Net Worth Advisory Group: 13F holdings
CIK 17919982026Q2
| Positions | 411 |
|---|
| Reported value | $396.9m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 411 (-25 vs prior quarter) |
|---|
| Reported value | $396.9m (-17.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VCIT VANGUARD SCOTTSDALE FDS | 271,123 | $22.4m | 5.6% |
| VGIT VANGUARD SCOTTSDALE FDS | 330,825 | $19.5m | 4.9% |
| BNDX VANGUARD CHARLOTTE FDS | 279,405 | $13.5m | 3.4% |
| TLH ISHARES TR | 122,891 | $12.3m | 3.1% |
| VTIP VANGUARD MALVERN FDS | 218,555 | $11.0m | 2.8% |
| BWX SPDR SERIES TRUST | 384,335 | $8.3m | 2.1% |
| NVDA NVIDIA CORPORATION | 39,865 | $8.0m | 2.0% |
| VGSH VANGUARD SCOTTSDALE FDS | 128,263 | $7.5m | 1.9% |
| AMAT APPLIED MATLS INC | 9,588 | $6.9m | 1.7% |
| AAPL APPLE INC | 20,578 | $6.0m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1791998")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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