Networth Advisors, Llc Portfolio Stock Holdings

Networth Advisors, Llc disclosed 381 stock positions valued at approximately $141.5 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.

Report Period
March 31, 2026
No. of Stocks
381
Portfolio Value
$141.5M
Holdings by Sector
Networth Advisors, Llc Portfolio Holdings in Q1 2026

328 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AMERICAN CENTY ETF TRAVLCOther13.30%242,663+3,491+1.46%$18,818,516
AMERICAN CENTY ETF TRAVIGOther7.80%265,689+11,495+4.52%$11,036,721
AMERICAN CENTY ETF TRAVLVOther5.74%100,736+2,191+2.22%$8,120,329
AMERICAN CENTY ETF TRQGROOther5.70%76,753+1,754+2.34%$8,061,368
AMERICAN CENTY ETF TRFLVOther5.43%100,255+3,312+3.42%$7,688,075
AMERICAN CENTY ETF TRFDGOther3.09%38,310+1,090+2.93%$4,369,256
AMERICAN CENTY ETF TRAVDEOther2.64%44,023+3,685+9.14%$3,734,911
AMERICAN CENTY ETF TRAVSCOther2.58%58,615+641+1.11%$3,651,714
VANGUARD INDEX FDSVOOOther2.33%5,509-812-12.85%$3,291,877
AMERICAN CENTY ETF TRQINTOther2.26%48,961+3,695+8.16%$3,204,008
AMERICAN CENTY ETF TRAVSFOther2.26%68,271+2,636+4.02%$3,195,083
AMERICAN CENTY ETF TRKORPOther2.23%67,715+3,419+5.32%$3,156,196
AMERICAN CENTY ETF TRAVREOther2.13%68,573+3,069+4.69%$3,018,583
FIRST TR EXCHNG TRADED FD VIGSEPOther1.93%71,568-692-0.96%$2,727,456
AIM ETF PRODUCTS TRUSTOCTWOther1.70%62,413-1,352-2.12%$2,401,028
AIM ETF PRODUCTS TRUSTJANWOther1.60%62,030-766-1.22%$2,262,854
AIM ETF PRODUCTS TRUSTSEPWOther1.49%66,853-966-1.42%$2,111,793
AMERICAN CENTY ETF TRAVDVOther1.40%19,830+464+2.40%$1,980,224
AIM ETF PRODUCTS TRUSTDECWOther1.26%53,233-613-1.14%$1,778,515
SIMPLIFY EXCHANGE TRADED FUNCTAOther0.87%40,532+5,857+16.89%$1,224,877
SIMPLIFY EXCHANGE TRADED FUNBUCKOther0.84%50,491+9,268+22.48%$1,186,791
AIM ETF PRODUCTS TRUSTSIXOOther0.62%25,793-856-3.21%$871,288
SIMPLIFY EXCHANGE TRADED FUNAGGHOther0.60%41,992+9,528+29.35%$854,537
ISHARES TRIWYOther0.57%3,269-142-4.16%$813,458
ISHARES INCIEMGOther0.49%10,028-835-7.69%$699,431
PIMCO ETF TRBILZOther0.44%6,124-4,472-42.20%$618,351
ISHARES TRIDEVOther0.43%7,263-984-11.93%$606,944
SIMPLIFY EXCHANGE TRADED FUNSVOLOther0.39%36,115+6,174+20.62%$554,004
MICROSOFT CORPMSFTTechnology0.39%1,479+173+13.25%$547,481
ISHARES TRIWXOther0.38%5,849-386-6.19%$542,027
SPDR SERIES TRUSTSPLGOther0.26%4,847-372-7.13%$370,954
ISHARES TREFVOther0.20%3,881-386-9.05%$288,552
ISHARES TRIWSOther0.18%1,791-96-5.09%$261,020
BANK NEW YORK MELLON CORPBKFinancial Services0.18%2,176--$258,139
ISHARES TREFGOther0.17%2,183-254-10.42%$243,121
EXXON MOBIL CORPXOMEnergy0.17%1,428+244+20.61%$242,274
ATI INCATIIndustrials0.15%1,464+333+29.44%$212,953
ELI LILLY & COLLYHealthcare0.13%202+199+6633.33%$185,794
SIMPLIFY EXCHANGE TRADED FUNTUAOther0.13%8,763-1,101-11.16%$184,894
ISHARES GOLD TRIAUMOther0.13%3,921-213-5.15%$183,111
ISHARES TRIVVOther0.12%267-25-8.56%$174,407
INVESCO QQQ TRQQQOther0.10%250+1+0.40%$144,171
APPLE INCAAPLTechnology0.10%539-5-0.92%$136,793
VANGUARD SCOTTSDALE FDSVTWOOther0.10%1,359-46-3.27%$136,131
CROWN CASTLE INCCCIReal Estate0.09%1,593--$129,527
