SEC Form 13F · Q1 2026

High Net Worth Advisory Group LLC

Institutional Holdings Report

13F-HRFL
$428.8M
Portfolio Value
244
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
High Net Worth Advisory Group LLC
CIK
1919142
Accession No.
0001919142-26-000002
Location
NAPLES, FL
Form Type
13F-HR
Portfolio Value
$428.8M
Holdings Reported
244
Reporting Period
Q1 2026
Filed
April 17, 2026

About this Filing

High Net Worth Advisory Group LLC is an institutional investment manager based in NAPLES, FL reporting approximately $428.8M in 13(f) securities across 244 positions as of Q1 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.