Holdings
Facet Wealth, Inc.
As of Jun 30, 2026, Facet Wealth, Inc. reported 196 positions worth US$282M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 152K | US$43.9M | +9,275 | Jun 30, 2026 |
| Nvidia Corporation | 131K | US$26.3M | +30,825 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 50,147 | US$17.9M | +7,406 | Jun 30, 2026 |
| Microsoft Corp. | 35,134 | US$13.1M | +4,121 | Jun 30, 2026 |
| Amazon.com, Inc. | 44,863 | US$10.7M | +6,808 | Jun 30, 2026 |
| Meta Platforms, Inc. | 16,266 | US$9.16M | +747 | Jun 30, 2026 |
| Broadcom Inc. | 21,232 | US$8.02M | +5,983 | Jun 30, 2026 |
| Tesla, Inc. | 12,688 | US$5.34M | +1,093 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 9,657 | US$4.83M | −40 | Jun 30, 2026 |
| Caterpillar, Inc. | 4,373 | US$4.66M | +1,004 | Jun 30, 2026 |