13F Insight
Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q3 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

$242M in tracked AUM across 197 positions as of Q3 2026.

WF
CIK 0001964358 · last filed Sep 30, 2026
Total AUM
$242M
as of Q3 2026
Holdings
197
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…