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Worth Financial Advisory Group

Latest statistics and disclosures from Worth Financial Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are GSLC, AAPL, AMZN, CGXU, NVDA, and represent 19.62% of Worth Financial Advisory Group's stock portfolio.
Added to shares of these 10 stocks: GSLC (+$16M), AAPL (+$8.1M), NVDA (+$6.7M), WINN (+$6.4M), CGXU (+$6.3M), MSFT (+$6.2M), JSMD (+$6.1M), JPM (+$5.2M), AMZN, AVGO.
Started 170 new stock positions in META, OAKI, TSLA, AOM, VIG, HD, SPHD, GSUS, IUSG, SPYG.
Reduced shares in these 10 stocks: ABNB, , ABT, BABA, INVN, EJUL, APD, ASTS, EOCT, LRGC.
Sold out of its positions in AIR, LRGC, ASTS, ABT, ABNB, APD, INVN, BABA, MO, ABAT. ARGX, ARM, RFEM, EOCT, EJUL, SPLV, MMM, TFC.
Worth Financial Advisory Group was a net buyer of stock by $198M.
Worth Financial Advisory Group has $240M in assets under management (AUM), dropping by 4.84%.
Central Index Key (CIK): 0001964358

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Portfolio Holdings for Worth Financial Advisory Group

