Long-term investor
Worth Asset Management, LLC @worthassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001927285).
Record
- Tracked since 2025-06-30 (465 days), 525 trades recorded
- Returns: week n/a · month n/a · 90 days -1.5% · 6 months +5.3% · 1 year +7.3% · all +7.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.8% · long · since 2025-09-30
- 46434V613 · 4.6% · long · since 2026-09-30
- 46436E718 · 4.2% · long · since 2025-09-30
- 464289867 · 3.8% · long · since 2025-09-30
- 78464A854 · 3.5% · long · since 2025-09-30
- 46641Q837 · 2.8% · long · since 2025-12-31
- 46138G649 · 2.6% · long · since 2025-09-30
- 46435G326 · 2.2% · long · since 2026-09-30
- AAPL · 2.2% · long · since 2025-09-30
- 14021D107 · 2.2% · long · since 2025-09-30
- DIA · 2.0% · long · since 2026-03-31
- 464288513 · 1.8% · long · since 2025-09-30