High Net Worth Advisory Group LLC
CIK 1919142
13F filing for Q2 2026・No. 4,047
- Holdings
- US$470.7M
- Quarter change
- +US$41.93M
- Entries
- 250
- Net bought (estimate)
- +US$3.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 13
- Cut 56
- Added 104
- Corporate actions 0
- Unchanged 71
Largest holdings
250 stocks worth US$470.7M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 46,663 | US$32.05M | 6.81% |
| NVDANvidiaCOM | Added | 110,962 | US$22.2M | 4.72% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 77,641 | US$18.37M | 3.90% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 104,430 | US$16.5M | 3.51% |
| AAPLAppleCOM | Cut | 51,419 | US$14.88M | 3.16% |
| ISHARES TRCORE US AGGBD ET | Added | 140,341 | US$13.89M | 2.95% |
| CAPITAL GROUP CORE BALANCEDSHS | Added | 330,840 | US$12.56M | 2.67% |
| ABBVABBVIE INCCOM | Cut | 45,390 | US$11.42M | 2.43% |
| J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | Cut | 147,628 | US$8.34M | 1.77% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 92,831 | US$8M | 1.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.