13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001919142
Total reported value
$476.3M
$476.3M
250 檔
21.8%
In Q2 2026, High Net Worth Advisory Group LLC's U.S. equity holdings reached a combined market value of $476.3M, distributed across 250 disclosed stock positions.
In Q2 2026, High Net Worth Advisory Group LLC displayed an active expansion posture, initiating 19 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.81% | -0.16% | -0.48% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.72% | +0.65% | +0.22% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.90% | -0.07% | +0.35% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.51% | -0.07% | +0.41% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.16% | +0.41% | -0.17% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.95% | -0.28% | +0.71% | |
| 7 | CGBL | Cap Group Core Balanced | ETF-Other | 2.67% | -0.05% | +4.37% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.43% | +0.06% | -0.11% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.77% | -0.03% | -9.93% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.70% | +0.04% | +506.42% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | +0.01% | -1.43% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.60% | +0.04% | +1.64% | |
| 13 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.46% | -0.02% | -2.85% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.03% | +3.62% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.24% | +0.03% | +1.03% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.22% | +0.06% | +5.67% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.19% | — | +1.74% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.17% | -0.12% | +0.53% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.17% | +0.03% | +711.96% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.17% | +0.17% | +0.40% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.13% | -0.01% | -1.39% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | +0.41% | +10.27% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.09% | -0.04% | +0.32% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.00% | -0.09% | -1.36% | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 0.98% | -0.04% | — | |
| 26 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.94% | -0.02% | +2.08% | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.85% | +0.05% | +408.70% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | -0.12% | -7.12% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.01% | +5.74% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.06% | -0.31% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.18% | -2.25% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.73% | -0.03% | +0.04% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.72% | EXIT | |
| 34 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.71% | +0.05% | -2.98% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | +0.01% | +0.40% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | -0.06% | +268.38% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | +0.05% | -0.55% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.01% | +0.44% | |
| 39 | HDV | Ishares Core High Dividend E | ETF-Other | 0.65% | +0.04% | +396.39% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.06% | +6.56% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | +0.18% | -2.02% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | -0.16% | +19.32% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | — | +1.32% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | — | -6.43% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | -0.14% | -5.01% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | -0.05% | -4.06% | |
| 47 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.55% | — | +13.10% | |
| 48 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.55% | — | +10.60% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.09% | -11.86% | |
| 50 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.53% | -0.04% | -2.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.3% | -0.48% | Trim |
| 2 | VGT | Vanguard Info Tech ETF | +0.3% | +711.96% | Add |
| 3 | NVDA | Nvidia CORP | +0.2% | +0.22% | Add |
| 4 | AMD | Advanced Micro Devices | +0.2% | +35.22% | Add |
| 5 | XLK | Ss Technology Select Sector | +0.2% | +47.22% | Add |
| 6 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 7 | GLW | Corning Inc | +0.2% | +18.51% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.1% | +506.42% | Add |
| 9 | ROK | Rockwell Automation Inc | +0.1% | NEW | New buy |
| 10 | CGBL | Cap Group Core Balanced | +0.1% | +4.37% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | -5.01% | Trim |
| 12 | NBIS | Nebius Group N.V. | +0.1% | -18.28% | Trim |
| 13 | ABBV | Abbvie Inc | +0.1% | -0.11% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +5.74% | Add |
| 15 | CSHI | Neos Enhanced Income 1-3 Mon | +0.1% | +78.83% | Add |
| 16 | OKTA | Okta Inc | +0.1% | NEW | New buy |
| 17 | AAPL | Apple Inc | +0.1% | -0.17% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +3.62% | Add |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +0.53% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +0.15% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.03% | Add |
| 22 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +408.70% | Add |
| 23 | RVMD | Revolution Medicines Inc | +0.1% | NEW | New buy |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.32% | Add |
| 25 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +13.10% | Add |
| 26 | CGGR | Cap Group Growth Equity | +0.1% | +125.36% | Add |
| 27 | BND | Vanguard Total Bond Market | +0.1% | NEW | New buy |
| 28 | CGDV | Cap Group Dividend Value | +0.1% | +6.06% | Add |
| 29 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.43% | Trim |
| 32 | LLY | Eli Lilly & Co | +0.1% | -6.43% | Trim |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +19.32% | Add |
| 34 | AOM | Ishares Core 40/60 Moderate | +0.1% | +18.04% | Add |
| 35 | GEV | GE Vernova Inc | +0.1% | -1.20% | Trim |
| 36 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 37 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 38 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 39 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 40 | IQV | Iqvia Holdings Inc | +0.1% | NEW | New buy |
| 41 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 42 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | NEW | New buy |
| 43 | MMM | 3m Co | +0.1% | NEW | New buy |
| 44 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 45 | TT | Trane Technologies plc | 0% | +5.80% | Add |
| 46 | UNH | Unitedhealth Group Inc | 0% | +0.34% | Add |
| 47 | QCOM | Qualcomm Inc | 0% | +1.76% | Add |
| 48 | AVGO | Broadcom Inc | 0% | +4.97% | Add |
| 49 | NEE | Nextera Energy Inc | 0% | +61.66% | Add |
| 50 | SYRE | Spyre Therapeutics Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, High Net Worth Advisory Group LLC reported a total U.S. public equity portfolio value of $476.3M across 250 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, NVDA, VIG) accounted for 21.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMAT
市值: $759.9K
Top Position Liquidated / Trimmed
HUBS
前期市值: $1.6M
During Q2 2026, High Net Worth Advisory Group LLC's top holdings by market value included VOO (6.8%)、NVDA (4.7%)、VIG (3.9%). The largest single position, VOO, represented 6.8% of total portfolio value.
In Q2 2026, High Net Worth Advisory Group LLC made 163 total portfolio adjustments, initiating 19 new buys, adding to 88 positions, trimming 43 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.