Factor Wealth Management Q2 2026 Portfolio Activity

As reported by InsiderSet for the period ending June 30, 2026, Factor Wealth Management Ltd demonstrated substantial buying activity in several funds. The portfolio's total value stood at $659 million as of that date.

Prominent Purchases by Factor Wealth Management

The investment firm showed strong interest in Dimensional ETF Trust products, increasing its stake significantly in multiple offerings:

• DIMENSIONAL ETF TRUST (DFUV), boosting its allocation to 7.89%.
• DIMENSIONAL ETF TRUST (DFIV), raising it from a previous level, though the exact prior percentage isn't provided in this summary.
• DIMENSIONAL ETF TRUST (DFSD), increasing its position with substantial share growth.
• DIMENSIONAL ETF TRUST (DFSV), seeing a significant increase in shares held, contributing to the overall portfolio weight of 3.72%.

Factor Wealth also notably increased its positions with Vanguard funds:

• VANGUARD INDEX FDS (VOO), increasing allocation to 6.04%.
• ISHARES TR (IJR), raising its stake significantly, contributing 4.58% to the portfolio.
• VANGUARD SCOTTSDALE FDS (VCSH), increasing allocation by over half its holdings.

Shifts and New Holdings in the Portfolio

Beyond expanding existing positions, Factor Wealth Management also initiated new investments:

• ISHARES TR (ISTB), adding a position that now accounts for approximately 2.97%.

Concurrently, the firm adjusted its exposure to other Dimensional ETF Trust funds:

• DIMENSIONAL ETF TRUST (DUSB), which saw a reduction in shares.

Overall Portfolio Dynamics and Focus Areas

The portfolio analysis indicates Factor Wealth Management's focus on broad-based index funds, particularly those offered by Dimensional ETF Trust and Vanguard. The top five holdings accounted for 26.42% of the total value.

Regarding sector allocation, while specific changes aren't detailed here, the data shows a heavy concentration in 'Unknown' sectors (90.39%) with minor allocations to Technology (3.19%), Industrials (2.03%), Financial Services (1.48%), Healthcare (1.02%), and Communication Services (0.68%).

Conclusion: Factor Wealth's Investment Pattern in Q2 2026

In summary, during the second quarter of 2026, Factor Wealth Management Ltd prioritized adding to its positions in Dimensional ETF Trust and Vanguard funds. The firm increased stakes in several specific funds including DFSV, DFUV, IJR, VCSH, and ISTB while reducing holdings in DUSB.

This activity suggests a continued strategy focused on diversified index investing within the disclosed sectors, although the bulk of its portfolio remains concentrated in unspecified assets. Further details would be required to analyze specific sector movements or changes across all 167 positions held by the firm as of June 30, 2026.