Networth Advisors, LLC
•CIK: 2099019•Filing: Q4 2025
**Networth Advisors, LLC** manages $135M across a diverse portfolio of 385 positions. The fund exhibits a concentrated focus on specific names, notably allocating $18.8M to AVLC and $12.2M to AVMC. Further significant exposure includes $10.7M in AVIG and $8.6M in QGRO. This positioning suggests a tactical, high-conviction approach within its investment mandate.
Total AUM
$135.5M
QoQ Performance
N/A
Positions
225
Top 10 Concentration
59.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AVLC
AVMC
AVIG
QGRO
AVLV
FLV
AVLC13.9%
AVMC9.0%
AVIG7.9%
QGRO6.3%
AVLV5.5%
FLV5.4%
FDG3.5%
VOO2.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other95.9%
ETF3.1%
Technology0.6%
Energy0.1%
Consumer0.1%
Materials0.0%
Industrial0.0%
Financial0.0%