High Net Worth Advisory Group LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing reports that the firm held 253 distinct equity securities at the end of the reporting period.
The portfolio is diversified across a wide range of sectors, with large-cap technology and healthcare companies representing significant portions of the holdings. The top individual stock holding is NVIDIA Corporation, for which the firm reported a position of 11,190,544 shares. Other major technology positions include Microsoft Corporation (14,051 shares), Meta Platforms Inc. (5,132 shares), and Apple Inc. (51,018 shares).
Healthcare and pharmaceutical companies also feature prominently in the portfolio. Eli Lilly & Co. is held at 2,357 shares, while Johnson & Johnson is held at 7,432 shares. The portfolio also includes substantial positions in consumer staples and industrial conglomerates, such as Procter & Gamble Co. (11,347 shares), PepsiCo Inc. (25,816 shares), and Caterpillar Inc. (2,538 shares).
In addition to individual equities, the filing indicates a significant allocation to exchange-traded funds (ETFs). The firm holds various ETFs tracking broad market indices, including the iShares Core S&P 500 ETF, the SPDR S&P 500 ETF Trust, and the Invesco Exchange Traded Fund Trust II S&P 500 Low Volatility ETF. The filing also lists positions in several ETFs focused on emerging markets, such as the Invesco Exchange Traded Fund Trust II S&P Emerging Markets (20,000 shares) and the American Century International Equity ETF (5,201 shares).
The filing was signed by David T. Morgan, the Managing Partner of High Net Worth Advisory Group LLC, on October 26, 2026. The firm's address is listed as 8880 Tamiami Trail N., Naples, FL 34108.
