Networth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Networth Advisors, LLC reported 385 stock positions worth $135.5 million. Its top holding was Avantis US LG Cap Eq ETF (AVLC) at 13.9% of the portfolio, followed by Avantis US Mid Cap Eq ETF (AVMC, 9.0%) and Avantis Core Fixed Income (AVIG, 7.9%).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0002099019
- Portfolio Value
- $135.5M (Q4 2025)
- SEC Filing
- 0002099019-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 385 stocks · $135.5M
| AVLC Avantis US LG Cap Eq ETF | 13.88% | 239,172 | $18.8M | — |
| AVMC Avantis US Mid Cap Eq ETF | 8.98% | 172,188 | $12.2M | — |
| AVIG Avantis Core Fixed Income | 7.87% | 254,194 | $10.7M | — |
| QGRO American Century US Quality | 6.34% | 74,999 | $8.6M | — |
| AVLV Avantis US Large Cap Value | 5.51% | 98,545 | $7.5M | — |
| FLV American Century Focused Lar | 5.42% | 96,943 | $7.3M | — |
| FDG American Century Focused DYN | 3.48% | 37,220 | $4.7M | — |
| VOO Vanguard S&P 500 ETF | 2.93% | 6,321 | $4.0M | — |
| AVSC Avantis US Small Cap Equity | 2.51% | 57,974 | $3.4M | — |
| AVDE Avantis International Equity | 2.45% | 40,338 | $3.3M | — |
| AVSF Avantis Short-Term Fixed Inc. | 2.28% | 65,635 | $3.1M | — |
| KORP American Century Diversified | 2.24% | 64,296 | $3.0M | — |
| QINT American Century QLTY Diver | 2.15% | 45,266 | $2.9M | — |
| AVRE Avantis Real Estate ETF | 2.10% | 65,504 | $2.9M | — |
| GSEP FT Vest US Equity Moderate B | 2.07% | 72,260 | $2.8M | — |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 1.84% | 63,765 | $2.5M | — |
| DECU Allianzim US BF15 Uncap Dec | 1.77% | 87,790 | $2.4M | — |
| JANW Alianzim US Eq BFR20 Jan-Usd | 1.72% | 62,796 | $2.3M | — |
| SEPW Alianzim US Eq BFR20 Sep-Usd | 1.60% | 67,819 | $2.2M | — |
| AHYB American Century Select HY | 1.59% | 46,164 | $2.2M | — |
| AVXC Avantis Emg MKT Ex China ETF | 1.44% | 30,574 | $1.9M | — |
| DECW Alianzim US Eq BFR20 Dec-Usd | 1.35% | 53,846 | $1.8M | — |
| AVDV Avantis Intl S/C Value ETF | 1.34% | 19,366 | $1.8M | — |
| SBAR Simplify Barrier Income ETF | 1.03% | 53,573 | $1.4M | — |
| QBER Trueshares Quartly B HDG ETF | 1.03% | 58,342 | $1.4M | — |
| BILZ PIMCO Ultra SHRT Govt Active | 0.79% | 10,596 | $1.1M | — |
| JULU Allianzim US BF15 Uncap Jul | 0.72% | 32,939 | $979K | — |
| BUCK Simplify Treasury Option Inc. | 0.72% | 41,223 | $977K | — |
| CTA Simplify Managed Futures St | 0.70% | 34,675 | $945K | — |
| IWY iShares Russell Top 200 Grow | 0.70% | 3,411 | $945K | — |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.68% | 26,649 | $926K | — |
| IEMG iShares Core MSCI Emerging | 0.54% | 10,863 | $730K | — |
| IDEV iShares Core MSCI Dev MKTS | 0.50% | 8,247 | $680K | — |
| AGGH Simplify Aggregate Bond ETF | 0.50% | 32,464 | $672K | — |
| MSFT Microsoft Corp. | 0.47% | 1,306 | $632K | — |
| IWX iShares Russell Top 200 Valu | 0.42% | 6,235 | $573K | — |
| SVOL Simplify Volatility Premium | 0.39% | 29,941 | $526K | — |
| AGEM Abrdn Emerg MRKT DVD Act | 0.39% | 13,681 | $525K | — |
| MUB iShares National Muni Bond E | 0.37% | 4,699 | $503K | — |
| ONEZ Trueshr Seasonality La B ETF | 0.37% | 19,084 | $496K | — |
| HIGH Simplify Enhanced Income ETF | 0.35% | 21,420 | $478K | — |
| FOXY Simplify Currency Strtgy ETF | 0.35% | 17,341 | $472K | — |
