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Steve Corless

Advisornet Financial, Inc

Assets Managed
$1.932B
Holdings
2251
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
2.88%(2Q avg: 4.57%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisornet Financial, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2251 positions.

Assets under management

The assets under management (AUM) of Advisornet Financial, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.932B in assets, with a quarterly growth rate of 2.88% and a 2-quarter average growth rate of 4.57%. The portfolio is managed by Steve Corless, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.21%
4.85%
$93.666M
143,394 shares@ $653.21 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 15.04%
2.48%
$47.812M
1.06M shares@ $45.13 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.58%
2.12%
$40.9M
1.151M shares@ $35.53 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 8.06%
2.11%
$40.587M
801,965 shares@ $50.62 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2%
1.74%
$33.571M
338,179 shares@ $99.27 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 4.07%
1.7%
$32.782M
1.112M shares@ $29.49 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.27%
1.64%
$31.667M
494,179 shares@ $64.08 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.56%
1.56%
$29.957M
118,039 shares@ $253.8 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.14%
1.42%
$27.274M
701,850 shares@ $38.86 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 6.83%
1.36%
$26.18M
564,219 shares@ $46.4 avg price

1-10 of 2251