Skip to main content
Livermore
Livermore
ZHEN

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by High Net Worth Advisory Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
3,093
Value
$1.62M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of DIA by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,093$1.62M0.3%+55+1.8%AddedHolders
Q1 20263,038$1.41M0.3%+7+0.2%AddedHolders
Q4 20253,031$1.46M0.3%+90+3.1%AddedHolders
Q3 20252,941$1.36M0.3%+1,132+62.6%AddedHolders
Q2 20251,809$797.5K0.2%+551+43.8%AddedHolders
Q1 20251,258$528.3K0.1%−117−8.5%ReducedHolders
Q4 20241,375$585.2K0.2%+3+0.2%AddedHolders
Q3 20241,372$580.8K0.2%+25+1.9%AddedHolders
Q2 20241,347$527.3K0.2%+21+1.6%AddedHolders
Q1 20241,326$528.0K0.2%+23+1.8%AddedHolders
Q4 20231,303$491.3K0.2%−94−6.7%ReducedHolders
Q3 20231,397$468.4K0.2%+1+0.1%AddedHolders
Q2 20231,396$480.5K0.2%−45−3.1%ReducedHolders
Q1 20231,441$479.5K0.2%00.0%UnchangedHolders
Q4 20221,441$477.3K0.2%+101+7.5%AddedHolders
Q3 20221,340$385.0K0.2%+220+19.6%AddedHolders
Q2 20221,120$345.0K0.1%+57+5.4%AddedHolders
Q1 20221,063$369.0K0.1%+36+3.5%AddedHolders
Q4 20211,027$373.0K0.1%–No prior filingHolders