Facet Wealth, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 1,558,357 shares of $VEA (~$111,032,936). This was an increase of ~11% over their previous position.
- An addition of 215,122 shares of $VTI (~$79,603,745). This was an increase of ~10% over their previous position.
- An addition of 1,064,244 shares of $BND (~$78,126,152). This was an increase of ~15% over their previous position.
- An addition of 334,234 shares of $QUAL (~$73,340,967). This was an increase of ~11% over their previous position.
- An addition of 485,786 shares of $MUB (~$52,280,289). This was an increase of ~35% over their previous position.
- An addition of 479,541 shares of $VWO (~$28,623,802). This was an increase of ~13% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Facet Wealth, Inc. for more details.
