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.
Net Worth Advisory Group (CIK 1791998) reported $482.4M across 435 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($15.3M, 3.17%), VGIT ($15.3M, 3.16%), AAPL ($14.7M, 3.04%), BNDX ($14.2M, 2.94%), TIP ($12.8M, 2.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $15.3M | 3.17% | 184,683 | Added |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | $15.3M | 3.16% | 256,358 | Added |
| 3 | AAPL | APPLE INC | $14.7M | 3.04% | 57,858 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $14.2M | 2.94% | 295,083 | Added |
| 5 | TIP | ISHARES TR | $12.8M | 2.65% | 115,620 | Added |
| 6 | LQD | ISHARES TR | $11.5M | 2.39% | 105,578 | Added |
| 7 | IEF | ISHARES TR | $11.4M | 2.36% | 119,501 | Added |
| 8 | SHY | ISHARES TR | $11.2M | 2.32% | 135,598 | Added |
| 9 | IVE | ISHARES TR | $11.0M | 2.27% | 51,942 | Added |
| 10 | CORP | PIMCO ETF TR | $10.3M | 2.13% | 106,215 | Added |
| 11 | IVW | ISHARES TR | $9.9M | 2.05% | 87,400 | Trimmed |
| 12 | TLH | ISHARES TR | $8.9M | 1.85% | 88,657 | Added |
| 13 | BWX | SPDR SERIES TRUST | $8.6M | 1.78% | 391,402 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $7.2M | 1.48% | 41,006 | Added |
| 15 | HYG | ISHARES TR | $6.0M | 1.24% | 74,879 | Added |
| 16 | MSFT | MICROSOFT CORP | $5.5M | 1.14% | 14,910 | Added |
| 17 | EFV | ISHARES TR | $4.7M | 0.97% | 62,901 | Trimmed |
| 18 | IJJ | ISHARES TR | $4.5M | 0.94% | 34,145 | Added |
| 19 | IJK | ISHARES TR | $4.4M | 0.90% | 43,354 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $4.2M | 0.87% | 14,614 | Added |
| 21 | GOOG | ALPHABET INC | $3.9M | 0.80% | 13,444 | Trimmed |
| 22 | EFG | ISHARES TR | $3.8M | 0.79% | 34,018 | Added |
| 23 | AMZN | AMAZON COM INC | $3.7M | 0.77% | 17,776 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $3.6M | 0.74% | 18,149 | Added |
| 25 | GLD | SPDR GOLD TR | $3.5M | 0.72% | 8,116 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31