High Net Worth Advisory Group LLC
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 428,771
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 244 | 428,771 | 13F-HR | High Net Worth Advisory Group LLC |
| Q4 2025 | 1/23/2026 | 240 | 433,878 | 13F-HR | High Net Worth Advisory Group LLC |
| Q3 2025 | 10/29/2025 | 235 | 415,634 | 13F-HR | High Net Worth Advisory Group LLC |
| Q2 2025 | 7/10/2025 | 227 | 377,742 | 13F-HR | High Net Worth Advisory Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 177.6 K | 41.4% | 0 | 147.8 K | -147.8 K |
| ETFs | 251 K | 58.5% | 144.4 K | 0 | 144.4 K |
| Debt | 226 | 0.1% | 0 | 1 | -1 |
| Other | 0 | 0.0% | 0 | 1.756 K | -1.756 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
428,771
Holdings
244
QoQ value change ($000)
-5,107
(-1.2%)
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.