High Net Worth Advisory Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1919142
Institutional-grade research for retail investors
13F Reported Value
ⓘ$428.8M
Holdings
244
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
High Net Worth Advisory Group LLC disclosed 244 positions worth $428.8M in its Form 13F-HR for Q1 2026, followed by $NVDA. During the quarter the fund opened 10 new positions and exited 7 — including a new stake in $APG and a full exit from $IQV. The portfolio is most concentrated in Other (60.3% of disclosed assets). All figures are sourced directly from High Net Worth Advisory Group LLC’s Form 13F-HR filing with the SEC under CIK 1919142.
AI Fund Analysis
StableVANGUARD INDEX FDS
6.5% weight
Held 9 quarters
$NVDA4.5% weight
Held 9 quarters
VANGUARD SPECIALIZED FUNDS
3.9% weight
Held 9 quarters
VANGUARD WHITEHALL FDS
3.6% weight
Held 9 quarters
ISHARES TR
3.2% weight
Held 9 quarters
NEOS ETF TRUST
8 quarters accumulating
VANGUARD INDEX FDS
8 quarters accumulating
VANGUARD INDEX FDS
6 quarters accumulating
CAPITAL GROUP CORE BALANCE
6 quarters accumulating
VANGUARD WHITEHALL FDS
6 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$28.0M46,889 sh- 90.2#1
Quality
$19.3M110,723 sh VANGUARD SPECIALIZED FUNDS
—Quality
$16.6M77,367 shVANGUARD WHITEHALL FDS
—Quality
$15.4M104,004 shISHARES TR
—Quality
$13.8M139,356 sh- 76.1
Quality
$13.1M51,504 sh CAPITAL GROUP CORE BALANCED
—Quality
$10.9M316,985 sh- 59.3
Quality
$9.9M45,441 sh J P MORGAN EXCHANGE TRADED F
—Quality
$9.3M163,895 shSCHWAB STRATEGIC TR
—Quality
$7.2M233,812 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $28.0M | 46,889 |
| NVIDIA CORP$NVDA | 90.2#1 | $19.3M | 110,723 |
| VANGUARD SPECIALIZED FUNDS | — | $16.6M | 77,367 |
| VANGUARD WHITEHALL FDS | — | $15.4M | 104,004 |
| ISHARES TR | — | $13.8M | 139,356 |
 Apple Inc.$AAPL | 76.1 | $13.1M | 51,504 |
| CAPITAL GROUP CORE BALANCED | — | $10.9M | 316,985 |
 AbbVie Inc.$ABBV | 59.3 | $9.9M | 45,441 |
| J P MORGAN EXCHANGE TRADED F | — | $9.3M | 163,895 |
| SCHWAB STRATEGIC TR | — | $7.2M | 233,812 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of High Net Worth Advisory Group LLC's 244 positions.
Showing top 10 of 244 holdings.
Sector Allocation
Other
$258.5M
Technology
$57.6M
Healthcare
$30.9M
Financials
$22.6M
Consumer Discretionary
$17.5M
Industrials
$15.9M
Consumer Staples
$9.3M
Energy
$8.7M
Full Holdings — High Net Worth Advisory Group LLC (Q1 2026)
All 244 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $28.0M | 6.5% | +2% | — |
| 2 | $NVDA | NVIDIA CORP | $19.3M | 4.5% | -1% | 90.2 |
| 3 | — | VANGUARD SPECIALIZED FUNDS | $16.6M | 3.9% | +2% | — |
| 4 | — | VANGUARD WHITEHALL FDS | $15.4M | 3.6% | +1% | — |
