Facet Wealth, Inc. - Portfolio overview

Facet Wealth, Inc. has 357 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 15.47%
2. VTI - VANGUARD INDEX FDS, 12.39%
3. QUAL - ISHARES TR, 9.85%

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

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