WorthPointe, LLC: summary

WorthPointe, LLC reported 124 positions with a reported value of $398.59M in its 13F for Q2 2026. Compared with Q1 2026: 18 new positions, 12 exited.

Top positions

• DIMENSIONAL ETF TRUST
• AVANTIS U.S. EQUITY ETF
• DIMENSIONAL ETF TRUST
• STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
• VANGUARD S&P 500 ETF
• SCHWAB INTERMEDIATE-TERM US TREASURY ETF
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• STATE STREET SPDR PORTFOLIO S&P 500 ETF