Institutional Fund
Advisornet Financial, Inc
Minnetonka, MNCIK 14093625 filings on record
Portfolio Value
$1.93B
Q1 2026
Holdings
2,251
Reported positions
New Buys
161
Opened this quarter
QoQ Change
+2.9%
from $1.88B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.8%
- Dimensional ETF Trust2.5%
- Dimensional ETF Trust2.1%
- J P Morgan Exchange Traded F2.1%
- Ishares Tr1.7%
- Capital Group Intl Focus Eqt1.7%
- Other85.0%
Portfolio Holdings
2,251 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 143.4K | $93.67M | 4.8% | +8.4K | Added |
| 2 | Dimensional ETF Trust | 1.06M | $47.81M | 2.5% | +138.5K | Added |
| 3 | Dimensional ETF Trust | 1.15M | $40.90M | 2.1% | +50.4K | Added |
| 4 | J P Morgan Exchange Traded F | 802.0K | $40.59M | 2.1% | +59.8K | Added |
| 5 | Ishares Tr | 338.2K | $33.57M | 1.7% | +6.6K | Added |
| 6 | Capital Group Intl Focus Eqt | 1.11M | $32.78M | 1.7% | +43.5K | Added |
| 7 | Vanguard Tax-Managed Fds | 494.2K | $31.67M | 1.6% | +20.2K | Added |
| 8 | Apple Inc | 118.0K | $29.96M | 1.6% | −1.9K | Reduced |
| 9 | Dimensional ETF Trust | 701.9K | $27.27M | 1.4% | +14.6K | Added |
| 10 | Putnam ETF Trust | 564.2K | $26.18M | 1.4% | +36.0K | Added |
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