StockDriftsStockDriftsTop 50 Net Worth Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 5.65% | 271.1K | $22.4M | +46.80%(+86.44K) | $82.63(-1.68%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.92% | 330.8K | $19.5M | +29.05%(+74.47K) | $59.63(-2.11%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.41% | 279.4K | $13.5M | -5.31%(-15.68K) | $49.33(-3.02%) | 2026-06-30 | |
| TLH | ISHARES TR | 3.11% | 122.9K | $12.3M | +38.61%(+34.23K) | $104.15(-7.04%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.77% | 218.6K | $11.0M | new | $50.08(-0.79%) | 2026-06-30 | |
| BWX | SPDR SERIES TRUST | 2.1% | 384.3K | $8.3M | -1.81%(-7.07K) | $22.47(-2.14%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.01% | 39.9K | $8.0M | -2.78%(-1.14K) | $138.03(+59.72%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.88% | 128.3K | $7.5M | new | $58.35(-0.51%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 1.75% | 9.6K | $6.9M | +11.62%(+998) | $212.61(+150.94%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.5% | 20.6K | $6.0M | -64.43%(-37.28K) | $252.07(+21.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.35% |
Net Worth Advisory Group reports $396.90M in US-listed equity holdings across 411 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (5.7%), VGIT (4.9%) and BNDX (3.4%). The top 20 holdings account for 38.25% of reported assets. Its disclosed equity book has returned +4.31% cumulatively over 7 quarters. 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 Net Worth Advisory Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1791998). View Net Worth Advisory Group’s 13F filings on SEC