Worth Asset Management, LLC - Portfolio overview

Worth Asset Management, LLC has 238 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. TFLO - ISHARES TREASURY FLOATING RATE BOND ETF, 7.64%
2. DIA - STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST, 6.42%
3. CGBL - CAPITAL GROUP CORE BALANCED ETF, 5.84%

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

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