AiSiWhale

AI & tech investing

AdvisorNet Financial, Inc

CIK 1409362

13F filing for Q2 2026・No. 1,545

Holdings
US$2.19B
Quarter change
+US$257.85M
Entries
2,278
Net bought (estimate)
+US$73.25M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 132
  • Sold out 117
  • Cut 582
  • Added 837
  • Corporate actions 16
  • Unchanged 715

Largest holdings

2,266 stocks worth US$2.19B, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES S&P 500 INDEXETFAddedUS$111.97M5.11%
DIMENSIONAL US CORE EQUITY MARKET ETFETFCutUS$48.27M2.21%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFETFAddedUS$43.26M1.98%
JPSTJPMORGAN ULTRA-SHORT INCOME ETFETFAddedUS$41.52M1.90%
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFETFAddedUS$39.51M1.80%
AAPLAppleStockAddedUS$37.71M1.72%
VANGUARD FTSE DEVELOPED MARKETS ETFETFAddedUS$35.83M1.64%
VUGVANGUARD GROWTH ETFETFCutSplit 7:1US$34.05M1.56%
ISHARES AGGREGATE BOND ETFETFAddedUS$33.9M1.55%
IJHISHARES CORE S&P MID CAP ETFETFAddedUS$33.36M1.52%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.