Net Worth Advisory Group - Portfolio overview

Net Worth Advisory Group has 503 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 3.02%
2. VGIT - VANGUARD SCOTTSDALE FDS, 3.02%
3. AAPL - APPLE INC, 2.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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