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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 11 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,405.0 $206K 0.07% NEW $146.65 -0.3%
202 VRT VERTIV HOLDINGS CO COM CL A Industrials 604.0 $202K 0.07% NEW $335.07 -23.6%
203 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 10,554.0 $202K 0.07% $19.12 +12.0%
204 JEDI DEFIANCE DRONE AND MODERN WARFARE ETF 6,935.0 $201K 0.06% NEW $29.05 -13.1%
205 SO SOUTHERN CO COM Utilities 2,094.0 $200K 0.06% NEW $95.72 -8.0%
206 VGI VIRTUS GLOBAL MULTI-SECTOR INC COM Financial Services 24,412.0 $183K 0.06% -8K -25.2% $7.50 -2.5%
207 EATON VANCE TAX-MANAGED GLOBAL COM 15,870.0 $153K 0.05% $9.64
208 NDMO NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS Financial Services 13,460.0 $140K 0.04% NEW $10.41 -5.8%
209 VMO INVESCO MUN OPPORTUNIT TR COM Financial Services 12,885.0 $127K 0.04% NEW $9.87 -3.4%
210 ONDS ONDAS INC COM NEW Technology 14,134.0 $116K 0.04% NEW $8.24 -14.6%
211 KTF DWS MUN INCOME TR NEW COM Financial Services 10,956.0 $101K 0.03% NEW $9.20 -5.6%
212 HLX HELIX ENERGY SOLUTIONS GRP INC COM Energy 10,612.0 $93K 0.03% -983.0 -8.5% $8.74 +21.3%
Page 11 of 11  ·  212 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%