Facet Wealth Inc’s SoFi Select 500 ETF SFY Stock Holding History

Facet Wealth Inc’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Buy	+1,719	New	+$246K	﹤0.01%	337

Other funds holding SFY

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Facet Wealth Inc's SFY Position: Q2 2026 in Review

Facet Wealth Inc opened a new position in SoFi Select 500 ETF (SFY) in Q2 2026: 1,719 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings.

18 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Facet Wealth Inc held 1,719 shares of SoFi Select 500 ETF worth $256K as of Q2 2026.
SoFi Select 500 ETF was a new Facet Wealth Inc position in Q2 2026.
SoFi Select 500 ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #337 holding.
18 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.