High Net Worth Advisory Group LLC
Q3 2026 13F filing
Updated 10 days ago253 disclosed positions worth $476.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $31.7M | 45.2K | 6.65% | Trimmed(-3.2%) |
| 2 | N NVIDIA CORPORATION | $25.6M | 111.9K | 5.37% | Added(+0.8%) |
| 3 | B VANGUARD SPECIALIZED FUNDS | $18.3M | 78.3K | 3.83% | Added(+0.8%) |
| 4 | A APPLE INC | $17M | 51.0K | 3.57% | Trimmed(-0.8%) |
| 5 | V VANGUARD WHITEHALL FDS | $16.4M | 105.6K | 3.44% | Added(+1.1%) |
| 6 | E ISHARES TR | $12.7M | 134.8K | 2.67% | Trimmed(-4.0%) |
| 7 | C CAPITAL GROUP CORE BALANCED | $12.5M | 340.1K | 2.62% | Added(+2.8%) |
| 8 | A ABBVIE INC | $11.9M | 45.4K | 2.49% | Trimmed(-0.0%) |
| 9 | V VANGUARD INDEX FDS | $8.3M | 92.1K | 1.74% | Trimmed(-0.8%) |
| 10 | J J P MORGAN EXCHANGE TRADED F | $8.3M | 147.2K | 1.74% | Trimmed(-0.3%) |
| 11 | S STATE STR SPDR S&P 500 ETF T | $8.1M | 10.7K | 1.71% | Trimmed(-0.5%) |
| 12 | S SCHWAB STRATEGIC TR | $7.8M | 239.6K | 1.64% | Added(+0.8%) |
| 13 | M MICROSOFT CORP | $7.2M | 14.1K | 1.51% | Added(+1.4%) |
| 14 | J J P MORGAN EXCHANGE TRADED F | $6.9M | 112.1K | 1.44% | Trimmed(-0.0%) |
| 15 | A AMAZON COM INC | $6.6M | 26.4K | 1.38% | Trimmed(-1.4%) |
| 16 | A AMGEN INC | $6.4M | 15.2K | 1.34% | Added(+0.0%) |
| 17 | V VANGUARD WHITEHALL FDS | $6.1M | 60.5K | 1.28% | Added(+3.7%) |
| 18 | V VANGUARD INDEX FDS | $6M | 16.2K | 1.27% | Added(+2.7%) |
| 19 | V VANGUARD WORLD FD | $5.7M | 45.5K | 1.20% | Trimmed(-1.2%) |
| 20 | V VANGUARD WHITEHALL FDS | $5.7M | 59.9K | 1.19% | Trimmed(-0.5%) |
| 21 | E ISHARES TR | $5.3M | 54.5K | 1.12% | Trimmed(-1.3%) |
| 22 | E INVESCO EXCHANGE TRADED FD T | $5M | 59.8K | 1.05% | Trimmed(-2.3%) |
| 23 | E ISHARES TR | $5M | 51.4K | 1.05% | Trimmed(-3.4%) |
| 24 | P PARKER-HANNIFIN CORP | $4.5M | 4.7K | 0.94% | Unchanged |
| 25 | T NEOS ETF TRUST | $4.4M | 82.4K | 0.92% | Trimmed(-1.0%) |
| 26 | S SPDR SERIES TRUST | $4.3M | 184.3K | 0.91% | Unchanged |
| 27 | V VANGUARD WORLD FD | $4.3M | 46.1K | 0.90% | Added(+1.4%) |
| 28 | M META PLATFORMS INC | $3.7M | 5.1K | 0.78% | Added(+2.6%) |
| 29 | G ALPHABET INC | $3.7M | 10.8K | 0.77% | Added(+3.4%) |
| 30 | T T ROWE PRICE EXCHANGE-TRADED | $3.6M | 85.3K | 0.76% | Added(+4.3%) |
| 31 | A ABBOTT LABORATORIES | $3.5M | 35.5K | 0.74% | Trimmed(-0.6%) |
| 32 | V VANGUARD INDEX FDS | $3.4M | 15.6K | 0.71% | Added(+2.7%) |
| 33 | E ISHARES TR | $3.3M | 21.9K | 0.70% | Added(+0.1%) |
| 34 | E ISHARES TR | $3.3M | 45.7K | 0.69% | Trimmed(-7.8%) |
| 35 | E ISHARES TR | $3.3M | 117.0K | 0.69% | Added(+4.5%) |
| 36 | P PEPSICO INC | $3.3M | 25.8K | 0.69% | Trimmed(-0.5%) |
| 37 | J JPMORGAN CHASE & CO | $3.2M | 9.6K | 0.67% | Added(+1.3%) |
| 38 | V VANGUARD INDEX FDS | $3M | 38.0K | 0.63% | Trimmed(-5.6%) |
| 39 | ? N/A NEOS ETF TRUST | $2.9M | 58.2K | 0.61% | Added(+106.1%) |
| 40 | G ALPHABET INC | $2.8M | 8.0K | 0.58% | Added(+4.9%) |
| 41 | L ELI LILLY & CO | $2.7M | 2.4K | 0.57% | Added(+4.5%) |
| 42 | W WALMART INC | $2.7M | 26.0K | 0.57% | Trimmed(-0.1%) |
| 43 | E ISHARES TR | $2.6M | 65.2K | 0.55% | Added(+4.1%) |
| 44 | G GOLDMAN SACHS ETF TR | $2.6M | 46.9K | 0.55% | Added(+0.3%) |
| 45 | H HOME DEPOT INC | $2.6M | 9.1K | 0.55% | Trimmed(-6.5%) |
| 46 | Q PACER FDS TR | $2.5M | 38.1K | 0.53% | Trimmed(-0.5%) |
| 47 | C CAPITAL GROUP DIVIDEND VALUE | $2.5M | 51.6K | 0.53% | Added(+2.1%) |
| 48 | E ISHARES INC | $2.4M | 30.2K | 0.51% | Trimmed(-5.1%) |
| 49 | I INVESCO EXCH TRADED FD TR II | $2.4M | 33.4K | 0.49% | Trimmed(-0.3%) |
| 50 | M MERCK & CO INC | $2.3M | 15.7K | 0.48% | Added(+0.7%) |