Worth Pointe, LLC Portfolio Holdings

Worth Pointe, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $241 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $72.1M, American Centy ETF Tr Avantis with a value of $25.5M, Dimensional ETF Tr Us Marketwi with a value of $23.7M, Vanguard Index Fds S&P 500 ETF with a value of $14.1M, and Dimensional ETF Tr U S Small C with a value of $10.4M.

Examining the 13F form we can see an increase of $6.26M in the current position value, from $235M to 241M.

Worth Pointe, LLC is based out at La Jolla, CA

Below you can find more details about Worth Pointe, LLC portfolio as well as his latest detailed transactions.