Worth Financial Advisory Group holds 202 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	6.7	$16M	+3154%	114k	141.89	View chart
Apple (AAPL)	3.4	$8.3M	+4794%	29k	289.36	View chart
Amazon (AMZN)	3.4	$8.2M	+131%	35k	238.34	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	3.2	$7.8M	+418%	225k	34.62	View chart
NVIDIA Corporation (NVDA)	2.8	$6.7M	NEW	33k	200.09	View chart
Harbor Etf Trust Long Term Grower (WINN)	2.7	$6.4M	NEW	196k	32.47	View chart
Microsoft Corporation (MSFT)	2.6	$6.2M	NEW	17k	373.03	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	2.5	$6.1M	NEW	60k	101.24	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	2.4	$5.7M	+145%	148k	38.58	View chart
JPMorgan Chase & Co. (JPM)	2.2	$5.2M	NEW	16k	327.33	View chart
Broadcom (AVGO)	1.7	$4.1M	NEW	11k	377.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$3.9M	NEW	18k	219.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$3.8M	+163%	5.0k	748.89	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.5	$3.7M	NEW	79k	46.15	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.5	$3.6M	NEW	46k	79.41	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$3.4M	+75%	9.6k	353.33	View chart
Sandisk Corp (SNDK)	1.4	$3.4M	NEW	1.5k	2273.73	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.3	$3.1M	NEW	35k	87.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$3.0M	NEW	4.1k	746.79	View chart
Palo Alto Networks (PANW)	1.2	$3.0M	NEW	8.7k	341.02	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	1.0	$2.5M	NEW	68k	36.48	View chart
Eaton Corp SHS (ETN)	1.0	$2.5M	NEW	5.8k	426.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$2.5M	NEW	44k	56.48	View chart
Ssga Active Tr State Street Us (XLSR)	1.0	$2.3M	NEW	36k	64.86	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.0	$2.3M	NEW	46k	50.39	View chart
Uber Technologies (UBER)	0.9	$2.3M	NEW	31k	72.16	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.9	$2.2M	+62%	53k	41.27	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.9	$2.1M	NEW	41k	52.34	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.9	$2.1M	+4015%	72k	29.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.0M	+950%	5.7k	357.36	View chart
Ishares Tr Global Tech Etf (IXN)	0.8	$1.8M	NEW	13k	144.48	View chart
Eli Lilly & Co. (LLY)	0.8	$1.8M	NEW	1.5k	1199.43	View chart
Meta Platforms Cl A (META)	0.8	$1.8M	NEW	3.2k	563.33	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.7	$1.8M	+60%	18k	97.60	View chart
Wal-Mart Stores (WMT)	0.7	$1.7M	NEW	15k	113.26	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.7	$1.6M	NEW	16k	103.10	View chart
Visa Com Cl A (V)	0.7	$1.6M	NEW	4.6k	343.09	View chart
Caterpillar (CAT)	0.7	$1.6M	NEW	1.5k	1065.23	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.5M	NEW	11k	136.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$1.5M	NEW	22k	68.01	View chart
Applied Materials (AMAT)	0.6	$1.5M	NEW	2.1k	723.00	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.6	$1.5M	NEW	50k	29.27	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.6	$1.4M	+298%	58k	24.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$1.4M	NEW	5.7k	246.22	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$1.4M	NEW	4.2k	334.82	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.6	$1.4M		9.4k	148.12	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$1.4M	NEW	26k	51.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.3M	+8518%	42k	31.71	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.5	$1.3M	+32%	19k	69.50	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.5	$1.3M	NEW	1.3k	965.19	View chart
Goldman Sachs (GS)	0.5	$1.2M	NEW	1.2k	1011.37	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.5	$1.2M	NEW	30k	39.47	View chart
Tesla Motors (TSLA)	0.5	$1.2M	NEW	2.8k	420.60	View chart
Bloom Energy Corp Com Cl A (BE)	0.5	$1.1M	+351%	3.7k	302.70	View chart
Home Depot (HD)	0.5	$1.1M	NEW	3.2k	352.67	View chart
Harbor Etf Trust Dividend Gth Lea (GDIV)	0.5	$1.1M	+1090%	61k	18.44	View chart
Netflix (NFLX)	0.4	$1.0M	NEW	14k	71.40	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.0M	NEW	5.3k	189.74	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$1.0M	NEW	15k	67.01	View chart
Marriott Intl Cl A (MAR)	0.4	$1.0M	NEW	2.7k	370.63	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$1.0M	+91%	15k	67.56	View chart
Bank of America Corporation (BAC)	0.4	$981k	NEW	17k	56.98	View chart
Western Digital (WDC)	0.4	$969k	NEW	1.5k	638.80	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$950k	NEW	17k	57.67	View chart
Ge Vernova (GEV)	0.4	$928k	NEW	790.00	1174.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$912k	NEW	15k	61.46	View chart
United Rentals (URI)	0.4	$894k	NEW	789.00	1132.89	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$890k	NEW	4.8k	185.23	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$887k	NEW	17k	53.61	View chart
Thermo Fisher Scientific (TMO)	0.4	$885k	NEW	1.8k	501.25	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$879k	NEW	4.6k	190.54	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$860k	NEW	17k	50.49	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.4	$860k	NEW	16k	53.11	View chart
Phillips 66 (PSX)	0.4	$860k	NEW	5.1k	169.05	View chart
Neuberger Berman Etf Trust Smal Mid Cap Etf (NBSM)	0.3	$837k	NEW	29k	28.71	View chart
Abbvie (ABBV)	0.3	$827k	+35%	3.3k	251.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$824k	NEW	6.0k	137.53	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$821k	NEW	4.4k	188.09	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$750k	+3417%	14k	52.00	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.3	$739k	NEW	23k	32.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$728k	NEW	3.1k	236.60	View chart
Amgen (AMGN)	0.3	$677k	NEW	1.9k	362.15	View chart
Innovator Etfs Trust Intl Man Flo Etf (IFLR)	0.3	$666k	NEW	13k	53.05	View chart
Equinix (EQIX)	0.3	$662k	NEW	635.00	1042.47	View chart
Boeing Company (BA)	0.3	$659k	NEW	3.0k	216.47	View chart
Medtronic SHS (MDT)	0.3	$650k	NEW	8.3k	78.23	View chart
Chubb (CB)	0.3	$650k	NEW	1.9k	340.74	View chart
Lam Research Corp Com New (LRCX)	0.3	$634k	NEW	1.5k	433.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$625k	NEW	1.3k	477.57	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$624k	NEW	14k	45.70	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$623k	NEW	8.3k	75.51	View chart
Nextera Energy (NEE)	0.3	$618k	NEW	7.0k	87.77	View chart
Snowflake Com Shs (SNOW)	0.3	$614k	NEW	2.4k	254.50	View chart
CVS Caremark Corporation (CVS)	0.3	$607k	NEW	5.9k	103.45	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$606k	NEW	5.1k	118.99	View chart
Johnson & Johnson (JNJ)	0.3	$604k	NEW	2.4k	254.00	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.3	$604k	NEW	9.1k	66.60	View chart
American Centy Etf Tr Us Quality Val (VALQ)	0.2	$577k	+75%	8.3k	69.71	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.2	$567k	+1351%	2.6k	217.22	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$562k	NEW	22k	25.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$555k	NEW	3.6k	156.29	View chart
Servicenow (NOW)	0.2	$533k	NEW	5.4k	99.28	View chart
