Worth Asset Management, LLC - Q42025 Holdings

Worth Asset Management, LLC holds 157 stocks with a total portfolio value of $ 235.79M as of Q42025. In Q42025, Worth Asset Management, LLC added 29 new positions, increased stakes in 62 stocks, reduced 55 holdings, and fully exited 44 positions. The largest holding is Ishares Core 60/40 Balanced Allocation Etf (AOR), representing 18.49% of the total portfolio.