Net Worth Advisory Group

Q4 2025 13F Holdings

  • Location
    sandy, UT
  • Num holdings

    441

  • Value ($000)

    $494,559

  • Date Filed
    01/13/2026
  • Form type
    13F-HR
  • CIK
    0001791998
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$15.04M
3 %

55,314

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$15.01M
3 %

179,200

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$14.98M
3 %

250,021

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$13.73M
3 %

284,086

T
TIP

ISHARES TR

TIPS BD ETF
464287176
$12.53M
3 %

114,018

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$11.47M
2 %

104,127

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$11.22M
2 %

116,720

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$11.05M
2 %

133,411

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$10.99M
2 %

51,810

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$10.85M
2 %

88,025

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