Arkolith/Funds/Net Worth Advisory Group

Net Worth Advisory Group

CIK 1791998
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Net Worth Advisory Group holds a diversified book of 411 reported positions worth $396.9M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Vanguard Short-Term Tips and trimmed Vanguard Total Intl Bond ETF. Their largest long position is Vanguard Int-Term Corporate at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +21% (+10.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.2%
+10.7%/yr · since Oct '24
Their reported book
+19.4%
held from quarter-end
S&P 500
+33.9%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Net Worth Advisory Group (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.8 points over this window.

Growth of $10,000 cloning Net Worth Advisory Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
29%
Top 20 holdings
38%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

61% mapped to company sectors

ETFs / funds
39%
Information Technology
20%
Financials
11%
Industrials
8%
Health Care
6%
Consumer Discretionary
6%
Energy
3%
Materials
3%

+5 sectors below the cut, 3% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Net Worth Advisory Group

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP10 / 80$642.0M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Hoffman, Alan N Investment Management9 / 80$161.9M
Prospect Hill Management, LLC10 / 80$244.4M
Uhlmann Price Securities, LLC40 / 80$2.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Ketron Financial23 / 80$290.9M
Ebert Capital Management Inc.16 / 80$93.5M

Ranked by the share of each fund's own book sitting in the names it shares with Net Worth Advisory Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

