13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Holding Co.›Net Worth Advisory Group
DOSSIER · 13F-HR · Q1 2026

Net Worth Advisory Group

Net Worth Advisory's holding co. based in Greenwich, CT — $482M in tracked AUM across 436 positions as of Q1 2026.

NW
Net Worth Advisory·Greenwich, CT·Holding Co.
CIK 0001791998 · last filed Mar 31, 2026
Total AUM
$482M
▲ 17.7%
vs prior
Holdings
436
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Net Worth Advisory Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$15M185K3.2%
02
VGIT
VANGUARD SCOTTSDALE FDS
$15M256K3.2%
03
AAPL
APPLE INC
$15M58K3.0%
04
BNDX
VANGUARD CHARLOTTE FDS
$14M295K2.9%
05
TIP
ISHARES TR
$13M116K2.6%
06
LQD
ISHARES TR
$12M106K2.4%
07
IEF
ISHARES TR
$11M120K2.4%
08
SHY
ISHARES TR
$11M136K2.3%
09
IVE
ISHARES TR
$11M52K2.3%
10
CORP
PIMCO ETF TR
$10M106K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Net
haiku-4-5 · 436 positions indexed
Sector mix
  • Tech44%
  • Health Care9%
  • Communications24%
  • Industrials11%
  • Energy5%
  • Other7%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market