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Portfolio (Quarterly) Guide ↗

High Net Worth Advisory Group LLC

· CIK 0001919142
13F Portfolio $471M AUM 250 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 83 Added 46 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMAT APPLIED MATLS INC Technology 1,051.0 $760K 0.16% NEW $723.00 -33.5%
2 ROK ROCKWELL AUTOMATION INC Industrials 1,288.0 $638K 0.14% NEW $495.45 -12.7%
3 OKTA OKTA INC Technology 4,012.0 $547K 0.12% NEW $136.45 -3.8%
4 RVMD REVOLUTION MEDICINES INC Healthcare 2,000.0 $375K 0.08% NEW $187.28 +13.5%
5 BND VANGUARD BD INDEX FDS 4,282.0 $314K 0.07% NEW $73.42 -1.1%
6 WDC WESTERN DIGITAL CORP Technology 450.0 $288K 0.06% NEW $639.01 -30.6%
7 PANW PALO ALTO NETWORKS INC Technology 839.0 $286K 0.06% NEW $341.02 +1.0%
8 NOW SERVICENOW INC Technology 2,554.0 $254K 0.05% NEW $99.28 +28.0%
9 SMH VANECK ETF TRUST 371.0 $243K 0.05% NEW $655.89 -15.3%
10 SNDK SANDISK CORP Technology 100.0 $227K 0.05% NEW $2273.73 -33.8%
11 MAR MARRIOTT INTL INC NEW Consumer Cyclical 600.0 $222K 0.05% NEW $370.59 -3.1%
12 IQVIA HLDGS INC 1,150.0 $222K 0.05% NEW $193.22
13 TXN TEXAS INSTRS INC Technology 733.0 $219K 0.05% NEW $298.43 -13.1%
14 CALF PACER FDS TR 4,300.0 $218K 0.05% NEW $50.61 +13.7%
15 MMM 3M CO Industrials 1,327.0 $215K 0.05% NEW $161.91 +11.3%
16 PLTR PALANTIR TECHNOLOGIES INC Technology 1,831.0 $214K 0.04% NEW $116.67 +50.4%
17 CGMM CAPITAL GROUP EQUITY ETF TR 6,359.0 $210K 0.04% NEW $32.97 +0.3%
18 HOLA J P MORGAN EXCHANGE TRADED F 3,782.0 $209K 0.04% NEW $55.37 +3.1%
19 EQ EQUILLIUM INC Healthcare 33,500.0 $107K 0.02% NEW $3.20 -31.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Healthcare 18.2%
Financial Services 16.1%
Industrials 9.6%
Consumer Cyclical 8.1%
Consumer Defensive 7.8%
Communication Services 3.6%
Energy 3.4%
Utilities 2.9%
Real Estate 0.6%