411 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
INT-TERM CORP
$22.4M271.1K
5.6%
+47%
Added · +86K sh
2Vanguard Scottsdale FDS
INTER TERM TREAS
$19.5M330.8K
4.9%
+29%
Added · +74K sh
3Vanguard Charlotte FDS
TOTAL INT BD ETF
$13.5M279.4K
3.4%
−5.3%
Reduced · −16K sh
4Ishares TR
10-20 YR TRS ETF
$12.3M122.9K
3.1%
+39%
Added · +34K sh
5Vanguard Malvern FDS
STRM INFPROIDX
$11.0M218.6K
2.8%
New
New position
6SPDR Series Trust
ST INTL BBG ETF
$8.3M384.3K
2.1%
−1.8%
Reduced · −7K sh
7Nvidia Corporation
COM
$8.0M39.9K
2.0%
−2.8%
Reduced · −1K sh
8Vanguard Scottsdale FDS
SHORT TERM TREAS
$7.5M128.3K
1.9%
New
New position
9Applied Matls Inc
COM
$6.9M9.6K
1.7%
+12%
Added · +998 sh
10Apple Inc
COM
$6.0M20.6K
1.5%
−64%
Reduced · −37K sh
11Ishares TR
IBOXX HI YD ETF
$4.6M57.1K
1.2%
−24%
Reduced · −18K sh
12Vanguard Malvern FDS
MULTI SECTOR
$4.3M83.7K
1.1%
New
New position
13Amazon Com Inc
COM
$3.8M15.9K
1.0%
−10%
Reduced · −2K sh
14Microsoft Corp
COM
$3.8M10.1K
1.0%
−32%
Reduced · −5K sh
15Alphabet Inc
CAP STK CL A
$3.7M10.5K
0.9%
−28%
Reduced · −4K sh
16Broadcom Inc
COM
$3.3M8.7K
0.8%
+26%
Added · +2K sh
17Eli Lilly & Co
COM
$3.3M2.7K
0.8%
−5.2%
Reduced · −149 sh
18Cisco Sys Inc
COM
$3.2M27.6K
0.8%
−15%
Reduced · −5K sh
19Advanced Micro Devices Inc
COM
$3.2M5.6K
0.8%
−15%
Reduced · −972 sh
20Johnson & Johnson
COM
$3.1M12.2K
0.8%
−13%
Reduced · −2K sh
21Invesco QQQ TR
UNIT SER 1
$2.9M3.9K
0.7%
−1.6%
Reduced · −66 sh
22Taiwan Semiconductor Manufac
SPONSORED ADS
$2.9M6.0K
0.7%
+2.5%
Added · +145 sh
23Lam Research Corp
COM NEW
$2.9M6.6K
0.7%
−8.6%
Reduced · −620 sh
24State STR SPDR S&P 500 ETF T
TR UNIT
$2.8M3.7K
0.7%
+1.2%
Added · +45 sh
25Meta Platforms Inc
CL A
$2.7M4.9K
0.7%
−8.3%
Reduced · −438 sh
26Alphabet Inc
CAP STK CL C
$2.7M7.7K
0.7%
−43%
Reduced · −6K sh
27JPMorgan Chase & Co
COM
$2.7M8.2K
0.7%
−6.3%
Reduced · −553 sh
28Ishares TR
TRUST ISHARE 0-1
$2.6M23.6K
0.7%
−11%
Reduced · −3K sh
29State STR SPDR Dow Jones Ind
UT SER 1
$2.6M4.9K
0.6%
+6.8%
Added · +312 sh
30SPDR Series Trust
ST STR BLO 1 ETF
$2.5M27.7K
0.6%
−11%
Reduced · −4K sh
31Tesla Inc
COM
$2.5M6.0K
0.6%
−32%
Reduced · −3K sh
32Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.5M11.8K
0.6%
+6.8%
Added · +755 sh
33Visa Inc
COM CL A
$2.5M7.2K
0.6%
+17%
Added · +1K sh
34Marathon Pete Corp
COM
$2.4M9.3K
0.6%
+1.5%
Added · +135 sh
35Pimco ETF TR
ENHAN SHRT MA AC
$2.2M21.9K
0.6%
−14%
Reduced · −3K sh
36Berkshire Hathaway Inc Del
CL B NEW
$2.1M4.2K
0.5%
−16%
Reduced · −792 sh
37Lumentum Hldgs Inc
COM
$2.1M2.4K
0.5%
−9.6%
Reduced · −259 sh
38Vanguard Index FDS
MCAP GR IDXVIP
$2.1M6.7K
0.5%
−32%
Reduced · −3K sh
39Teradyne Inc
COM
$2.0M4.1K
0.5%
+88%
Added · +2K sh
40Kla Corp
COM NEW
$2.0M6.6K
0.5%
+723%
Added · +6K sh
41Walmart Inc
COM
$1.9M17.2K
0.5%
−5.8%
Reduced · −1K sh
42Dell Technologies Inc
CL C
$1.9M4.3K
0.5%
−6.3%
Reduced · −291 sh
43Vanguard BD Index FDS
TOTAL BND MRKT
$1.8M24.8K
0.5%
−35%
Reduced · −14K sh
44American Express Co
COM
$1.8M5.3K
0.5%
−9.6%
Reduced · −566 sh
45Ishares TR
CORE US AGGBD ET
$1.7M17.7K
0.4%
−20%
Reduced · −4K sh
46ASML Hldg NV
N Y REGISTRY SHS
$1.7M878
0.4%
−30%
Reduced · −378 sh
47Travelers Companies Inc
COM
$1.7M5.2K
0.4%
−6.1%
Reduced · −339 sh
48Goldman Sachs Group Inc
COM
$1.7M1.6K
0.4%
+2.0%
Added · +32 sh
49Arrow Electrs Inc
COM
$1.7M7.8K
0.4%
−3.5%
Reduced · −283 sh
50Paccar Inc
COM
$1.6M13.5K
0.4%
−7.8%
Reduced · −1K sh
Showing 50 of 411 positions
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Filing history

As-of date vs the date the SEC received each filing

$494.6M · Q4 2025Q3 2024 · $337.0MQ2 2026 · $396.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202614d411$396.9M13F-HR
Q1 2026Mar 31, 2026May 5, 202635d436$482.4M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202614d441$494.6M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202515d402$345.7M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202522d426$451.2M13F-HR
Q1 2025Mar 31, 2025Apr 15, 202515d367$317.9M13F-HR
Q4 2024Dec 31, 2024Feb 7, 202538d385$329.4M13F-HR
Q3 2024Sep 30, 2024Oct 17, 202417d386$337.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.