High Net Worth Advisory Group LLC
Q2 2026 13F filing
Updated 43 days ago250 disclosed positions worth $470.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $32M | 46.7K | 6.81% | Trimmed(-0.5%) |
| 2 | N NVDA NVIDIA CORPORATION | $22.2M | 111.0K | 4.72% | Added(+0.2%) |
| 3 | B BX VANGUARD SPECIALIZED FUNDS | $18.4M | 77.6K | 3.90% | Added(+0.3%) |
| 4 | V VGES VANGUARD WHITEHALL FDS | $16.5M | 104.4K | 3.51% | Added(+0.4%) |
| 5 | A AAPL APPLE INC | $14.9M | 51.4K | 3.16% | Trimmed(-0.2%) |
| 6 | E ETHA ISHARES TR | $13.9M | 140.3K | 2.95% | Added(+0.7%) |
| 7 | C COF-PN CAPITAL GROUP CORE BALANCED | $12.6M | 330.8K | 2.67% | Added(+4.4%) |
| 8 | A ABBV ABBVIE INC | $11.4M | 45.4K | 2.43% | Trimmed(-0.1%) |
| 9 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $8.3M | 147.6K | 1.77% | Trimmed(-9.9%) |
| 10 | V VGES VANGUARD INDEX FDS | $8M | 92.8K | 1.70% | Added(+506.4%) |
| 11 | S SPY STATE STR SPDR S&P 500 ETF T | $8M | 10.7K | 1.70% | Trimmed(-1.4%) |
| 12 | S SCHW-PJ SCHWAB STRATEGIC TR | $7.5M | 237.7K | 1.60% | Added(+1.6%) |
| 13 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $6.9M | 112.1K | 1.46% | Trimmed(-2.9%) |
| 14 | A AMZN AMAZON COM INC | $6.4M | 26.7K | 1.35% | Added(+3.6%) |
| 15 | V VGES VANGUARD INDEX FDS | $5.8M | 15.7K | 1.24% | Added(+1.0%) |
| 16 | V VGES VANGUARD WHITEHALL FDS | $5.7M | 58.3K | 1.22% | Added(+5.7%) |
| 17 | V VGES VANGUARD WHITEHALL FDS | $5.6M | 60.2K | 1.19% | Added(+1.7%) |
| 18 | E ETHA INVESCO EXCHANGE TRADED FD T | $5.5M | 61.1K | 1.17% | Added(+0.5%) |
| 19 | V VGES VANGUARD WORLD FD | $5.5M | 46.0K | 1.17% | Added(+712.0%) |
| 20 | A AMGN AMGEN INC | $5.5M | 15.2K | 1.17% | Added(+0.4%) |
| 21 | E ETHA ISHARES TR | $5.3M | 55.3K | 1.13% | Trimmed(-1.4%) |
| 22 | M MSFT MICROSOFT CORP | $5.2M | 13.9K | 1.10% | Added(+10.3%) |
| 23 | E ETHA ISHARES TR | $5.1M | 53.2K | 1.09% | Added(+0.3%) |
| 24 | S STT-PG SPDR SERIES TRUST | $4.7M | 184.3K | 1.00% | Trimmed(-1.4%) |
| 25 | P PH PARKER-HANNIFIN CORP | $4.6M | 4.7K | 0.98% | Unchanged |
| 26 | ? N/A NEOS ETF TRUST | $4.4M | 83.2K | 0.94% | Added(+2.1%) |
| 27 | V VGES VANGUARD WORLD FD | $4M | 45.4K | 0.85% | Added(+408.7%) |
| 28 | E ETHA ISHARES TR | $3.8M | 49.6K | 0.81% | Trimmed(-7.1%) |
| 29 | G GOOGN ALPHABET INC | $3.7M | 10.4K | 0.78% | Added(+5.7%) |
| 30 | P PEP PEPSICO INC | $3.5M | 25.9K | 0.75% | Trimmed(-0.3%) |
| 31 | H HD HOME DEPOT INC | $3.4M | 9.8K | 0.73% | Trimmed(-2.3%) |
| 32 | E ETHA ISHARES TR | $3.4M | 21.9K | 0.73% | Added(+0.0%) |
| 33 | X XOM EXXON MOBIL CORP | $3.4M | 24.8K | 0.72% | Trimmed(-10.2%) |
| 34 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $3.4M | 81.8K | 0.71% | Trimmed(-3.0%) |
| 35 | V VGES VANGUARD INDEX FDS | $3.3M | 15.2K | 0.70% | Added(+0.4%) |
| 36 | V VGES VANGUARD INDEX FDS | $3.2M | 40.3K | 0.69% | Added(+268.4%) |
| 37 | A ABT ABBOTT LABORATORIES | $3.2M | 35.7K | 0.69% | Trimmed(-0.6%) |
| 38 | J JPM-PM JPMORGAN CHASE & CO | $3.1M | 9.5K | 0.66% | Added(+0.4%) |
| 39 | E ETHA ISHARES TR | $3.1M | 112.0K | 0.65% | Added(+396.4%) |
| 40 | W WMT WALMART INC | $3M | 26.1K | 0.63% | Added(+6.6%) |
| 41 | M META META PLATFORMS INC | $2.8M | 5.0K | 0.60% | Trimmed(-2.0%) |
| 42 | V VGES VANGUARD MUN BD FDS | $2.8M | 55.2K | 0.59% | Added(+19.3%) |
| 43 | G GOOGN ALPHABET INC | $2.7M | 7.7K | 0.58% | Added(+1.3%) |
| 44 | L LLY ELI LILLY & CO | $2.7M | 2.3K | 0.57% | Trimmed(-6.4%) |
| 45 | C CAT CATERPILLAR INC | $2.7M | 2.5K | 0.57% | Trimmed(-5.0%) |
| 46 | E ETHA ISHARES INC | $2.6M | 31.8K | 0.56% | Trimmed(-4.1%) |
| 47 | G GS-PD GOLDMAN SACHS ETF TR | $2.6M | 46.8K | 0.55% | Added(+13.1%) |
| 48 | E ETHA ISHARES TR | $2.6M | 62.6K | 0.55% | Added(+10.6%) |
| 49 | T TSLA TESLA INC | $2.6M | 6.2K | 0.55% | Trimmed(-11.9%) |
| 50 | I IVZ INVESCO EXCH TRADED FD TR II | $2.5M | 33.5K | 0.53% | Trimmed(-2.8%) |