Factor Wealth Management LTD - Portfolio overview

Factor Wealth Management LTD has 180 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFUV - DIMENSIONAL ETF TRUST, 6.48%
2. DFIV - DIMENSIONAL ETF TRUST, 4.34%
3. VOO - VANGUARD INDEX FDS, 4.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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