Sign In
test

Aryn Sands

Factor Wealth Management Ltd

Assets Managed
$531.667M
Holdings
162
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
14.83%(2Q avg: 15.28%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Factor Wealth Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 162 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 531.667M in assets, with a quarterly growth rate of 14.83% and a 2-quarter average growth rate of 15.28%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 33.03%
6.55%
$34.812M
718,370 shares@ $48.46 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 12.53%
4.39%
$23.321M
441,858 shares@ $52.78 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 64.37%
4.2%
$22.281M
37,287 shares@ $597.55 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 10.3%
3.55%
$18.824M
240,073 shares@ $78.42 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 15.58%
3.26%
$17.291M
361,141 shares@ $47.89 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -6.36%
3.19%
$16.941M
238,166 shares@ $71.14 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 36.98%
3.05%
$16.173M
209,746 shares@ $77.11 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 100.82%
2.93%
$15.566M
125,220 shares@ $124.31 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 18.8%
2.76%
$14.671M
185,081 shares@ $79.28 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -8.28%
2.7%
$14.332M
22,037 shares@ $650.34 avg price

1-10 of 162