Net Worth Advisory Group
All 13F Filings
- Location
- Sandy, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 396,904
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 411 | 396,904 | 13F-HR | Net Worth Advisory Group |
| Q1 2026 | 5/5/2026 | 436 | 482,356 | 13F-HR | Net Worth Advisory Group |
| 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 | 239.2 K | 60.3% | 4.91 K | 0 | 4.91 K |
| ETFs | 157.3 K | 39.6% | 0 | 90.14 K | -90.14 K |
| Debt | 364 | 0.1% | 7 | 0 | 7 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
396,904
Holdings
411
QoQ value change ($000)
-85,452
(-17.7%)
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.