WorthPointe, LLC

Q2 2025 13F Holdings

Location
La Jolla, CA
Holdings as of
6/30/2025
Value ($000)
$237,707
Num holdings
95
Date filed
8/5/2025
Form type
13F-HR
Prev filing
5/6/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type