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SteelPeak Wealth’s Fidelity Value Factor ETF FVAL Stock Holding History

SteelPeak Wealth’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29M Buy
+42,247
New +$3.23M 0.09% 177

Other funds holding FVAL

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

SteelPeak Wealth's FVAL Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Fidelity Value Factor ETF (FVAL) in Q2 2026: 42,247 shares worth $3.29M. The stake represents 0.09% of the portfolio and ranks #177 among its holdings.

21 funds tracked by Wall St. Rank hold FVAL as of Q2 2026.

  • SteelPeak Wealth held 42,247 shares of Fidelity Value Factor ETF worth $3.29M as of Q2 2026.
  • Fidelity Value Factor ETF was a new SteelPeak Wealth position in Q2 2026.
  • Fidelity Value Factor ETF made up 0.09% of SteelPeak Wealth's portfolio in Q2 2026, its #177 holding.
  • 21 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.