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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.8 Billion 3.06% of portfolio
230,799
Q2 2025 Added 109.19%
$0
$13.6 Billion 3.01% of portfolio
274,486
Q2 2025 Added 7.51%
$0
$13.6 Billion 3.01% of portfolio
163,643
Q2 2025 Added 36.81%
$0
$12.1 Billion 2.68% of portfolio
109,982
Q2 2025 Added 1.71%
$0
$11.4 Billion 2.52% of portfolio
103,851
Q2 2025 Added 13.35%
$0
$10.6 Billion 2.35% of portfolio
110,498
Q2 2025 Added 2.24%
$0
$10.4 Billion 2.32% of portfolio
126,067
Q2 2025 Reduced 1.19%
$3.44T
$10.3 Billion 2.29% of portfolio
50,296
Q2 2025 Added 308.35%
$0
$10.3 Billion 2.28% of portfolio
52,571
Q2 2025 Added 884.29%
$0
$10.1 Billion 2.24% of portfolio
91,594
Q2 2025 Added 770.17%
$0
$9.49 Billion 2.1% of portfolio
97,552
Q2 2025 Added 0.35%
$0
$8.87 Billion 1.97% of portfolio
377,753
Q2 2025 Added 5.89%
$0
$8.3 Billion 1.84% of portfolio
81,652
Q2 2025 Reduced 1.2%
$0
$5.6 Billion 1.24% of portfolio
69,490
Q2 2025 Added 0.37%
$433B
$5.23 Billion 1.16% of portfolio
33,087
Q2 2025 Added 2.68%
$3.81T
$5.18 Billion 1.15% of portfolio
10,416
Q2 2025 Added 74.38%
$0
$4.14 Billion 0.92% of portfolio
45,103
Q2 2025 Reduced 51.7%
$0
$4.05 Billion 0.9% of portfolio
32,801
Q2 2025 Added 821.89%
$0
$3.92 Billion 0.87% of portfolio
61,694
Q2 2025 Added 381.95%
$1.58T
$3.9 Billion 0.86% of portfolio
5,280
Q2 2025 Added 16.25%
$0
$3.82 Billion 0.85% of portfolio
37,948
Q2 2025 Reduced 15.02%
$0
$3.85 Billion 0.85% of portfolio
42,329
Q2 2025 Added 678.54%
$0
$3.65 Billion 0.81% of portfolio
32,607
Q2 2025 Added 458.34%
$2.37T
$3.19 Billion 0.71% of portfolio
14,543
Q2 2025 Added 12.41%
$0
$2.93 Billion 0.65% of portfolio
39,848
Q2 2025 Added 62.54%
$107B
$2.81 Billion 0.62% of portfolio
9,230
Q2 2025 Added 140.43%
$870B
$2.82 Billion 0.62% of portfolio
9,720
Q2 2025 Reduced 2.93%
$0
$2.77 Billion 0.61% of portfolio
6,322
Q2 2025 Added 210.51%
$1.18T
$2.65 Billion 0.59% of portfolio
14,933
Q2 2025 Added 7.1%
$0
$2.68 Billion 0.59% of portfolio
15,149
Q2 2025 Added 169.89%
$622B
$2.61 Billion 0.58% of portfolio
5,366
Q2 2025 Added 183.17%
$0
$2.55 Billion 0.57% of portfolio
111,147
Q2 2025 Added 199.89%
$525B
$2.54 Billion 0.56% of portfolio
1,897
Q2 2025 Added 146.04%
$579B
$2.53 Billion 0.56% of portfolio
7,125
Q2 2025 Added 0.31%
$262B
$2.53 Billion 0.56% of portfolio
25,894
Q2 2025 Added 97.86%
$220B
$2.5 Billion 0.55% of portfolio
3,178
Q2 2025 Reduced 0.13%
$280B
$2.43 Billion 0.54% of portfolio
35,077
Q2 2025 Added 3.63%
$0
$2.38 Billion 0.53% of portfolio
3,850
Q2 2025 Added 89.47%
$964B
$2.41 Billion 0.53% of portfolio
7,578
Q2 2025 Added 86.19%
$0
$2.31 Billion 0.51% of portfolio
4,181
Q2 2025 Added 123.82%
$0
$2.2 Billion 0.49% of portfolio
22,209
Q2 2025 Added 26.17%
$413B
$2.17 Billion 0.48% of portfolio
2,192
Q2 2025 Added 156.37%
$443B
$2.11 Billion 0.47% of portfolio
13,814
Q2 2025 Added 23.34%
$765B
$2.12 Billion 0.47% of portfolio
2,718
Q2 2025 Added 183.72%
$0
$2.08 Billion 0.46% of portfolio
6,845
Q2 2025 Added 185.57%
$0
$2.09 Billion 0.46% of portfolio
11,490
Q2 2025 Added 117.04%
$0
$2.08 Billion 0.46% of portfolio
71,270
Q2 2025 New
$230B
$2.09 Billion 0.46% of portfolio
6,539
Q2 2025 Added 198.31%
$0
$2.08 Billion 0.46% of portfolio
4,717
Q2 2025 Added 116.48%

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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