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Home > Institutional Investor > Worth Financial Advisory Group, Llc > Profile

Instuitional Investor - Worth Financial Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Worth Financial Advisory Group, Llc
Portfolio Value $241,844,597
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 112,233 $16,278,261 6.73%
2.
Apple Inc.
 AAPL 28,668 $9,547,134 3.95%
3.
Microsoft Corp
 MSFT 17,182 $8,812,446 3.64%
4.
Amazon Com Inc
 AMZN 34,735 $8,654,225 3.58%
5.
Capital Group Intl Focus Eqt
 239,057 $8,197,265 3.39%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.