Factor Wealth Management LTD - Portfolio Stock Holdings
Factor Wealth Management LTD disclosed 177 stock positions in a recent SEC 13F filing. $627,811,497 of stock holdings were filed, with the largest holdings including DFUV, VOO, and IJR. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $781,019,799 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
177Est. Stock Holding Value:
$627,811,497Top Stock Holdings By Sector
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Portfolio Stock Holdings - Factor Wealth Management LTD
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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