WorthPointe, LLC

Business address
888 Prospect Street, Suite 200, La Jolla, CA, 92037
Top securities (13F)
DFAC, AVUS, DFUV, VOO, AVDE, AVRE, DFAS, AVUV, SPY, AVEM, DFIC, XOM, QQQ, SPTS, AAPL, DFAT, IJH, PJUL, DFSD, and PJAN
State of incorporation
CA
Fiscal year end
31 December
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WorthPointe, LLC has filed 18 SEC EDGAR filings since 06 Apr 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2025 028-22402
N-PX Open Document Open Filing 05 Aug 2025 30 Jun 2025 028-22402
13F-HR Open Document Open Filing 05 Aug 2025 30 Jun 2025 028-22402
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-22402
13F-HR Open Document Open Filing 11 Feb 2025 31 Dec 2024 028-22402
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-22402
N-PX Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-22402
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-22402
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-22402
13F-HR Open Document Open Filing 12 Feb 2024 31 Dec 2023 028-22402
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-22402
13F-HR Open Document Open Filing 11 Aug 2023 30 Jun 2023 028-22402
13F-HR Open Document Open Filing 11 May 2023 31 Mar 2023 028-22402
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-22402
13F-HR Open Document Open Filing 03 Nov 2022 30 Sep 2022 028-22402
13F-HR Open Document Open Filing 08 Aug 2022 30 Jun 2022 028-22402
13F-HR Open Document Open Filing 04 May 2022 31 Mar 2022 028-22402
13F-HR Open Document Open Filing 06 Apr 2022 31 Dec 2021 028-22402