WorthPointe, LLC

Q3 2025 13F Holdings

Location
La Jolla, CA
Holdings as of
9/30/2025
Value ($000)
$266,772
Num holdings
105
Date filed
10/17/2025
Form type
13F-HR
Prev filing
8/5/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type