| JANZ Trueshares Struct Outc Jan | 0.32% | 11,239 | $428K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 5,219 | $419K | — |
| EFV iShares MSCI Eafe Value ETF | 0.22% | 4,267 | $305K | — |
| SEPZ Trueshares Struc Out Sep ETF | 0.22% | 7,036 | $297K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 2,437 | $278K | — |
| IWS iShares Russell Mid-Cap Valu | 0.20% | 1,887 | $266K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.19% | 2,176 | $253K | — |
| GAEM Simplify Gamma Emrg MRK BND | 0.18% | 9,219 | $245K | — |
| CAPITOL SER TR | 0.18% | 9,441 | $239K | — |
| DECZ Trueshares Struc Out Dec ETF | 0.17% | 5,850 | $236K | — |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.16% | 9,864 | $216K | — |
| IVV iShares Core S&P 500 ETF | 0.15% | 292 | $200K | — |
| IAUM iShares Gold Trust Micro | 0.13% | 4,134 | $178K | — |
| AGG iShares Core U.S. Aggregate | 0.11% | 1,557 | $156K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 249 | $153K | — |
| AAPL Apple Inc. | 0.11% | 544 | $148K | — |
| XOM Exxon Mobil Corp. | 0.11% | 1,184 | $142K | — |
| CCI Crown Castle Inc. | 0.10% | 1,593 | $142K | — |
| VTWO Vanguard Russell 2000 ETF | 0.10% | 1,405 | $140K | — |
| IR Ingersoll-Rand Inc. | 0.10% | 1,645 | $130K | — |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.10% | 3,323 | $130K | — |
| ATI Ati Inc. | 0.10% | 1,131 | $130K | — |
| AIQ Global X Art Intel & Tech | 0.09% | 2,448 | $125K | — |
| VGSH Vanguard Short-Term Treasury | 0.07% | 1,687 | $99K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.07% | 886 | $95K | — |
| ETF SER SOLUTIONS | 0.07% | 1,719 | $88K | — |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 432 | $86K | — |
| AMZN Amazon.com Inc. | 0.06% | 371 | $86K | — |
| DGX Quest Diagnostics Inc. | 0.06% | 491 | $85K | — |
| TLT iShares 20+ Year Treasury BD | 0.06% | 932 | $81K | — |
| DECT Allianzim US Eq BFFR10 DC-US | 0.06% | 2,128 | $78K | — |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 490 | $67K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 97 | $66K | — |
| SEPT All US Equ BUF10 Sep ETF-Usd | 0.05% | 1,857 | $65K | — |
| GSLC Goldman Activebeta US LC ETF | 0.04% | 444 | $59K | — |
| SHW The Sherwin-Williams Co. | 0.04% | 178 | $58K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 106 | $52K | — |
| NVDA Nvidia Corp. | 0.04% | 274 | $51K | — |
| IMCG iShares Morningstar Mid-Cap | 0.03% | 589 | $47K | — |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.03% | 1,659 | $44K | — |
| BA The Boeing Co. | 0.03% | 200 | $43K | — |
| PDP Invesco Dorsey Wright Moment | 0.03% | 363 | $42K | — |
| FE Firstenergy Corp. | 0.03% | 904 | $40K | — |
| IJR iShares Core S&P Small-Cap E | 0.03% | 331 | $40K | — |
| HWM Howmet Aerospace Inc. | 0.03% | 191 | $39K | — |
| MINT PIMCO Enhanced Short Maturit | 0.03% | 381 | $38K | — |
| ITA iShares U.S. Aerospace & Def | 0.03% | 172 | $37K | — |
| ITOT iShares Core S&P Total U.S. | 0.03% | 245 | $36K | — |
| PYLD PIMCO Multisector Bond Actv | 0.03% | 1,290 | $34K | — |
| GLD SPDR Gold Shares | 0.02% | 85 | $34K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 375 | $34K | — |
| GLDM SPDR Gold Minishares Trust | 0.02% | 387 | $33K | — |
| IWF iShares Russell 1000 Growth | 0.02% | 68 | $32K | — |
