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Net Worth Advisory Group

All holdings · as of Dec 31, 2025

441 positions

CompanyClassValueShares% of portfolio
Broadcom Inc.$2.10M6,0600.4%
VANGUARD INDEX FDS$2.06M11,5870.4%
INTUIT INC.$2.02M3,0430.4%
Walmart Inc.$2.01M18,0560.4%
ISHARES TR$1.99M17,5300.4%
ISHARES TR$1.98M14,0080.4%
VANGUARD INDEX FDS$1.88M5,9670.4%
SCHWAB STRATEGIC TR$1.86M62,9420.4%
VANGUARD INDEX FDS$1.84M6,6020.4%
AMERIPRISE FINANCIAL INC$1.72M3,5150.3%
TRAVELERS COMPANIES, INC.$1.67M5,7440.3%
PACCAR INC$1.59M14,5330.3%
COSTCO WHOLESALE CORP /NEW$1.54M1,7910.3%
Marathon Petroleum Corp$1.52M9,3210.3%
AerCap Holdings N.V.$1.48M10,2870.3%
ADOBE INC.$1.41M4,0390.3%
AbbVie Inc.$1.39M6,0690.3%
ADVANCED MICRO DEVICES INC$1.38M6,4360.3%
LUMENTUM HLDGS INC$1.38M3,7360.3%
ABBOTT LABORATORIES$1.37M10,9050.3%
THE GOLDMAN SACHS GROUP, INC.$1.33M1,5110.3%
Netflix Inc$1.28M13,6670.3%
LAM RESEARCH CORP$1.27M7,4240.3%
Salesforce Inc$1.15M4,3420.2%
BANK OF AMERICA CORP /DE$1.13M20,5880.2%
ISHARES TR$1.11M26,7220.2%
EXXON MOBIL CORP$1.10M9,1000.2%
Morgan Stanley$1.09M6,1610.2%
Cigna Group$1.09M3,9530.2%
CAPITAL ONE FINANCIAL CORP$1.06M4,3840.2%
Palantir Technologies Inc$1.06M5,9490.2%
Monolithic Power Systems Inc$1.05M1,1560.2%
VANGUARD INDEX FDS$1.04M4,9050.2%
GLOBE LIFE INC.$1.01M7,2330.2%
CHEVRON CORP$1.00M6,5650.2%
KLA CORP$999.7K8230.2%
Leidos Holdings Inc$998.6K5,5350.2%
INVESCO EXCH TRD SLF IDX FD$998.0K50,5570.2%
Warner Bros. Discovery, Inc.$983.8K34,1350.2%
ORACLE CORP$978.7K5,0210.2%
ISHARES TR$972.3K10,8680.2%
MCDONALD'S CORP$966.8K3,1630.2%
ASML HOLDING N V$966.6K9030.2%
FREEPORT-MCMORAN INC$966.0K19,0200.2%
INVESCO EXCH TRD SLF IDX FD$963.2K49,2080.2%
ConocoPhillips$958.2K10,2360.2%
Merck & Co., Inc.$956.5K9,0870.2%
INVESCO EXCH TRD SLF IDX FD$936.8K45,4760.2%
RIO TINTO PLC$914.9K11,4310.2%
BRISTOL MYERS SQUIBB CO$908.8K16,8490.2%
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