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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15 Billion 3.03% of portfolio
250,021
Q4 2025 Added 137.46%
$0
$15 Billion 3.03% of portfolio
179,200
Q4 2025 Added 57.48%
$0
$13.7 Billion 2.78% of portfolio
284,086
Q4 2025 Added 16.42%
$0
$12.5 Billion 2.53% of portfolio
114,018
Q4 2025 Added 8.58%
$0
$11.5 Billion 2.32% of portfolio
104,127
Q4 2025 Added 18.88%
$0
$11.2 Billion 2.27% of portfolio
116,720
Q4 2025 Added 11.55%
$0
$11 Billion 2.23% of portfolio
133,411
Q4 2025 Added 8.44%
$0
$11 Billion 2.22% of portfolio
51,810
Q4 2025 Added 818.13%
$0
$10.8 Billion 2.19% of portfolio
88,025
Q4 2025 Added 784.76%
$0
$10.2 Billion 2.06% of portfolio
104,090
Q4 2025 Added 11.58%
$0
$8.81 Billion 1.78% of portfolio
86,657
Q4 2025 Added 8.46%
$0
$8.58 Billion 1.73% of portfolio
380,616
Q4 2025 Added 13.54%
$0
$5.93 Billion 1.2% of portfolio
73,525
Q4 2025 Added 10.38%
$0
$5.59 Billion 1.13% of portfolio
16,676
Q4 2025 Added 614.48%
$0
$4.51 Billion 0.91% of portfolio
63,220
Q4 2025 Added 427.58%
$0
$4.47 Billion 0.9% of portfolio
34,004
Q4 2025 Added 769.45%
$0
$3.79 Billion 0.77% of portfolio
33,287
Q4 2025 Added 475.1%
$0
$3.52 Billion 0.71% of portfolio
31,932
Q4 2025 Reduced 2.35%
$0
$3.41 Billion 0.69% of portfolio
6,997
Q4 2025 Added 265.57%
$0
$3.39 Billion 0.69% of portfolio
37,143
Q4 2025 Reduced 1.0%
$130B
$3.39 Billion 0.68% of portfolio
8,547
Q4 2025 Added 135.13%
$0
$3.16 Billion 0.64% of portfolio
16,544
Q4 2025 Added 193.85%
$0
$3.11 Billion 0.63% of portfolio
30,974
Q4 2025 Reduced 2.91%
$0
$2.9 Billion 0.59% of portfolio
39,110
Q4 2025 Added 68.92%
$0
$2.53 Billion 0.51% of portfolio
3,710
Q4 2025 Added 8.01%
$0
$2.51 Billion 0.51% of portfolio
4,089
Q4 2025 Added 7.97%
$0
$2.46 Billion 0.5% of portfolio
106,868
Q4 2025 Added 211.45%
$0
$2.32 Billion 0.47% of portfolio
71,138
Q4 2025 New
$0
$2.26 Billion 0.46% of portfolio
4,702
Q4 2025 Reduced 0.08%
$0
$2.25 Billion 0.45% of portfolio
22,495
Q4 2025 Added 32.8%
$0
$2.16 Billion 0.44% of portfolio
11,259
Q4 2025 Reduced 0.09%
$0
$2.06 Billion 0.42% of portfolio
11,587
Q4 2025 Added 267.14%
$0
$1.99 Billion 0.4% of portfolio
17,530
Q4 2025 Added 769.11%
$0
$1.98 Billion 0.4% of portfolio
14,008
Q4 2025 Added 673.5%
$0
$1.86 Billion 0.38% of portfolio
62,942
Q4 2025 New
$0
$1.88 Billion 0.38% of portfolio
5,967
Q4 2025 Added 56.25%
$0
$1.84 Billion 0.37% of portfolio
6,602
Q4 2025 Added 222.68%
$0
$1.11 Billion 0.23% of portfolio
26,722
Q4 2025 Added 244.27%
$0
$1.04 Billion 0.21% of portfolio
4,905
Q4 2025 Added 291.15%
$0
$998 Million 0.2% of portfolio
50,557
Q4 2025 Added 157.16%
$0
$972 Million 0.2% of portfolio
10,868
Q4 2025 New
$0
$937 Million 0.19% of portfolio
45,476
Q4 2025 Added 141.05%
$0
$963 Million 0.19% of portfolio
49,208
Q4 2025 Added 129.18%
$0
$843 Million 0.17% of portfolio
12,543
Q4 2025 Added 23.55%
$0
$827 Million 0.17% of portfolio
2,738
Q4 2025 Added 195.04%
$0
$841 Million 0.17% of portfolio
33,530
Q4 2025 New
$0
$822 Million 0.17% of portfolio
1,737
Q4 2025 Added 35.49%
$0
$770 Million 0.16% of portfolio
7,189
Q4 2025 Added 134.17%
$65.3B
$771 Million 0.16% of portfolio
9,497
Q4 2025 Added 237.01%

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
Track This Portfolio

Track Net Worth Advisory Group Portfolio

Follow Net Worth Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Net Worth Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Net Worth Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email