Net Worth Advisory Group

Q2 2026 13F Holdings

  • Location
    sandy, UT
  • Num holdings

    411

  • Value ($000)

    $396,904

  • Date Filed
    07/13/2026
  • Form type
    13F-HR
  • CIK
    0001791998
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$22.41M
6 %

271,123

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$19.51M
5 %

330,825

BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$13.53M
3 %

279,405

TLH

ISHARES TR

10-20 YR TRS ETF
$12.33M
3 %

122,891

VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
$10.98M
3 %

218,555

BWX

SPDR SERIES TRUST

ST INTL BBG ETF
$8.33M
2 %

384,335

NVDA

NVIDIA CORPORATION

COM
$7.98M
2 %

39,865

VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
$7.46M
2 %

128,263

AMAT

APPLIED MATLS INC

COM
$6.93M
2 %

9,588

AAPL

APPLE INC

COM
$5.95M
2 %

20,578

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