Holdings
WorthPointe, LLC
As of Jun 30, 2026, WorthPointe, LLC reported 27 positions worth US$19M. Largest: Exxon Mobil Corporation, Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Exxon Mobil Corporation | 25,033 | US$3.42M | +113 | Jun 30, 2026 |
| Apple Inc | 8,303 | US$2.4M | −2,977 | Jun 30, 2026 |
| Nvidia Corporation | 7,757 | US$1.55M | −173 | Jun 30, 2026 |
| Chevron Corporation | 7,769 | US$1.29M | +2,293 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,428 | US$1.23M | −166 | Jun 30, 2026 |
| Microsoft Corp. | 2,391 | US$892K | −18 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,823 | US$871K | −105 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,532 | US$842K | +28 | Jun 30, 2026 |
| Micron Technology, Inc. | 624 | US$720K | −1,115 | Jun 30, 2026 |
| Tesla, Inc. | 1,613 | US$678K | +196 | Jun 30, 2026 |