CIK 1927285
Worth Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
157
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–157 of 157
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC COM | 2 | <$1K | SH |
| GEV | GE VERNOVA INC COM | 1 | <$1K | SH |
| JPM | JPMORGAN CHASE & CO. COM | 2 | <$1K | SH |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 12 | <$1K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 1 | <$1K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 5 | <$1K | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 2 | <$1K | SH |