| TYA Simplify Intermediate Term | 0.02% | 2,382 | $32K | — |
| AIOO Allianzim US Eq BUFFER100 | 0.02% | 1,106 | $28K | — |
| IJH iShares Core S&P Midcap ETF | 0.02% | 428 | $28K | — |
| SPD Simplify US Eqty Plus Down | 0.02% | 695 | $27K | — |
| ICSH iShares Ultra Short Duration | 0.02% | 530 | $27K | — |
| XBIL F/M US Treasury 6 Month Bill | 0.02% | 512 | $26K | — |
| TSLA Tesla Inc. | 0.02% | 57 | $26K | — |
| IXUS iShares Core Intl Stock ETF | 0.02% | 298 | $25K | — |
| SIXZ Allian US Equ 6 Mon BU10-Usd | 0.02% | 802 | $24K | — |
| APOC Inr Eqty Def P ETF - 6 M A/O | 0.02% | 890 | $23K | — |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.02% | 873 | $23K | — |
| FGD First Trust DJ GL Sel DVD | 0.02% | 750 | $23K | — |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.02% | 291 | $22K | — |
| HD Home Depot Inc. | 0.02% | 61 | $21K | — |
| SPYC Simplify US Eqty Plus Convex | 0.02% | 490 | $21K | — |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.02% | 803 | $21K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.01% | 764 | $20K | — |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.01% | 310 | $20K | — |
| PRMB Primo Brands Corp. | 0.01% | 1,192 | $19K | — |
| VZ Verizon Communications Inc. | 0.01% | 477 | $19K | — |
| LTPZ PIMCO 15+ YR US Tips Indx | 0.01% | 373 | $19K | — |
| SCHX Schwab US Large-Cap ETF | 0.01% | 716 | $19K | — |
| VYM Vanguard High DVD Yield ETF | 0.01% | 134 | $19K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.01% | 312 | $19K | — |
| IVW iShares S&P 500 Growth ETF | 0.01% | 152 | $19K | — |
| VNQ Vanguard Real Estate ETF | 0.01% | 211 | $19K | — |
| FDN First Trust DJ Internet Ind | 0.01% | 69 | $19K | — |
| OCTZ Trueshares Struc Outcome Oct | 0.01% | 435 | $19K | — |
| SPUC Simplify US Equity Income Et | 0.01% | 391 | $18K | — |
| IWM iShares Russell 2000 ETF | 0.01% | 74 | $18K | — |
| ICVT iShares Convertible Bond ETF | 0.01% | 180 | $18K | — |
| BIV Vanguard Intermediate-Term B | 0.01% | 223 | $17K | — |
| SHV iShares 0-1 Year Treasury Bo | 0.01% | 152 | $17K | — |
| IVE iShares S&P 500 Value ETF | 0.01% | 77 | $16K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.01% | 47 | $16K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.01% | 304 | $15K | — |
| DIV Global X Superdividend Use | 0.01% | 867 | $15K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 263 | $15K | — |
| TJUL Innovator Equity Defined Pro | 0.01% | 496 | $15K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 35 | $14K | — |
| MCD McDonald's Corp. | 0.01% | 47 | $14K | — |
| GBIL Goldman Sachs Access Treasur | 0.01% | 140 | $14K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 73 | $14K | — |
| DGRO iShares Core Dividend Growth | 0.01% | 200 | $14K | — |
| VXF Vanguard Extended Market ETF | 0.01% | 64 | $13K | — |
| FBCG Fidelity Blue Chip Grow ETF | 0.01% | 241 | $13K | — |
| SCHF Schwab Intl Equity ETF | 0.01% | 545 | $13K | — |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.01% | 134 | $13K | — |
| B Barrick Mining Corp. | 0.01% | 280 | $12K | — |
| VEA Vanguard Ftse Developed ETF | 0.01% | 195 | $12K | — |
| OEF iShares S&P 100 ETF | 0.01% | 35 | $12K | — |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.01% | 95 | $12K | — |
