Net Worth Advisory Group Portfolio Holdings

Net Worth Advisory Group

  • $451 Billion
  • Q2 2025

Net Worth Advisory Group has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $451 Billion distributed in 426 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $13.8B, Vanguard Total International B with a value of $13.6B, Vanguard Intermediate Term Cor with a value of $13.6B, Ishares Tr Tips Bd ETF with a value of $12.1B, and Ishares Iboxx $ Investment Gra with a value of $11.4B.

Examining the 13F form we can see an increase of $133B in the current position value, from $318B to 451B.

Net Worth Advisory Group is based out at Sandy, UT

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

Portfolio value $451 Billion
ETFs: $234 Billion
Technology: $56.8 Billion
Financial Services: $41.4 Billion
Healthcare: $24 Billion
Industrials: $20.1 Billion
Consumer Cyclical: $19.7 Billion
Communication Services: $16.2 Billion
Energy: $12 Billion
Other: $22.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$10.3 Billion 2.29% of portfolio
50,296
Q2 2025 Added 308.35%
$442B
$5.23 Billion 1.16% of portfolio
33,087
Q2 2025 Added 2.68%
$3.73T
$5.18 Billion 1.15% of portfolio
10,416
Q2 2025 Added 74.38%
$1.69T
$3.9 Billion 0.86% of portfolio
5,280
Q2 2025 Added 16.25%
$2.34T
$3.19 Billion 0.71% of portfolio
14,543
Q2 2025 Added 12.41%
$896B
$2.82 Billion 0.62% of portfolio
9,720
Q2 2025 Reduced 2.93%
$1.47T
$2.65 Billion 0.59% of portfolio
14,933
Q2 2025 Added 7.1%
$637B
$2.61 Billion 0.58% of portfolio
5,366
Q2 2025 Added 183.17%
$536B
$2.54 Billion 0.56% of portfolio
1,897
Q2 2025 Added 146.04%
$562B
$2.53 Billion 0.56% of portfolio
7,125
Q2 2025 Added 0.31%
$279B
$2.53 Billion 0.56% of portfolio
25,894
Q2 2025 Added 97.86%
$186B
$2.5 Billion 0.55% of portfolio
3,178
Q2 2025 Reduced 0.13%
$278B
$2.43 Billion 0.54% of portfolio
35,077
Q2 2025 Added 3.63%
$1.16T
$2.41 Billion 0.53% of portfolio
7,578
Q2 2025 Added 86.19%
$427B
$2.17 Billion 0.48% of portfolio
2,192
Q2 2025 Added 156.37%
$467B
$2.11 Billion 0.47% of portfolio
13,814
Q2 2025 Added 23.34%
$246B
$2.09 Billion 0.46% of portfolio
6,539
Q2 2025 Added 198.31%
$169B
$1.79 Billion 0.4% of portfolio
8,064
Q2 2025 Reduced 1.19%
$35.4B
$1.79 Billion 0.4% of portfolio
18,830
Q2 2025 Added 16.59%
$1.44T
$1.74 Billion 0.39% of portfolio
9,897
Q2 2025 Added 68.66%
$163B
$1.76 Billion 0.39% of portfolio
4,538
Q2 2025 Added 21.69%
$90.9B
$1.66 Billion 0.37% of portfolio
10,021
Q2 2025 Added 30.4%
$1.34T
$1.55 Billion 0.34% of portfolio
6,841
Q2 2025 Added 27.8%
$65.5B
$1.47 Billion 0.33% of portfolio
5,512
Q2 2025 Added 4.12%
$53.5B
$1.47 Billion 0.33% of portfolio
2,749
Q2 2025 Reduced 3.03%
$146B
$1.45 Billion 0.32% of portfolio
7,937
Q2 2025 New
$232B
$1.46 Billion 0.32% of portfolio
10,754
Q2 2025 New
$104B
$1.39 Billion 0.31% of portfolio
4,322
Q2 2025 Reduced 13.85%
$93.3B
$1.39 Billion 0.31% of portfolio
4,210
Q2 2025 Added 21.82%
$467B
$1.38 Billion 0.31% of portfolio
12,781
Q2 2025 Added 62.69%
$268B
$1.39 Billion 0.31% of portfolio
1,969
Q2 2025 Added 3.58%
$265B
$1.4 Billion 0.31% of portfolio
9,973
Q2 2025 Added 2.19%
$308B
$1.37 Billion 0.3% of portfolio
17,079
Q2 2025 Added 15.77%
$146B
$1.31 Billion 0.29% of portfolio
4,747
Q2 2025 Added 14.25%
$15.6B
$1.26 Billion 0.28% of portfolio
7,005
Q2 2025 Added 7.89%
$30.5B
$1.27 Billion 0.28% of portfolio
10,882
Q2 2025 Added 8.44%
$260B
$1.25 Billion 0.28% of portfolio
6,862
Q2 2025 Added 2.65%
$389B
$1.13 Billion 0.25% of portfolio
6,110
Q2 2025 Added 66.21%
$25.3B
$1.12 Billion 0.25% of portfolio
7,075
Q2 2025 Added 9.11%
$562B
$1.09 Billion 0.24% of portfolio
1,947
Q2 2025 Added 3.45%
$218B
$1.09 Billion 0.24% of portfolio
188
Q2 2025 Added 8.05%
$181B
$1.04 Billion 0.23% of portfolio
6,559
Q2 2025 Added 46.24%
$8.41B
$1.04 Billion 0.23% of portfolio
10,046
Q2 2025 Added 1.59%
$148B
$1.04 Billion 0.23% of portfolio
9,349
Q2 2025 Added 4.34%
$20.6B
$1.01 Billion 0.22% of portfolio
1,970
Q2 2025 Added 106.28%
$39.4B
$1 Billion 0.22% of portfolio
1,372
Q2 2025 Added 110.43%
$63.8B
$1.01 Billion 0.22% of portfolio
9,579
Q2 2025 New
$19.6B
$972 Million 0.22% of portfolio
13,226
Q2 2025 Reduced 4.42%
$44.1B
$932 Million 0.21% of portfolio
5,152
Q2 2025 Added 3.81%

Summary

  • Portfolio
  • No. of Stocks 426
  • Current Value $451 Billion
  • Prior Value $318 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 87 stocks
  • Additional Purchases 272 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
Track This Portfolio

Track Net Worth Advisory Group Portfolio

Follow Net Worth Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Net Worth Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Net Worth Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email