Factor Wealth Management LTD: 13F holdings
CIK 20558162026Q2
| Positions | 170 |
|---|
| Reported value | $661.5m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 170 (+8 vs prior quarter) |
|---|
| Reported value | $661.5m (+24.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| YM=F DIMENSIONAL ETF TRUST | 948,209 | $52.2m | 7.9% |
| VOO VANGUARD INDEX FDS | 58,181 | $40.0m | 6.0% |
| IJR ISHARES TR | 204,066 | $30.3m | 4.6% |
| DFIV DIMENSIONAL ETF TRUST | 500,179 | $27.0m | 4.1% |
| BSV VANGUARD BD INDEX FDS | 325,862 | $25.4m | 3.8% |
| DFSD DIMENSIONAL ETF TRUST | 521,101 | $24.9m | 3.8% |
| DIMENSIONAL ETF TRUST | 634,617 | $24.6m | 3.7% |
| VCSH VANGUARD SCOTTSDALE FDS | 291,056 | $23.0m | 3.5% |
| VXUS VANGUARD STAR FDS | 263,407 | $22.5m | 3.4% |
| ISTB ISHARES TR | 407,283 | $19.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055816")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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