Worth Asset Management, LLC - Q32026 Holdings

Worth Asset Management, LLC holds 228 stocks with a total portfolio value of $ 343.1M as of Q32026. In Q32026, Worth Asset Management, LLC added 54 new positions, increased stakes in 104 stocks, reduced 61 holdings, and fully exited 38 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 5.83% of the total portfolio.