Fund HoldingsNet Worth Advisory Group

Total Portfolio Value
$396.90M
Total Bought
$68.92M
Total Sold
$185.55M
Net Transaction
-$116.63M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD MALVERN FDS0218,555+218,555010,9782.77%+10,978
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
ADVANCED MICRO DEVICES INC(AMD)6,5425,570-9721,3313,2360.82%+1,905
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)6,8998,717+1,8182,1353,2930.83%+1,158
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)5,8876,032+1451,9892,8810.73%+891
MARVELL TECHNOLOGY INC(MRVL)5,8404,728-1,1125781,4080.35%+830
NVIDIA CORPORATION(NVDA)41,00639,865-1,1417,1527,9772.01%+825
KLA CORP(KLAC)8056,626+5,8211,1851,9990.50%+815
AMPHENOL CORP5,5358,123+2,5886991,4320.36%+733
CISCO SYS INC(CSCO)32,36427,578-4,7862,5113,2390.82%+728
MASTERCARD INCORPORATED(MA)6932,036+1,3433461,0460.26%+699
CITIGROUP INC(C)4,4988,233+3,7355101,1520.29%+642
ELI LILLY & CO(LLY)2,8642,715-1492,6343,2560.82%+622
VISA INC(V)6,0957,161+1,0661,8422,4570.62%+615
FORTINET INC(FTNT)7,5767,924+3486191,2170.31%+598
INVESCO QQQ TR4,0083,942-662,3132,9030.73%+590
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)4,5994,911+3122,1302,5650.65%+435
FLEX LTD(FLEX)4,9214,605-3163227460.19%+424
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
11,02411,779+7552,1162,5060.63%+391
STATE STR SPDR S&P 500 ETF T(SPY)3,6453,690+452,3712,7560.69%+385
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)2,2232,605+3824327770.20%+345
CROWDSTRIKE HLDGS INC(CRWD)1,3081,114-1945118500.21%+339
SEMTECH CORP(SMTC)01,981+1,98103210.08%+321
MOLINA HEALTHCARE INC(MOH)01,402+1,40203210.08%+321
GOLDMAN SACHS GROUP INC(GS)1,6091,641+321,3611,6590.42%+298
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 INC3,0282,847-1812825390.14%+257
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)8,6678,076-5912845180.13%+235
NORTHERN TR CORP(NTRS)01,338+1,33802330.06%+233
VICOR CORP(VICR)1,2631,141-1222034330.11%+230
AXOGEN INC(AXGN)04,963+4,96302290.06%+229
AFFILIATED MANAGERS GROUP0666+66602250.06%+225
VOYA FINANCIAL INC(VOYA)10,91410,703-2117469690.24%+223
ARCHER DANIELS MIDLAND CO02,920+2,92002230.06%+223
MORGAN STANLEY(MS)5,6865,539-1479361,1580.29%+222
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)1,6581,542-1163956080.15%+213
NATIONAL ENERGY SERVICES REU
SHS
07,062+7,06202110.05%+211
MACERICH CO(MAC)08,385+8,38502110.05%+211
NATURAL GAS SVCS GROUP INC(NGS)04,894+4,89402110.05%+211
GRANITE CONSTR INC(GVA)01,334+1,33402110.05%+211
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF
2,9242,766-1585417490.19%+208
UBS GROUP AG(UBS)17,46417,947+4836828890.22%+207
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 INC6,9156,532-3839621,1670.29%+205
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)6,5406,640+1006108060.20%+196
MONOLITHIC PWR SYS INC(MPWR)1,0861,000-861,1871,3820.35%+195
ON SEMICONDUCTOR CORP(ON)7,4626,947-5154626570.17%+195
PERFORMANCE FOOD GROUP CO(PFGC)7,7497,559-1906648450.21%+181
NXP SEMICONDUCTORS N V
COM
2,4692,367-1024866650.17%+179
ENERSYS(ENS)3,5273,362-1656137860.20%+173
WEST PHARMACEUTICAL SVSC INC(WST)2,1311,933-1985346940.17%+160
ALLSTATE CORP(ALL)4,6034,642+399541,1050.28%+150
CARVANA CO(CVNA)3,21217,569+14,3571,0101,1560.29%+146
EMCOR GROUP INC(EME)9591,025+667088500.21%+143
VERTIV HOLDINGS CO(VRT)9131,108+1952293710.09%+142
CVS HEALTH CORP(CVS)11,7489,526-2,2228449850.25%+142
MARATHON PETE CORP(MPC)9,1829,317+1352,2422,3820.60%+140
RELIANCE INC(RS)2,5382,432-1067719090.23%+137
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Net Worth Advisory Group — 13F Holdings — Q2 2026 | TickerTrail