| 5 | — | ISHARES TR | $13.8M | 3.2% | -0% | — |
| 6 | $AAPL | Apple Inc. | $13.1M | 3.0% | -3% | 76.1 |
| 7 | — | CAPITAL GROUP CORE BALANCED | $10.9M | 2.5% | +7% | — |
| 8 | $ABBV | AbbVie Inc. | $9.9M | 2.3% | -0% | 59.3 |
| 9 | — | J P MORGAN EXCHANGE TRADED F | $9.3M | 2.2% | -1% | — |
| 10 | — | SCHWAB STRATEGIC TR | $7.2M | 1.7% | -2% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $7.1M | 1.6% | -1% | — |
| 12 | — | VANGUARD INDEX FDS | $6.7M | 1.6% | +0% | — |
| 13 | — | J P MORGAN EXCHANGE TRADED F | $6.4M | 1.5% | +3% | — |
| 14 |  $AMZN | AMAZON COM INC | $5.4M | 1.3% | -7% | 74.6 |
| 15 |  $AMGN | AMGEN INC | $5.3M | 1.2% | +0% | 79.5 |
| 16 | — | VANGUARD WHITEHALL FDS | $5.2M | 1.2% | +4% | — |
| 17 | — | VANGUARD WHITEHALL FDS | $5.2M | 1.2% | +2% | — |
| 18 | — | ISHARES TR | $5.2M | 1.2% | -3% | — |
| 19 | — | VANGUARD INDEX FDS | $5.0M | 1.2% | -2% | — |
| 20 | — | ISHARES TR | $4.8M | 1.1% | -1% | — |
| 21 |  $XOM | EXXON MOBIL CORP | $4.7M | 1.1% | -2% | 61.8 |
| 22 |  $MSFT | MICROSOFT CORP | $4.6M | 1.1% | +0% | 83.7 |
| 23 | — | SPDR SERIES TRUST | $4.6M | 1.1% | +0% | — |
| 24 |  $IVZ | Invesco Ltd. | $4.6M | 1.1% | -2% | — |
| 25 |  $PH | Parker-Hannifin Corp | $4.2M | 1.0% | +0% | 73.8 |
| 26 |  $PEP | PEPSICO INC | $4.0M | 0.9% | -1% | 62.7 |
| 27 | — | NEOS ETF TRUST | $4.0M | 0.9% | +2% | — |
| 28 | — | VANGUARD WORLD FD | $4.0M | 0.9% | -4% | — |
| 29 |  $ABT | ABBOTT LABORATORIES | $3.7M | 0.9% | +0% | 67 |
| 30 | — | ISHARES TR | $3.6M | 0.8% | -5% | — |
| 31 | — | ISHARES TR | $3.3M | 0.8% | -1% | — |
| 32 |  $HD | HOME DEPOT, INC. | $3.3M | 0.8% | +0% | 69.2 |
| 33 | — | VANGUARD WORLD FD | $3.3M | 0.8% | -5% | — |
| 34 | — | VANGUARD INDEX FDS | $3.1M | 0.7% | -1% | — |
| 35 | — | ISHARES TR | $3.1M | 0.7% | -1% | — |
| 36 |  $WMT | Walmart Inc. | $3.0M | 0.7% | -0% | 63.2 |
| 37 |  $BAH | Booz Allen Hamilton Holding Corp | $3.0M | 0.7% | -4% | 65.5 |
| 38 | — | VANGUARD INDEX FDS | $3.0M | 0.7% | +3% | — |
| 39 |  $META | Meta Platforms, Inc. | $2.9M | 0.7% | -4% | 80.9 |
| 40 |  $GOOGL | Alphabet Inc. | $2.8M | 0.7% | +0% | 80.2 |
| 41 |  $JPM | JPMORGAN CHASE & CO | $2.8M | 0.7% | -6% | 35.6 |
| 42 |  $TSLA | Tesla, Inc. | $2.6M | 0.6% | +3% | 50.1 |
| 43 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.6M | 0.6% | +0% | 67 |
| 44 | $IVZ | Invesco Ltd. | $2.5M | 0.6% | -13% | — |
| 45 | — | PACER FDS TR | $2.4M | 0.6% | +1% | — |
| 46 | — | ISHARES INC | $2.3M | 0.5% | -2% | — |
| 47 | — | VANGUARD MUN BD FDS | $2.3M | 0.5% | +9% | — |
| 48 | — | VANECK ETF TRUST | $2.3M | 0.5% | +0% | — |
| 49 | — | ISHARES TR | $2.3M | 0.5% | +30% | — |
| 50 |  $CVX | CHEVRON CORP | $2.2M | 0.5% | +1% | 54.7 |
