Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
High Net Worth Advisory Group LLC (CIK 1919142) reported $428.8M across 243 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($28.0M, 6.53%), NVDA ($19.3M, 4.50%), VIG ($16.6M, 3.88%), VYM ($15.4M, 3.59%), AGG ($13.8M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $28.0M | 6.53% | 46,889 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $19.3M | 4.50% | 110,723 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $16.6M | 3.88% | 77,367 | Added |
| 4 | VYM | VANGUARD WHITEHALL FDS | $15.4M | 3.59% | 104,004 | Added |
| 5 | AGG | ISHARES TR | $13.8M | 3.23% | 139,356 | Trimmed |
| 6 | AAPL | APPLE INC | $13.1M | 3.05% | 51,504 | Trimmed |
| 7 | CGBL | CAPITAL GROUP CORE BALANCED | $10.9M | 2.54% | 316,985 | Added |
| 8 | ABBV | ABBVIE INC | $9.9M | 2.30% | 45,441 | Trimmed |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $9.3M | 2.17% | 163,895 | Trimmed |
| 10 | SCHD | SCHWAB STRATEGIC TR | $7.2M | 1.67% | 233,812 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $7.1M | 1.65% | 10,856 | Trimmed |
| 12 | VUG | VANGUARD INDEX FDS | $6.7M | 1.56% | 15,308 | Added |
| 13 | JEPQ | J P MORGAN EXCHANGE TRADED F | $6.4M | 1.49% | 115,424 | Added |
| 14 | AMZN | AMAZON COM INC | $5.4M | 1.25% | 25,813 | Trimmed |
| 15 | AMGN | AMGEN INC | $5.3M | 1.24% | 15,090 | Added |
| 16 | VIGI | VANGUARD WHITEHALL FDS | $5.2M | 1.22% | 59,150 | Added |
| 17 | VYMI | VANGUARD WHITEHALL FDS | $5.2M | 1.21% | 55,187 | Added |
| 18 | USMV | ISHARES TR | $5.2M | 1.21% | 56,032 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $5.0M | 1.16% | 15,559 | Trimmed |
| 20 | IEFA | ISHARES TR | $4.8M | 1.12% | 53,045 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $4.7M | 1.09% | 27,608 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $4.6M | 1.08% | 12,561 | Added |
| 23 | HYMB | SPDR SERIES TRUST | $4.6M | 1.08% | 186,892 | Added |
| 24 | SPHQ | INVESCO EXCHANGE TRADED FD T | $4.6M | 1.07% | 60,809 | Trimmed |
| 25 | PH | PARKER-HANNIFIN CORP | $4.2M | 0.98% | 4,694 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31