Worth Financial Advisory Group, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 206,475
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 180 | 206,475 | 13F-HR | Worth Financial Advisory Group, LLC |
| Q3 2025 | 10/22/2025 | 151 | 178,305 | 13F-HR | Worth Financial Advisory Group, LLC |
| Q2 2025 | 7/17/2025 | 147 | 162,875 | 13F-HR | Worth Financial Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 176.4 K | 85.4% | 17.91 K | 0 | 17.91 K |
| ETFs | 23.78 K | 11.5% | 3.924 K | 0 | 3.924 K |
| Debt | 622 | 0.3% | 622 | 0 | 622 |
| Other | 5.727 K | 2.8% | 5.727 K | 0 | 5.727 K |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
206,475
Holdings
180
QoQ value change ($000)
28,170
(15.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.