| 51 |  $LLY | ELI LILLY & Co | $2.2M | 0.5% | +1% | 89.3 |
| 52 |  $GOOG | Alphabet Inc. | $2.2M | 0.5% | -5% | 80.2 |
| 53 | — | GOLDMAN SACHS ETF TR | $2.1M | 0.5% | +5% | — |
| 54 |  $RJF | RAYMOND JAMES FINANCIAL INC | $2.1M | 0.5% | +2% | 63.8 |
| 55 | — | CAPITAL GROUP DIVIDEND VALUE | $2.0M | 0.5% | +13% | — |
| 56 |  $GLD | SPDR GOLD TRUST | $1.9M | 0.5% | +0% | — |
| 57 |  $CAT | CATERPILLAR INC | $1.9M | 0.4% | -6% | 67.8 |
| 58 | — | ISHARES TR | $1.9M | 0.4% | -6% | — |
| 59 |  $MRK | Merck & Co., Inc. | $1.8M | 0.4% | +1% | 70.9 |
| 60 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.4% | +3% | 72.8 |
| 61 | — | ISHARES TR | $1.8M | 0.4% | +1% | — |
| 62 | — | VANGUARD INDEX FDS | $1.6M | 0.4% | -2% | — |
| 63 | — | VANGUARD WORLD FD | $1.6M | 0.4% | +0% | — |
| 64 |  $PG | PROCTER & GAMBLE Co | $1.6M | 0.4% | +0% | 72.9 |
| 65 |  $HUBS | HUBSPOT INC | $1.6M | 0.4% | +0% | 58.1 |
| 66 |  $SO | SOUTHERN CO | $1.5M | 0.4% | +0% | 65.1 |
| 67 | — | ISHARES TR | $1.5M | 0.3% | +49% | — |
| 68 |  $KO | COCA COLA CO | $1.5M | 0.3% | -0% | 74 |
| 69 | — | NEOS ETF TRUST | $1.5M | 0.3% | -0% | — |
| 70 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $1.5M | 0.3% | -7% | — |
| 71 | — | STATE STR SPDR DOW JONES IND | $1.4M | 0.3% | +0% | — |
| 72 |  $RTX | RTX Corp | $1.4M | 0.3% | +1% | 70 |
| 73 | — | ISHARES TR | $1.3M | 0.3% | +0% | — |
| 74 | — | VANGUARD INDEX FDS | $1.3M | 0.3% | -24% | — |
| 75 | — | SELECT SECTOR SPDR TR | $1.3M | 0.3% | -4% | — |
| 76 | — | EATON VANCE TAX-MANAGED GLOB | $1.3M | 0.3% | +0% | — |
| 77 |  $PM | Philip Morris International Inc. | $1.3M | 0.3% | +0% | 80.5 |
| 78 | — | SPDR SERIES TRUST | $1.3M | 0.3% | +0% | — |
| 79 | — | VANGUARD WORLD FD | $1.3M | 0.3% | +0% | — |
| 80 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.2M | 0.3% | -13% | 66.7 |
| 81 |  $WM | WASTE MANAGEMENT INC | $1.2M | 0.3% | +6% | 70.7 |
| 82 | — | ISHARES TR | $1.2M | 0.3% | +0% | — |
| 83 | — | NEOS ETF TRUST | $1.2M | 0.3% | +6% | — |
| 84 | — | VANGUARD INDEX FDS | $1.2M | 0.3% | +4% | — |
| 85 | — | ISHARES TR | $1.1M | 0.3% | +83% | — |
| 86 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.3% | -8% | — |
| 87 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.3% | -1% | 68.4 |
| 88 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $1.1M | 0.3% | +29% | — |
| 89 |  $TT | Trane Technologies plc | $1.1M | 0.3% | +0% | — |
| 90 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.3% | -2% | — |
| 91 | — | FIRST TR EXCH TRADED FD III | $1.1M | 0.3% | +0% | — |
| 92 | — | FIDELITY COVINGTON TRUST | $1.1M | 0.3% | +0% | — |
| 93 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.3% | +0% | 72.3 |
| 94 | — | GLOBAL X FDS | $1.1M | 0.3% | -10% | — |
