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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC COM Healthcare 1,863.0 $469K 0.15% +237.0 +14.6% $251.64 +3.3%
62 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,934.0 $459K 0.15% +188.0 +5.0% $116.67 +54.2%
63 BERKSHIRE HATHAWAY INC DEL CL B NEW 826.0 $413K 0.13% +103.0 +14.2% $500.39
64 SCHF SCHWAB INTERNATIONAL EQUITY ETF 14,039.0 $389K 0.12% +4K +43.4% $27.70 +0.9%
65 MET METLIFE INC COM Financial Services 4,551.0 $385K 0.12% +138.0 +3.1% $84.61 +11.6%
66 RZV INVESCO S&P SMALLCAP 600 PURE VALUE ETF 2,382.0 $355K 0.11% +37.0 +1.6% $149.06 -1.4%
67 HD HOME DEPOT INC COM Consumer Cyclical 827.0 $292K 0.09% +129.0 +18.5% $352.68 -9.3%
68 PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 12,037.0 $261K 0.08% +128.0 +1.1% $21.65 -3.4%
69 MO ALTRIA GROUP INC COM Consumer Defensive 3,525.0 $254K 0.08% +304.0 +9.4% $71.94 -3.3%
70 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 2,093.0 $239K 0.08% +72.0 +3.6% $114.18 +22.5%
Page 4 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%