§ 13F · FUND PROFILE
High Net Worth Advisory Group LLC.
AUM · $471M (13F)Positions · 250Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 47K | $32M | 6.8% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 111K | $22M | 4.7% | ±0% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 78K | $18M | 3.9% | ±0% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 104K | $17M | 3.5% | ±0% |
| 5 | AAPL | APPLE INC | 51K | $15M | 3.2% | ±0% |
| 6 | AGG | ISHARES TR | 140K | $14M | 3.0% | +1% |
| 7 | CGBL | CAPITAL GROUP CORE BALANCED | 331K | $13M | 2.7% | +4% |
| 8 | ABBV | ABBVIE INC | 45K | $11M | 2.4% | ±0% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 148K | $8M | 1.8% | −10% |
| 10 | VUG | VANGUARD INDEX FDS | 93K | $8M | 1.7% | +506% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HIGH SIGNAL
AC read
High Net Worth Advisory Group LLC is a Other fund managing $471 million in assets. The fund runs a broad portfolio of 250 positions.
Read the full dossier →