High Net Worth Advisory Group LLC

The firm’s strategy appears to be a "Core-Satellite" model or a multi-asset class approach heavily reliant on Exchange Traded Funds (ETFs). The portfolio is not concentrated in high-conviction single stock picks but rather spread across broad market indices, sector-specific funds, and a selection of high-quality blue-chip stocks. This structure points to an objective of risk management, broad market exposure, and income generation rather than aggressive alpha seeking through concentrated stock picking.

Key Holdings

The top ten holdings account for approximately 32.8% of the total portfolio, led by the Vanguard S&P 500 ETF (VOO) at 6.67%. This is immediately followed by NVIDIA (NVDA) at 4.80%, making it the largest individual equity holding and a notable bet on the artificial intelligence and semiconductor sectors.