| 95 |  $MDT | Medtronic plc | $1.1M | 0.3% | +0% | — |
| 96 | — | VANGUARD INDEX FDS | $1.0M | 0.2% | -1% | — |
| 97 | — | VANGUARD STAR FDS | $1.0M | 0.2% | +11% | — |
| 98 | — | J P MORGAN EXCHANGE TRADED F | $999,800 | 0.2% | -0% | — |
| 99 | — | VANGUARD INTL EQUITY INDEX F | $979,021 | 0.2% | +3% | — |
| 100 | — | VANGUARD SCOTTSDALE FDS | $975,931 | 0.2% | +1% | — |
| 101 |  $WT | WisdomTree, Inc. | $968,337 | 0.2% | -14% | 62.9 |
| 102 | — | ISHARES TR | $955,692 | 0.2% | +108% | — |
| 103 |  $GEV | GE Vernova Inc. | $947,670 | 0.2% | -7% | 70.1 |
| 104 | — | ISHARES TR | $935,755 | 0.2% | +0% | — |
| 105 |  $ACLX | Arcellx, Inc. | $918,560 | 0.2% | +0% | 6.7 |
| 106 | — | PIMCO ETF TR | $903,400 | 0.2% | +0% | — |
| 107 | — | SPDR SERIES TRUST | $899,280 | 0.2% | +0% | — |
| 108 |  $BRK.B | BERKSHIRE HATHAWAY INC | $892,270 | 0.2% | +0% | 64.5 |
| 109 |  $LOW | LOWES COMPANIES INC | $877,851 | 0.2% | -0% | 63.5 |
| 110 | — | PACER FDS TR | $835,002 | 0.2% | +0% | — |
| 111 |  $AVGO | Broadcom Inc. | $828,558 | 0.2% | -6% | 86.4 |
| 112 | — | J P MORGAN EXCHANGE TRADED F | $811,815 | 0.2% | +3% | — |
| 113 |  $ETN | Eaton Corp plc | $800,823 | 0.2% | +2% | — |
| 114 | — | NEOS ETF TRUST | $786,524 | 0.2% | +26% | — |
| 115 | — | NEOS ETF TRUST | $765,956 | 0.2% | +3% | — |
| 116 | — | SELECT SECTOR SPDR TR | $763,967 | 0.2% | +0% | — |
| 117 | — | J P MORGAN EXCHANGE TRADED F | $762,690 | 0.2% | +0% | — |
| 118 |  $MCO | MOODYS CORP /DE/ | $759,075 | 0.2% | +0% | 81.3 |
| 119 |  $DUK | Duke Energy CORP | $754,730 | 0.2% | +0% | 64 |
| 120 | — | ISHARES TR | $743,104 | 0.2% | +0% | — |
| 121 | — | FIRST TR EXCH TRADED FD III | $712,135 | 0.2% | +40% | — |
| 122 | $IVZ | Invesco Ltd. | $704,145 | 0.2% | +0% | — |
| 123 | — | J P MORGAN EXCHANGE TRADED F | $687,231 | 0.2% | +73% | — |
| 124 | — | VANECK ETF TRUST | $665,477 | 0.2% | +8% | — |
| 125 |  $V | VISA INC. | $664,324 | 0.1% | -16% | 83.5 |
| 126 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $655,793 | 0.1% | +0% | 75.4 |
| 127 | — | VANGUARD WORLD FD | $654,263 | 0.1% | -1% | — |
| 128 |  $GWW | W.W. GRAINGER, INC. | $633,022 | 0.1% | +0% | 69.5 |
| 129 |  $GLW | CORNING INC /NY | $628,181 | 0.1% | +0% | 72.7 |
| 130 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $592,187 | 0.1% | +0% | — |
| 131 | — | VANGUARD WORLD FD | $580,310 | 0.1% | -42% | — |
| 132 |  $TJX | TJX COMPANIES INC /DE/ | $577,953 | 0.1% | +0% | 70.7 |
| 133 | — | ISHARES TR | $573,422 | 0.1% | +0% | — |
| 134 |  $VZ | VERIZON COMMUNICATIONS INC | $567,913 | 0.1% | -1% | 71.6 |
| 135 |  $NBIS | Nebius Group N.V. | $567,463 | 0.1% | -2% | — |
| 136 |  $CRWD | CrowdStrike Holdings, Inc. | $566,095 | 0.1% | +2% | 55 |
