Networth Advisors, LLC

CIK

2099019

Location

CANONSBURG, PA

Portfolio Value

Micro $3,544,443

Diversification

Diversified

Filing Date

Global Rank

#8,414 / 8,603 ▲ 110 · as of Mar 2026

Top Industry

Software - Infrastructure 18.6%

3Y Alpha vs SPY

-8.0%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.5%

SPY

+9.6%

Annualised alpha

-6.1%

Max drawdown

−10.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

158 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.4%

−7.3 pts

Top 5

39.1%

−10.0 pts

Top 10

56.5%

−13.4 pts

HHI

486

Diversified−334

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.2%	$930,340	26
Financial Services	16.5%	$583,535	29
Industrials	14.1%	$499,890	19
Unclassified	11.5%	$408,060	11
Healthcare	9.9%	$350,966	17
Consumer Cyclical	6.4%	$227,968	13
Real Estate	4.7%	$165,943	4
Basic Materials	3.4%	$122,045	10
Consumer Defensive	2.6%	$93,636	8
Utilities	2.3%	$81,154	10
Communication Services	1.7%	$61,653	6
Energy	0.5%	$19,253	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MS	Morgan Stanley	+534	548	$90,184
ATI	Ati Inc	+333	1,464	$212,953
CSCO	Cisco Systems, Inc.	+246	335	$25,992
PPG	Ppg Industries Inc	+200	204	$21,803
PEP	Pepsico Inc	+200	207	$32,145
YUM	Yum Brands Inc	+200	207	$32,184
LLY	ELI LILLY & Co	+199	202	$185,793
MSFT	Microsoft Corp	+173	1,479	$547,481
VZ	Verizon Communications Inc	+167	644	$32,328
KO	Coca Cola Co	+109	122	$9,278
NEE	Nextera Energy Inc	+96	109	$10,123
PLD	Prologis, Inc.	+87	91	$12,028
CNA	Cna Financial Corp	+76	122	$5,602
PLTR	Palantir Technologies Inc.	+75	132	$19,308
TJX	Tjx Companies Inc /De/	+73	84	$13,414
XEL	Xcel Energy Inc	+71	80	$6,355
AVGO	Broadcom Inc.	+71	84	$25,998
JNJ	Johnson & Johnson	+68	90	$21,999
TXN	Texas Instruments Inc	+60	76	$14,754
ABBV	AbbVie Inc.	+50	56	$12,179
ABT	Abbott Laboratories	+48	67	$6,878
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+46	51	$17,235
JPM	Jpmorgan Chase & Co	+39	52	$15,296
ADI	Analog Devices Inc	+39	42	$13,361
HD	Home Depot, Inc.	+33	94	$30,915
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−366	21	$1,946
IR	Ingersoll Rand Inc.	−314	1,331	$106,639
IAUM	iShares Gold Trust Micro	−213	3,921	$183,110
SPY	Spdr S&P 500 ETF Trust	−69	28	$18,209
MRK	Merck & Co., Inc.	−45	6	$721
CTSH	Cognizant Technology Solutions Corp	−16	72	$4,417
INCY	Incyte Corp	−13	57	$5,364
ITW	Illinois Tool Works Inc	−9	5	$1,301
C	Citigroup Inc	−8	15	$1,701
AMZN	Amazon Com Inc	−7	364	$75,810
PG	PROCTER & GAMBLE Co	−6	8	$1,155
AAPL	Apple Inc.	−5	539	$136,792
CVX	Chevron Corp	−4	3	$620
UNH	Unitedhealth Group Inc	−3	4	$1,082
NVDA	Nvidia Corp	−2	272	$47,436
CRM	Salesforce, Inc.	−2	3	$560
EOG	Eog Resources Inc	−1	11	$1,590
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ALL	Allstate Corp	428	$88,741
COF	Capital One Financial Corp	254	$46,337
RTX	RTX Corp	208	$40,123
IBM	International Business Machines Corp	100	$24,239
WPC	W. P. Carey Inc.	355	$24,125
LOW	Lowes Companies Inc	100	$23,628
CL	Colgate Palmolive Co	200	$17,046
LIN	Linde PLC	27	$13,385
ETN	Eaton Corp plc	33	$11,803
UNP	Union Pacific Corp	39	$9,462
AXP	American Express Co	30	$9,074
ORCL	Oracle Corp	60	$8,826
WFC	Wells Fargo & Company/Mn	100	$7,961
SNA	Snap-on Inc	15	$5,448
UTHR	UNITED THERAPEUTICS Corp	8	$4,743
TROW	Price T Rowe Group Inc	51	$4,597
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
ADSK	Autodesk, Inc.	10	$2,394
SFD	Smithfield Foods Inc	74	$2,069
RJF	Raymond James Financial Inc	12	$1,737
PAG	Penske Automotive Group, Inc.	11	$1,644
NI	Nisource Inc.	26	$1,213
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	26	$7,160
APP	AppLovin Corp	10	$6,738
RNR	Renaissancere Holdings Ltd	22	$6,185
ZTS	Zoetis Inc.	42	$5,284
CDE	Coeur Mining, Inc.	288	$5,135
QCOM	Qualcomm Inc/De	26	$4,447
SO	Southern Co	45	$3,924
DUK	Duke Energy CORP	31	$3,633
MPWR	Monolithic Power Systems Inc	4	$3,625
NSC	Norfolk Southern Corp	12	$3,464
AMP	Ameriprise Financial Inc	6	$2,942
PAYX	Paychex Inc	26	$2,916
RPRX	Royalty Pharma plc	68	$2,627
CMI	Cummins Inc	4	$2,041
BAC	Bank Of America Corp /De/	35	$1,925
HPQ	Hp Inc	86	$1,916
KKR	KKR & Co. Inc.	15	$1,912
PH	Parker-Hannifin Corp	2	$1,757
COST	Costco Wholesale Corp /New	2	$1,724
MPC	Marathon Petroleum Corp	10	$1,626
HOOD	Robinhood Markets, Inc.	13	$1,470
HLT	Hilton Worldwide Holdings Inc.	5	$1,436
ERIE	Erie Indemnity Co	5	$1,433
PCAR	Paccar Inc	13	$1,423
DE	Deere & Co	3	$1,396
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

