Net Worth Advisory Group
All 13F Filings
- Location
- Sandy, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 494,559
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 441 | 494,559 | 13F-HR | Net Worth Advisory Group |
| Q3 2025 | 10/15/2025 | 402 | 345,745 | 13F-HR | Net Worth Advisory Group |
| Q2 2025 | 7/22/2025 | 426 | 451,166 | 13F-HR | Net Worth Advisory Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 373.9 K | 75.6% | 88.46 K | 0 | 88.46 K |
| ETFs | 119.4 K | 24.1% | 60.04 K | 0 | 60.04 K |
| Debt | 368 | 0.1% | 25 | 0 | 25 |
| Other | 741 | 0.1% | 64 | 0 | 64 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
494,559
Holdings
441
QoQ value change ($000)
148,814
(43.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.