| 137 | — | INVESCO EXCH TRADED FD TR II | $561,600 | 0.1% | +0% | — |
| 138 |  $BLTE | BELITE BIO, INC | $558,040 | 0.1% | +0% | — |
| 139 | — | ISHARES TR | $527,875 | 0.1% | +0% | — |
| 140 |  $GILD | GILEAD SCIENCES, INC. | $527,655 | 0.1% | -4% | 77.8 |
| 141 |  $QCOM | QUALCOMM INC/DE | $511,894 | 0.1% | +0% | 81.9 |
| 142 |  $WMB | WILLIAMS COMPANIES, INC. | $507,725 | 0.1% | -3% | 72.8 |
| 143 | — | ISHARES TR | $506,012 | 0.1% | -95% | — |
| 144 | — | VANECK ETF TRUST | $499,642 | 0.1% | +0% | — |
| 145 | — | VANGUARD SCOTTSDALE FDS | $499,288 | 0.1% | +0% | — |
| 146 |  $MCD | MCDONALDS CORP | $496,826 | 0.1% | +0% | 73.9 |
| 147 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $496,305 | 0.1% | +0% | 60.9 |
| 148 | — | ISHARES TR | $492,098 | 0.1% | +0% | — |
| 149 |  $IRM | IRON MOUNTAIN INC | $479,241 | 0.1% | +0% | 50.7 |
| 150 |  $APG | APi Group Corp | $474,084 | 0.1% | NEW | 61.3 |
| 151 |  $UNH | UNITEDHEALTH GROUP INC | $472,422 | 0.1% | +42% | 66.8 |
| 152 | — | SPDR SERIES TRUST | $451,839 | 0.1% | +1% | — |
| 153 |  $DIS | Walt Disney Co | $441,986 | 0.1% | -2% | 68.9 |
| 154 |  $NEE | NEXTERA ENERGY INC | $439,293 | 0.1% | +0% | 71.7 |
| 155 | — | ISHARES TR | $435,691 | 0.1% | +43% | — |
| 156 |  $CSX | CSX CORP | $431,928 | 0.1% | +0% | 66.4 |
| 157 |  $NVS | NOVARTIS AG | $424,492 | 0.1% | +0% | — |
| 158 |  $MA | Mastercard Inc | $423,787 | 0.1% | +0% | 81.7 |
| 159 |  $UNP | UNION PACIFIC CORP | $422,808 | 0.1% | +0% | 74 |
| 160 |  $BABA | Alibaba Group Holding Ltd | $422,800 | 0.1% | -11% | — |
| 161 |  $WFC | WELLS FARGO & COMPANY/MN | $416,690 | 0.1% | +13% | — |
| 162 | — | SPDR SERIES TRUST | $409,630 | 0.1% | -4% | — |
| 163 |  $FAST | FASTENAL CO | $407,949 | 0.1% | +0% | 73.5 |
| 164 |  $CAH | CARDINAL HEALTH INC | $401,489 | 0.1% | +0% | 58.6 |
| 165 |  $BA | BOEING CO | $399,055 | 0.1% | +0% | 51.8 |
| 166 | — | VANGUARD INTL EQUITY INDEX F | $398,030 | 0.1% | +0% | — |
| 167 | — | ISHARES INC | $393,800 | 0.1% | +0% | — |
| 168 | — | GOLDMAN SACHS ETF TR | $393,495 | 0.1% | +0% | — |
| 169 | — | AMPLIFY ETF TR | $389,260 | 0.1% | +3% | — |
| 170 |  $MPC | Marathon Petroleum Corp | $389,223 | 0.1% | +0% | 50.7 |
| 171 | — | AMERICAN CENTY ETF TR | $388,618 | 0.1% | +63% | — |
| 172 | — | AMERICAN CENTY ETF TR | $382,010 | 0.1% | +64% | — |
| 173 |  $ARGX | ARGENX SE | $365,125 | 0.1% | -17% | — |
| 174 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $362,642 | 0.1% | +0% | 60.5 |
| 175 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $356,874 | 0.1% | +0% | 70.9 |
| 176 |  $OKE | ONEOK INC /NEW/ | $356,589 | 0.1% | +0% | 72 |
| 177 | — | ISHARES TR | $354,465 | 0.1% | +0% | — |
