Networth Advisors, LLC

CIK

2099019

Location

CANONSBURG, PA

Portfolio Value

Micro $3,787,208

Diversification

Diversified

Filing Date

Global Rank

#8,388 / 8,586 ▲ 119

Top Industry

Software - Infrastructure 17.2%

3Y Alpha vs SPY

-15.2%

Period ended 3 months ago

Filed Apr 22, 2026 · 55d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+7.1%

SPY

+11.2%

Annualised alpha

-14.5%

Max drawdown

−8.9%

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

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

Top Position

14.5%

−7.2 pts

Top 5

38.2%

−8.6 pts

Top 10

56.7%

−11.7 pts

HHI

466

Diversified−299

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.6%	$930,340	26
Financial Services	15.4%	$583,627	29
Industrials	13.2%	$500,289	19
Unclassified	10.8%	$408,060	11
Healthcare	9.3%	$350,966	17
Energy	6.9%	$261,527	6
Consumer Cyclical	6.0%	$227,968	13
Real Estate	4.4%	$165,943	4
Basic Materials	3.2%	$122,045	10
Consumer Defensive	2.5%	$93,636	8
Utilities	2.1%	$81,154	10
Communication Services	1.6%	$61,653	6

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
XOM	Exxon Mobil Corp	+244	1,428	$242,274
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
AVGO	Broadcom Inc.	+71	84	$25,998
XEL	Xcel Energy Inc	+71	80	$6,355
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
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

159 positions · $3,787,208 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 159 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CLNE	Clean Energy Fuels Corp. Energy	Held	2	0	$4	0.0%	0.00%
CLF	Cleveland-Cliffs Inc. Basic Materials	Held	1	0	$8	−38.5%	0.00%
AI	C3.ai, Inc. Technology	Held	7	0	$58	−38.3%	0.00%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	1	0	$76	+58.3%	0.00%
RGR	Sturm Ruger & Co Inc Industrials	Held	3	0	$120	+23.7%	0.00%
NLOP	Net Lease Office Properties Real Estate	NEW	23	NEW	$264	NEW	0.01%
SNOW	Snowflake Inc. Technology	Held	2	0	$301	−31.3%	0.01%
A	Agilent Technologies, Inc. Healthcare	Held	3	0	$341	−16.4%	0.01%
PFE	Pfizer Inc Healthcare	Held	14	0	$393	+12.9%	0.01%
UBER	Uber Technologies, Inc Technology	Held	6	0	$431	−12.0%	0.01%
VST	Vistra Corp. Utilities	Held	3	0	$450	−6.8%	0.01%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Held	4	0	$470	+0.2%	0.01%
T	At&T Inc. Communication Services	Held	19	0	$550	+16.8%	0.01%
CRM	Salesforce, Inc. Technology	Reduced	3	-2	$560	−57.7%	0.01%
CVX	Chevron Corp Energy	Reduced	3	-4	$620	−41.8%	0.02%
GXRP	Grayscale XRP Trust ETF	NEW	24	NEW	$624	NEW	0.02%
NKE	NIKE, Inc. Consumer Cyclical	Held	12	0	$633	−17.1%	0.02%
AIZ	Assurant, Inc. Financial Services	NEW	3	NEW	$653	NEW	0.02%
USB	US Bancorp De Financial Services	Held	13	0	$676	−2.5%	0.02%
MRK	Merck & Co., Inc. Healthcare	Reduced	6	-45	$721	−86.6%	0.02%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	15	0	$885	−22.6%	0.02%
MLI	Mueller Industries Inc Industrials	NEW	8	NEW	$886	NEW	0.02%
NG	Novagold Resources Inc Basic Materials	Held	100	0	$898	−3.6%	0.02%
HON	Honeywell International Inc Industrials	Held	4	0	$904	+15.9%	0.02%
TRMB	Trimble Inc. Technology	NEW	14	NEW	$913	NEW	0.02%
INTC	Intel Corp Technology	Held	21	0	$926	+19.6%	0.02%
COR	Cencora, Inc. Healthcare	NEW	3	NEW	$942	NEW	0.02%
GPC	Genuine Parts Co Consumer Cyclical	Held	9	0	$951	−14.0%	0.03%
FTNT	Fortinet, Inc. Technology	Held	12	0	$980	+2.9%	0.03%
MA	Mastercard Inc Financial Services	Held	2	0	$999	−12.4%	0.03%
SCHW	Schwab Charles Corp Financial Services	NEW	11	NEW	$1,033	NEW	0.03%
MTB	M&T Bank Corp Financial Services	NEW	5	NEW	$1,033	NEW	0.03%
CNP	Centerpoint Energy Inc Utilities	Held	24	0	$1,035	+12.5%	0.03%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4	-3	$1,082	−53.2%	0.03%
CINF	Cincinnati Financial Corp Financial Services	NEW	7	NEW	$1,101	NEW	0.03%
TPR	Tapestry, Inc. Consumer Cyclical	Held	8	0	$1,128	+10.4%	0.03%
BWA	Borgwarner Inc Consumer Cyclical	Held	21	0	$1,139	+20.4%	0.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8	-6	$1,155	−42.4%	0.03%
V	Visa Inc. Financial Services	Held	4	0	$1,208	−13.8%	0.03%
NI	Nisource Inc. Utilities	NEW	26	NEW	$1,213	NEW	0.03%
JBHT	Hunt J B Transport Services Inc Industrials	Held	6	0	$1,271	+9.0%	0.03%
ITW	Illinois Tool Works Inc Industrials	Reduced	5	-9	$1,301	−62.3%	0.03%
IEX	Idex Corp /De/ Industrials	Held	7	0	$1,326	+6.5%	0.04%
CSX	Csx Corp Industrials	Held	34	0	$1,395	+13.2%	0.04%
AFL	Aflac Inc Financial Services	Held	13	0	$1,426	−0.5%	0.04%
VTRS	Viatris Inc Healthcare	Held	114	0	$1,540	+8.5%	0.04%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Held	2	0	$1,545	+0.1%	0.04%
EXC	Exelon Corp Utilities	Held	32	0	$1,568	+12.5%	0.04%
EOG	Eog Resources Inc Energy	Reduced	11	-1	$1,590	+26.2%	0.04%
PAG	Penske Automotive Group, Inc. Consumer Cyclical	NEW	11	NEW	$1,644	NEW	0.04%