| VGLT Vanguard Long-Term Treasury | 0.01% | 209 | $12K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 100 | $11K | — |
| NBOS Neuberger Option Strategy Et | 0.01% | 412 | $11K | — |
| EDIV State Street SPDR S&P Emergi | 0.01% | 278 | $11K | — |
| XLE SS Energy Select Sector | 0.01% | 240 | $11K | — |
| CLOI Vaneck Clo ETF | 0.01% | 197 | $10K | — |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 57 | $10K | — |
| XLK SS Technology Select Sector | 0.01% | 68 | $10K | — |
| GOOGL Alphabet Inc. Class A | 0.01% | 31 | $10K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 118 | $9K | — |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 169 | $9K | — |
| SLV iShares Silver Trust | 0.01% | 138 | $9K | — |
| IEF iShares 7-10 Year Treasury B | 0.01% | 91 | $9K | — |
| ANGL Vaneck Fallen Angel High YLD | 0.01% | 297 | $9K | — |
| META Meta Platforms Inc. Class A | 0.01% | 13 | $9K | — |
| BAI Ishrs AI in and Tech Act ETF | 0.01% | 247 | $8K | — |
| COP Conocophillips | 0.01% | 86 | $8K | — |
| FDCF Fidelity Disruptive Comm ETF | 0.01% | 165 | $8K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.01% | 31 | $8K | — |
| IHAK iShares Cybersecurity & Tech | 0.01% | 153 | $7K | — |
| CTSH Cognizant Tech Solutions-A | 0.01% | 88 | $7K | — |
| STX Seagate Technology Holdings | 0.01% | 26 | $7K | — |
| FBOT Fidelity Disrupt Automat ETF | 0.01% | 209 | $7K | — |
| FSSL FS Specialty Lending Fund | 0.01% | 490 | $7K | — |
| INCY Incyte Corp. | 0.01% | 70 | $7K | — |
| FDFF Fidelity Disrupt Finan ETF | 0.01% | 194 | $7K | — |
| CSCO Cisco Systems Inc. | 0.01% | 89 | $7K | — |
| APP AppLovin Corp. Class A | 0.01% | 10 | $7K | — |
| QBUL Trueshare QRT Bull Hdge ETF | 0.00% | 281 | $7K | — |
| AMD Advanced Micro Devices | 0.00% | 31 | $7K | — |
| CMDT PIMCO Commodity Active Strat | 0.00% | 239 | $7K | — |
| CEFZ Rivernorth Active Income ETF | 0.00% | 790 | $6K | — |
| PRFD PIMCO Pref and Cap Sec Act | 0.00% | 123 | $6K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 44 | $6K | — |
| THRO iShares U.S. Thematic Rotati | 0.00% | 162 | $6K | — |
| CRDT Simplify Opportunistic Inc. | 0.00% | 268 | $6K | — |
| RNR Renaissancere Holdings Ltd. | 0.00% | 22 | $6K | — |
| LONZ PIMCO Senior Loan Active ETF | 0.00% | 123 | $6K | — |
| PPC Pilgrim's Pride Corp. | 0.00% | 154 | $6K | — |
| PNC PNC Financial Services Group | 0.00% | 29 | $6K | — |
| NVBU Allianzim US BF15 Uncap Nov | 0.00% | 205 | $6K | — |
| OCTU Allianzim US BF15 Uncap Oct | 0.00% | 207 | $6K | — |
| VTIP Vanguard Short-Term Tips | 0.00% | 119 | $6K | — |
| MBB iShares MBS ETF | 0.00% | 62 | $6K | — |
| LUV Southwest Airlines Co. | 0.00% | 135 | $6K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 19 | $6K | — |
| MRK Merck & Co. Inc. | 0.00% | 51 | $5K | — |
| ZTS Zoetis Inc. | 0.00% | 42 | $5K | — |
| CDE Coeur Mining Inc. | 0.00% | 288 | $5K | — |
| MCK McKesson Corp. | 0.00% | 6 | $5K | — |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 49 | $5K | — |
| HEFA Isha Curr Hedged MSCI Eafe | 0.00% | 114 | $5K | — |
| JNJ Johnson & Johnson | 0.00% | 22 | $5K | — |
| AVGO Broadcom Inc. | 0.00% | 13 | $4K | — |
| QCOM Qualcomm Inc. | 0.00% | 26 | $4K | — |
| HE Hawaiian Electric Inds | 0.00% | 360 | $4K | — |
| ATO Atmos Energy Corp. | 0.00% | 26 | $4K | — |
| PRU Prudential Financial Inc. | 0.00% | 38 | $4K | — |
