETF | $26M | 564,219 |
| 11 | VANGUARD TOTAL STOCK MARKET ETF | $26M | 81,346 |
| 12 | SPDR GOLD ETF | $26M | 60,374 |
| 13 | ISHARES CORE S&P MID CAP ETF | $26M | 381,275 |
| 14 | VANGUARD GROWTH ETF | $26M | 58,677 |
| 15 | SCHWAB US DIVIDEND EQUITY ETF | $25M | 806,239 |
| 16 | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $24M | 688,384 |
| 17 | MICROSOFT | $23M | 62,200 |
| 18 | NVIDIA CORPORATION COM | $23M | 130,947 |
| 19 | VANGUARD FTSE EMERGING MARKETS ETF | $23M | 421,090 |
| 20 | ANFIELD UNIVERSAL FIXED INCOME ETF | $22M | 2,336,249 |
| 21 | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $22M | 258,999 |
| 22 | SPDR S&P 500 ETF | $20M | 30,063 |
| 23 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $19M | 130,154 |
| 24 | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $19M | 172,526 |
| 25 | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $19M | 248,457 |
| 26 | CAPITAL GROUP GROWTH ETF | $19M | 471,321 |
| 27 | SCHWAB SHORT TERM US TREASURY ETF | $19M | 780,153 |
| 28 | VANGUARD S&P 500 ETF | $19M | 31,158 |
| 29 | DIMENSIONAL U.S. SMALL CAP ETF | $18M | 258,255 |
| 30 | JPMORGAN EQUITY PREMIUM INCOME ETF | $18M | 321,993 |
| 31 | VANGUARD MID CAP | $18M | 62,756 |
| 32 | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $18M | 419,077 |
| 33 | CAPITAL GROUP CORE BOND ETF | $18M | 678,524 |
| 34 | VANGUARD TOTAL BOND MARKET ETF | $16M | 220,500 |
| 35 | VANGUARD S&P SMALL-CAP 600 ETF | $16M | 140,292 |
| 36 | PGIM AAA CLO ETF | $16M | 304,061 |
| 37 | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $15M | 161,029 |
| 38 | Invesco QQQ Trust | $13M | 22,923 |
| 39 | ISHARES 1-3 YR TREASURY BOND ETF | $13M | 152,478 |
| 40 | ISHARES MSCI EAFE ETF | $12M | 127,762 |
| 41 | AMAZON.COM INC | $12M | 58,015 |
| 42 | CAPITAL GROUP DIVIDEND VALUE ETF | $12M | 280,562 |
| 43 | DIMENSIONAL US SMALL CAP VALUE ETF | $12M | 337,032 |
| 44 | VANGUARD SMALL CAP ETF | $10M | 39,546 |
| 45 | JPMORGAN CHASE & CO COM | $10M | 34,698 |
| 46 | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $10M | 341,835 |
| 47 | ESSENTIAL UTILS INC COM | $9M | 232,652 |
| 48 | DIMENSIONAL US HIGH PROFITABILITY ETF | $9M | 251,920 |
| 49 | ISHARES GOLD TRUST ETF | $9M | 99,684 |
| 50 | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $9M | 79,238 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.