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 Market Cap. of $2 Billions to $10 Billions
