13F Filings History of High Net Worth Advisory Group LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$433,877,599
Signature - Title
David T. Morgan - Managing Partner
Location
Naples, FL
Summary
This page shows a list of all the recent 13F filings made by High Net Worth Advisory Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. High Net Worth Advisory Group LLC reported 240 stock holdings with total value $433,877,599 as of Q4 2025. Top holdings included VOO, NVDA, VIG, VYM, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 240 $433,877,599 +$22,365,701 -$9,351,217 +$13,014,484 VOO, NVDA, VIG, VYM, AAPL 13F-HR 23 Jan 2026, 13:57
Q3 2025 235 $415,633,955 +$22,328,887 -$9,792,666 +$12,536,221 VOO, NVDA, VIG, VYM, AAPL 13F-HR 29 Oct 2025, 12:11
Q2 2025 227 $377,741,504 +$12,080,556 -$8,183,262 +$3,897,294 VOO, NVDA, VIG, AGG, VYM 13F-HR 10 Jul 2025, 10:11
Q1 2025 215 $354,347,871 +$10,180,995 -$7,909,658 +$2,271,337 VOO, VIG, AGG, AAPL, VYM 13F-HR 09 Apr 2025, 14:49
Q4 2024 219 $358,030,213 +$20,049,857 -$14,111,600 +$5,938,257 VOO, AAPL, NVDA, VIG, AGG 13F-HR 21 Jan 2025, 16:03
Q3 2024 222 $358,618,073 +$15,636,848 -$6,815,280 +$8,821,568 VOO, VIG, AAPL, AGG, NVDA 13F-HR 11 Oct 2024, 09:56
Q2 2024 218 $324,058,685 +$23,976,514 -$5,783,370 +$18,193,144 VOO, VIG, NVDA, AAPL, AGG 13F-HR 17 Jul 2024, 16:58
Q1 2024 215 $317,696,864 +$32,209,885 -$2,947,800 +$29,262,085 VOO, VIG, AGG, VYM, AAPL 13F-HR 11 Apr 2024, 18:10
Q4 2023 196 $269,303,581 +$9,826,167 -$10,400,859 -$574,692 VOO, AAPL, AGG, VIG, VYM 13F-HR 08 Jan 2024, 17:08
Q3 2023 188 $249,557,032 +$7,000,240 -$6,514,112 +$486,128 VOO, AAPL, AGG, VIG, VYM 13F-HR 05 Oct 2023, 14:32
Q2 2023 197 $257,756,152 +$9,919,196 -$8,363,772 +$1,555,424 VOO, AAPL, VIG, AGG, VYM 13F-HR 07 Jul 2023, 16:09
Q1 2023 191 $245,422,623 +$7,090,898 -$25,633,786 -$18,542,888 VOO, AAPL, VIG, AGG, VYM 13F-HR 20 Apr 2023, 13:32
Q4 2022 624 $257,260,648 +$23,647,907 -$19,788,589 +$3,859,318 VOO, VIG, AGG, AAPL, VYM 13F-HR 14 Feb 2023, 16:15
Q3 2022 675 $233,973,000 +$18,808,276 -$6,635,159 +$12,173,117 VOO, AAPL, AGG, VIG, VYM 13F-HR 24 Oct 2022, 14:31
Q2 2022 665 $240,954,000 +$20,958,323 -$17,575,044 +$3,383,279 VOO, AAPL, AGG, VIG, USMV 13F-HR 10 Aug 2022, 11:21
Q1 2022 679 $275,099,000 +$10,517,291 -$8,713,784 +$1,803,507 VOO, AAPL, AGG, VIG, USMV Restatement 10 Aug 2022, 15:02
Q4 2021 687 $286,367,000 $0 $0 $0 VOO, AAPL, AGG, VIG, HUBS Restatement 10 Aug 2022, 14:53