Worth Financial Advisory Group, LLC - Portfolio overview

Worth Financial Advisory Group, LLC has 174 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Communication Services.

Largest reported holdings by portfolio allocation

1. AMZN - AMAZON COM INC, 15.13%
2. GOOG - ALPHABET INC, 7.60%
3. FWD - AB ACTIVE ETFS INC, 6.94%

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

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