Worth Financial Advisory Group, LLC Portfolio Holdings

Worth Financial Advisory Group, LLC

  • $178 Billion
  • Q3 2025

Worth Financial Advisory Group, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $15.4B, Microsoft Corp with a value of $7.83B, Amazon Com Inc with a value of $7.27B, Apple Inc. with a value of $6.72B, and Innovator Etfs Tr Equity Manag with a value of $5.93B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $163B to 178B.

Worth Financial Advisory Group, LLC is based out at Charlotte, NC

Below you can find more details about Worth Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $83.5 Billion
Technology: $30.8 Billion
Financial Services: $11.8 Billion
Consumer Cyclical: $11.1 Billion
Communication Services: $7.03 Billion
Industrials: $5.87 Billion
Healthcare: $4.93 Billion
Energy: $2.74 Billion
Other: $5.05 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $178 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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