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Glen Wright, II

Worth Financial Advisory Group, Llc

Assets Managed
$228.911M
Holdings
50
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
10.87%(2Q avg: 13.34%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Worth Financial Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Worth Financial Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 228.911M in assets, with a quarterly growth rate of 10.87% and a 2-quarter average growth rate of 13.34%. The portfolio is managed by Glen Wright, II, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Decreased -56.6%
22.75%
$52.076M
14,939 shares@ $3485.93 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -48.04%
11.43%
$26.15M
5,500 shares@ $4754.47 avg price
FWD
Ab Disruptors Etf
Recent Activity
Increased 41.64%
10.45%
$23.899M
9,355 shares@ $2554.67 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -18.4%
8.59%
$19.659M
2,420 shares@ $8123.75 avg price
CNEQ
Alger Ce Etf
Recent Activity
Decreased -15.05%
6.72%
$15.371M
32,975 shares@ $466.15 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Decreased -76.53%
6.58%
$15.05M
43,447 shares@ $346.39 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -49.37%
4.17%
$9.539M
7,778 shares@ $1226.38 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Decreased -60.94%
3.03%
$6.93M
60,130 shares@ $115.26 avg price
BUFI
Ab International Buffer Etf
Recent Activity
New Position
2.43%
$5.543M
9,722 shares@ $570.11 avg price
FRTY
Alger Mid Cap 40 Etf
Recent Activity
Decreased -64.88%
2.4%
$5.479M
14,430 shares@ $379.67 avg price

1-10 of 50