Facet Wealth, Inc. Portfolio Holdings
Facet Wealth, Inc.
- $3.82 Billion
- Q1 2025
Facet Wealth, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.82 Billion distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $494M, Vanguard Total Stock Market Et with a value of $490M, Ishares Msci Usa Quality Facto with a value of $398M, Vanguard Bd Index Fd Inc Total with a value of $363M, and Vanguard Value ETF with a value of $284M.
Examining the 13F form we can see an increase of $146M in the current position value, from $3.68B to 3.82B.
Below you can find more details about Facet Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.82 Billion
ETFs: $3.75 Billion
Technology: $36.2 Million
Communication Services: $9.59 Million
Consumer Cyclical: $8.8 Million
Healthcare: $4.66 Million
Financial Services: $4.51 Million
Industrials: $3.02 Million
Consumer Defensive: $2.52 Million
Other: $1.17 Million