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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$905M
$717 Million 0.14% of portfolio
324,367
Q4 2025 Reduced 12.36%
$1.47B
$458 Million 0.09% of portfolio
40,326
Q4 2025 Reduced 0.24%
$1.75B
$345 Million 0.07% of portfolio
3,210
Q4 2025 Added 18.58%
$875M
$301 Million 0.06% of portfolio
8,144
Q4 2025 Reduced 16.72%
$1.17B
$316 Million 0.06% of portfolio
32,490
Q4 2025 Reduced 1.88%
$409M
$299 Million 0.06% of portfolio
19,383
Q4 2025 Reduced 0.2%
$497M
$275 Million 0.06% of portfolio
108,782
Q4 2025 Added 0.22%
$1.01B
$248 Million 0.05% of portfolio
4,915
Q4 2025 Reduced 3.65%
$579M
$267 Million 0.05% of portfolio
13,225
Q4 2025 Added 0.14%
$633M
$244 Million 0.05% of portfolio
49,950
Q4 2025 Reduced 2.81%
$1.65B
$251 Million 0.05% of portfolio
16,920
Q4 2025 Added 13.38%
$1.47B
$172 Million 0.03% of portfolio
20,649
Q4 2025 Reduced 0.25%
$377M
$96.9 Million 0.02% of portfolio
23,643
Q4 2025 Reduced 3.09%

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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