Networth Advisors, LLC
Q3 2026 13F-HR Holdings
Net value change ($000)
+1,985
(1.2%)
New positions
35
Sold out positions
21
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q2 2026
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)
| HARDING LOEVNER FDS INC | 804 | NEW |
| PAYM | 511 | 172.1% |
| JUNP | 428 | NEW |
| FLV | 344 | 3.9% |
| AVDV | 286 | 11.1% |
| AVDE | 276 | 4.7% |
| AVLC | 276 | 1.2% |
| STERLING CAP FDS | 229 | NEW |
| XOM | 228 | NEW |
| FIRST TR EXCHANGE-TRADED FD | 219 | NEW |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|