Linde SHS (LIN)	0.2	$524k	NEW	1.0k	518.94	View chart
Kla Corp Com New (KLAC)	0.2	$521k	NEW	1.7k	301.64	View chart
Harbor Etf Trust Disci Bd Etf (AGGS)	0.2	$516k	NEW	13k	40.90	View chart
Quanta Services (PWR)	0.2	$516k	NEW	716.00	720.04	View chart
Micron Technology (MU)	0.2	$515k	NEW	446.00	1155.29	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.2	$513k	NEW	7.1k	72.31	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$490k	NEW	5.0k	98.59	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$480k	NEW	9.3k	51.37	View chart
salesforce (CRM)	0.2	$477k	NEW	3.0k	156.66	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$476k	NEW	11k	42.41	View chart
Cisco Systems (CSCO)	0.2	$476k	NEW	4.1k	117.45	View chart
McDonald's Corporation (MCD)	0.2	$473k	NEW	1.7k	270.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$466k	NEW	2.1k	227.06	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$464k	NEW	4.8k	96.45	View chart
Southern Company (SO)	0.2	$448k	NEW	4.7k	95.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$447k	NEW	607.00	736.94	View chart
SLB Com Stk (SLB)	0.2	$447k	NEW	9.6k	46.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$447k	NEW	4.1k	109.07	View chart
Rockwell Automation (ROK)	0.2	$435k	NEW	879.00	495.08	View chart
Chevron Corporation (CVX)	0.2	$434k	NEW	2.6k	165.75	View chart
Costco Wholesale Corporation (COST)	0.2	$434k	NEW	464.00	935.46	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$430k	NEW	3.8k	113.82	View chart
Newmont Mining Corporation (NEM)	0.2	$429k	NEW	4.6k	93.40	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$428k	NEW	8.6k	49.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$425k	+579%	849.00	500.39	View chart
Procter & Gamble Company (PG)	0.2	$419k	NEW	2.9k	146.65	View chart
Ab Active Etfs Intl Buffer Etf (BUFI)	0.2	$411k		9.7k	42.39	View chart
Blackrock (BLK)	0.2	$401k	+8240%	417.00	961.86	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.2	$401k	NEW	16k	25.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$397k	+1944%	3.4k	117.67	View chart
American Express Company (AXP)	0.2	$395k	+1055%	1.2k	338.26	View chart
Advanced Micro Devices (AMD)	0.2	$386k	+139%	665.00	580.91	View chart
Corning Incorporated (GLW)	0.2	$381k	NEW	1.5k	255.44	View chart
Freeport Mcmoran CL B (FCX)	0.2	$375k	NEW	6.0k	62.88	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.2	$370k	+142%	5.3k	69.43	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$366k	NEW	4.0k	91.64	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.2	$361k	NEW	8.3k	43.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$357k	NEW	968.00	368.38	View chart
Ishares Tr Global Equity (GLOF)	0.1	$354k	NEW	6.0k	58.81	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$351k	NEW	6.2k	56.52	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$350k	NEW	6.9k	50.61	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$340k	NEW	2.1k	163.67	View chart
Merck & Co (MRK)	0.1	$340k	NEW	2.6k	128.52	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$333k	NEW	8.3k	40.29	View chart
Harris Oakmark Etf Trust Glob Lar Cap Etf (OAKG)	0.1	$327k	NEW	13k	25.13	View chart
Marvell Technology (MRVL)	0.1	$324k	NEW	1.1k	297.89	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$317k	NEW	6.4k	49.89	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$308k	+295%	6.9k	44.48	View chart
Oracle Corporation (ORCL)	0.1	$305k	NEW	2.1k	146.55	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.1	$303k	NEW	9.5k	31.99	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$297k	+605%	7.0k	42.33	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.1	$291k	NEW	1.6k	186.86	View chart
Harris Oakmark Etf Trust Intl Large Cap (OAKI)	0.1	$289k	NEW	11k	25.75	View chart
Goldman Sachs Etf Tr Smal Cap Equ Etf (GSC)	0.1	$288k	NEW	4.2k	69.23	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.1	$288k	NEW	3.4k	85.60	View chart
PNC Financial Services (PNC)	0.1	$285k	NEW	1.2k	246.22	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.1	$283k	NEW	11k	25.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$279k	NEW	3.6k	77.11	View chart
UnitedHealth (UNH)	0.1	$279k	NEW	672.00	415.36	View chart
Palantir Technologies Cl A (PLTR)	0.1	$277k	NEW	2.4k	116.67	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.1	$272k	NEW	8.9k	30.54	View chart
Intuitive Surgical Com New (ISRG)	0.1	$267k	NEW	671.00	397.68	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$266k	NEW	5.2k	50.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$263k	NEW	4.4k	59.69	View chart
Mueller Industries (MLI)	0.1	$261k	NEW	2.1k	122.93	View chart
Danaher Corporation (DHR)	0.1	$259k	NEW	1.4k	190.51	View chart
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR)	0.1	$259k	NEW	9.2k	28.21	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$256k	NEW	1.3k	190.19	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$255k	NEW	4.7k	54.69	View chart
International Business Machines (IBM)	0.1	$254k	NEW	905.00	281.06	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$254k	NEW	2.8k	91.26	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.1	$253k	NEW	3.8k	67.31	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$249k	NEW	7.2k	34.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$248k	NEW	1.5k	164.27	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.1	$246k	NEW	11k	22.14	View chart
Dell Technologies CL C (DELL)	0.1	$245k	NEW	568.00	431.46	View chart
Innovator Etfs Trust Intl Dev Pwr May (IMAY)	0.1	$240k	NEW	7.6k	31.73	View chart
Cameco Corporation (CCJ)	0.1	$235k	NEW	2.3k	101.86	View chart
Spdr Series Trust St Str R2k Lowv (SMLV)	0.1	$233k	NEW	1.5k	157.36	View chart
Harbor Etf Trust Ares Systematic (SIHY)	0.1	$230k	NEW	5.0k	45.56	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$226k	NEW	2.8k	79.97	View chart
Morgan Stanley Com New (MS)	0.1	$223k	NEW	1.1k	209.11	View chart
Lowe's Companies (LOW)	0.1	$222k	NEW	1.0k	220.49	View chart
Sofi Technologies (SOFI)	0.1	$220k	NEW	12k	17.93	View chart
Spdr Index Shs Fds St Str Infra Etf (GII)	0.1	$217k	NEW	2.9k	75.71	View chart
Constellation Energy (CEG)	0.1	$217k	NEW	872.00	248.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$216k	NEW	2.2k	96.44	View chart
Spdr Index Shs Fds St Str Europ Etf (SPEU)	0.1	$216k	NEW	3.9k	54.88	View chart
Ishares Tr Us Sml Cp Value (SVAL)	0.1	$213k	NEW	5.1k	41.79	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$212k	NEW	6.7k	31.45	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.1	$209k	+1917%	8.5k	24.50	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$209k	NEW	2.3k	89.85	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$208k	NEW	4.8k	43.61	View chart
Metropcs Communications (TMUS)	0.1	$208k	NEW	1.2k	167.75	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$207k	NEW	9.9k	20.86	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$206k	NEW	1.7k	119.13	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$205k	NEW	2.3k	89.92	View chart
Capital One Financial (COF)	0.1	$201k	NEW	1.0k	200.62	View chart
Natera (NTRA)	0.1	$201k	NEW	740.00	271.45	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$79k	NEW	14k	5.80	View chart

