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Worth Financial Advisory Group, LLC

SEC CIK
0001964358
Latest filing
Jul 30, 2026

AAPL holding history

Apple Inc. in every 13F filed by Worth Financial Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
28,583
Value
$8.27M
% of portfolio
3.4%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Worth Financial Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,583$8.27M3.4%+27,999+4,794.3%AddedHolders
Q1 2026584––−26,294−97.8%ReducedHolders
Q4 202526,878$7.31M3.5%+475+1.8%AddedHolders
Q3 202526,403$6.72M3.8%−289−1.1%ReducedHolders
Q2 202526,692$5.48M3.4%+1,080+4.2%AddedHolders
Q1 202525,612$5.69M3.6%+395+1.6%AddedHolders
Q4 202425,217$6.31M3.9%−13,997−35.7%ReducedHolders
Q3 202439,214$9.14M5.4%+13,085+50.1%AddedHolders
Q2 202426,129$5.50M3.6%−236−0.9%ReducedHolders
Q1 202426,365$4.52M3.1%+1,419+5.7%AddedHolders
Q4 202324,946$4.80M3.8%+113+0.5%AddedHolders
Q3 202324,833$4.25M3.8%+605+2.5%AddedHolders
Q2 202324,228$4.70M4.4%−619−2.5%ReducedHolders
Q1 202324,847$4.10M3.9%+768+3.2%AddedHolders
Q4 202224,079$3.13M3.6%–No prior filingHolders