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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 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 98,356.0 $5.0M 1.59% -76K -43.7% $50.63 -0.2%
2 MU MICRON TECHNOLOGY INC COM Technology 3,298.0 $3.8M 1.22% -2K -42.5% $1154.35 -19.1%
3 MGV VANGUARD MEGA CAP VALUE ETF 16,316.0 $2.7M 0.85% -5K -24.1% $163.45 +1.9%
4 TXN TEXAS INSTRS INC COM Technology 8,155.0 $2.4M 0.78% -461.0 -5.3% $298.07 -15.0%
5 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 68,781.0 $1.8M 0.58% -5K -6.6% $26.52 -2.1%
6 IWM ISHARES RUSSELL 2000 ETF 5,207.0 $1.6M 0.50% -68.0 -1.3% $300.45 -3.3%
7 DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 49,825.0 $1.5M 0.49% -45K -47.3% $30.61 +3.2%
8 DFCF DIMENSIONAL CORE FIXED INCOME ETF 35,370.0 $1.5M 0.48% -4K -10.7% $42.21 -2.1%
9 FMDE FIDELITY ENHANCED MID CAP CORE ETF 36,508.0 $1.5M 0.47% -21K -36.2% $40.58 +2.6%
10 FBCG FIDELITY BLUE CHIP GROWTH ETF 23,474.0 $1.5M 0.47% -6K -21.1% $62.11 -2.0%
11 CAT CATERPILLAR INC COM Industrials 1,367.0 $1.5M 0.47% -2K -56.4% $1064.90 -26.8%
12 VTV VANGUARD VALUE ETF 6,633.0 $1.4M 0.46% -14K -67.6% $217.93 +2.8%
13 LRCX LAM RESEARCH CORP COM NEW Technology 3,253.0 $1.4M 0.45% -6K -66.2% $433.33 -33.0%
14 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 82,183.0 $1.3M 0.42% -11K -11.4% $15.88 +20.0%
15 AMAT APPLIED MATLS INC COM Technology 1,642.0 $1.2M 0.38% -4K -69.0% $723.21 -38.9%
16 GEV GE VERNOVA INC COM Utilities 882.0 $1.0M 0.33% -2K -65.7% $1174.87 -23.5%
17 GDE WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND 16,923.0 $1.0M 0.33% -1K -7.5% $61.09 +8.3%
18 SGVT SCHWAB GOVERNMENT MONEY MARKET ETF 9,957.0 $1.0M 0.32% -18K -63.9% $100.74 -0.2%
19 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 24,135.0 $923K 0.29% -78K -76.4% $38.23 +7.7%
20 GE GE AEROSPACE COM NEW Industrials 2,407.0 $899K 0.29% -643.0 -21.1% $373.67 -11.4%
Page 1 of 3  ·  54 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%