High Net Worth Advisory Group LLC: 13F holdings
CIK 19191422026Q2
| Positions | 250 |
|---|
| Reported value | $470.7m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 250 (+6 vs prior quarter) |
|---|
| Reported value | $470.7m (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 46,663 | $32.0m | 6.8% |
| NVDA NVIDIA CORPORATION | 110,962 | $22.2m | 4.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 77,641 | $18.4m | 3.9% |
| VYM VANGUARD WHITEHALL FDS | 104,430 | $16.5m | 3.5% |
| AAPL APPLE INC | 51,419 | $14.9m | 3.2% |
| AGG ISHARES TR | 140,341 | $13.9m | 3.0% |
| CGBL CAPITAL GROUP CORE BALANCED | 330,840 | $12.6m | 2.7% |
| ABBV ABBVIE INC | 45,390 | $11.4m | 2.4% |
| JEPI J P MORGAN EXCHANGE TRADED F | 147,628 | $8.3m | 1.8% |
| VUG VANGUARD INDEX FDS | 92,831 | $8.0m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1919142")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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