Net Worth Advisory Group
RIA/Wealth
Net Worth Advisory Group is a RIA/Wealth based in Sandy, UT led by Raymond Evan Levitre, reporting $718.4M in AUM as of Q3 2025 with 42% ETF concentration.
Managing PartnerRaymond Evan Levitre
- Portfolio Value
- $345.7M
- Positions
- 402
- Top Holding
- BNDX at 3.49%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Net Worth Advisory Group's portfolio (27.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.1M | 3.49% | -$1.5M Sold | — 244.0K shares | |
ETF ETF | $11.7M | 3.38% | -$553.0K Sold | — 105.0K shares | |
ETF ETF | $10.2M | 2.95% | -$252.6K Sold | — 123.0K shares | |
ETF ETF | $10.1M | 2.92% | -$565.5K Sold | — 104.6K shares | |
ETF ETF | $9.8M | 2.82% | -$1.8M Sold | — 87.6K shares | |
ETF ETF | $9.6M | 2.77% | -$4.2M Sold | — 113.8K shares | |
ETF ETF | $9.2M | 2.66% | -$420.2K Sold | — 93.3K shares | |
ETF ETF | $8.2M | 2.38% | -$180.4K Sold | — 79.9K shares | |
ETF ETF | $7.7M | 2.23% | -$978.4K Sold | — 335.2K shares | |
ETF ETF | $6.3M | 1.83% | -$7.5M Sold | — 105.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Net Worth Advisory Group's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for Net Worth Advisory Group
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