Facet Wealth, Inc. Purchases in Q4 2025

Facet Wealth, Inc.

  • $5.4 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
506
+ 21.61%
$169.53 - $176.53 $85.8K - $89.3K
2.85K $494K
LMT
Lockheed Martin Corp

Industrials
199
+ 49.01%
$452.1 - $514.24 $90K - $102K
605 $284K
VT
Vanguard Total World Stk Index

ETFs
542
+ 28.08%
$135.16 - $141.78 $73.3K - $76.8K
2.47K $344K
MPW
Medical Properties Trust Inc

Real Estate
15.7K
New
$4.86 - $5.54 $76.4K - $87.1K
15.7K $77K
FNDF
Schwab Fundamental Intl Large

ETFs
1.48K
+ 27.2%
$42.35 - $45.18 $62.6K - $66.8K
6.91K $309K
DFAU
Dimensional ETF Tr

ETFs
1.6K
+ 23.97%
$44.77 - $47.01 $71.5K - $75K
8.25K $379K
USA
Liberty All Star Equity Fund

Financial Services
12.1K
New
$6.07 - $6.47 $73.4K - $78.3K
12.1K $73K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.52K
+ 26.29%
$45.48 - $45.92 $69K - $69.7K
7.29K $332K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.26K
+ 4.47%
$25.85 - $27.19 $58.3K - $61.4K
52.8K $1.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
139
+ 12.26%
$325.34 - $368.61 $45.2K - $51.2K
1.27K $439K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.53K
+ 20.57%
$32.35 - $34.37 $49.4K - $52.4K
8.95K $302K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
713
+ 21.42%
$60.25 - $64.15 $43K - $45.7K
4.04K $256K
ETN
Eaton Corp PLC

Industrials
199
+ 24.3%
$352.39 - $387.75 $70.1K - $77.2K
1.02K $358K
COP
Conocophillips

Energy
863
+ 20.69%
$85.66 - $95.46 $73.9K - $82.4K
5.04K $446K
VBK
Vanguard Small Cap Growth ETF

ETFs
179
+ 24.19%
$291.71 - $309.36 $52.2K - $55.4K
919 $268K
UAA
Under Armour, Inc.

Consumer Cyclical
10.5K
New
$4.48 - $5.09 $47.1K - $53.5K
10.5K $47K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
655
+ 0.83%
$99.87 - $101.27 $65.4K - $66.3K
79.8K $7.98M
XLV
Select Sector Spdr Fund Health

ETFs
149
+ 7.76%
$141.95 - $152.82 $21.2K - $22.8K
2.07K $313K
MCK
Mckesson Corp

Healthcare
22
+ 6.01%
$738.06 - $859.37 $16.2K - $18.9K
388 $326K
DUK
Duke Energy Corp

Utilities
339
+ 19.69%
$121.57 - $129.03 $41.2K - $43.7K
2.06K $257K
IJS
Ishares S&P Smallcap 600 Value

ETFs
389
+ 19.13%
$105.91 - $113.18 $41.2K - $44K
2.42K $266K
FNDX
Schwab Fundamental U S Large C

ETFs
1.36K
+ 5.71%
$25.68 - $26.95 $34.8K - $36.5K
25.1K $666K
ACN
Accenture PLC

Technology
173
+ 11.09%
$234.02 - $253.35 $40.5K - $43.8K
1.73K $418K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.22K
+ 4.18%
$24.85 - $25.28 $30.2K - $30.8K
30.3K $759K
UNP
Union Pacific Corp

Industrials
234
+ 18.77%
$216.37 - $237.41 $50.6K - $55.6K
1.48K $327K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
488
+ 7.35%
$63.25 - $66.24 $30.9K - $32.3K
7.13K $457K
HD
Home Depot, Inc.

Consumer Cyclical
479
+ 15.18%
$358.03 - $397.02 $171K - $190K
3.64K $1.3M
PG
Procter & Gamble CO

Consumer Defensive
316
+ 10.95%
$145.5 - $153.18 $46K - $48.4K
3.2K $466K
DASH
Door Dash, Inc.

Communication Services
577
+ 38.19%
$195.21 - $281.74 $113K - $163K
2.09K $432K
TJX
Tjx Companies Inc

Consumer Cyclical
122
+ 4.8%
$138.56 - $147.63 $16.9K - $18K
2.66K $388K
MPC
Marathon Petroleum Corp

Energy
53
+ 3.8%
$180.89 - $200.13 $9.59K - $10.6K
1.45K $289K
IYW
Ishares Dj Us Tech ETF

ETFs
36
+ 1.43%
$192.8 - $211.27 $6.94K - $7.61K
2.56K $508K
ABT
Abbott Laboratories

Healthcare
184
+ 6.42%
$123.62 - $134.59 $22.7K - $24.8K
3.05K $396K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
73
+ 1.09%
$87.33 - $94.14 $6.38K - $6.87K
6.75K $607K
DFAX
Dimensional ETF Tr
104
+ 0.66%
$30.71 - $32.34 $3.19K - $3.36K
15.8K $506K
IDEV
Ishares Core Msci Intl Develop

ETFs
96
+ 3.68%
$79.1 - $82.39 $7.59K - $7.91K
2.7K $219K
MCO
Moodys Corp

Financial Services
14
+ 3.2%
$468.56 - $495.08 $6.56K - $6.93K
452 $216K
EFA
Ishares Tr Msci Eafe ETF

ETFs
21
+ 0.88%
$92.24 - $96.56 $1.94K - $2.03K
2.41K $229K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
13
+ 1.34%
$219.27 - $238.71 $2.85K - $3.1K
980 $220K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
88
+ 0.69%
$50.33 - $50.81 $4.43K - $4.47K
12.8K $648K
SPYG
Spdr Portfolio

ETFs
43
+ 1.69%
$102.4 - $109.39 $4.4K - $4.7K
2.59K $271K
Fidelity Covington Trust
5.44K
New
N/A
5.44K $0
Rocket Lab Corp
2.84K
New
N/A
2.84K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
17
+ 0.33%
N/A
5.11K $0
Blackrock Inc
78
+ 41.05%
N/A
268 $0
Galaxy Digital Inc.
20K
New
N/A
20K $0
Ge Vernova Inc
562
+ 140.85%
N/A
961 $0
Arista Networks Inc
2.07K
New
N/A
2.07K $0
Kenvue Inc
25.9K
New
N/A
25.9K $0
Activity Summary
Buys All Purchases 259 New Holdings 90 Increased Positions 169 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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