Philotimo Focused Growth & Income

Philotimo Focused Growth & Income is a registered fund series of World Funds Trust (series S000071684). Net assets $112.3M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Default$8.0M716.10%
Default$8.0M716.10%
Default$8.0M716.10%
Default$8.0M716.10%
Default$8.0M716.10%
Default$8.0M711.82%
Default$8.0M711.82%
Default$8.0M711.82%
Default$8.0M711.82%
Default$8.0M711.82%
Default$7.3M651.31%
Default$7.3M651.31%
Default$7.3M651.31%
Default$7.3M651.31%
Default$7.3M651.31%

Net asset history

Report dateNet assets
2026-03-31$112.3M
2025-12-31$121.2M
2025-09-30$116.0M
2025-06-30$99.5M
2025-03-31$95.7M
2024-12-31$111.4M
2024-09-30$90.4M
2024-06-30$86.9M

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