Advisor Net Financial, Inc has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 2240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $68.4M, Dimensional ETF Tr with a value of $38.9M, Dimensional ETF Tr Dimensional with a value of $32.7M, Ishares Core U.S. Aggregate Bo with a value of $30.2M, and Jp Morgan ETF Tr Ultra Short I with a value of $29.6M.
Examining the 13F form we can see an increase of $191M in the current position value, from $1.27B to 1.46B.
Below you can find more details about Advisor Net Financial, Inc portfolio as well as his latest detailed transactions.
