Factor Wealth Management LTD
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 531,667
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 162 | 531,667 | 13F-HR | Factor Wealth Management LTD |
| Q4 2025 | 2/9/2026 | 166 | 463,012 | 13F-HR | CLUNE & ASSOCIATES, LTD. |
| Q3 2025 | 10/17/2025 | 159 | 400,088 | 13F-HR | CLUNE & ASSOCIATES, LTD. |
| Q2 2025 | 7/30/2025 | 156 | 365,274 | 13F-HR | CLUNE & ASSOCIATES, LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.3 K | 10.6% | 0 | 250.3 K | -250.3 K |
| ETFs | 456.5 K | 85.9% | 334 K | 0 | 334 K |
| Debt | 18.82 K | 3.5% | 1.67 K | 0 | 1.67 K |
| Other | 0 | 0.0% | 0 | 16.71 K | -16.71 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
531,667
Holdings
162
QoQ value change ($000)
68,655
(14.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.