| BP BP PLC-Spons ADR | 0.00% | 121 | $4K | — |
| JPM JPMorgan Chase & Co. | 0.00% | 13 | $4K | — |
| IAU iShares Gold Trust | 0.00% | 51 | $4K | — |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 43 | $4K | — |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 18 | $4K | — |
| SHLD Global X Defense Tech ETF | 0.00% | 61 | $4K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 49 | $4K | — |
| SO The Southern Co. | 0.00% | 45 | $4K | — |
| XOP SS SPDR S&P Og Exp & Prod | 0.00% | 31 | $4K | — |
| PFGC Performance Food Group Co. | 0.00% | 43 | $4K | — |
| DUK Duke Energy Corp. | 0.00% | 31 | $4K | — |
| MPWR Monolithic Power Systems Inc. | 0.00% | 4 | $4K | — |
| FLHY Franklin High Yield Corporat | 0.00% | 145 | $4K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.00% | 67 | $4K | — |
| GS Goldman Sachs Group Inc. | 0.00% | 4 | $4K | — |
| NSC Norfolk Southern Corp. | 0.00% | 12 | $3K | — |
| ITW Illinois Tool Works | 0.00% | 14 | $3K | — |
| FELV Fidelity Enh LRG Cap Val ETF | 0.00% | 98 | $3K | — |
| AA Alcoa Corp. | 0.00% | 63 | $3K | — |
| HTRB Hartford TTL RTRN BND ETF | 0.00% | 96 | $3K | — |
| AOA iShares Core 80/20 Aggressiv | 0.00% | 36 | $3K | — |
| LLY Eli Lilly & Co. | 0.00% | 3 | $3K | — |
| SIXJ Allian US Equ 6 Mon BU10-Usd | 0.00% | 91 | $3K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.00% | 6 | $3K | — |
| VCIT Vanguard Int-Term Corporate | 0.00% | 36 | $3K | — |
| AMP Ameriprise Financial Inc. | 0.00% | 6 | $3K | — |
| PAYX Paychex Inc. | 0.00% | 26 | $3K | — |
| FENI Fidelity Enhanced Intl ETF | 0.00% | 78 | $3K | — |
| TXN Texas Instruments Inc. | 0.00% | 16 | $3K | — |
| SSRM SSR Mining Inc. | 0.00% | 125 | $3K | — |
| SNX TD Synnex Corp. | 0.00% | 18 | $3K | — |
| APH Amphenol Corp. Class A | 0.00% | 20 | $3K | — |
| C Citigroup Inc. | 0.00% | 23 | $3K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 57 | $3K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 32 | $3K | — |
| RPRX Royalty Pharma PLC Class A | 0.00% | 68 | $3K | — |
| LDUR PIMCO Enhanced Low Duration | 0.00% | 27 | $3K | — |
| AVEM Avantis Emerging Markets Eq | 0.00% | 33 | $3K | — |
| MS Morgan Stanley | 0.00% | 14 | $2K | — |
| USIG iShares Broad Usd Investment | 0.00% | 47 | $2K | — |
| PPTA Perpetua Resources Corp. | 0.00% | 100 | $2K | — |
| ABT Abbott Laboratories | 0.00% | 19 | $2K | — |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 4 | $2K | — |
| UNH Unitedhealth Group Inc. | 0.00% | 7 | $2K | — |
| VGIT Vanguard Intermediate-Term T | 0.00% | 37 | $2K | — |
| BKHY BNY Mellon High Yield ETF | 0.00% | 46 | $2K | — |
| CNA Cna Financial Corp. | 0.00% | 46 | $2K | — |
| VRSN Verisign Inc. | 0.00% | 9 | $2K | — |
| SPGI S&P Global Inc. | 0.00% | 4 | $2K | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.00% | 41 | $2K | — |
| HYMB SS SPDR N Ice HY Muni ETF | 0.00% | 83 | $2K | — |
| CMI Cummins Inc. | 0.00% | 4 | $2K | — |
| PG The Procter & Gamble Co. | 0.00% | 14 | $2K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.00% | 35 | $2K | — |
| HPQ HP Inc. | 0.00% | 86 | $2K | — |
| KKR KKR & Co. Inc. | 0.00% | 15 | $2K | — |
| ROE Ast US Eq WGT QLTY Kings ETF | 0.00% | 54 | $2K | — |
| SCHD Schwab US DVD Equity ETF | 0.00% | 69 | $2K | — |
| NFLX Netflix Inc. | 0.00% | 20 | $2K | — |
