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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, MSFT, AMZN, CGXU, and represent 21.29% of Worth Financial Advisory Group's stock portfolio.
Added to shares of these 10 stocks: XOM, CGXU, WINN, CNEQ, JSMD, HGER, CERY, JNK, CRWD, MSFT.
Started 6 new stock positions in FANG, VEEV, XOM, JNK, CRWD, CERY.
Reduced shares in these 10 stocks: , SNDK, SFLR, QFLR, JEPI, SPY, HD, IBM, , .
Sold out of its positions in CCJ, COF, Exxon Mobil Corporation, FIXD, QDF, IBM, EMB, SVAL, GII, SLYG. TMUS.
Worth Financial Advisory Group was a net seller of stock by $-732k.
Worth Financial Advisory Group has $242M in assets under management (AUM), dropping by 0.77%.
Central Index Key (CIK): 0001964358

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Portfolio Holdings for Worth Financial Advisory Group

Worth Financial Advisory Group holds 197 positions in its portfolio as reported in the September 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		112k	145.04	View chart
Apple (AAPL)	3.9	$9.5M		29k	333.02	View chart
Microsoft Corporation (MSFT)	3.6	$8.8M	+2%	17k	512.89	View chart
Amazon (AMZN)	3.6	$8.7M		35k	249.15	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	3.4	$8.2M	+6%	239k	34.29	View chart
NVIDIA Corporation (NVDA)	3.2	$7.7M		34k	228.38	View chart
Harbor Etf Trust Long Term Grower (WINN)	3.0	$7.2M	+6%	209k	34.31	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	2.3	$5.7M	+5%	64k	89.30	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	2.1	$5.2M	-10%	133k	38.95	View chart
JPMorgan Chase & Co. (JPM)	2.1	$5.1M	-2%	16k	330.83	View chart
Broadcom (AVGO)	1.6	$3.9M	+3%	11k	351.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$3.9M		17k	222.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$3.8M		5.0k	765.85	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.5	$3.6M		46k	79.72	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.5	$3.6M	+2%	81k	44.09	View chart
Palo Alto Networks (PANW)	1.4	$3.4M	-2%	8.5k	397.31	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$3.2M		9.5k	340.74	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.3	$3.1M		35k	89.76	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	1.2	$2.8M	+11%	80k	35.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$2.8M	-9%	3.7k	762.66	View chart
Eaton Corp SHS (ETN)	1.1	$2.5M		5.9k	429.72	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	1.0	$2.5M	+14%	61k	40.63	View chart
Meta Platforms Cl A (META)	1.0	$2.4M	+3%	3.4k	725.24	View chart
Ssga Active Tr State Street Us (XLSR)	0.9	$2.3M	-5%	34k	66.41	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.9	$2.2M	-3%	45k	50.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$2.2M	-11%	39k	56.22	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.9	$2.1M	+2%	41k	50.79	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.8	$2.1M	-16%	57k	36.09	View chart
Sandisk Corp (SNDK)	0.8	$2.0M	-23%	1.1k	1739.89	View chart
Uber Technologies (UBER)	0.8	$2.0M	-8%	29k	68.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.9M		5.6k	344.08	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.8	$1.9M	NEW	12k	162.75	View chart
Ishares Tr Global Tech Etf (IXN)	0.8	$1.9M		13k	148.22	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.8	$1.8M	+2%	19k	97.27	View chart
Eli Lilly & Co. (LLY)	0.7	$1.7M		1.5k	1157.13	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.7	$1.7M	+3%	16k	105.57	View chart
Visa Com Cl A (V)	0.7	$1.7M		4.7k	359.33	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.7	$1.6M	+14%	57k	28.57	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$1.6M	+4%	23k	69.26	View chart
Wal-Mart Stores (WMT)	0.6	$1.6M		15k	103.92	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.6	$1.5M	+6%	62k	23.70	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.6	$1.3M	+5%	20k	68.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.3M		41k	32.53	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$1.3M		5.8k	231.62	View chart
Phillips 66 (PSX)	0.5	$1.3M		5.1k	255.32	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.5	$1.3M	-6%	25k	51.76	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.5	$1.2M		9.5k	131.61	View chart
Harbor Etf Trust Dividend Gth Lea (GDIV)	0.5	$1.2M	+6%	65k	18.23	View chart
Thermo Fisher Scientific (TMO)	0.5	$1.2M		1.7k	674.91	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.5	$1.1M	+2%	31k	37.42	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.5	$1.1M	-9%	1.2k	922.71	View chart
Caterpillar (CAT)	0.4	$1.1M	-8%	1.3k	811.09	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$1.1M		15k	71.56	View chart
Applied Materials (AMAT)	0.4	$1.1M		2.1k	511.38	View chart
Marriott Intl Cl A (MAR)	0.4	$1.0M	+7%	2.9k	355.62	View chart
Goldman Sachs (GS)	0.4	$1.0M	-3%	1.1k	900.36	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.4	$1.0M	+2%	17k	61.50	View chart
