Net Worth Advisory Group filed its 13F report for Q4 2025 on January 13, 2026. The portfolio totaled 494.56 M reflecting a +43.04% change from the prior quarter, spanning 441 assets. The top 10 holdings comprised 25.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 76 new positions and 36 complete exits.
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Net Worth Advisory Group submitted their Form 13F-HR for the Q4 2025 period on 01/13/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Net Worth Advisory Group reported a managed portfolio value of 494.56 M, consisting of 441 individual positions.
This page displays the raw filing documents. To see which stocks Net Worth Advisory Group bought or sold during Q4 2025, please visit Net Worth Advisory Group's Portfolio Analysis page.