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 Market Cap. of $10 Billions to $200 Billions
