Worth Financial Advisory Group, LLC

DOSSIER · 13F-HR · Q1 2026

Data quality notice: this filer's reported share counts and dollar values are inconsistent with other institutions holding the same securities. Figures on this page reflect the filing as submitted to the SEC and may be unreliable.

Worth Financial Advisory Group, LLC

$229M in tracked AUM across 50 positions as of Q1 2026.

WF

CIK 0001964358 · last filed Mar 31, 2026

Total AUM

$229M

as of Q1 2026

Holdings

50

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Worth Financial Advisory Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.