High Net Worth Advisory Group
High Net Worth Advisory Group reported 253 stocks worth $476M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VOO (6.7%), NVDA (5.4%) and VIG (3.8%). Compared with Q2 2026, the fund added to NVDA, VIG and VYM, trimmed VOO, AAPL and AGG and sold out of XOM, ROK and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $31.7M | 6.7% | 45K | −1,499 (−3%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $25.6M | 5.4% | 112K | +943 (+1%) | 8 of 8 | |
| 3 |  VIG Vanguard Dividend Appreciation ETF | $18.3M | 3.8% | 78K | +632 (+1%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $17M | 3.6% | 51K | −401 (−1%) | 8 of 8 | |
| 5 |  VYM Vanguard Whitehall Fds | $16.4M | 3.4% | 106K | +1,163 (+1%) | 8 of 8 | |
| 6 |  AGG Ishares TR | $12.7M | 2.7% | 135K | −5,576 (−4%) | 8 of 8 | |
| 7 |  CGBL Capital Group Core | $12.5M | 2.6% | 340K | +9,307 (+3%) | 8 of 8 | |
| 8 |  ABBV Abbvie Inc | $11.9M | 2.5% | 45K | No change | 8 of 8 | |
| 9 |  VUG Vanguard Index Fds | $8.3M | 1.7% | 92K | −711 (−1%) | 8 of 8 | |
| 10 |  JEPI J P Morgan Exchange Traded F | $8.3M | 1.7% | 147K | −433 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3.4M | 25K |
 ROK Rockwell Automation Inc | $638K | 1,288 |
NUVALENT INC | $371K | 3,000 |
 OKE Oneok Inc New | $343K | 3,945 |
 BND Vanguard BD Index Fds | $314K | 4,282 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →High Net Worth Advisory Group 13F FAQ
What does High Net Worth Advisory Group own?
High Net Worth Advisory Group reported 253 stocks worth $476M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VOO (6.7%), NVDA (5.4%) and VIG (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did High Net Worth Advisory Group buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 79 added to, 54 trimmed and 9 sold out. It sold all of XOM, ROK and OKE.
When will High Net Worth Advisory Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is High Net Worth Advisory Group's portfolio worth?
The Q3 2026 filing reports $476M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.