High Net Worth Advisory Group LLC holds a diversified book of 250 stocks worth $470.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Applied Materials Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +14% (+7.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1919142/holdings"
Use Arkolith to show High Net Worth Advisory Group LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +23.4%, a 9.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning High Net Worth Advisory Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as High Net Worth Advisory Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $578.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $184.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $153.7B |
| LPL Financial LLC | 80 / 80 | $97.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $87.1B |
| STIFEL FINANCIAL CORP | 80 / 80 | $36.4B |
| Cetera Investment Advisers | 80 / 80 | $27.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.2B |
Ranked by how many of High Net Worth Advisory Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $32.0M | 46.7K | 6.8% | ▼−0.5% Reduced · −226 sh | |
| 2 | Nvidia Corporation COM | $22.2M | 111.0K | 4.7% | ▲+0.2% Added · +239 sh | |
| 3 | Vanguard Specialized Funds DIV APP ETF | $18.4M | 77.6K | 3.9% | ▲+0.3% Added · +274 sh | |
| 4 | Vanguard Whitehall FDS HIGH DIV YLD | $16.5M | 104.4K | 3.5% | ▲+0.4% Added · +426 sh | |
| 5 | Apple Inc COM | $14.9M | 51.4K | 3.2% | ▼−0.2% Reduced · −85 sh | |
| 6 | Ishares TR CORE US AGGBD ET | $13.9M | 140.3K | 3.0% | ▲+0.7% Added · +985 sh | |
| 7 | Capital Group Core Balanced SHS | $12.6M | 330.8K | 2.7% | ▲+4.4% Added · +14K sh | |
| 8 | Abbvie Inc COM | $11.4M | 45.4K | 2.4% | ▼−0.1% Reduced · −51 sh | |
| 9 | J P Morgan Exchange Traded F EQUITY PREMIUM | $8.3M | 147.6K | 1.8% | ▼−9.9% Reduced · −16K sh | |
| 10 | Vanguard Index FDS GROWTH ETF | $8.0M | 92.8K | 1.7% | ▲+506% Added · +78K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $8.0M | 10.7K | 1.7% | ▼−1.4% Reduced · −155 sh | |
| 12 | Schwab Strategic TR US DIVIDEND EQ | $7.5M | 237.7K | 1.6% | ▲+1.6% Added · +4K sh | |
| 13 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $6.9M | 112.1K | 1.5% | ▼−2.8% Reduced · −3K sh | |
| 14 | Amazon Com Inc COM | $6.4M | 26.7K | 1.4% | ▲+3.6% Added · +935 sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $5.8M | 15.7K | 1.2% | ▲+1.0% Added · +161 sh | |
| 16 | Vanguard Whitehall FDS INTL HIGH ETF | $5.7M | 58.3K | 1.2% | ▲+5.7% Added · +3K sh | |
| 17 | Vanguard Whitehall FDS INTL DVD ETF | $5.6M | 60.2K | 1.2% | ▲+1.7% Added · +1K sh | |
| 18 | Invesco Exchange Traded FD T S&P500 QUALITY | $5.5M | 61.1K | 1.2% | ▲+0.5% Added · +325 sh | |
| 19 | Vanguard World FD INF TECH ETF | $5.5M | 46.0K | 1.2% | ▲+712% Added · +40K sh | |
| 20 | Amgen Inc COM | $5.5M | 15.2K | 1.2% | ▲+0.4% Added · +61 sh | |
| 21 | Ishares TR MSCI USA MIN ETF | $5.3M | 55.3K | 1.1% | ▼−1.4% Reduced · −780 sh | |