| VFLO Victoryshares Free Cash Flow | 0.00% | 47 | $2K | — |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 37 | $2K | — |
| ACGL Arch Capital Group Ltd. | 0.00% | 19 | $2K | — |
| ICE Intercontinental Exchange Inc. | 0.00% | 11 | $2K | — |
| PH Parker Hannifin Corp. | 0.00% | 2 | $2K | — |
| COST Costco Wholesale Corp. | 0.00% | 2 | $2K | — |
| MU Micron Technology Inc. | 0.00% | 6 | $2K | — |
| FLRN SS SPDR BB Ig Float RT ETF | 0.00% | 55 | $2K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 11 | $2K | — |
| MPC Marathon Petroleum Corp. | 0.00% | 10 | $2K | — |
| CB Chubb Ltd. | 0.00% | 5 | $2K | — |
| TT Trane Technologies PLC | 0.00% | 4 | $2K | — |
| REGN Regeneron Pharmaceuticals | 0.00% | 2 | $2K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 5 | $2K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 34 | $2K | — |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 13 | $1K | — |
| EFA iShares MSCI Eafe ETF | 0.00% | 15 | $1K | — |
| HLT Hilton Worldwide Holdings Inc. | 0.00% | 5 | $1K | — |
| AFL Aflac Inc. | 0.00% | 13 | $1K | — |
| ERIE Erie Indemnity Company Class A | 0.00% | 5 | $1K | — |
| PCAR Paccar Inc. | 0.00% | 13 | $1K | — |
| VTRS Viatris Inc. | 0.00% | 114 | $1K | — |
| V Visa Inc. Class A | 0.00% | 4 | $1K | — |
| DE Deere & Co. | 0.00% | 3 | $1K | — |
| EXC Exelon Corp. | 0.00% | 32 | $1K | — |
| NVS Novartis AG-Sponsored ADR | 0.00% | 10 | $1K | — |
| ABBV Abbvie Inc. | 0.00% | 6 | $1K | — |
| PGR Progressive Corp. | 0.00% | 6 | $1K | — |
| CGMS Cap Group US Multi-Sect Bond | 0.00% | 48 | $1K | — |
| CRM Salesforce Inc. | 0.00% | 5 | $1K | — |
| MRSH Marsh & McLennan Cos | 0.00% | 7 | $1K | — |
| EOG EOG Resources Inc. | 0.00% | 12 | $1K | — |
| IEX Idex Corp. | 0.00% | 7 | $1K | — |
| CSX CSX Corp. | 0.00% | 34 | $1K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 13 | $1K | — |
| SCHB Schwab US Broad Market ETF | 0.00% | 45 | $1K | — |
| GOVT iShares US Treasury Bond ETF | 0.00% | 51 | $1K | — |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.00% | 6 | $1K | — |
| DHI D.R. Horton Inc. | 0.00% | 8 | $1K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 15 | $1K | — |
| MA Mastercard Inc. Class A | 0.00% | 2 | $1K | — |
| GPC Genuine Parts Co. | 0.00% | 9 | $1K | — |
| AFG American Financial Group Inc. | 0.00% | 8 | $1K | — |
| SCHM Schwab US Mid Cap ETF | 0.00% | 36 | $1K | — |
| CTVA Corteva Inc. | 0.00% | 16 | $1K | — |
| BLK BlackRock Inc. | 0.00% | 1 | $1K | — |
| CVX Chevron Corp. | 0.00% | 7 | $1K | — |
| YUM Yum! Brands Inc. | 0.00% | 7 | $1K | — |
| NEE Nextera Energy Inc. | 0.00% | 13 | $1K | — |
| TPR Tapestry Inc. | 0.00% | 8 | $1K | — |
| TMUS T-Mobile US Inc. | 0.00% | 5 | $1K | — |
| STE Steris PLC | 0.00% | 4 | $1K | — |
| PEP Pepsico Inc. | 0.00% | 7 | $1K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 9 | $992 | — |
| CARY Angel Oak Income ETF | 0.00% | 47 | $979 | — |
| FTNT Fortinet Inc. | 0.00% | 12 | $953 | — |
| BWA Borgwarner Inc. | 0.00% | 21 | $946 | — |
| HCA HCA Healthcare Inc. | 0.00% | 2 | $934 | — |
| NG Novagold Resources Inc. | 0.00% | 100 | $932 | — |
| CNP Centerpoint Energy Inc. | 0.00% | 24 | $920 | — |
| KO The Coca-Cola Co. | 0.00% | 13 | $909 | — |
| FNF Fidelity National Financial | 0.00% | 16 | $873 | — |
