WFAG
LRGC icon

Worth Financial Advisory Group’s AB US Large Cap Strategic Equities ETF LRGC Stock Holding History

Worth Financial Advisory Group’s Portfolio LRGC Stock Details LRGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$581K Buy
+880
New +$67.7K 0.25% 34

Other funds holding LRGC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $324M AUM 37.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Worth Financial Advisory Group's LRGC Position: Q1 2026 in Review

Worth Financial Advisory Group opened a new position in AB US Large Cap Strategic Equities ETF (LRGC) in Q1 2026: 880 shares worth $581K. The stake represents 0.25% of the portfolio and ranks #34 among its holdings.

30 funds tracked by Wall St. Rank hold LRGC as of Q1 2026.

  • Worth Financial Advisory Group held 880 shares of AB US Large Cap Strategic Equities ETF worth $581K as of Q1 2026.
  • AB US Large Cap Strategic Equities ETF was a new Worth Financial Advisory Group position in Q1 2026.
  • AB US Large Cap Strategic Equities ETF made up 0.25% of Worth Financial Advisory Group's portfolio in Q1 2026, its #34 holding.
  • 30 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.