SEC Form 13F · Q2 2026

High Net Worth Advisory Group LLC

Institutional Holdings Report

13F-HRFL
$470.7M
Portfolio Value
250
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
High Net Worth Advisory Group LLC
CIK
1919142
Accession No.
0001919142-26-000003
Location
NAPLES, FL
Form Type
13F-HR
Portfolio Value
$470.7M
Holdings Reported
250
Reporting Period
Q2 2026
Filed
July 29, 2026

About this Filing

High Net Worth Advisory Group LLC is an institutional investment manager based in NAPLES, FL reporting approximately $470.7M in 13(f) securities across 250 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.