Networth Advisors, LLC
Filing Date
Global Rank
#3,125
/ 3,203
▲ 5300
Top Industry
Semiconductors
11.1%
3Y Alpha vs SPY
+0.7%
Period ended 30 days ago
Filed Jul 22, 2026 · 8d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+7.6%
SPY
+7.3%
Annualised alpha
+0.7%
Max drawdown
−8.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
145 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.9%
−6.5 pts
Top 5
30.7%
−7.5 pts
Top 10
50.2%
−6.5 pts
HHI
352
Diversified−115
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.5% | $1,052,887 |
| Financial Services | 18.1% | $718,901 |
| Healthcare | 15.3% | $608,800 |
| Industrials | 13.9% | $553,206 |
| Unclassified | 9.3% | $370,269 |
| Consumer Cyclical | 6.9% | $273,030 |
| Basic Materials | 2.8% | $109,948 |
| Consumer Defensive | 2.4% | $94,282 |
| Communication Services | 2.0% | $80,918 |
| Utilities | 1.5% | $61,572 |
| Energy | 1.3% | $51,148 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | +1,100 | 1,232 | $143,737 | |
| PNC | Pnc Financial Services Group, Inc. | +390 | 430 | $105,874 | |
| DIS | Walt Disney Co | +300 | 400 | $38,500 | |
| AMD | Advanced Micro Devices Inc | +282 | 333 | $193,443 | |
| AVGO | Broadcom Inc. | +271 | 355 | $134,101 | |
| EOG | Eog Resources Inc | +202 | 213 | $27,632 | |
| HD | Home Depot, Inc. | +154 | 248 | $87,464 | |
| IBIT | iShares Bitcoin Trust ETF | +98 | 149 | $4,960 | |
| TMO | Thermo Fisher Scientific Inc. | +85 | 89 | $44,621 | |
| NKE | NIKE, Inc. | +58 | 70 | $2,873 | |
| PFE | Pfizer Inc | +37 | 51 | $1,228 | |
| CVX | Chevron Corp | +15 | 18 | $2,983 | |
| MRK | Merck & Co., Inc. | +10 | 16 | $2,056 | |
| FSSL | FS Specialty Lending Fund | +6 | 496 | $5,530 | |
| GLDM | World Gold Trust | +5 | 26 | $2,064 | |
| CL | Colgate Palmolive Co | +1 | 201 | $18,427 | |
| COF | Capital One Financial Corp | +1 | 255 | $51,158 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAUM | iShares Gold Trust Micro | −1,116 | 2,805 | $112,228 | |
| MSFT | Microsoft Corp | −1,030 | 449 | $167,485 | |
| CSCO | Cisco Systems, Inc. | −212 | 123 | $14,447 | |
| NVDA | Nvidia Corp | −129 | 143 | $28,612 | |
| IR | Ingersoll Rand Inc. | −111 | 1,220 | $100,027 | |
| TJX | Tjx Companies Inc /De/ | −73 | 11 | $1,666 | |
| TXN | Texas Instruments Inc | −72 | 4 | $1,192 | |
| RTX | RTX Corp | −68 | 140 | $26,562 | |
| JNJ | Johnson & Johnson | −64 | 26 | $6,603 | |
| CTSH | Cognizant Technology Solutions Corp | −55 | 17 | $658 | |
| ABBV | AbbVie Inc. | −50 | 6 | $1,509 | |
| JPM | Jpmorgan Chase & Co | −46 | 6 | $1,963 | |
| MS | Morgan Stanley | −45 | 503 | $105,147 | |
| TROW | Price T Rowe Group Inc | −39 | 12 | $1,364 | |
| MCD | Mcdonalds Corp | −33 | 47 | $12,704 | |
| ADI | Analog Devices Inc | −24 | 18 | $7,149 | |
| SNX | Td Synnex Corp | −10 | 28 | $7,485 | |
| SHW | Sherwin Williams Co | −9 | 190 | $65,420 | |
| PFGC | Performance Food Group Co | −9 | 34 | $3,800 | |
| META | Meta Platforms, Inc. | −9 | 4 | $2,253 | |
| ADSK | Autodesk, Inc. | −6 | 4 | $777 | |
| QQQ | Invesco Qqq Trust, Series 1 | −5 | 245 | $180,418 | |
| MU | Micron Technology Inc | −4 | 21 | $24,240 | |
| NI | Nisource Inc. | −4 | 22 | $1,046 | |
| INCY | Incyte Corp | −3 | 54 | $6,121 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABCL | AbCellera Biologics Inc. | 22,526 | $176,829 | |
| GRAB | Grab Holdings Ltd | 29,499 | $111,211 | |
| SPCX | Space Exploration Technologies Corp | 105 | $17,940 | |
| QCOM | Qualcomm Inc/De | 37 | $6,837 | |
| KMB | Kimberly Clark Corp | 62 | $6,805 | |
| HPQ | Hp Inc | 296 | $6,494 | |
| CI | Cigna Group | 22 | $6,064 | |
| FTI | TechnipFMC plc | 80 | $5,304 | |
| ADBE | Adobe Inc. | 25 | $5,125 | |
| BG | Bunge Global SA | 48 | $5,123 | |
| UPS | United Parcel Service Inc | 41 | $4,407 | |
| LITE | Lumentum Holdings Inc. | 5 | $4,290 | |
| ES | Eversource Energy | 55 | $3,974 | |
| ZTS | Zoetis Inc. | 54 | $3,880 | |
| RPRX | Royalty Pharma plc | 69 | $3,868 | |
| EXEL | Exelixis, Inc. | 68 | $3,699 | |
| WRB | Berkley W R Corp | 16 | $1,128 | |
| TTC | Toro Co | 11 | $1,071 | |
| WMB | Williams Companies, Inc. | 13 | $966 | |
| NFG | National Fuel Gas Co | 11 | $849 | |
| PTC | Ptc Inc. | 7 | $795 | |
| SOUN | Soundhound Ai, Inc. | 100 | $647 | |
| HONA | Honeywell Aerospace Inc. | 2 | $441 | |
| AMIX | Autonomix Medical, Inc. | 1 | $6 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 1,428 | $242,274 | |
| CCI | Crown Castle Inc. | 1,593 | $129,526 | |
| WPC | W. P. Carey Inc. | 355 | $24,125 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 51 | $17,235 | |
| LIN | Linde PLC | 27 | $13,385 | |
| PLD | Prologis, Inc. | 91 | $12,028 | |
| ETN | Eaton Corp plc | 33 | $11,803 | |
| TT | Trane Technologies plc | 26 | $10,835 | |
