Worth Financial Advisory Group, LLC: 13F holdings
CIK 19643582026Q2
| Positions | 202 |
|---|---|
| Reported value | $240.0m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GSLC GOLDMAN SACHS ETF TR | 113,602 | $16.1m | 6.7% |
| AAPL APPLE INC | 28,583 | $8.3m | 3.4% |
| AMZN AMAZON COM INC | 34,596 | $8.2m | 3.4% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 225,107 | $7.8m | 3.2% |
| NVDA NVIDIA CORPORATION | 33,339 | $6.7m | 2.8% |
| HARBOR ETF TRUST | 196,306 | $6.4m | 2.7% |
| MSFT MICROSOFT CORP | 16,737 | $6.2m | 2.6% |
| JANUS DETROIT STR TR | 60,332 | $6.1m | 2.5% |
| INNOVATOR ETFS TRUST | 147,818 | $5.7m | 2.4% |
| JPM JPMORGAN CHASE & CO | 15,893 | $5.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964358")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.