Networth Advisors, LLC has disclosed its latest holdings in a recent SEC filing, showing a total of $174 million in assets under management as of September 30, 2026. This update is significant as it reflects the firm’s investment strategies and positions across various sectors, particularly in technology and healthcare.

The filing, dated November 3, 2026, provides insights into the firm’s investment activities and trends in the advisory industry. With a total of 398 entries in its portfolio, Networth Advisors continues to navigate the complexities of the market, making strategic decisions that could influence its future performance.

Background

Networth Advisors, LLC is a Pennsylvania-based investment advisory firm, incorporated in 2008. The company operates under the Central Index Key (CIK) 0002099019. While specific SIC and ticker information is not provided in the filing, the firm is categorized as an 'other' entity type, which indicates its focus on investment management rather than being a publicly traded company.

Recent filings from the firm include a 13F-HR form filed on November 3, 2026, and prior filings dating back to January 2026, indicating a consistent reporting schedule that reflects its active management of investment portfolios.

What the Filing Says

The recent filing indicates that Networth Advisors has a total value of $174,092,917 in its portfolio. The report highlights the firm’s investment discretion as 'SOLE', which means it has full control over the investment decisions for the reported holdings. The filing also notes the inclusion of another manager, AE Wealth Management, LLC, which suggests a collaborative approach to managing assets.

Impact

This update may affect various stakeholders, including clients of Networth Advisors who rely on the firm for investment management. Additionally, competitors in the investment advisory space may analyze the report to gauge market trends and the strategies employed by Networth Advisors. The focus on technology and healthcare investments could signal broader market movements that other firms may wish to consider in their own strategies.

What's Next

The filing does not specify what happens next for Networth Advisors, LLC. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.