| BLK | BlackRock, Inc. | 11 | $10,578 | |
| NEE | Nextera Energy Inc | 109 | $10,123 | |
| UNP | Union Pacific Corp | 39 | $9,462 | |
| KO | Coca Cola Co | 122 | $9,278 | |
| AXP | American Express Co | 30 | $9,074 | |
| ORCL | Oracle Corp | 60 | $8,826 | |
| CB | Chubb Ltd | 23 | $7,496 | |
| ABT | Abbott Laboratories | 67 | $6,878 | |
| XEL | Xcel Energy Inc | 80 | $6,355 | |
| MCK | Mckesson Corp | 7 | $6,057 | |
| PPC | Pilgrims Pride Corp | 154 | $5,815 | |
| UTHR | UNITED THERAPEUTICS Corp | 8 | $4,743 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 26 | $4,509 | |
| ADP | Automatic Data Processing Inc | 22 | $4,469 | |
| RSG | Republic Services, Inc. | 18 | $3,942 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | 51 | $3,197 | |
| XYL | Xylem Inc. | 25 | $2,987 | |
| No positions match the current search. | ||||
145 tracked positions ·
$3,974,961 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 145 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 2,176 | $314,671 | 7.92% | |
| ATI |
Ati Inc
Industrials
|
Held | 1,464 | $288,554 | 7.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 202 | $242,284 | 6.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 333 | $193,443 | 4.87% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 245 | $180,418 | 4.54% | |
| ABCL |
AbCellera Biologics Inc.
Healthcare
|
NEW | 22,526 | $176,829 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 449 | $167,485 | 4.21% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 537 | $155,386 | 3.91% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,232 | $143,737 | 3.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 355 | $134,101 | 3.37% | |
| IAUM |
iShares Gold Trust Micro
|
Reduced | 2,805 | $112,228 | 2.82% | |
| GRAB |
Grab Holdings Ltd
Technology
|
NEW | 29,499 | $111,211 | 2.80% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 430 | $105,874 | 2.66% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 503 | $105,147 | 2.65% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Held | 491 | $104,067 | 2.62% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 427 | $101,600 | 2.56% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
Reduced | 1,220 | $100,027 | 2.52% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 248 | $87,464 | 2.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 363 | $86,517 | 2.18% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 190 | $65,420 | 1.65% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Held | 191 | $51,352 | 1.29% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 255 | $51,158 | 1.29% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 89 | $44,621 | 1.12% | |
| BA |
Boeing Co
Industrials
|
Held | 200 | $43,294 | 1.09% | |
| FE |
Firstenergy Corp
Utilities
|
Held | 904 | $42,976 | 1.08% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 400 | $38,500 | 0.97% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 207 | $33,091 | 0.83% | |
| GLD |
Spdr Gold Trust
|
Held | 86 | $31,680 | 0.80% | |
| PRMB |
Primo Brands Corp
Consumer Defensive
|
Held | 1,192 | $29,132 | 0.73% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 143 | $28,612 | 0.72% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 100 | $28,121 | 0.71% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 207 | $28,027 | 0.71% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 213 | $27,632 | 0.70% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 644 | $27,266 | 0.69% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 140 | $26,562 | 0.67% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Held | 204 | $24,743 | 0.62% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 21 | $24,240 | 0.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 56 | $23,553 | 0.59% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 100 | $22,049 | 0.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 28 | $20,909 | 0.53% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 201 | $18,427 | 0.46% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 105 | $17,940 | 0.45% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 123 | $14,447 | 0.36% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 47 | $12,704 | 0.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 31 | $11,078 | 0.28% | |
| B |
Barrick Mining Corp
Basic Materials
|
Held | 280 | $10,284 | 0.26% | |
| COP |
Conocophillips
Energy
|
Held | 86 | $8,940 | 0.22% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 100 | $8,264 | 0.21% | |
| SNX |
Td Synnex Corp
Technology
|
Reduced | 28 | $7,485 | 0.19% | |
| SLV |
iShares Silver Trust
|
Held | 138 | $7,378 | 0.19% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.