Worth Asset Management, LLC - Q22026 Holdings

Worth Asset Management, LLC holds 212 stocks with a total portfolio value of $ 312.59M as of Q22026. In Q22026, Worth Asset Management, LLC added 68 new positions, increased stakes in 75 stocks, reduced 57 holdings, and fully exited 38 positions. The largest holding is Ishares Core 60/40 Balanced Allocation Etf (AOR), representing 16.51% of the total portfolio.