account_balance
Investment manager · 13F filer · SEC CIK 2055816
Factor Wealth Management LTD
Reported value$661Mas of Jun 30, 2026
Positions170 14 new, 6 sold out
Top 10 weight43.8%DFUV alone is 8%
FiledJul 88 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DFUVDimensional ETF Trust
7.9%Added +32%
VOOVanguard Index FDS
6.0%Added +56%
IJRiShares Tr
4.6%Added +63%
DFIVDimensional ETF Trust
4.1%Added +13%
BSVVanguard Bd Index FDS
3.8%Added +36%
DFSDDimensional ETF Trust
3.8%Added +44%
DFSVDimensional ETF Trust
3.7%Added +82%
VCSHVanguard Scottsdale FDS
3.5%Added +57%
VXUSVanguard Star FDS
3.4%Added +26%
ISTBiShares Tr
3.0%Added +49%
DFASDimensional ETF Trust
2.8%Trimmed −5%
DFISDimensional ETF Trust
2.7%Added +25%
DFUVDimensional ETF Trust
7.9%Added +32%
VOOVanguard Index FDS
6.0%Added +56%
IJR4.6%DFIV4.1%BSV3.8%DFSD3.8%DFSV3.7%VCSH3.5%VXUS3.4%ISTB3.0%DFAS2.8%DFIS2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUV Dimensional ETF Trust 7.9% Added +32%VOO Vanguard Index FDS 6.0% Added +56%IJR iShares Tr 4.6% Added +63%DFIV Dimensional ETF Trust 4.1% Added +13%BSV Vanguard Bd Index FDS 3.8% Added +36%DFSD Dimensional ETF Trust 3.8% Added +44%DFSV Dimensional ETF Trust 3.7% Added +82%VCSH Vanguard Scottsdale FDS 3.5% Added +57%VXUS Vanguard Star FDS 3.4% Added +26%ISTB iShares Tr 3.0% Added +49%DFAS Dimensional ETF Trust 2.8% Trimmed −5%DFIS Dimensional ETF Trust 2.7% Added +25%
What changed