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
$310B
$956 Million 0.21% of portfolio
6,675
Q2 2025 Added 11.21%
$18.7B
$960 Million 0.21% of portfolio
16,461
Q2 2025 Added 1.75%
$136B
$964 Million 0.21% of portfolio
1,077
Q2 2025 Added 14.7%
$8.29B
$941 Million 0.21% of portfolio
7,385
Q2 2025 Added 9.83%
$26.5B
$943 Million 0.21% of portfolio
1,840
Q2 2025 Added 2.91%
$94.3B
$892 Million 0.2% of portfolio
3,235
Q2 2025 Added 8.92%
$54.7B
$910 Million 0.2% of portfolio
4,520
Q2 2025 Added 1.82%
$117B
$868 Million 0.19% of portfolio
2,997
Q2 2025 Reduced 2.38%
$130B
$878 Million 0.19% of portfolio
25,960
Q2 2025 Added 4.59%
$376B
$858 Million 0.19% of portfolio
5,386
Q2 2025 Added 26.22%
$13.9B
$847 Million 0.19% of portfolio
6,814
Q2 2025 Added 8.76%
$101B
$840 Million 0.19% of portfolio
3,844
Q2 2025 Reduced 2.54%
$275B
$849 Million 0.19% of portfolio
7,013
Q2 2025 Added 6.55%
$38.4B
$824 Million 0.18% of portfolio
2,747
Q2 2025 Added 3.86%
$19.5B
$826 Million 0.18% of portfolio
3,774
Q2 2025 Added 32.33%
$190B
$797 Million 0.18% of portfolio
776
Q2 2025 Reduced 0.13%
$251B
$795 Million 0.18% of portfolio
5,601
Q2 2025 Reduced 26.61%
$133B
$775 Million 0.17% of portfolio
1,010
Q2 2025 Reduced 24.74%
$97.3B
$785 Million 0.17% of portfolio
2,547
Q2 2025 Reduced 2.97%
$98.9B
$789 Million 0.17% of portfolio
1,129
Q2 2025 Added 1.53%
$143B
$780 Million 0.17% of portfolio
2,185
Q2 2025 Added 1.02%
$70.3B
$745 Million 0.17% of portfolio
6,225
Q2 2025 Added 1.83%
$81.3B
$785 Million 0.17% of portfolio
5,884
Q2 2025 Added 1.29%
$17.5B
$749 Million 0.17% of portfolio
2,386
Q2 2025 Added 9.35%
$59.9B
$771 Million 0.17% of portfolio
9,011
Q2 2025 Added 2.08%
$128B
$767 Million 0.17% of portfolio
3,224
Q2 2025 Added 1.35%
$45.9B
$765 Million 0.17% of portfolio
2,183
Q2 2025 Reduced 4.51%
$36.8B
$731 Million 0.16% of portfolio
4,764
Q2 2025 Added 9.79%
$88.1B
$723 Million 0.16% of portfolio
4,748
Q2 2025 Added 177.01%
$79.5B
$724 Million 0.16% of portfolio
4,199
Q2 2025 Added 1.06%
$177B
$700 Million 0.16% of portfolio
3,370
Q2 2025 Reduced 0.24%
$17.6B
$668 Million 0.15% of portfolio
2,147
Q2 2025 Added 10.22%
$32.5B
$688 Million 0.15% of portfolio
5,608
Q2 2025 Reduced 2.86%
$15.9B
$675 Million 0.15% of portfolio
9,214
Q2 2025 Added 1.19%
$65.6B
$683 Million 0.15% of portfolio
15,763
Q2 2025 Added 1.23%
$42.9B
$655 Million 0.15% of portfolio
15,580
Q2 2025 Added 29.41%
$407B
$691 Million 0.15% of portfolio
14,601
Q2 2025 Added 46.89%
$8.31B
$669 Million 0.15% of portfolio
4,933
Q2 2025 Added 10.66%
$125B
$668 Million 0.15% of portfolio
7,659
Q2 2025 Added 2.16%
$70.1B
$668 Million 0.15% of portfolio
439
Q2 2025 Reduced 4.36%
$319B
$674 Million 0.15% of portfolio
841
Q2 2025 Added 7.0%
$29.9B
$690 Million 0.15% of portfolio
2,047
Q2 2025 Reduced 3.26%
$227B
$673 Million 0.15% of portfolio
2,303
Q2 2025 Reduced 16.28%
$7.5B
$665 Million 0.15% of portfolio
9,363
Q2 2025 Added 1.52%
$161B
$682 Million 0.15% of portfolio
1,256
Q2 2025 Reduced 0.08%
$199B
$656 Million 0.15% of portfolio
4,965
Q2 2025 Reduced 51.88%
$300B
$694 Million 0.15% of portfolio
2,913
Q2 2025 Reduced 5.33%
$133B
$636 Million 0.14% of portfolio
2,763
Q2 2025 Added 2.98%
$120B
$624 Million 0.14% of portfolio
6,955
Q2 2025 Added 17.09%

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
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