158 positions · $3,544,443 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 158 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	1,479	+173	$547,481	−13.3%	15.45%
BNY	Bank of New York Mellon Corp Financial Services	Held	2,176	0	$258,138	+2.2%	7.28%
ATI	Ati Inc Industrials	Added	1,464	+333	$212,953	+64.1%	6.01%
LLY	ELI LILLY & Co Healthcare	Added	202	+199	$185,793	+5662.8%	5.24%
IAUM	iShares Gold Trust Micro	Reduced	3,921	-213	$183,110	+3.0%	5.17%
QQQ	Invesco Qqq Trust, Series 1	Added	250	+1	$144,295	−5.7%	4.07%
AAPL	Apple Inc. Technology	Reduced	539	-5	$136,792	−7.5%	3.86%
CCI	Crown Castle Inc. Real Estate	Held	1,593	0	$129,526	−8.5%	3.65%
IR	Ingersoll Rand Inc. Industrials	Reduced	1,331	-314	$106,639	−18.2%	3.01%
DGX	Quest Diagnostics Inc Healthcare	Held	491	0	$96,226	+12.9%	2.71%
MS	Morgan Stanley Financial Services	Added	548	+534	$90,184	+3529.1%	2.54%
ALL	Allstate Corp Financial Services	NEW	428	NEW	$88,741	NEW	2.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	364	-7	$75,810	−11.5%	2.14%
SHW	Sherwin Williams Co Basic Materials	Added	199	+21	$63,789	+10.6%	1.80%
NVDA	Nvidia Corp Technology	Reduced	272	-2	$47,436	−7.2%	1.34%
COF	Capital One Financial Corp Financial Services	NEW	254	NEW	$46,337	NEW	1.31%
FE	Firstenergy Corp Utilities	Held	904	0	$45,796	+13.2%	1.29%
HWM	Howmet Aerospace Inc. Industrials	Held	191	0	$44,017	+12.4%	1.24%
RTX	RTX Corp Industrials	NEW	208	NEW	$40,123	NEW	1.13%
BA	Boeing Co Industrials	Held	200	0	$39,806	−8.3%	1.12%
GLD	Spdr Gold Trust	Added	86	+1	$37,004	+9.8%	1.04%
VZ	Verizon Communications Inc Communication Services	Added	644	+167	$32,328	+66.4%	0.91%
YUM	Yum Brands Inc Consumer Cyclical	Added	207	+200	$32,184	+2942.0%	0.91%
PEP	Pepsico Inc Consumer Defensive	Added	207	+200	$32,145	+3101.7%	0.91%
HD	Home Depot, Inc. Consumer Cyclical	Added	94	+33	$30,915	+47.3%	0.87%
AVGO	Broadcom Inc. Technology	Added	84	+71	$25,998	+477.9%	0.73%
CSCO	Cisco Systems, Inc. Technology	Added	335	+246	$25,992	+279.2%	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Added	80	+33	$24,863	+73.1%	0.70%
IBM	International Business Machines Corp Technology	NEW	100	NEW	$24,239	NEW	0.68%
WPC	W. P. Carey Inc. Real Estate	NEW	355	NEW	$24,125	NEW	0.68%
LOW	Lowes Companies Inc Consumer Cyclical	NEW	100	NEW	$23,628	NEW	0.67%
PRMB	Primo Brands Corp Consumer Defensive	Held	1,192	0	$22,445	+15.2%	0.63%
JNJ	Johnson & Johnson Healthcare	Added	90	+68	$21,999	+383.3%	0.62%
PPG	Ppg Industries Inc Basic Materials	Added	204	+200	$21,803	+5230.8%	0.62%
TSLA	Tesla, Inc. Consumer Cyclical	Held	57	0	$21,189	−17.3%	0.60%
PLTR	Palantir Technologies Inc. Technology	Added	132	+75	$19,308	+90.6%	0.54%
SPY	Spdr S&P 500 ETF Trust	Reduced	28	-69	$18,209	−72.5%	0.51%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	51	+46	$17,235	+1034.6%	0.49%
CL	Colgate Palmolive Co Consumer Defensive	NEW	200	NEW	$17,046	NEW	0.48%
JPM	Jpmorgan Chase & Co Financial Services	Added	52	+39	$15,296	+265.2%	0.43%
TXN	Texas Instruments Inc Technology	Added	76	+60	$14,754	+431.7%	0.42%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	84	+73	$13,414	+694.2%	0.38%
LIN	Linde PLC Basic Materials	NEW	27	NEW	$13,385	NEW	0.38%
ADI	Analog Devices Inc Technology	Added	42	+39	$13,361	+1543.4%	0.38%
ABBV	AbbVie Inc. Healthcare	Added	56	+50	$12,179	+789.0%	0.34%
PLD	Prologis, Inc. Real Estate	Added	91	+87	$12,028	+2258.4%	0.34%
ETN	Eaton Corp plc Industrials	NEW	33	NEW	$11,803	NEW	0.33%
B	Barrick Mining Corp Basic Materials	Held	280	0	$11,421	−6.3%	0.32%
COP	Conocophillips Energy	Held	86	0	$11,352	+41.0%	0.32%
TT	Trane Technologies plc Industrials	Added	26	+22	$10,835	+596.3%	0.31%