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Portfolio (Quarterly) Guide ↗

Worth Asset Management, LLC

· CIK 0001927285
13F Portfolio $313M AUM 603 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 68 New 70 Added 54 Reduced 38 Exited
Page 1 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 742,669.0 $51.6M 16.51% +53K +7.6% $69.50 -0.2%
2 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 177,200.0 $17.8M 5.71% +150K +543.6% $100.67 -0.3%
3 QQQM INVESCO NASDAQ 100 ETF 54,410.0 $16.5M 5.27% +45K +482.4% $302.97 -3.8%
4 QQQ INVESCO QQQ TRUST SERIES I Financial Services 16,719.0 $12.3M 3.94% +13K +359.1% $736.40 -3.9%
5 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 113,145.0 $9.9M 3.18% +5K +4.5% $87.88 +2.0%
6 CGBL CAPITAL GROUP CORE BALANCED ETF 209,524.0 $8.0M 2.54% +13K +6.7% $37.96 -0.6%
7 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 76,549.0 $6.1M 1.96% +43K +128.2% $79.97 -1.1%
8 AAPL APPLE INC COM Technology 19,715.0 $5.7M 1.82% +1K +7.1% $289.35 +12.4%
9 JPMORGAN ULTRA-SHORT INCOME ETF 103,523.0 $5.2M 1.68% +9K +9.2% $50.57
10 VUG VANGUARD GROWTH ETF 55,276.0 $4.8M 1.52% +54K +3776.3% $86.14 +1.4%
11 VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 154,229.0 $3.9M 1.24% +63K +68.8% $25.07 -0.0%
12 BND VANGUARD TOTAL BOND MARKET ETF 48,200.0 $3.5M 1.13% +13K +35.8% $73.41 -2.2%
13 NVDA NVIDIA CORPORATION COM Technology 16,608.0 $3.3M 1.06% +2K +12.2% $200.09 +8.7%
14 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 32,709.0 $3.0M 0.96% +4K +15.3% $91.64 -0.3%
15 MSFT MICROSOFT CORP COM Technology 7,532.0 $2.8M 0.90% +2K +31.0% $373.01 +34.3%
16 AVGO BROADCOM INC COM Technology 6,358.0 $2.4M 0.77% +4K +149.1% $377.75 -2.1%
17 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 23,586.0 $2.3M 0.74% +139.0 +0.6% $97.60 +0.6%
18 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 40,251.0 $2.3M 0.73% +4K +12.0% $56.48 +0.9%
19 XBI STATE STREET SPDR S&P BIOTECH ETF 13,431.0 $2.1M 0.68% +10K +285.4% $158.25 +3.3%
20 SCHX SCHWAB U.S. LARGE-CAP ETF 68,146.0 $2.0M 0.64% +1K +1.6% $29.43 +2.0%
Page 1 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.6%
Financial Services 27.0%
Industrials 7.4%
Healthcare 5.1%
Consumer Cyclical 3.8%
Communication Services 3.5%
Utilities 3.4%
Consumer Defensive 1.7%
Energy 0.7%