WorthPointe, LLC
Top Portfolio Positions
30 positions ·
$28,978,254 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
8,639 | $5,618,287 | 19.39% | |
| XOM |
Exxon Mobil Corp
Energy
|
24,920 | $4,227,927 | 14.59% | |
| GLD |
Spdr Gold Trust
|
7,752 | $3,335,608 | 11.51% | |
| AAPL |
Apple Inc.
Technology
|
11,280 | $2,862,751 | 9.88% | |
| SGOL |
abrdn Gold ETF Trust
|
32,699 | $1,459,029 | 5.03% | |
| NVDA |
Nvidia Corp
Technology
|
7,930 | $1,382,992 | 4.77% | |
| CVX |
Chevron Corp
Energy
|
5,476 | $1,132,984 | 3.91% | |
| MSFT |
Microsoft Corp
Technology
|
2,409 | $891,739 | 3.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,504 | $729,778 | 2.52% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,928 | $651,567 | 2.25% |
Portfolio Trend
18 quarters · across all stocks
Holdings in FETH
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,023 | 13,459 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||