Factor Wealth Management LTD - Portfolio Stock Holdings
Factor Wealth Management LTD disclosed 176 stock positions in a recent SEC 13F filing. $661,495,779 of stock holdings were filed, with the largest holdings including DFUV, VOO, and IJR. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $781,019,799 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
176Est. Stock Holding Value:
$661,495,779Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Factor Wealth Management LTD
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...