13F Filings History of Worth Financial Advisory Group, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$206,474,907
Signature - Title
Glen Wright, II - Chief Executive Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Worth Financial Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Worth Financial Advisory Group, LLC reported 180 stock holdings with total value $206,474,907 as of Q4 2025. Top holdings included GSLC, AMZN, MSFT, AAPL, and SFLR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 180 $206,474,907 +$32,546,138 -$5,673,493 +$26,872,645 GSLC, AMZN, MSFT, AAPL, SFLR 13F-HR 16 Jan 2026, 14:32
Q3 2025 151 $178,304,777 +$8,227,111 -$5,102,103 +$3,125,008 GSLC, MSFT, AMZN, AAPL, SFLR 13F-HR 22 Oct 2025, 12:08
Q2 2025 147 $162,875,292 +$12,052,318 -$20,914,296 -$8,861,978 GSLC, MSFT, AMZN, AAPL, JPM 13F-HR 16 Jul 2025, 17:49
Q1 2025 156 $157,357,431 +$13,760,706 -$13,187,373 +$573,333 GSLC, AMZN, AAPL, MSFT, IUSB 13F-HR 21 Apr 2025, 20:45
Q4 2024 156 $162,495,756 +$10,781,046 -$16,737,674 -$5,956,628 GSLC, AMZN, AAPL, MSFT, IUSB 13F-HR 11 Feb 2025, 21:48
Q3 2024 166 $170,182,174 +$15,646,968 -$5,198,037 +$10,448,931 GSLC, AAPL, MSFT, AMZN, IUSB 13F-HR 24 Oct 2024, 17:57
Q2 2024 148 $152,382,783 +$19,313,519 -$11,978,353 +$7,335,166 GSLC, MSFT, AMZN, AAPL, IUSB 13F-HR 26 Jul 2024, 17:02
Q1 2024 138 $144,350,765 +$18,291,103 -$7,642,041 +$10,649,062 GSLC, MSFT, AMZN, IUSB, AAPL 13F-HR 30 Apr 2024, 15:11
Q4 2023 131 $125,169,996 +$5,227,805 -$1,802,125 +$3,425,680 GSLC, MSFT, AAPL, IUSB, AMZN 13F-HR 19 Jan 2024, 16:39
Q3 2023 123 $110,895,842 +$9,742,497 -$3,575,373 +$6,167,124 GSLC, IUSB, AAPL, MSFT, AMZN 13F-HR 13 Oct 2023, 10:25
Q2 2023 118 $107,790,158 +$4,499,663 -$7,495,511 -$2,995,848 GSLC, AAPL, IUSB, MSFT, AMZN 13F-HR 28 Jul 2023, 14:08
Q1 2023 119 $104,682,394 +$23,306,786 -$9,446,072 +$13,860,714 GSLC, IUSB, AAPL, MSFT, QUAL 13F-HR 19 Apr 2023, 20:06
Q4 2022 106 $86,074,962 $0 $0 $0 GSLC, IUSB, AAPL, QUAL, MSFT 13F-HR 13 Feb 2023, 16:26