Institutions / Worthington Financial Partners, LLC
Worthington Financial Partners, LLC
CIK 2111427 · Institution · as of Dec 31, 2025
Portfolio value
$112.96M
Positions
96
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 96 →
| Company | Value | % of portfolio |
|---|---|---|
| Micron Technology Inc | $15.45M | 13.7% |
| Capital Group Core Equity Et | $4.41M | 3.9% |
| First Tr Exchange-Traded Fd | $4.13M | 3.7% |
| Capital Group Growth ETF | $3.42M | 3.0% |
| Broadcom Inc. | $3.15M | 2.8% |
| Microsoft Corp | $3.04M | 2.7% |
| First Tr Exchange-Traded Fd | $2.87M | 2.5% |
| Exxon Mobil Corp | $2.76M | 2.4% |
| Capital Group Equity ETF Tr | $2.33M | 2.1% |
| Amphenol Corp /De | $1.98M | 1.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.88M | 1.7% |
| Apple Inc. | $1.74M | 1.5% |
| Monolithic Power Systems Inc | $1.72M | 1.5% |
| Amazon.com Inc | $1.67M | 1.5% |
| Capital Group Conservative E | $1.66M | 1.5% |
| Putnam Municipal Opportunities TrustPMO | $1.63M | 1.4% |
| EMCOR Group Inc | $1.63M | 1.4% |
| Alphabet Inc. | $1.60M | 1.4% |
| First Tr Exchange Traded Fd | $1.54M | 1.4% |
| iShares Tr | $1.54M | 1.4% |
| Fabrinet | $1.53M | 1.4% |
| PIMCO Municipal Income Fund IIPML | $1.51M | 1.3% |
| First Tr Exchange-Traded Alp | $1.49M | 1.3% |
| Neuberger Municipal Fund Inc.NBH | $1.45M | 1.3% |
| Palantir Technologies Inc | $1.35M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.