High Net Worth Advisory Group LLC
High Net Worth Advisory Group LLC reported 250 positions worth $470.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VOO (6.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $32.0M | 6.81% | 46,663 | — | — | |
| ▸ 2 | NVDA | SH | $22.2M | 4.72% | 110,962 | — | — | |
| ▸ 3 | VIG | SH | $18.4M | 3.90% | 77,641 | — | — | |
| ▸ 4 | VYM | SH | $16.5M | 3.51% | 104,430 | — | — | |
| ▸ 5 | AAPL | SH | $14.9M | 3.16% | 51,419 | — | — | |
| ▸ 6 | AGG | SH | $13.9M | 2.95% | 140,341 | — | — | |
| ▸ 7 | CGBL | SH | $12.6M | 2.67% | 330,840 | — | — | |
| ▸ 8 | ABBV | SH | $11.4M | 2.43% | 45,390 | — | — | |
| ▸ 9 | JEPI | SH | $8.3M | 1.77% | 147,628 | — | — | |
| ▸ 10 | VUG | SH | $8.0M | 1.70% | 92,831 | — | — |
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Frequently Asked Questions
What stocks does High Net Worth Advisory Group LLC hold as of Q2 2026?
High Net Worth Advisory Group LLC reported 250 positions worth $470.7M in its Q2 2026 13F filing. Largest positions: VOO (6.8%), NVDA (4.7%), VIG (3.9%), VYM (3.5%) and AAPL (3.2%).
What did High Net Worth Advisory Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did High Net Worth Advisory Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.