StockDriftsStockDriftsTop 50 High Net Worth Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.81% | 46.7K | $32.0M | -0.48%(-226) | $432.35(+64.84%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.72% | 111.0K | $22.2M | +0.22%(+239) | $31.99(+606.76%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.9% | 77.6K | $18.4M | +0.35%(+274) | $165.43(+48.13%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.51% | 104.4K | $16.5M | +0.41%(+426) | $112.08(+48.36%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.16% | 51.4K | $14.9M | -0.17%(-85) | $161.12(+89.54%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.95% | 140.3K | $13.9M | +0.71%(+985) | $107.67(-9.54%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 2.67% | 330.8K | $12.6M | +4.37%(+13.86K) | $32.85(+16.87%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.43% | 45.4K | $11.4M | -0.11%(-51) | $124.32(+100.63%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.77% | 147.6K | $8.3M | -9.93%(-16.27K) | $56.48(+2.48%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.7% | 92.8K | $8.0M | +1.07%(+983) | $55.23(+61.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.82% | +51.37% | — | — | +31.90% |
| Top 20 Holdings Unweighted | +13.47% | +46.11% | — | — | +26.65% |
High Net Worth Advisory Group LLC reports $470.70M in US-listed equity holdings across 250 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.8%), NVDA (4.7%) and VIG (3.9%). The top 20 holdings account for 46.89% of reported assets. Its disclosed equity book has returned +51.37% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from High Net Worth Advisory Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1919142). View High Net Worth Advisory Group LLC’s 13F filings on SEC