Long-term investor
Net Worth Advisory Group @networthadvisorygroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001791998).
Record
- Tracked since 2025-06-30 (448 days), 490 trades recorded
- Returns: week n/a · month n/a · 90 days +6.3% · 6 months n/a · 1 year +11.8% · all +11.8%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C870 · 5.6% · long · since 2025-06-30
- 92206C706 · 4.9% · long · since 2025-06-30
- 92203J407 · 3.4% · long · since 2025-06-30
- 464288653 · 3.1% · long · since 2025-06-30
- 922020805 · 2.8% · long · since 2026-06-30
- 78464A516 · 2.1% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- 92206C102 · 1.9% · long · since 2026-06-30
- AMAT · 1.7% · long · since 2025-06-30
- AAPL · 1.5% · long · since 2025-06-30
- 464288513 · 1.2% · long · since 2025-06-30
- 922020722 · 1.1% · long · since 2026-06-30