Factor Wealth Management LTD
Factor Wealth Management LTD reported 170 positions worth $661.5M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: DFUV (7.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUV | SH | $52.2M | 7.88% | 948,209 | — | — | |
| ▸ 2 | VOO | SH | $40.0M | 6.04% | 58,181 | — | — | |
| ▸ 3 | IJR | SH | $30.3M | 4.58% | 204,066 | — | — | |
| ▸ 4 | DFIV | SH | $27.0M | 4.08% | 500,179 | — | — | |
| ▸ 5 | BSV | SH | $25.4M | 3.84% | 325,862 | — | — | |
| ▸ 6 | DFSD | SH | $24.9M | 3.76% | 521,101 | — | — | |
| ▸ 7 | DFSV | SH | $24.6M | 3.72% | 634,617 | — | — | |
| ▸ 8 | VCSH | SH | $23.0M | 3.48% | 291,056 | — | — | |
| ▸ 9 | VXUS | SH | $22.5M | 3.40% | 263,407 | — | — | |
| ▸ 10 | ISTB | SH | $19.7M | 2.97% | 407,283 | — | — |
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Frequently Asked Questions
What stocks does Factor Wealth Management LTD hold as of Q2 2026?
Factor Wealth Management LTD reported 170 positions worth $661.5M in its Q2 2026 13F filing. Largest positions: DFUV (7.9%), VOO (6.0%), IJR (4.6%), DFIV (4.1%) and BSV (3.8%).
What did Factor Wealth Management LTD buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Factor Wealth Management LTD sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.