| 22 | Microsoft Corp COM | $5.2M | 13.9K | 1.1% | ▲+10% Added · +1K sh | |
| 23 | Ishares TR CORE MSCI EAFE | $5.1M | 53.2K | 1.1% | ▲+0.3% Added · +169 sh | |
| 24 | SPDR Series Trust ST NUVE HIGH ETF | $4.7M | 184.3K | 1.0% | ▼−1.4% Reduced · −3K sh | |
| 25 | Parker-Hannifin Corp COM | $4.6M | 4.7K | 1.0% | —Held | |
| 26 | NEOS ETF Trust NEOS S&P 500 HI | $4.4M | 83.2K | 0.9% | ▲+2.1% Added · +2K sh | |
| 27 | Vanguard World FD MEGA GRWTH IND | $4.0M | 45.4K | 0.8% | ▲+409% Added · +37K sh | |
| 28 | Ishares TR CORE S&P MCP ETF | $3.8M | 49.6K | 0.8% | ▼−7.1% Reduced · −4K sh | |
| 29 | Alphabet Inc CAP STK CL C | $3.7M | 10.4K | 0.8% | ▲+5.7% Added · +566 sh | |
| 30 | Pepsico Inc COM | $3.5M | 25.9K | 0.7% | ▼−0.3% Reduced · −80 sh | |
| 31 | Home Depot Inc COM | $3.4M | 9.8K | 0.7% | ▼−2.3% Reduced · −225 sh | |
| 32 | Ishares TR SELECT DIVID ETF | $3.4M | 21.9K | 0.7% | ▲~0% Added · +9 sh | |
| 33 | Exxon Mobil Corp COM | $3.4M | 24.8K | 0.7% | ▼−10% Reduced · −3K sh | |
| 34 | T Rowe Price Exchange-Traded CAP APPRECIATION | $3.4M | 81.8K | 0.7% | ▼−3.0% Reduced · −3K sh | |
| 35 | Vanguard Index FDS VALUE ETF | $3.3M | 15.2K | 0.7% | ▲+0.4% Added · +60 sh | |
| 36 | Vanguard Index FDS MID CAP ETF | $3.2M | 40.3K | 0.7% | ▲+268% Added · +29K sh | |
| 37 | Abbott Laboratories COM | $3.2M | 35.7K | 0.7% | ▼−0.6% Reduced · −199 sh | |
| 38 | JPMorgan Chase & Co COM | $3.1M | 9.5K | 0.7% | ▲+0.4% Added · +41 sh | |
| 39 | Ishares TR CORE HIGH DV ETF | $3.1M | 112.0K | 0.7% | ▲+396% Added · +89K sh | |
| 40 | Walmart Inc COM | $3.0M | 26.1K | 0.6% | ▲+6.6% Added · +2K sh | |
| 41 | Meta Platforms Inc CL A | $2.8M | 5.0K | 0.6% | ▼−2.0% Reduced · −103 sh | |
| 42 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.8M | 55.2K | 0.6% | ▲+19% Added · +9K sh | |
| 43 | Alphabet Inc CAP STK CL A | $2.7M | 7.7K | 0.6% | ▲+1.3% Added · +100 sh | |
| 44 | Eli Lilly & Co COM | $2.7M | 2.3K | 0.6% | ▼−6.4% Reduced · −155 sh | |
| 45 | Caterpillar Inc COM | $2.7M | 2.5K | 0.6% | ▼−5.0% Reduced · −134 sh | |
| 46 | Ishares Inc CORE MSCI EMKT | $2.6M | 31.8K | 0.6% | ▼−4.1% Reduced · −1K sh | |
| 47 | Goldman Sachs ETF TR S&P 500 PREMIUM | $2.6M | 46.8K | 0.6% | ▲+13% Added · +5K sh | |
| 48 | Ishares TR CORE 30 70 ETF | $2.6M | 62.6K | 0.6% | ▲+11% Added · +6K sh | |
| 49 | Tesla Inc COM | $2.6M | 6.2K | 0.5% | ▼−12% Reduced · −828 sh | |
| 50 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $2.5M | 33.5K | 0.5% | ▼−2.8% Reduced · −954 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 250 | $470.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 244 | $428.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 240 | $433.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 235 | $415.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 215 | $354.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 219 | $358.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 223 | $364.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.