| 178 |  $LMT | LOCKHEED MARTIN CORP | $349,337 | 0.1% | +1% | 65 |
| 179 | — | ISHARES TR | $347,944 | 0.1% | +0% | — |
| 180 |  $APH | AMPHENOL CORP /DE/ | $344,468 | 0.1% | -10% | 80.5 |
| 181 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $343,535 | 0.1% | +0% | — |
| 182 | — | ISHARES TR | $334,298 | 0.1% | +0% | — |
| 183 | — | ISHARES TR | $333,878 | 0.1% | -14% | — |
| 184 |  $CYTK | CYTOKINETICS INC | $329,550 | 0.1% | +0% | 28 |
| 185 |  $ORCL | ORACLE CORP | $316,139 | 0.1% | +7% | 67.2 |
| 186 |  $UMBF | UMB FINANCIAL CORP | $316,125 | 0.1% | +0% | — |
| 187 | — | VANGUARD TAX-MANAGED FDS | $309,670 | 0.1% | +3% | — |
| 188 |  $HON | HONEYWELL INTERNATIONAL INC | $307,514 | 0.1% | +0% | 65.7 |
| 189 |  $NUVL | Nuvalent, Inc. | $307,350 | 0.1% | +0% | — |
| 190 | — | ISHARES TR | $307,105 | 0.1% | +0% | — |
| 191 |  $ITW | ILLINOIS TOOL WORKS INC | $305,060 | 0.1% | +0% | 71.2 |
| 192 | — | NEOS ETF TRUST | $304,937 | 0.1% | +0% | — |
| 193 |  $CEG | Constellation Energy Corp | $303,266 | 0.1% | -64% | 62.5 |
| 194 |  $SYRE | Spyre Therapeutics, Inc. | $302,640 | 0.1% | NEW | — |
| 195 |  $MO | ALTRIA GROUP, INC. | $300,189 | 0.1% | +0% | 72.1 |
| 196 | — | SPDR INDEX SHS FDS | $297,020 | 0.1% | +0% | — |
| 197 |  $T | AT&T INC. | $296,568 | 0.1% | +0% | 71.9 |
| 198 | — | ISHARES TR | $294,150 | 0.1% | +0% | — |
| 199 | — | FIRST TR EXCHANGE-TRADED FD | $293,708 | 0.1% | +0% | — |
| 200 |  $IAU | ISHARES GOLD TRUST | $293,485 | 0.1% | +0% | — |
| 201 | — | PACER FDS TR | $291,693 | 0.1% | +50% | — |
| 202 |  $AMD | ADVANCED MICRO DEVICES INC | $291,108 | 0.1% | +4% | 78.8 |
| 203 | — | VANGUARD SCOTTSDALE FDS | $286,298 | 0.1% | +0% | — |
| 204 |  $ANET | Arista Networks, Inc. | $282,394 | 0.1% | +0% | 86 |
| 205 | $IVZ | Invesco Ltd. | $280,217 | 0.1% | +0% | — |
| 206 | — | ISHARES TR | $271,674 | 0.1% | +0% | — |
| 207 |  $NGG | NATIONAL GRID PLC | $271,481 | 0.1% | +0% | — |
| 208 |  $TGT | TARGET CORP | $270,518 | 0.1% | +0% | 53.1 |
| 209 |  $SWK | STANLEY BLACK & DECKER, INC. | $264,343 | 0.1% | +0% | 52.4 |
| 210 |  $WPC | W. P. Carey Inc. | $256,209 | 0.1% | +0% | 62.1 |
| 211 | — | JANUS DETROIT STR TR | $254,957 | 0.1% | +1% | — |
| 212 | — | J P MORGAN EXCHANGE TRADED F | $249,569 | 0.1% | -58% | — |
| 213 | — | SCHWAB STRATEGIC TR | $249,195 | 0.1% | -5% | — |
| 214 |  $BMY | BRISTOL MYERS SQUIBB CO | $242,721 | 0.1% | -3% | 70.1 |
| 215 |  $GE | GENERAL ELECTRIC CO | $240,930 | 0.1% | +0% | 74.8 |
| 216 | — | ISHARES TR | $235,182 | 0.1% | +0% | — |
| 217 | — | SPDR SERIES TRUST | $232,486 | 0.1% | +0% | — |
| 218 |  $BLK | BlackRock, Inc. | $231,378 | 0.1% | +0% | 70.3 |
| 219 | — | ISHARES TR | $228,627 | 0.1% | +0% | — |
