High Net Worth Advisory Group LLC
•CIK: 1919142•Filing: Q4 2025
**High Net Worth Advisory Group LLC** manages $434M across a diversified portfolio of 240 positions. The strategy exhibits a notable tilt toward core equity exposure, evidenced by top holdings including VOO ($29.0M) and NVDA ($20.8M). Significant allocations are also maintained in income-generating and defensive assets, such as VIG ($16.8M), VYM ($14.8M), and AGG ($13.9M). This positioning suggests a mandate balancing growth potential with capital preservation across major market segments.
Total AUM
$433.9M
QoQ Performance
+4.4%
Positions
157
Top 10 Concentration
34.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO6.7%
NVDA4.8%
VIG3.9%
VYM3.4%
AAPL3.3%
AGG3.2%
CGBL2.4%
ABBV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.5%
Technology13.1%
ETF8.6%
Healthcare6.5%
Consumer4.5%
Financial2.1%
Consumer Staples1.2%
Industrial1.0%
🚪 Exited Positionssold since Q3 2025
+38 more exited positions
Changes from Q3 2025
NEW8 new positions
↑74 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023