Universe · entity
Net Worth Advisory Group
Institutional manager (13F) · CIK 1791998
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $274M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $15M | 184,683 |
| 2 | VANGUARD SCOTTSDALE FDS | $15M | 256,358 |
| 3 | APPLE INC | $15M | 57,858 |
| 4 | VANGUARD CHARLOTTE FDS | $14M | 295,083 |
| 5 | ISHARES TR | $13M | 115,620 |
| 6 | ISHARES TR | $12M | 105,578 |
| 7 | ISHARES TR | $11M | 119,501 |
| 8 | ISHARES TR | $11M | 135,598 |
| 9 | ISHARES TR | $11M | 51,942 |
| 10 | PIMCO ETF TR | $10M | 106,215 |
| 11 | ISHARES TR | $10M | 87,400 |
| 12 | ISHARES TR | $9M | 88,657 |
| 13 | SPDR SERIES TRUST | $9M | 391,402 |
| 14 | NVIDIA CORPORATION | $7M | 41,006 |
| 15 | ISHARES TR | $6M | 74,879 |
| 16 | MICROSOFT CORP | $6M | 14,910 |
| 17 | ISHARES TR | $5M | 62,901 |
| 18 | ISHARES TR | $5M | 34,145 |
| 19 | ISHARES TR | $4M | 43,354 |
| 20 | ALPHABET INC | $4M | 14,614 |
| 21 | ALPHABET INC | $4M | 13,444 |
| 22 | ISHARES TR | $4M | 34,018 |
| 23 | AMAZON COM INC | $4M | 17,776 |
| 24 | VANGUARD INDEX FDS | $4M | 18,149 |
| 25 | SPDR GOLD TR | $3M | 8,116 |
| 26 | JOHNSON & JOHNSON | $3M | 14,012 |
| 27 | VANGUARD INDEX FDS | $3M | 7,703 |
| 28 | TESLA INC | $3M | 8,903 |
| 29 | META PLATFORMS INC | $3M | 5,304 |
| 30 | ISHARES TR | $3M | 26,633 |
| 31 | APPLIED MATLS INC | $3M | 8,590 |
| 32 | SPDR SERIES TRUST | $3M | 31,212 |
| 33 | VANGUARD BD INDEX FDS | $3M | 38,513 |
| 34 | ELI LILLY & CO | $3M | 2,864 |
| 35 | JPMORGAN CHASE & CO | $3M | 8,740 |
| 36 | PIMCO ETF TR | $3M | 25,354 |
| 37 | VANGUARD INDEX FDS | $3M | 9,853 |
| 38 | ISHARES TR | $3M | 109,725 |
| 39 | CISCO SYS INC | $3M | 32,364 |
| 40 | BERKSHIRE HATHAWAY INC DEL | $2M | 5,022 |
| 41 | STATE STR SPDR S&P 500 ETF T | $2M | 3,645 |
| 42 | INVESCO QQQ TR | $2M | 4,008 |
| 43 | VANGUARD INDEX FDS | $2M | 12,315 |
| 44 | WALMART INC | $2M | 18,233 |
| 45 | MARATHON PETE CORP | $2M | 9,182 |
| 46 | ISHARES TR | $2M | 22,021 |
| 47 | BROADCOM INC | $2M | 6,899 |
| 48 | STATE STR SPDR DOW JONES IND | $2M | 4,599 |
| 49 | INVESCO EXCHANGE TRADED FD T | $2M | 11,024 |
| 50 | ISHARES TR | $2M | 17,554 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.