AdvisorNet Financial, Inc
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$1.9B
Holdings
2,247
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES S&P 500 INDEX
Q1 2026: Increased +6.2% (135.0k → 143.4k shares)
4.8%
02
$DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
Q1 2026: Increased +15.0% (921.2k → 1.06M shares)
2.5%
03
$DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Q1 2026: Increased +4.6% (1.10M → 1.15M shares)
2.1%
04
$JPST
JPMORGAN ULTRA-SHORT INCOME ETF
Q1 2026: Increased +8.1% (742.2k → 802.0k shares)
2.1%
05
$AGG
ISHARES AGGREGATE BOND ETF
Q1 2026: Increased +2.0% (331.6k → 338.2k shares)
1.7%
06
$CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
Q1 2026: Increased +4.1% (1.07M → 1.11M shares)
1.7%
07
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Q1 2026: Increased +4.3% (474.0k → 494.2k shares)
1.6%
08
$AAPL
APPLE INC
Q1 2026: Sold 1.6% (119.9k → 118.0k shares)
1.6%
09
$DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
Q1 2026: Increased +2.1% (687.2k → 701.9k shares)
1.4%
10
$PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
Q1 2026: Increased +6.8% (528.2k → 564.2k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.