ISHARES TRIJROther0.09%1,023+692+209.06%$127,169
ISHARES TRSHVOther0.09%1,112+960+631.58%$122,754
AIM ETF PRODUCTS TRUSTJULWOther0.08%3,049-274-8.25%$118,337
INGERSOLL RAND INCIRIndustrials0.08%1,331-314-19.09%$106,640
ISHARES TRAGGOther0.07%1,018-539-34.62%$101,057
QUEST DIAGNOSTICS INCDGXHealthcare0.07%491--$96,226
GLOBAL X FDSAIQOther0.07%1,985-463-18.91%$92,640
MORGAN STANLEYMSFinancial Services0.06%548+534+3814.29%$90,184
ALLSTATE CORPALLFinancial Services0.06%428+428+100.00%$88,742
ISHARES TRTLTOther0.06%966+34+3.65%$83,743
ISHARES TRIWPOther0.05%599+109+22.24%$76,744
AMAZON COM INCAMZNConsumer Cyclical0.05%364-7-1.89%$75,810
AIM ETF PRODUCTS TRUSTDECTOther0.05%2,126-2-0.09%$75,579
SCHWAB STRATEGIC TRSCHVOther0.05%2,253+2,253+100.00%$68,717
SHERWIN WILLIAMS COSHWBasic Materials0.05%199+21+11.80%$63,789
ISHARES TRQUALOther0.04%330-102-23.61%$63,271
ISHARES TRIEFAOther0.04%622+247+65.87%$56,310
INVESCO EXCH TRADED FD TR IISPLVOther0.04%767+767+100.00%$56,098
FIRST TR EXCHANGE-TRADED FDFDLOther0.04%1,007+1,007+100.00%$51,156
INVESCO EXCH TRADED FD TR IISPMOOther0.03%431+431+100.00%$48,319
NVIDIA CORPORATIONNVDATechnology0.03%272-2-0.73%$47,437
ISHARES TRIMCGOther0.03%592+3+0.51%$46,632
CAPITAL ONE FINL CORPCOFFinancial Services0.03%254+254+100.00%$46,337
FIRSTENERGY CORPFEUtilities0.03%904--$45,797
HOWMET AEROSPACE INCHWMIndustrials0.03%191--$44,018
INVESCO EXCHANGE TRADED FD TSPHQOther0.03%570+570+100.00%$42,858
SELECT SECTOR SPDR TRXLEOther0.03%697+457+190.42%$42,698
RTX CORPORATIONRTXIndustrials0.03%208+208+100.00%$40,123
BOEING COBAIndustrials0.03%200--$39,806
SCHWAB STRATEGIC TRSCHCOther0.03%835+835+100.00%$39,028
SPDR SERIES TRUSTBILOther0.03%412+412+100.00%$37,756
ISHARES TRITAOther0.03%172--$37,625
SCHWAB STRATEGIC TRFNDFOther0.03%767+767+100.00%$37,529
SPDR GOLD TRGLDOther0.03%86+1+1.18%$37,005
VERIZON COMMUNICATIONS INCVZCommunication Services0.02%644+167+35.01%$32,329
YUM BRANDS INCYUMConsumer Cyclical0.02%207+200+2857.14%$32,184
PEPSICO INCPEPConsumer Defensive0.02%207+200+2857.14%$32,145
HOME DEPOT INCHDConsumer Cyclical0.02%94+33+54.10%$30,916
ISHARES TRIWFOther0.02%68--$28,995
PIMCO ETF TRMINTOther0.02%275-106-27.82%$27,657
ISHARES TRITOTOther0.02%187-58-23.67%$26,634
ISHARES TRICSHOther0.02%522-8-1.51%$26,424
BROADCOM INCAVGOTechnology0.02%84+71+546.15%$25,999
CISCO SYS INCCSCOTechnology0.02%335+246+276.40%$25,993
RBB FD INCXBILOther0.02%512--$25,615
ISHARES TRIJHOther0.02%377-51-11.92%$25,459
PIMCO ETF TRPYLDOther0.02%959-331-25.66%$25,126
MCDONALDS CORPMCDConsumer Cyclical0.02%80+33+70.21%$24,863
VANGUARD INDEX FDSVTVOther0.02%124+51+69.86%$24,329
INTERNATIONAL BUSINESS MACHSIBMTechnology0.02%100+100+100.00%$24,239
WP CAREY INCWPCReal Estate0.02%355+355+100.00%$24,126
LOWES COS INCLOWConsumer Cyclical0.02%100+100+100.00%$23,628
ISHARES TRIXUSOther0.02%271-27-9.06%$23,479
VANGUARD SCOTTSDALE FDSVGITOther0.02%379+342+924.32%$22,569
SIMPLIFY EXCHANGE TRADED FUNSPDOther0.02%619-76-10.94%$22,521
Networth Advisors, Llc Portfolio Stock Holdings | InsiderSet