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Advisornet Financial, Inc.
AdvisorNet Financial, Inc is a financial advisory and investment firm headquartered in Minnetonka, Minnesota. It operates as a registered investment adviser and institutional asset manager, filing regular 13F forms with the SEC. The firm serves a broad client base with a focus on independent financial advisers and their clients. AdvisorNet Financial has a long-standing presence in the region, providing a range of wealth management and investment services.
Investment Strategy
AdvisorNet Financial, Inc provides portfolio management, advisory, and wealth management services primarily for individuals, families, and institutions. The firm utilizes a diversified investment approach, combining both fundamental and quantitative analysis, and offers access to a range of both equity and fixed-income securities as part of its allocation strategy. AdvisorNet emphasizes a client-centric model, supporting independent advisers and focusing on personalized financial planning and asset allocation tailored to each client’s goals.
Latest 13F Filing Activity
Advisornet Financial, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 2,148 equity positions and 26 options positions with a total 13F market value of $2B. The fund increased holdings in Ishares S&P 500 Index, Anfield Universal Fixed Income Etf, Apple Inc. among other positions. Advisornet Financial, Inc. reduced exposure to Ishares 1-3 YR Treasury Bond Etf, Ares Capital Corp. Com, Vaneck BDC Income Etf among others.
Top Holdings
Equity Positions (2,148)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES S&P 500 INDEX | 4.88% | $86.3M | 128,909 | $554.91 | $669.30 | +$17.9M |
D DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 2.33% | $41.3M | 901,536 | $35.59 | $45.76 | +$2.4M |
D DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 2.01% | $35.5M | 1,081,702 | $26.01 | $32.79 | +$2.7M |
J JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 1.95% | $34.5M | 679,593 | $50.48 | $50.73 | +$4.9M |
A AGG | ISHARES AGGREGATE BOND ETF | 1.84% | $32.5M | 323,723 | $99.50 | $100.25 | +$2.2M |
Options Positions (26)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
X XLF | FINANCIAL SELECT SECTOR SPDR | Bought | Put | $404.0K | 75 | $53.87 | $52.77 | +20 | +$116.0K |
M META | META PLATFORMS INC CL A | Sold | Call | $293.8K | 4 | $734.38 | $557.63 | -1 | -$75.3K |
S SFM | SPROUTS FMRS MKT INC COM | New | Call | $97.9K | 9 | $108.80 | $108.80 | +9 | +$97.9K |
A ASML | ASML HOLDING N V N Y REGISTRY SHS | — | Call | $96.8K | 1 | $968.09 | $693.08 | 0 | +$17.0K |
N NVDA | NVIDIA CORPORATION COM | — | Call | $93.3K | 5 | $186.58 | $108.38 | 0 | +$14.5K |
Industry Allocation
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