Worth Asset Management, LLC - Q12026 Holdings

Worth Asset Management, LLC holds 182 stocks with a total portfolio value of $ 268.23M as of Q12026. In Q12026, Worth Asset Management, LLC added 52 new positions, increased stakes in 66 stocks, reduced 57 holdings, and fully exited 27 positions. The largest holding is Ishares Core 60/40 Balanced Allocation Etf (AOR), representing 16.55% of the total portfolio.