account_balance
Investment manager · 13F filer · SEC CIK 1791998
Net Worth Advisory Group
Reported value$397Mas of Sep 30, 2026
Positions430 59 new, 40 sold out
Top 10 weight28.7%VCIT alone is 6%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCITVanguard Scottsdale FDS
5.6%Added +5%
VGITVanguard Scottsdale FDS
4.8%Added +2%
BNDXVanguard Charlotte FDS
3.4%
TLHiShares Tr
3.0%Added +4%
VTIPVanguard Malvern FDS
2.8%Added +5%
NVDANVIDIA Corp
2.4%Added +3%
BWXSPDR Series Trust
2.1%Added +4%
VGSHVanguard Scottsdale FDS
1.9%Added +4%
AAPLApple Inc.
1.5%−13%
AMATApplied Materials Inc
1.2%
HYGiShares Tr
1.1%+4%
MSFTMicrosoft Corp
1.1%−13%
VCITVanguard Scottsdale FDS
5.6%Added +5%
VGITVanguard Scottsdale FDS
4.8%Added +2%
BNDXVanguard Charlotte FDS
3.4%
TLHiShares Tr
3.0%
VTIPVanguard Malvern FDS
2.8%+5%
NVDANVIDIA Corp
2.4%
BWXSPDR Series Trust
2.1%
VGSHVanguard Scottsdale FDS
1.9%
HYG1.1%
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VCIT Vanguard Scottsdale FDS 5.6% Added +5%
VGIT Vanguard Scottsdale FDS 4.8% Added +2%
BNDX Vanguard Charlotte FDS 3.4% Held
TLH iShares Tr 3.0% Added +4%
VTIP Vanguard Malvern FDS 2.8% Added +5%
NVDA NVIDIA Corp 2.4% Added +3%BWX SPDR Series Trust 2.1% Added +4%
VGSH Vanguard Scottsdale FDS 1.9% Added +4%
AAPL Apple Inc. 1.5% Trimmed −13%AMAT Applied Materials Inc 1.2% Trimmed −3%HYG iShares Tr 1.1% Added +4%
MSFT Microsoft Corp 1.1% Trimmed −13%What changed
Biggest moves since Jun 30, 2026
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