account_balance
Investment manager · 13F filer · SEC CIK 1919142
High Net Worth Advisory Group LLC
Reported value$476Mas of Sep 30, 2026
Positions253 12 new, 9 sold out
Top 10 weight34.1%VOO alone is 7%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
6.6%Trimmed −3%
NVDANVIDIA Corp
5.4%
VIGVanguard Specialized Funds
3.8%
AAPLApple Inc.
3.6%
VYMVanguard Whitehall FDS
3.4%
AGGiShares Tr
2.7%Trimmed −4%
CGBLCapital Group Core Balanced
2.6%Added +3%
ABBVAbbVie Inc.
2.5%
VUGVanguard Index FDS
1.7%
JEPIJ P Morgan Exchange Traded F
1.7%
SPYSPDR S&P 500 ETF Trust
1.7%
SCHDSchwab Strategic Tr
1.6%
VOOVanguard Index FDS
6.6%Trimmed −3%
NVDANVIDIA Corp
5.4%
VIGVanguard Specialized Funds
3.8%
AAPLApple Inc.
3.6%
VYMVanguard Whitehall FDS
3.4%
AGGiShares Tr
2.7%
CGBLCapital Group Core Balanced
2.6%
ABBVAbbVie Inc.
2.5%
VUG1.7%
JEPI
SPY1.7%SCHD
Boxes 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
VOO Vanguard Index FDS 6.6% Trimmed −3%
NVDA NVIDIA Corp 5.4% HeldVIG Vanguard Specialized Funds 3.8% Held
AAPL Apple Inc. 3.6% HeldVYM Vanguard Whitehall FDS 3.4% Held
AGG iShares Tr 2.7% Trimmed −4%
CGBL Capital Group Core Balanced 2.6% Added +3%
ABBV AbbVie Inc. 2.5% HeldVUG Vanguard Index FDS 1.7% Held
JEPI J P Morgan Exchange Traded F 1.7% Held
SPY SPDR S&P 500 ETF Trust 1.7% HeldSCHD Schwab Strategic Tr 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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