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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 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLSE CONVERGENCE LONG/SHORT EQUITY ETF 36,926.0 $1.3M 0.40% NEW $34.13 -1.6%
62 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 54,856.0 $1.2M 0.40% +6K +12.1% $22.64 -2.8%
63 ORCL ORACLE CORP COM Technology 8,295.0 $1.2M 0.39% NEW $146.55 -3.6%
64 AMAT APPLIED MATLS INC COM Technology 1,642.0 $1.2M 0.38% -4K -69.0% $723.21 -38.9%
65 APP APPLOVIN CORP COM CL A Technology 2,207.0 $1.1M 0.36% NEW $515.23 -39.5%
66 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 27,500.0 $1.1M 0.36% +5K +20.7% $41.25 +3.5%
67 VOO VANGUARD S&P 500 ETF 1,617.0 $1.1M 0.35% +129.0 +8.7% $686.81 +2.0%
68 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 13,216.0 $1.1M 0.35% +6K +84.2% $83.75 +1.1%
69 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 20,286.0 $1.1M 0.34% +4K +21.2% $52.76 +4.8%
70 GEV GE VERNOVA INC COM Utilities 882.0 $1.0M 0.33% -2K -65.7% $1174.87 -23.5%
71 GDE WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND 16,923.0 $1.0M 0.33% -1K -7.5% $61.09 +8.3%
72 RSST RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF 31,207.0 $1.0M 0.33% +3K +12.4% $32.69 +3.7%
73 GOOG ALPHABET INC CAP STK CL C 2,871.0 $1.0M 0.33% +1K +56.3% $353.33
74 SGVT SCHWAB GOVERNMENT MONEY MARKET ETF 9,957.0 $1.0M 0.32% -18K -63.9% $100.74 -0.2%
75 ACA ARCOSA INC COM Industrials 6,850.0 $995K 0.32% $145.29 +0.1%
76 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 24,135.0 $923K 0.29% -78K -76.4% $38.23 +7.7%
77 GE GE AEROSPACE COM NEW Industrials 2,407.0 $899K 0.29% -643.0 -21.1% $373.67 -11.4%
78 JPM JPMORGAN CHASE & CO COM Financial Services 2,653.0 $868K 0.28% +262.0 +11.0% $327.30 +8.4%
79 TSLA TESLA INC COM Consumer Cyclical 1,999.0 $841K 0.27% +360.0 +22.0% $420.60 -15.3%
80 FENI FIDELITY ENHANCED INTERNATIONAL ETF 20,891.0 $838K 0.27% +4K +24.2% $40.13 +2.1%
Page 4 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%