Institutions / Net Worth Advisory Group
Net Worth Advisory Group
CIK 1791998 · Institution · as of Dec 31, 2025
Portfolio value
$494.56M
Positions
441
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 441 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $15.04M | 3.0% |
| Vanguard Scottsdale Fds | $15.01M | 3.0% |
| Vanguard Scottsdale Fds | $14.98M | 3.0% |
| Vanguard Charlotte Fds | $13.73M | 2.8% |
| iShares Tr | $12.53M | 2.5% |
| iShares MSCI UAE ETF | $11.47M | 2.3% |
| iShares Tr | $11.22M | 2.3% |
| iShares Tr | $11.05M | 2.2% |
| iShares Tr | $10.99M | 2.2% |
| iShares Tr | $10.85M | 2.2% |
| PIMCO ETF Tr | $10.19M | 2.1% |
| iShares Tr | $8.81M | 1.8% |
| SPDR Series Trust | $8.58M | 1.7% |
| NVIDIA Corp | $7.17M | 1.4% |
| Microsoft Corp | $6.76M | 1.4% |
| iShares Tr | $5.93M | 1.2% |
| Vanguard Index Fds | $5.59M | 1.1% |
| Alphabet Inc. | $4.57M | 0.9% |
| iShares Tr | $4.51M | 0.9% |
| iShares MSCI UAE ETF | $4.47M | 0.9% |
| iShares Tr | $4.21M | 0.9% |
| Tesla Inc | $4.13M | 0.8% |
| Alphabet Inc. | $4.10M | 0.8% |
| Amazon.com Inc | $3.96M | 0.8% |
| iShares Tr | $3.79M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.