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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 5 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LIN LINDE PLC Basic Materials 1,010.0 $524K 0.22% NEW $518.94 -8.0%
82 KLAC KLA CORP Technology 1,726.0 $521K 0.22% NEW $301.64 -38.5%
83 AGGS HARBOR ETF TRUST 12,617.0 $516K 0.21% NEW $40.90 -1.9%
84 PWR QUANTA SVCS INC Industrials 716.0 $516K 0.21% NEW $720.04 -13.3%
85 MU MICRON TECHNOLOGY INC Technology 446.0 $515K 0.21% NEW $1155.29 -12.0%
86 JPIN J P MORGAN EXCHANGE TRADED F 7,099.0 $513K 0.21% NEW $72.31 +7.4%
87 JGRO J P MORGAN EXCHANGE TRADED F 4,966.0 $490K 0.20% NEW $98.59 -4.0%
88 FMB FIRST TR EXCH TRADED FD III 9,342.0 $480K 0.20% NEW $51.37 -3.3%
89 CRM SALESFORCE INC Technology 3,045.0 $477K 0.20% NEW $156.66 +65.5%
90 SHYG ISHARES TR 11,234.0 $476K 0.20% NEW $42.41 -1.0%
91 CSCO CISCO SYS INC Technology 4,051.0 $476K 0.20% NEW $117.45 -7.0%
92 MCD MCDONALDS CORP Consumer Cyclical 1,748.0 $473K 0.20% NEW $270.31 -5.4%
93 IVE ISHARES TR 2,054.0 $466K 0.19% NEW $227.06 +4.3%
94 USMV ISHARES TR 4,811.0 $464K 0.19% NEW $96.45 +4.5%
95 SO SOUTHERN CO Utilities 4,678.0 $448K 0.19% NEW $95.71 -7.9%
96 QQQ INVESCO QQQ TR Financial Services 607.0 $447K 0.19% NEW $736.94 -2.4%
97 SLB SLB LIMITED Energy 9,616.0 $447K 0.19% NEW $46.49 +23.7%
98 LQD ISHARES TR 4,095.0 $447K 0.19% NEW $109.07 -3.3%
99 ROK ROCKWELL AUTOMATION INC Industrials 879.0 $435K 0.18% NEW $495.08 -12.4%
100 CVX CHEVRON CORPORATION Energy 2,619.0 $434K 0.18% NEW $165.75 +25.8%
Page 5 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%