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Portfolio (Quarterly) Guide ↗

Worth Financial Advisory Group, LLC

· CIK 0001964358
13F Portfolio $240M AUM 202 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 170 New 31 Added 18 Exited
Page 3 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION Industrials 5,315.0 $1.0M 0.42% NEW $189.74 +5.8%
42 IYH ISHARES TR 15,002.0 $1.0M 0.42% NEW $67.01 +8.0%
43 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,710.0 $1.0M 0.42% NEW $370.63 -9.2%
44 BAC BANK OF AMER CORP Financial Services 17,212.0 $981K 0.41% NEW $56.98 +10.0%
45 WDC WESTERN DIGITAL CORP Technology 1,517.0 $969K 0.40% NEW $638.80 -26.8%
46 SPSM SPDR SERIES TRUST 16,473.0 $950K 0.40% NEW $57.67 -2.0%
47 GEV GE VERNOVA INC Utilities 790.0 $928K 0.39% NEW $1174.86 -19.8%
48 JEPQ J P MORGAN EXCHANGE TRADED F 14,844.0 $912K 0.38% NEW $61.46 -2.6%
49 URI UNITED RENTALS INC Industrials 789.0 $894K 0.37% NEW $1132.89 -10.9%
50 XLI SELECT SECTOR SPDR TR 4,807.0 $890K 0.37% NEW $185.23 -5.4%
51 XLF SELECT SECTOR SPDR TR 16,540.0 $887K 0.37% NEW $53.61 +8.4%
52 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,766.0 $885K 0.37% NEW $501.25 +22.5%
53 XLK SELECT SECTOR SPDR TR 4,614.0 $879K 0.37% NEW $190.54 -1.7%
54 JAAA JANUS DETROIT STR TR 17,039.0 $860K 0.36% NEW $50.49 +0.2%
55 XLE SELECT SECTOR SPDR TR 16,189.0 $860K 0.36% NEW $53.11 +20.6%
56 PSX PHILLIPS 66 Energy 5,085.0 $860K 0.36% NEW $169.05 +50.9%
57 NBSM NEUBERGER BERMAN ETF TRUST 29,136.0 $836K 0.35% NEW $28.71 +0.9%
58 IVW ISHARES TR 5,991.0 $824K 0.34% NEW $137.53 +2.2%
59 IUSG ISHARES TR 4,365.0 $821K 0.34% NEW $188.09 +2.0%
60 RFLR INNOVATOR ETFS TRUST 22,544.0 $739K 0.31% NEW $32.78 +0.0%
Page 3 of 9  ·  170 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 41.7%
Financial Services 15.3%
Consumer Cyclical 11.5%
Industrials 9.9%
Healthcare 7.0%
Communication Services 4.8%
Energy 3.3%
Consumer Defensive 2.4%
Utilities 2.1%
Basic Materials 1.3%