Worth Pointe, LLC Portfolio Holdings
Worth Pointe, LLC
- $232 Million
- Q2 2025
Worth Pointe, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $232 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $63.3M, American Centy ETF Tr Avantis with a value of $25.9M, Dimensional ETF Tr Us Marketwi with a value of $22.6M, Vanguard Index Fds S&P 500 ETF with a value of $15.7M, and American Centy ETF Tr Avantis with a value of $10.9M.
Examining the 13F form we can see an increase of $13.7M in the current position value, from $218M to 232M.
Worth Pointe, LLC is based out at La Jolla, CA
Below you can find more details about Worth Pointe, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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