Net Worth Advisory Group Portfolio Holdings

Net Worth Advisory Group

  • $495 Billion
  • Q4 2025

Net Worth Advisory Group has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $495 Billion distributed in 441 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15B, Vanguard Intermediate Term Tre with a value of $15B, Vanguard Intermediate Term Cor with a value of $15B, Vanguard Total International B with a value of $13.7B, and Ishares Tr Tips Bd ETF with a value of $12.5B.

Examining the 13F form we can see an increase of $149B in the current position value, from $346B to 495B.

Net Worth Advisory Group is based out at Sandy, UT

Below you can find more details about Net Worth Advisory Group portfolio as well as his latest detailed transactions.

Portfolio value $495 Billion
ETFs: $251 Billion
Technology: $74.2 Billion
Financial Services: $42 Billion
Healthcare: $28.2 Billion
Consumer Cyclical: $23.2 Billion
Communication Services: $20.2 Billion
Industrials: $18.2 Billion
Energy: $10.7 Billion
Other: $19.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$15 Billion 3.04% of portfolio
55,314
Q4 2025 Added 318.66%
$465B
$7.17 Billion 1.45% of portfolio
38,439
Q4 2025 Added 24.17%
$3.78T
$6.76 Billion 1.37% of portfolio
13,983
Q4 2025 Added 122.45%
$1.74T
$4.57 Billion 0.92% of portfolio
14,560
Q4 2025 Added 39.21%
$1.29T
$4.13 Billion 0.83% of portfolio
9,179
Q4 2025 Added 63.36%
$1.65T
$4.1 Billion 0.83% of portfolio
13,091
Q4 2025 Added 82.71%
$2.39T
$3.96 Billion 0.8% of portfolio
17,154
Q4 2025 Added 42.78%
$1.37T
$3.69 Billion 0.75% of portfolio
5,594
Q4 2025 Added 34.28%
$522B
$3.01 Billion 0.61% of portfolio
14,557
Q4 2025 Added 24.03%
$881B
$2.89 Billion 0.58% of portfolio
8,961
Q4 2025 Added 4.42%
$319B
$2.84 Billion 0.58% of portfolio
36,919
Q4 2025 Added 27.52%
$533B
$2.76 Billion 0.56% of portfolio
7,858
Q4 2025 Added 22.46%
$662B
$2.54 Billion 0.51% of portfolio
5,062
Q4 2025 Added 7.91%
$971B
$2.49 Billion 0.5% of portfolio
2,320
Q4 2025 Added 8.31%
$255B
$2.26 Billion 0.46% of portfolio
6,101
Q4 2025 Added 3.79%
$197B
$2.24 Billion 0.45% of portfolio
8,728
Q4 2025 Added 22.96%
$139B
$2.1 Billion 0.42% of portfolio
6,060
Q4 2025 Added 17.69%
$1.46T
$2.1 Billion 0.42% of portfolio
6,911
Q4 2025 Reduced 5.73%
$279B
$2.01 Billion 0.41% of portfolio
18,056
Q4 2025 Reduced 24.3%
$182B
$2.02 Billion 0.41% of portfolio
3,043
Q4 2025 Added 8.64%
$47B
$1.72 Billion 0.35% of portfolio
3,515
Q4 2025 Added 17.83%
$67.3B
$1.67 Billion 0.34% of portfolio
5,744
Q4 2025 Added 23.24%
$33.2B
$1.59 Billion 0.32% of portfolio
14,533
Q4 2025 Reduced 15.36%
$99.7B
$1.52 Billion 0.31% of portfolio
9,321
Q4 2025 Added 18.98%
$404B
$1.54 Billion 0.31% of portfolio
1,791
Q4 2025 Added 4.43%
$33.6B
$1.48 Billion 0.3% of portfolio
10,287
Q4 2025 Added 13.37%
$151B
$1.41 Billion 0.29% of portfolio
4,039
Q4 2025 Added 5.59%
$15.8B
$1.38 Billion 0.28% of portfolio
3,736
Q4 2025 Added 109.65%
$228B
$1.37 Billion 0.28% of portfolio
10,905
Q4 2025 New
$414B
$1.39 Billion 0.28% of portfolio
6,069
Q4 2025 Added 58.67%
$388B
$1.38 Billion 0.28% of portfolio
6,436
Q4 2025 Reduced 7.07%
$265B
$1.33 Billion 0.27% of portfolio
1,511
Q4 2025 Reduced 22.27%
$49.1B
$1.28 Billion 0.26% of portfolio
13,667
Q4 2025 Added 665.66%
$237B
$1.15 Billion 0.23% of portfolio
4,342
Q4 2025 New
$413B
$1.13 Billion 0.23% of portfolio
20,588
Q4 2025 Added 129.32%
$490B
$1.1 Billion 0.22% of portfolio
9,100
Q4 2025 Reduced 0.94%
$82.8B
$1.09 Billion 0.22% of portfolio
3,953
Q4 2025 Added 4.88%
$270B
$1.09 Billion 0.22% of portfolio
6,161
Q4 2025 Reduced 34.25%
$77.2B
$1.06 Billion 0.21% of portfolio
4,384
Q4 2025 New
$43.2B
$1.05 Billion 0.21% of portfolio
1,156
Q4 2025 Added 7.43%
$342B
$1.06 Billion 0.21% of portfolio
5,949
Q4 2025 Added 148.81%
$26.1B
$999 Million 0.2% of portfolio
5,535
Q4 2025 Added 24.89%
$161B
$1 Billion 0.2% of portfolio
823
Q4 2025 Reduced 36.84%
$303B
$1 Billion 0.2% of portfolio
6,565
Q4 2025 Added 36.94%
$405B
$967 Million 0.2% of portfolio
903
Q4 2025 Added 13.02%
$12.8B
$1.01 Billion 0.2% of portfolio
7,233
Q4 2025 Added 15.3%
$593B
$979 Million 0.2% of portfolio
5,021
Q4 2025 Added 428.53%
$224B
$967 Million 0.2% of portfolio
3,163
Q4 2025 Added 49.2%
$55.9B
$984 Million 0.2% of portfolio
34,135
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 441
  • Current Value $495 Billion
  • Prior Value $346 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 77 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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