Networth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
381
Total value ($000)
$141,476
Net value change ($000)
+5,982 (4.4%)
New positions
63
Sold out positions
67
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STERLING CAP NATL MB ETF 2,859 NEW
AVMC 716 5.9%
AVLV 653 8.7%
AVXC 414 21.2%
AVDE 414 12.5%
FOXY 408 86.4%
AVIG 380 3.6%
OCTZ 357 1878.9%
FLV 343 4.7%
SBAR 310 22.1%
Top Reduces (Value $000, Stocks/ETFs)
QBER -836 -59.8%
VOO -672 -17.0%
QGRO -528 -6.1%
MUB -493 -98.0%
HIGH -478 -100.0%
BILZ -450 -42.1%
FDG -352 -7.5%
IWY -132 -14.0%
DECU -97 -4.0%
VGSH -87 -87.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type