Steve Corless

Advisornet Financial, Inc

Assets Managed

$2.19B

Holdings

2266

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

13.35%(2Q avg: 8.11%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisornet Financial, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2266 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.19B in assets, with a quarterly growth rate of 13.35% and a 2-quarter average growth rate of 8.11%. The portfolio is managed by Steve Corless, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 4.28%	5.12%	$111.974M 149,520 shares@ $748.9 avg price	Increased 4.28%
DFAU Dimensional Us Core Equity M Recent Activity Decreased -11.86%	2.21%	$48.274M 933,907 shares@ $51.7 avg price	Decreased -11.86%
DFIC Dimensional International Co Recent Activity Increased 0.87%	1.98%	$43.262M 1.161M shares@ $37.26 avg price	Increased 0.87%
JPST Jpmorgan Ultra-short Income Recent Activity Increased 2.39%	1.9%	$41.522M 821,078 shares@ $50.58 avg price	Increased 2.39%
CGXU Cap Group Intl Focus Recent Activity Increased 2.67%	1.81%	$39.509M 1.141M shares@ $34.62 avg price	Increased 2.67%
AAPL Apple Inc Recent Activity Increased 10.41%	1.73%	$37.71M 130,323 shares@ $289.37 avg price	Increased 10.41%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 1.77%	1.64%	$35.831M 502,897 shares@ $71.25 avg price	Increased 1.77%
VUG Vanguard Growth Etf Recent Activity Increased 573.66%	1.56%	$34.049M 395,280 shares@ $86.15 avg price	Increased 573.66%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 1.27%	1.55%	$33.897M 342,460 shares@ $98.99 avg price	Increased 1.27%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 13.46%	1.53%	$33.355M 432,570 shares@ $77.11 avg price	Increased 13.46%

1-10 of 2266