DOSSIER · 13F-HR · Q1 2026
High Net Worth Advisory Group LLC
High Net Worth Advisory's holding co. based in San Francisco, CA — $429M in tracked AUM across 244 positions as of Q1 2026.
HN
High Net Worth Advisory·San Francisco, CA·Holding Co.
CIK 0001919142 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: High Net Worth Advisory Group LLC
Portfolio Overview
High Net Worth Advisory Group LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing 136.7% from $183.32M to $433.88M quarter-over-quarter. This substantial increase suggests either a massive influx of new client capital, a strong performance of underlying assets, or a combination of both. The portfolio consists of **240 holdi...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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