Past Filings by Worth Financial Advisory Group

SEC 13F filings are viewable for Worth Financial Advisory Group going back to 2022

Worth Financial Advisory Group 2026 Q2 filed July 31, 2026
Worth Financial Advisory Group 2026 Q1 filed May 4, 2026
Worth Financial Advisory Group 2025 Q4 filed Jan. 16, 2026
Worth Financial Advisory Group 2025 Q3 filed Oct. 22, 2025
Worth Financial Advisory Group 2025 Q2 filed July 17, 2025
Worth Financial Advisory Group 2025 Q1 filed April 22, 2025
Worth Financial Advisory Group 2024 Q4 filed Feb. 12, 2025
Worth Financial Advisory Group 2024 Q3 filed Oct. 25, 2024
Worth Financial Advisory Group 2024 Q2 filed July 26, 2024
Worth Financial Advisory Group 2024 Q1 filed April 30, 2024
Worth Financial Advisory Group 2023 Q4 filed Jan. 19, 2024
Worth Financial Advisory Group 2023 Q3 filed Oct. 13, 2023
Worth Financial Advisory Group 2023 Q2 filed July 28, 2023
Worth Financial Advisory Group 2023 Q1 filed April 20, 2023
Worth Financial Advisory Group 2022 Q4 filed Feb. 13, 2023

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