Raytheon Technologies Corp (RTX)	0.4	$971k		5.2k	185.64	View chart
Bloom Energy Corp Com Cl A (BE)	0.4	$957k	-7%	3.5k	277.00	View chart
Bank of America Corporation (BAC)	0.4	$947k		17k	54.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$947k	+4%	16k	61.26	View chart
Netflix (NFLX)	0.4	$947k	-5%	14k	69.58	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$942k	+6%	18k	53.40	View chart
Tesla Motors (TSLA)	0.4	$932k	-4%	2.6k	354.81	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$920k	-8%	3.8k	241.31	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$910k		4.6k	195.76	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.4	$900k	+22%	18k	51.10	View chart
Amgen (AMGN)	0.4	$898k	+13%	2.1k	421.58	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$898k	+4%	18k	50.47	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$886k	-5%	14k	63.04	View chart
Abbvie (ABBV)	0.4	$857k		3.3k	261.56	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$846k	-2%	16k	52.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$846k		4.4k	193.75	View chart
Innovator Etfs Trust Intl Man Flo Etf (IFLR)	0.3	$841k	+27%	16k	52.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$841k		5.9k	142.26	View chart
Ge Vernova (GEV)	0.3	$829k	+10%	872.00	950.49	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$828k	+3%	5.0k	166.98	View chart
Neuberger Berman Etf Trust Smal Mid Cap Etf (NBSM)	0.3	$819k	+3%	30k	27.28	View chart
Medtronic SHS (MDT)	0.3	$783k	+9%	9.1k	86.29	View chart
Servicenow (NOW)	0.3	$748k	+4%	5.6k	134.01	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.3	$744k	+5%	24k	31.38	View chart
Snowflake Com Shs (SNOW)	0.3	$727k	-11%	2.1k	339.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$722k		3.1k	233.30	View chart
United Rentals (URI)	0.3	$686k	-13%	685.00	1000.78	View chart
Chubb (CB)	0.3	$683k	+10%	2.1k	325.25	View chart
salesforce (CRM)	0.3	$667k	-4%	2.9k	229.61	View chart
Johnson & Johnson (JNJ)	0.3	$657k	+4%	2.5k	264.74	View chart
Equinix (EQIX)	0.3	$653k		645.00	1011.73	View chart
Micron Technology (MU)	0.3	$652k	+37%	612.00	1065.79	View chart
Home Depot (HD)	0.3	$647k	-28%	2.3k	284.45	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$640k		8.2k	78.10	View chart
Western Digital (WDC)	0.3	$636k	-7%	1.4k	454.56	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$630k		14k	45.84	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$614k	-2%	5.0k	123.09	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$586k		1.3k	456.19	View chart
American Centy Etf Tr Us Quality Val (VALQ)	0.2	$581k		8.3k	69.64	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.2	$577k		2.6k	221.00	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$556k		9.0k	61.56	View chart
Nextera Energy (NEE)	0.2	$550k	+3%	7.3k	75.73	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.2	$534k		7.2k	73.81	View chart
Advanced Micro Devices (AMD)	0.2	$529k	+30%	865.00	611.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$526k	-2%	3.5k	152.07	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$526k	-2%	22k	24.36	View chart
Newmont Mining Corporation (NEM)	0.2	$522k		4.5k	115.34	View chart
Lam Research Corp Com New (LRCX)	0.2	$494k	+2%	1.5k	328.44	View chart
Chevron Corporation (CVX)	0.2	$489k	-8%	2.4k	204.21	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$487k		5.0k	96.58	View chart
Harbor Etf Trust Disci Bd Etf (AGGS)	0.2	$485k		12k	38.99	View chart
CVS Caremark Corporation (CVS)	0.2	$483k	-3%	5.6k	85.69	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.2	$480k	+26%	20k	24.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$478k	+12%	959.00	497.95	View chart
SLB Com Stk (SLB)	0.2	$477k		9.8k	48.72	View chart
Quanta Services (PWR)	0.2	$475k	+3%	739.00	642.51	View chart
Linde SHS (LIN)	0.2	$474k		998.00	474.65	View chart
Freeport Mcmoran CL B (FCX)	0.2	$471k	+12%	6.7k	70.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$469k		2.1k	228.28	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$467k		11k	41.25	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$464k		4.8k	97.43	View chart
Boeing Company (BA)	0.2	$452k	-20%	2.4k	186.05	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$440k		3.8k	114.73	View chart
McDonald's Corporation (MCD)	0.2	$438k	+8%	1.9k	230.94	View chart
Merck & Co (MRK)	0.2	$431k	+12%	3.0k	145.30	View chart
Palantir Technologies Cl A (PLTR)	0.2	$430k	-3%	2.3k	187.05	View chart
Cisco Systems (CSCO)	0.2	$423k	-2%	3.9k	107.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$422k	-5%	571.00	739.63	View chart
Ab Active Etfs Intl Buffer Etf (BUFI)	0.2	$413k		9.7k	42.55	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$410k		4.0k	102.18	View chart
Procter & Gamble Company (PG)	0.2	$407k		2.8k	145.29	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$395k	-7%	8.0k	49.47	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.2	$383k	+3%	7.2k	53.28	View chart
