§ 13F · FUND PROFILE
High Net Worth Advisory Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $377.7T (13F)Positions · 227Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 46K | $29.0T | 6.7% | +4% |
| 2 | NVDA | NVIDIA CORPORATION | 112K | $20.8T | 4.8% | ±0% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 76K | $16.8T | 3.9% | ±0% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 103K | $14.8T | 3.4% | +1% |
| 5 | AAPL | APPLE INC | 53K | $14.4T | 3.3% | −1% |
| 6 | AGG | ISHARES TR | 140K | $13.9T | 3.2% | +3% |
| 7 | CGBL | CAPITAL GROUP CORE BALANCED | 296K | $10.5T | 2.4% | +11% |
| 8 | ABBV | ABBVIE INC | 46K | $10.4T | 2.4% | ±0% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 166K | $9.5T | 2.2% | −7% |
| 10 | SPY | SPDR S&P 500 ETF TR | 11K | $7.5T | 1.7% | ±0% |
§ 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 $377741.5 trillion in assets. The fund runs a broad portfolio of 227 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed