Net Worth Advisory Group
Q4 2025 13F Holdings
- Locationsandy, UT
- Num holdings
441
- Value ($000)
$494,559
- Date Filed01/13/2026
- Form type13F-HR
- CIK0001791998
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $15.04M | 3 % | 55,314 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $15.01M | 3 % | 179,200 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $14.98M | 3 % | 250,021 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $13.73M | 3 % | 284,086 | ||
ISHARES TR | TIPS BD ETF | 464287176 | $12.53M | 3 % | 114,018 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $11.47M | 2 % | 104,127 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | $11.22M | 2 % | 116,720 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $11.05M | 2 % | 133,411 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $10.99M | 2 % | 51,810 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.85M | 2 % | 88,025 |
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