§ 13F · FUND PROFILE
Net Worth Advisory Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $451.2T (13F)Positions · 426Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$494.6T 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 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 55K | $15.0T | 3.0% | NEW |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 179K | $15.0T | 3.0% | NEW |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 250K | $15.0T | 3.0% | NEW |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 284K | $13.7T | 2.8% | NEW |
| 5 | TIP | ISHARES TR | 114K | $12.5T | 2.5% | NEW |
| 6 | LQD | ISHARES TR | 104K | $11.5T | 2.3% | NEW |
| 7 | IEF | ISHARES TR | 117K | $11.2T | 2.3% | NEW |
| 8 | SHY | ISHARES TR | 133K | $11.0T | 2.2% | NEW |
| 9 | IVE | ISHARES TR | 52K | $11.0T | 2.2% | NEW |
| 10 | IVW | ISHARES TR | 88K | $10.8T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NET SIGNAL
AC read
Net Worth Advisory Group is a Other fund managing $451166.5 trillion in assets. The fund runs a broad portfolio of 426 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 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