| 220 |  $TFC | TRUIST FINANCIAL CORP | $228,011 | 0.1% | +0% | — |
| 221 | — | ISHARES TR | $227,948 | 0.1% | +0% | — |
| 222 | $META | Meta Platforms, Inc. | $226,134 | 0.1% | +0% | 80.9 |
| 223 | — | SPDR INDEX SHS FDS | $221,970 | 0.1% | +0% | — |
| 224 | — | SCHWAB STRATEGIC TR | $218,066 | 0.1% | +0% | — |
| 225 |  $KR | KROGER CO | $217,080 | 0.1% | NEW | 51.1 |
| 226 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $214,260 | 0.1% | NEW | — |
| 227 | — | SPDR SERIES TRUST | $210,490 | 0.1% | +0% | — |
| 228 |  $UPS | UNITED PARCEL SERVICE INC | $209,648 | 0.1% | +0% | 58.2 |
| 229 |  $TER | TERADYNE, INC | $207,522 | 0.1% | NEW | 74.6 |
| 230 | — | ISHARES TR | $206,425 | 0.1% | +0% | — |
| 231 | — | CAPITAL GROUP GROWTH ETF | $204,778 | 0.1% | +0% | — |
| 232 |  $GD | GENERAL DYNAMICS CORP | $204,357 | 0.1% | NEW | 73 |
| 233 |  $EQIX | EQUINIX INC | $203,989 | 0.1% | NEW | 61.4 |
| 234 | — | ISHARES TR | $203,598 | 0.1% | -36% | — |
| 235 |  $ZTS | Zoetis Inc. | $203,505 | 0.1% | -23% | 72.6 |
| 236 |  $COP | CONOCOPHILLIPS | $200,726 | 0.1% | NEW | 74.8 |
| 237 |  $EIM | Eaton Vance Municipal Bond Fund | $197,120 | 0.1% | -30% | — |
| 238 |  $GUG | Guggenheim Active Allocation Fund | $191,087 | 0.0% | +1% | — |
| 239 |  $AVK | ADVENT CONVERTIBLE & INCOME FUND | $153,961 | 0.0% | NEW | — |
| 240 |  $GGN | GAMCO Global Gold, Natural Resources & Income Trust | $103,607 | 0.0% | +0% | — |
| 241 |  $ACP | abrdn Income Credit Strategies Fund | $68,641 | 0.0% | +0% | — |
| 242 |  $NKLR | Terra Innovatum Global N.V. | $46,400 | 0.0% | NEW | — |
| 243 |  $GERN | GERON CORP | $37,995 | 0.0% | +0% | — |
| 244 |  $HIO | WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. | $37,592 | 0.0% | +3% | — |
New Positions (10)
$APG APi Group Corp$474,084$SYRE Spyre Therapeutics, Inc.$302,640$KR KROGER CO$217,080$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$214,260$TER TERADYNE, INC$207,522$GD GENERAL DYNAMICS CORP$204,357$EQIX EQUINIX INC$203,989$COP CONOCOPHILLIPS$200,726$AVK ADVENT CONVERTIBLE & INCOME FUND$153,961$NKLR Terra Innovatum Global N.V.$46,400
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for High Net Worth Advisory Group LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track High Net Worth Advisory Group LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for High Net Worth Advisory Group LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: High Net Worth Advisory Group LLC
13F Pro is an AI hedge fund tracker and stock research platform. For High Net Worth Advisory Group LLC (SEC CIK: 1919142), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in High Net Worth Advisory Group LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.