High Net Worth Advisory Group LLC Portfolio Holdings

High Net Worth Advisory Group LLC

  • $400 Million
  • Q4 2025

High Net Worth Advisory Group LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $400 Million distributed in 240 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $28.5M, Nvidia Corp with a value of $20.8M, Vanguard Whitehall Fds (Vangua with a value of $14.5M, Apple Inc. with a value of $14.2M, and Ishares Core U.S. Aggregate Bo with a value of $14M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $388M to 400M.

High Net Worth Advisory Group LLC is based out at Naples, FL

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

Portfolio value $400 Million
ETFs: $237 Million
Technology: $50.6 Million
Healthcare: $32.7 Million
Financial Services: $16.2 Million
Consumer Cyclical: $15.3 Million
Industrials: $13.7 Million
Consumer Defensive: $13.6 Million
Communication Services: $9.77 Million
Other: $11.1 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.61 Million 0.4% of portfolio
151,046
Q4 2025 Reduced 34.25%
$0
$1.38 Million 0.34% of portfolio
151,790
Q4 2025 Reduced 6.79%
$0
$857,000 0.21% of portfolio
95,000
Q4 2025 Added 35.71%
$0
$286,000 0.07% of portfolio
28,904
Q4 2025 Reduced 37.0%
$0
$187,000 0.05% of portfolio
12,373
Q4 2025 New
$0
$95,000 0.02% of portfolio
19,475
Q3 2022 Reduced 18.77%
$0
$72,000 0.02% of portfolio
13,459
Q2 2025 Added 7.55%
$0
$38,000 0.01% of portfolio
10,062
Q4 2025 Reduced 54.99%
$0
$0 0.0% of portfolio
3,554
Q4 2025 Reduced 6.77%

Summary

  • Portfolio
  • No. of Stocks 240
  • Current Value $400 Million
  • Prior Value $388 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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