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Aryn Sands

Factor Wealth Management Ltd

Assets Managed
$661.497M
Holdings
170
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
24.42%(2Q avg: 19.63%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Factor Wealth Management Ltd's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Factor Wealth Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 661.497M in assets, with a quarterly growth rate of 24.42% and a 2-quarter average growth rate of 19.63%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 32%
7.89%
$52.161M
948,209 shares@ $55.01 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 56.04%
6.05%
$39.959M
58,181 shares@ $686.82 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 62.97%
4.58%
$30.265M
204,066 shares@ $148.31 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 13.2%
4.09%
$27.02M
500,179 shares@ $54.02 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 35.74%
3.84%
$25.388M
325,862 shares@ $77.91 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 44.3%
3.77%
$24.883M
521,101 shares@ $47.75 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 82.36%
3.73%
$24.617M
634,617 shares@ $38.8 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 57.26%
3.48%
$23.002M
291,056 shares@ $79.04 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 25.59%
3.41%
$22.519M
263,407 shares@ $85.49 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 48.58%
2.98%
$19.651M
407,283 shares@ $48.25 avg price

1-10 of 170