Viewing historical filing for 2025Q4. View latest →
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
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…