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Worth Financial Advisory Group, LLC

All holdings · as of Dec 31, 2025

180 positions

CompanyClassValueShares% of portfolio
GOLDMAN SACHS ETF TR$15.66M118,3207.6%
Amazon.com Inc$7.95M34,4233.8%
MICROSOFT CORP$7.49M15,4923.6%
Apple Inc.$7.31M26,8783.5%
INNOVATOR ETFS TRUST$5.68M153,9612.7%
NVIDIA Corp$5.67M30,4002.7%
JPMORGAN CHASE & CO$5.50M17,0772.7%
CAPITAL GROUP INTL FOCUS EQT$5.47M185,1292.6%
JANUS DETROIT STR TR$5.03M61,7162.4%
ISHARES TR$5.03M108,0752.4%
iShares MSCI UAE ETF$4.96M24,9652.4%
J P MORGAN EXCHANGE TRADED F$3.83M66,9661.9%
ISHARES TR$3.47M5,0631.7%
SCHWAB STRATEGIC TR$3.34M121,9141.6%
Alphabet Inc.$3.32M10,5861.6%
Broadcom Inc.$3.29M9,5191.6%
SPDR S&P 500 ETF TR$2.93M4,2921.4%
SPDR SERIES TRUST$2.85M35,5491.4%
Uber Technologies, Inc$2.57M31,4601.2%
Meta Platforms Inc$2.21M3,3421.1%
SSGA ACTIVE TR$2.20M35,3031.1%
INNOVATOR ETFS TRUST$2.19M64,0151.1%
SPDR INDEX SHS FDS$2.16M48,6421.0%
Eaton Corp plc$1.85M5,8060.9%
HARBOR ETF TRUST$1.83M58,8810.9%
Walmart Inc.$1.66M14,8840.8%
ISHARES GOLD TR$1.59M19,5670.8%
Visa Inc$1.58M4,5100.8%
Palo Alto Networks Inc$1.57M8,5400.8%
ISHARES TR$1.49M22,8730.7%
ELI LILLY & Co$1.47M1,3690.7%
EXXON MOBIL CORP$1.43M11,9210.7%
ISHARES TR$1.37M13,0910.7%
iShares MSCI UAE ETF$1.37M12,4400.7%
THE ALGER ETF TRUST$1.33M38,8180.6%
Alphabet Inc.$1.33M4,2440.6%
ISHARES TR$1.30M14,5470.6%
ISHARES TR$1.30M30,2610.6%
GOLDMAN SACHS ETF TR$1.29M13,6640.6%
SPDR INDEX SHS FDS$1.26M26,8450.6%
SSGA ACTIVE ETF TR$1.25M31,0290.6%
VANGUARD INDEX FDS$1.22M5,8270.6%
Tesla Inc$1.15M2,5500.6%
HARBOR ETF TRUST$1.14M68,6020.6%
Netflix Inc$1.10M11,7350.5%
THE GOLDMAN SACHS GROUP, INC.$1.09M1,2450.5%
BLACKROCK ETF TRUST II$1.07M20,2890.5%
HARBOR ETF TRUST$1.02M40,9260.5%
THERMO FISHER SCIENTIFIC INC.$1.01M1,7500.5%
Salesforce Inc$1.01M3,8150.5%
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