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WORTH FINANCIAL ADVISORY GROUP, LLC 13F portfolio summary

WORTH FINANCIAL ADVISORY GROUP, LLC of WORTH FINANCIAL ADVISORY GROUP, LLC has 47 current stock holdings with a reported portfolio value of $228.9M. The portfolio 1 year return is +25.14%. Top holdings include AMZN (24.04%), GOOG (12.07%), FWD (11.03%), ABBV (9.07%), CNEQ (7.09%).

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WORTH FINANCIAL ADVISORY GROUP, LLC

WORTH FINANCIAL ADVISORY GROUP, LLC
Latest filing: 2026-03-31

WORTH FINANCIAL ADVISORY GROUP, LLC runs WORTH FINANCIAL ADVISORY GROUP, LLC and currently holds 47 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $228.91M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WORTH FINANCIAL ADVISORY GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WORTH FINANCIAL ADVISORY GROUP, LLC's portfolio at WORTH FINANCIAL ADVISORY GROUP, LLC has delivered returns of +25.14%. Their 3-year annualized return is +58.00%. Looking at the 5-year horizon, WORTH FINANCIAL ADVISORY GROUP, LLC has achieved +66.71% annualized returns at WORTH FINANCIAL ADVISORY GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.14%
#0/1000
3 Year
+58.00%
#0/1000
5 Year
+66.71%
#0/1000

Portfolio Value

$228.91M

Alpha Score

49.7

#0 of 1000

Holdings

47

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change