Rockwell Automation (ROK)	0.2	$382k		878.00	435.33	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$379k	-15%	7.9k	47.86	View chart
Southern Company (SO)	0.2	$377k	-2%	4.6k	82.90	View chart
Costco Wholesale Corporation (COST)	0.2	$377k	-10%	414.00	910.00	View chart
Ishares Tr Global Equity (GLOF)	0.2	$374k	+2%	6.2k	60.65	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.1	$362k	-2%	5.2k	69.60	View chart
Intuitive Surgical Com New (ISRG)	0.1	$361k	+32%	887.00	406.63	View chart
American Express Company (AXP)	0.1	$360k		1.2k	304.14	View chart
Blackrock (BLK)	0.1	$357k	-19%	337.00	1058.79	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$356k	-5%	7.8k	45.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$352k	-4%	924.00	380.84	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$350k	-7%	3.1k	112.09	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$347k		2.1k	166.80	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$344k	+2%	6.4k	53.95	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$337k	-7%	3.7k	91.64	View chart
Harris Oakmark Etf Trust Intl Large Cap (OAKI)	0.1	$336k	+16%	13k	25.66	View chart
Harris Oakmark Etf Trust Glob Lar Cap Etf (OAKG)	0.1	$333k		13k	26.04	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$326k	-2%	8.1k	40.39	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.1	$314k		9.5k	33.17	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$312k		7.0k	44.50	View chart
Kla Corp Com New (KLAC)	0.1	$309k	-8%	1.6k	194.91	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$309k		6.3k	48.74	View chart
Dell Technologies CL C (DELL)	0.1	$306k		568.00	537.95	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$300k	+19%	6.2k	48.18	View chart
Goldman Sachs Etf Tr Smal Cap Equ Etf (GSC)	0.1	$297k	+15%	4.8k	61.90	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.1	$294k	+12%	10k	29.26	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.1	$292k		1.5k	190.11	View chart
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	0.1	$291k		3.3k	87.56	View chart
Danaher Corporation (DHR)	0.1	$287k	-4%	1.3k	221.55	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$284k		1.3k	210.53	View chart
Natera (NTRA)	0.1	$277k	-9%	670.00	413.31	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.1	$276k		11k	24.58	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.1	$267k	-4%	3.6k	73.97	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$265k	-4%	6.7k	39.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$262k		4.4k	59.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$261k		3.6k	71.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$259k	+2%	4.8k	54.16	View chart
Mueller Industries (MLI)	0.1	$258k	+100%	4.3k	60.61	View chart
PNC Financial Services (PNC)	0.1	$257k		1.2k	222.26	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.1	$257k	NEW	6.5k	39.22	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$251k		7.2k	34.92	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$248k	NEW	2.7k	92.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$248k		1.5k	166.28	View chart
UnitedHealth (UNH)	0.1	$247k		672.00	366.97	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$246k	+2%	2.4k	103.09	View chart
Ishares Tr Mrngstr Inc Etf (IYLD)	0.1	$241k		11k	21.71	View chart
Innovator Etfs Trust Intl Dev Pwr May (IMAY)	0.1	$241k		7.6k	31.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$238k	NEW	897.00	264.75	View chart
Constellation Energy (CEG)	0.1	$237k	+6%	932.00	254.06	View chart
Marvell Technology (MRVL)	0.1	$226k	-21%	856.00	264.21	View chart
Oracle Corporation (ORCL)	0.1	$226k	-20%	1.6k	137.30	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$225k	-5%	2.6k	85.78	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$222k	NEW	779.00	285.45	View chart
Harbor Etf Trust Ares Systematic (SIHY)	0.1	$222k		5.0k	44.14	View chart
Innovator Etfs Trust Equi Defi 1 Marc (ZMAR)	0.1	$222k	-15%	7.7k	28.63	View chart
Corning Incorporated (GLW)	0.1	$219k	-4%	1.4k	153.72	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$219k		6.7k	32.57	View chart
Spdr Series Trust St Str R2k Lowv (SMLV)	0.1	$217k	-2%	1.4k	150.03	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.1	$215k		8.5k	25.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$215k		2.8k	77.20	View chart
Spdr Index Shs Fds St Str Europ Etf (SPEU)	0.1	$211k		3.9k	53.71	View chart
Diamondback Energy (FANG)	0.1	$206k	NEW	1.1k	183.81	View chart
Lowe's Companies (LOW)	0.1	$201k	+8%	1.1k	184.29	View chart
Morgan Stanley Com New (MS)	0.1	$201k		1.1k	188.00	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$199k		10k	19.74	View chart
Sofi Technologies (SOFI)	0.1	$189k	-2%	12k	15.72	View chart
Evolv Technologies Hldngs In Com Cl A (EVLV)	0.0	$63k		14k	4.65	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 Q3 filed Oct. 19, 2026
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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