Net Worth Advisory Group filed its 13F report for Q1 2026 on May 05, 2026. The portfolio totaled 482.36 M reflecting a -2.47% change from the prior quarter, spanning 436 assets. The top 10 holdings comprised 26.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 43 new positions and 45 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Net Worth Advisory Group submitted their Form 13F-HR for the Q1 2026 period on 05/05/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Net Worth Advisory Group reported a managed portfolio value of 482.36 M, consisting of 436 individual positions.
This page displays the raw filing documents. To see which stocks Net Worth Advisory Group bought or sold during Q1 2026, please visit Net Worth Advisory Group's Portfolio Analysis page.