Worth Financial Advisory Group, LLC
Worth Financial Advisory Group, LLC reported 202 positions worth $240.0M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: GSLC (6.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GSLC | SH | $16.1M | 6.72% | 113,602 | — | — | |
| ▸ 2 | AAPL | SH | $8.3M | 3.45% | 28,583 | — | — | |
| ▸ 3 | AMZN | SH | $8.2M | 3.44% | 34,596 | — | — | |
| ▸ 4 | CGXU | SH | $7.8M | 3.25% | 225,107 | — | — | |
| ▸ 5 | NVDA | SH | $6.7M | 2.78% | 33,339 | — | — | |
| ▸ 6 | WINN | SH | $6.4M | 2.66% | 196,306 | — | — | |
| ▸ 7 | MSFT | SH | $6.2M | 2.60% | 16,737 | — | — | |
| ▸ 8 | JSMD | SH | $6.1M | 2.54% | 60,332 | — | — | |
| ▸ 9 | SFLR | SH | $5.7M | 2.38% | 147,818 | — | — | |
| ▸ 10 | JPM | SH | $5.2M | 2.17% | 15,893 | — | — |
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Frequently Asked Questions
What stocks does Worth Financial Advisory Group, LLC hold as of Q2 2026?
Worth Financial Advisory Group, LLC reported 202 positions worth $240.0M in its Q2 2026 13F filing. Largest positions: GSLC (6.7%), AAPL (3.4%), AMZN (3.4%), CGXU (3.2%) and NVDA (2.8%).
What did Worth Financial Advisory Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Worth Financial Advisory Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.