Fund HoldingsNet Worth Advisory Group

Total Portfolio Value
$396.90M
Total Bought
$82.23M
Total Sold
$197.97M
Net Transaction
-$115.73M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD MALVERN FDS0218,555+218,555010,9782.77%+10,978
SPDR SERIES TRUST
ST INTL BBG ETF
0384,335+384,33508,3322.10%+8,332
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0128,263+128,26307,4651.88%+7,465
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
184,683271,123+86,44015,28322,4085.65%+7,126
VANGUARD MALVERN FDS083,668+83,66804,2911.08%+4,291
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
256,358330,825+74,46715,26619,5124.92%+4,246
APPLIED MATLS INC8,5909,588+9982,9366,9321.75%+3,996
ISHARES TR88,657122,891+34,2348,93012,3323.11%+3,403
SPDR SERIES TRUST
ST STR BLO 1 ETF
027,693+27,69302,5380.64%+2,538
ADVANCED MICRO DEVICES INC(AMD)05,570+5,57003,2360.82%+3,236
TERADYNE INC(TER)2,2084,145+1,9376552,0060.51%+1,351
LAM RESEARCH CORP(LRCX)7,2166,596-6201,5422,8580.72%+1,316
BROADCOM INC(AVGO)08,717+8,71703,2930.83%+3,293
DELL TECHNOLOGIES INC(DELL)4,6064,315-2917561,8620.47%+1,106
AXON ENTERPRISE INC(AXON)01,651+1,65109260.23%+926
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0934+93409010.23%+901
TAIWAN SEMICONDUCTOR MANUFAC(TSM)06,032+6,03202,8810.73%+2,881
SPDR INDEX SHS FDS
ST PORT MARK ETF
016,257+16,25708420.21%+842
MARVELL TECHNOLOGY INC(MRVL)04,728+4,72801,4080.35%+1,408
NVIDIA CORPORATION(NVDA)039,865+39,86507,9772.01%+7,977
KLA CORP(KLAC)8056,626+5,8211,1851,9990.50%+815
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF
02,766+2,76607490.19%+749
AMPHENOL CORP5,5358,123+2,5886991,4320.36%+733
CISCO SYS INC(CSCO)027,578+27,57803,2390.82%+3,239
MASTERCARD INCORPORATED(MA)02,036+2,03601,0460.26%+1,046
CITIGROUP INC(C)08,233+8,23301,1520.29%+1,152
ELI LILLY & CO(LLY)2,8642,715-1492,6343,2560.82%+622
VISA INC(V)07,161+7,16102,4570.62%+2,457
FORTINET INC(FTNT)7,5767,924+3486191,2170.31%+598
INVESCO QQQ TR03,942+3,94202,9030.73%+2,903
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
07,048+7,04805780.15%+578
ARROW ELECTRS INC8,0517,768-2831,1551,6580.42%+503
STMICROELECTRONICS N V(STM)11,58811,910+3224008920.22%+492
STATE STR SPDR DOW JONES IND(DIA)04,911+4,91102,5650.65%+2,565
FLEX LTD(FLEX)04,605+4,60507460.19%+746
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
011,779+11,77902,5060.63%+2,506
STATE STR SPDR S&P 500 ETF T(SPY)03,690+3,69002,7560.69%+2,756
ARTERIS INC(AIP)13,22312,179-1,0442175920.15%+374
PDF SOLUTIONS INC(PDFS)05,161+5,16103650.09%+365
QUANTA SVCS INC0499+49903590.09%+359
DAVE INC(DAVE)0963+96303590.09%+359
BLOOM ENERGY CORP01,173+1,17303550.09%+355
TEXAS INSTRS INC(TXN)02,605+2,60507770.20%+777
CROWDSTRIKE HLDGS INC(CRWD)01,114+1,11408500.21%+850