| ADI Analog Devices Inc. | 0.00% | 3 | $814 | — |
| HON Honeywell International Inc. | 0.00% | 4 | $780 | — |
| INTC Intel Corp. | 0.00% | 21 | $775 | — |
| NKE Nike Inc. Class B | 0.00% | 12 | $765 | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.00% | 27 | $758 | — |
| SBUX Starbucks Corp. | 0.00% | 9 | $758 | — |
| TMSL T.rowe PRC Small-Mid Cap ETF | 0.00% | 21 | $754 | — |
| XLSR SS US Sector Rotation | 0.00% | 12 | $748 | — |
| EXPD Expeditors Intl Wash Inc. | 0.00% | 5 | $745 | — |
| WEC WEC Energy Group Inc. | 0.00% | 7 | $738 | — |
| IVLU iShares MSCI International V | 0.00% | 19 | $723 | — |
| USB US Bancorp | 0.00% | 13 | $694 | — |
| XEL Xcel Energy Inc. | 0.00% | 9 | $665 | — |
| OMC Omnicom Group | 0.00% | 8 | $646 | — |
| NDAQ Nasdaq Inc. | 0.00% | 6 | $583 | — |
| RS Reliance Inc. | 0.00% | 2 | $578 | — |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 6 | $552 | — |
| HSY The Hershey Co. | 0.00% | 3 | $546 | — |
| ELS Equity Lifestyle Properties | 0.00% | 9 | $545 | — |
| SRE Sempra | 0.00% | 6 | $530 | — |
| PLD Prologis Inc. | 0.00% | 4 | $511 | — |
| APD Air Products & Chemicals Inc. | 0.00% | 2 | $494 | — |
| UBER Uber Technologies Inc. | 0.00% | 6 | $490 | — |
| SAP Sap SE-Sponsored ADR | 0.00% | 2 | $486 | — |
| VST Vistra Corp. | 0.00% | 3 | $484 | — |
| T AT&T Inc. | 0.00% | 19 | $472 | — |
| PHM Pultegroup Inc. | 0.00% | 4 | $469 | — |
| GEM Goldman Sachs Activebeta Em | 0.00% | 11 | $458 | — |
| VIGI Vanguard Int Div App Indx FD | 0.00% | 5 | $457 | — |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.00% | 9 | $452 | — |
| ARE Alexandria Real Estate Equit | 0.00% | 9 | $440 | — |
| SNOW Snowflake Inc. | 0.00% | 2 | $439 | — |
| CARR Carrier Global Corp. | 0.00% | 8 | $423 | — |
| CMCSA Comcast Corp. Class A | 0.00% | 14 | $418 | — |
| PPG PPG Industries Inc. | 0.00% | 4 | $410 | — |
| A Agilent Technologies Inc. | 0.00% | 3 | $408 | — |
| SPAB SS SPDR P Agg Bond ETF | 0.00% | 15 | $386 | — |
| PFE Pfizer Inc. | 0.00% | 14 | $349 | — |
| PCY Invesco Emerging Markets Sov | 0.00% | 16 | $347 | — |
| GWX State Street SPDR S&P Intern | 0.00% | 7 | $286 | — |
| O Realty Income Corp. | 0.00% | 5 | $282 | — |
| FIS Fidelity National Info Serv | 0.00% | 4 | $266 | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 1 | $258 | — |
| EMGF iShares Emerging Markets Equ | 0.00% | 4 | $231 | — |
| SCHH Schwab US REIT ETF | 0.00% | 11 | $230 | — |
| TFI SS SPDR N Ice Muni Bond ETF | 0.00% | 5 | $229 | — |
| REET iShares Global REIT ETF | 0.00% | 9 | $225 | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 2 | $182 | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 2 | $173 | — |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.00% | 5 | $143 | — |
| FDLO Fidelity Low Volat Fact ETF | 0.00% | 2 | $134 | — |
| SCHP Schwab U.S. Tips ETF | 0.00% | 4 | $106 | — |
| RGR Sturm Ruger & Co. Inc. | 0.00% | 3 | $98 | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 1 | $97 | — |
| AI C3.AI Inc. Class A | 0.00% | 7 | $94 | — |
| SOLS Solstice Adv Materials Inc. | 0.00% | 1 | $49 | — |
| SPEM State Street SP PTF Em ETF | 0.00% | 1 | $47 | — |
| CLF Cleveland-Cliffs Inc. | 0.00% | 1 | $13 | — |
| CLNE Clean Energy Fuels Corp. | 0.00% | 2 | $4 | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.