13F filer

Net Worth Advisory Group

As of Sep 30, 2026 Filed Oct 20, 2026 CIK 1791998 SEC filings ↗
13F Value
$397.0M
Positions
430
Top Position
VCIT5.6%
Top 5
19.5%

Latest filing changes

vs Jun 30, 2026
Holdings430
# Trend (4Q)
1 VCIT 5.6% $22.2M +4.9% 284.3K 5.6% ETF
2 VGIT 4.8% $19.2M +2.2% 338.1K 4.9% ETF
3 BNDX 3.4% $13.3M +1.8% 284.5K 3.4% ETF
4 TLH 3.0% $11.7M +3.9% 127.7K 3.1% ETF
5 VTIP 2.8% $11.1M +4.9% 229.3K 2.8% ETF
6 NVDA 2.4% $9.5M +2.9% 41.0K 2.0% Common Stock
7 BWX 2.1% $8.5M +4.4% 401.2K 2.1% ETF
8 VGSH 1.9% $7.7M +3.8% 133.1K 1.9% ETF
9 AAPL 1.5% $5.9M -12.5% 18.0K 1.5% Common Stock
10 AMAT 1.2% $4.9M -3.3% 9.3K 1.7% Common Stock
11 HYG 1.1% $4.6M +3.9% 59.3K 1.2% ETF
12 MSFT 1.1% $4.5M -13.1% 8.8K 1.0% Common Stock
13 VGMS 1.1% $4.3M +4.2% 87.2K 1.1% ETF
14 MPC 1.0% $4.0M +2.0% 9.5K 0.6% Common Stock
15 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 11,265 reported quantity $3,810,180 reported value
1.0% $3.8M +7.4% 11.3K 0.9% Common Stock
16 META 0.9% $3.7M +5.5% 5.1K 0.7% Common Stock
17 JPM 0.9% $3.4M +25.1% 10.2K 0.7% Common Stock
18 AMZN 0.9% $3.4M -14.3% 13.7K 1.0% Common Stock
19 AVGO 0.8% $3.1M +3.2% 9.0K 0.8% Common Stock
20 JNJ 0.8% $3.1M -2.3% 11.9K 0.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing40
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.