Worthington Financial Partners, LLC - Portfolio overview

Worthington Financial Partners, LLC has 105 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MU - MICRON TECHNOLOGY INC, 15.35%
2. CGUS - CAPITAL GROUP CORE EQUITY ET, 3.57%
3. FPX - FIRST TR EXCHANGE-TRADED FD, 3.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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