SEMTECH CORP(SMTC)01,981+1,98103210.08%+321
MOLINA HEALTHCARE INC(MOH)01,402+1,40203210.08%+321
GOLDMAN SACHS GROUP INC(GS)01,641+1,64101,6590.42%+1,659
SANDISK CORP(SNDK)0130+13002950.07%+295
XOMETRY INC(XMTR)03,057+3,05702950.07%+295
VALERO ENERGY CORP(VLO)01,122+1,12202920.07%+292
GLOBALFOUNDRIES INC(GFS)03,522+3,52202900.07%+290
OIL DRI CORP AMER(ODC)02,792+2,79202850.07%+285
TECHNIPFMC PLC(FTI)04,121+4,12102730.07%+273
DIGI INTL INC(DGII)03,526+3,52602640.07%+264
RED VIOLET INC(RDVT)04,095+4,09502610.07%+261
AXCELIS TECHNOLOGIES INC02,847+2,84705390.14%+539
NUCOR CORP(NUE)01,139+1,13902540.06%+254
MASTEC INC(MTZ)0606+60602520.06%+252
STONEX GROUP INC(SNEX)02,122+2,12202510.06%+251
TIMKEN CO(TKR)01,698+1,69802470.06%+247
CHEFS WHSE INC(CHEF)02,555+2,55502460.06%+246
SLB LIMITED(SLB)05,277+5,27702450.06%+245
EZCORP INC(EZPW)07,025+7,02502430.06%+243
BEL FUSE INC0728+72802430.06%+243
STANDEX INTL CORP(SXI)0671+67102400.06%+240
CENTENE CORP DEL(CNC)08,076+8,07605180.13%+518
NORTHERN TR CORP(NTRS)01,338+1,33802330.06%+233
SPDR SERIES TRUST
ST NUVE TERM ETF
04,814+4,81402310.06%+231
VICOR CORP(VICR)01,141+1,14104330.11%+433
AXOGEN INC(AXGN)04,963+4,96302290.06%+229
AFFILIATED MANAGERS GROUP0666+66602250.06%+225
VOYA FINANCIAL INC(VOYA)010,703+10,70309690.24%+969
ARCHER DANIELS MIDLAND CO02,920+2,92002230.06%+223
MORGAN STANLEY(MS)05,539+5,53901,1580.29%+1,158
INVESCO EXCH TRADED FD TR II
FLOAT RATE ETF
08,860+8,86002200.06%+220
ISHARES TR03,228+3,22802180.05%+218
ANALOG DEVICES INC(ADI)3,1523,072-801,0031,2200.31%+217
ACI WORLDWIDE INC04,299+4,29902160.05%+216
ROSS STORES INC(ROST)01,005+1,00502140.05%+214
COHERENT CORP(COHR)01,542+1,54206080.15%+608
NATIONAL ENERGY SERVICES REU
SHS
07,062+7,06202110.05%+211
MACERICH CO(MAC)08,385+8,38502110.05%+211
NATURAL GAS SVCS GROUP INC04,894+4,89402110.05%+211
GRANITE CONSTR INC(GVA)01,334+1,33402110.05%+211
UBS GROUP AG(UBS)017,947+17,94708890.22%+889
MONSTER BEVERAGE CORP NEW(MNST)02,149+2,14902070.05%+207
FIRSTCASH HOLDINGS INC(FCFS)0951+95102060.05%+206
COREBRIDGE FINL INC(CRBD)07,174+7,17402050.05%+205
GLOBE LIFE INC06,532+6,53201,1670.29%+1,167
ALIGNMENT HEALTHCARE INC(ALHC)08,530+8,53002030.05%+203
EXPEDITORS INTL WASH INC(EXPD)01,235+1,23502010.05%+201
LUMENTUM HLDGS INC(LITE)2,7042,445-2591,9002,0980.53%+198
TORONTO DOMINION BK ONT(TD)06,640+6,64008060.20%+806
MONOLITHIC PWR SYS INC(MPWR)1,0861,000-861,1871,3820.35%+195
ON SEMICONDUCTOR CORP(ON)06,947+6,94706570.17%+657
PERFORMANCE FOOD GROUP CO(PFGC)07,559+7,55908450.21%+845
NXP SEMICONDUCTORS N V
COM
02,367+2,36706650.17%+665
ENERSYS(ENS)03,362+3,36207860.20%+786
WEST PHARMACEUTICAL SVSC INC(WST)01,933+1,93306940.17%+694
ALLSTATE CORP(ALL)04,642+4,64201,1050.28%+1,105
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