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
$10.7B
$649 Million 0.14% of portfolio
2,672
Q2 2025 Added 1.17%
$101B
$623 Million 0.14% of portfolio
10,686
Q2 2025 Added 5.34%
$147B
$648 Million 0.14% of portfolio
18,149
Q2 2025 Added 1.29%
$24.6B
$616 Million 0.14% of portfolio
4,482
Q2 2025 Added 20.1%
$59.5B
$612 Million 0.14% of portfolio
2,692
Q2 2025 Added 0.86%
$412B
$627 Million 0.14% of portfolio
5,530
Q2 2025 Added 90.49%
$149B
$645 Million 0.14% of portfolio
6,006
Q2 2025 Reduced 4.2%
$63.7B
$618 Million 0.14% of portfolio
5,184
Q2 2025 Added 16.39%
$15.9B
$636 Million 0.14% of portfolio
12,601
Q2 2025 Reduced 4.55%
$39.4B
$577 Million 0.13% of portfolio
1,051
Q2 2025 Added 5.84%
$16.4B
$575 Million 0.13% of portfolio
1,865
Q2 2025 Added 4.31%
$12.4B
$570 Million 0.13% of portfolio
3,244
Q2 2025 Added 17.32%
$1.08B
$608 Million 0.13% of portfolio
10,827
Q2 2025 Reduced 4.19%
$256B
$565 Million 0.13% of portfolio
8,030
Q2 2025 Added 4.3%
$16.9B
$575 Million 0.13% of portfolio
3,403
Q2 2025 Reduced 4.68%
$58.6B
$565 Million 0.13% of portfolio
2,587
Q2 2025 Reduced 3.04%
$154B
$549 Million 0.12% of portfolio
1,836
Q2 2025 Added 2.51%
$20.3B
$557 Million 0.12% of portfolio
1,492
Q2 2025 Reduced 1.65%
$94.5B
$539 Million 0.12% of portfolio
5,886
Q2 2025 Added 2.83%
$57.3B
$548 Million 0.12% of portfolio
14,633
Q2 2025 Added 102.98%
$142B
$534 Million 0.12% of portfolio
2,703
Q2 2025 Added 3.92%
$20.5B
$541 Million 0.12% of portfolio
15,099
Q2 2025 Reduced 4.39%
$6.92B
$484 Million 0.11% of portfolio
7,963
Q2 2025 Added 10.51%
$19.1B
$489 Million 0.11% of portfolio
19,044
Q2 2025 Added 1.8%
$216B
$516 Million 0.11% of portfolio
6,513
Q2 2025 Reduced 56.59%
$20.6B
$485 Million 0.11% of portfolio
11,307
Q2 2025 Reduced 5.7%
$331B
$479 Million 0.11% of portfolio
1,535
Q2 2025 Reduced 57.85%
$123B
$510 Million 0.11% of portfolio
7,385
Q2 2025 Added 27.77%
$633M
$479 Million 0.11% of portfolio
409,328
Q2 2025 Reduced 3.47%
$85.4B
$511 Million 0.11% of portfolio
5,612
Q2 2025 Added 5.71%
$72.6B
$504 Million 0.11% of portfolio
634
Q2 2025 Reduced 3.94%
$230B
$504 Million 0.11% of portfolio
1,710
Q2 2025 New
$75.6B
$480 Million 0.11% of portfolio
1,234
Q2 2025 Reduced 0.24%
$139B
$465 Million 0.1% of portfolio
6,332
Q2 2025 Added 5.64%
$9.91B
$468 Million 0.1% of portfolio
53,890
Q2 2025 Reduced 4.38%
$61.8B
$466 Million 0.1% of portfolio
4,612
Q2 2025 Added 4.23%
$78.1B
$472 Million 0.1% of portfolio
3,069
Q2 2025 Added 6.05%
$8.89B
$436 Million 0.1% of portfolio
11,791
Q2 2025 Added 15.97%
$9.86B
$435 Million 0.1% of portfolio
10,796
Q2 2025 Added 5.41%
$191B
$446 Million 0.1% of portfolio
5,237
Q2 2025 Reduced 3.31%
$54.3B
$443 Million 0.1% of portfolio
2,571
Q2 2025 Added 1.78%
$302B
$450 Million 0.1% of portfolio
1,481
Q2 2025 Added 0.61%
$56.8B
$463 Million 0.1% of portfolio
5,978
Q2 2025 Added 3.1%
$15.1B
$468 Million 0.1% of portfolio
5,790
Q2 2025 Added 5.6%
-
$451 Million 0.1% of portfolio
-
Q2 2025 Added 3.56%
$39.8B
$400 Million 0.09% of portfolio
5,868
Q2 2025 Added 23.17%
$20.3B
$414 Million 0.09% of portfolio
2,195
Q2 2025 Added 14.03%
$6.31B
$398 Million 0.09% of portfolio
4,003
Q2 2025 Added 19.49%
$118B
$417 Million 0.09% of portfolio
160
Q2 2025 Added 0.63%

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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