SEC Form 13F

Factor Wealth Management LTD 13F Holdings

Report period2026-06-30
Publicly available2026-07-09
Reported value$661,496,572
Positions170

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$52,160,974948,209
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$39,959,48958,181
ISHARES TRIJRCORE S&P SCP ETF$30,264,979204,066
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$27,019,651500,179
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$25,387,898325,862
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$24,882,549521,101
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$24,616,804634,617
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$23,002,157291,056
VANGUARD STAR FDSVXUSVG TL INTL STK F$22,518,658263,407
ISHARES TRISTBCORE 1 5 YR USD$19,651,386407,283

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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