Networth Advisors, LLC

Est. AUM

$141.5M

13F long equity, this entity only

Positions

381

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	AVANTIS US LARG	$18.8M	242663	13.30%	SOLE
2	AMERICAN CENTY ETF TR	AVANTIS US MID C	$12.9M	178285	9.10%	SOLE
3	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$11.0M	265689	7.80%	SOLE
4	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.1M	100736	5.74%	SOLE
5	AMERICAN CENTY ETF TR	US QUALITY GROW	$8.1M	76753	5.70%	SOLE
6	AMERICAN CENTY ETF TR	FOCUSED LRG CAP	$7.7M	100255	5.43%	SOLE
7	AMERICAN CENTY ETF TR	FOCUSED DYNAMIC	$4.4M	38310	3.09%	SOLE
8	AMERICAN CENTY ETF TR	INTL EQT ETF	$3.7M	44023	2.64%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$3.7M	58615	2.58%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	5509	2.33%	SOLE
11	AMERICAN CENTY ETF TR	QUALITY DIVRSFED	$3.2M	48961	2.26%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$3.2M	68271	2.26%	SOLE
13	AMERICAN CENTY ETF TR	DIVERSIFID CRP	$3.2M	67715	2.23%	SOLE
14	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$3.0M	68573	2.13%	SOLE
15	STERLING CAP FDS	NATIONAL MUNI BD	$2.9M	115016	2.02%	SOLE
16	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$2.7M	71568	1.93%	SOLE
17	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$2.4M	62413	1.70%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$2.4M	34951	1.67%	SOLE
19	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$2.3M	86842	1.63%	SOLE
20	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$2.3M	62030	1.60%	SOLE
21	AMERICAN CENTY ETF TR	SELECT HIGH YIEL	$2.3M	48958	1.59%	SOLE
22	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$2.1M	66853	1.49%	SOLE
23	AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.0M	19830	1.40%	SOLE
24	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$1.8M	53233	1.26%	SOLE
25	SIMPLIFY EXCHANGE TRADED FUN	BARRIER INCOME	$1.7M	69724	1.21%	SOLE
26	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$1.2M	40532	0.87%	SOLE
27	SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$1.2M	50491	0.84%	SOLE
28	AIM ETF PRODUCTS TRUST	ALLIANZIM EQ BUF	$941K	32953	0.67%	SOLE
29	SIMPLIFY EXCHANGE TRADED FUN	CURRENCY STRATEG	$880K	30089	0.62%	SOLE
30	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$871K	25793	0.62%	SOLE
31	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$855K	41992	0.60%	SOLE
32	ISHARES TR	RUS TP200 GR ETF	$813K	3269	0.57%	SOLE
33	ISHARES INC	CORE MSCI EMKT	$699K	10028	0.49%	SOLE
34	PIMCO ETF TR	ULTRA SHORT GOVT	$618K	6124	0.44%	SOLE
35	ISHARES TR	CORE MSCI INTL	$607K	7263	0.43%	SOLE
36	ELEVATION SERIES TRUST	TRUESHARES QUART	$562K	23306	0.40%	SOLE
37	SIMPLIFY EXCHANGE TRADED FUN	VOLATILITY PREM	$554K	36115	0.39%	SOLE
38	MICROSOFT CORP	COM	$547K	1479	0.39%	SOLE
39	ISHARES TR	RUS TP200 VL ETF	$542K	5849	0.38%	SOLE
40	ABRDN FDS	EMERGING MKTS DI	$490K	12080	0.35%	SOLE
41	ELEVATION SERIES TRUST	TRUESHARES SEASO	$474K	18922	0.34%	SOLE
42	ELEVATION SERIES TRUST	TRUESHARES STRCD	$411K	11179	0.29%	SOLE
43	ELEVATION SERIES TRUST	TRUESHARES OCT	$376K	9145	0.27%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$371K	4847	0.26%	SOLE
45	SIMPLIFY EXCHANGE TRADED FUN	GAMMA EMERGING	$289K	11176	0.20%	SOLE
46	ISHARES TR	EAFE VALUE ETF	$289K	3881	0.20%	SOLE
47	ELEVATION SERIES TRUST	TRUESHARES STRUC	$279K	6873	0.20%	SOLE
48	ISHARES TR	RUS MDCP VAL ETF	$261K	1791	0.18%	SOLE
49	BANK NEW YORK MELLON CORP	COM	$258K	2176	0.18%	SOLE
50	ISHARES TR	EAFE GRWTH ETF	$243K	2183	0.17%	SOLE

1–50 of 381

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.