Facet Wealth, Inc.

Position in AXP — American Express Co

CIK 1748271 WEST PALM BEACH, FL

Position in AXP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,193,346

+$345,798 QoQ

Shares Held

3,528

+25.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,487

of 2,990 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Facet Wealth, Inc. holds $5,525,562 across 4 Credit Services names. AXP ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,064	$2,423,587
2	MA	Mastercard Inc	2,783	$1,429,348
3	AXP	American Express Co This page	3,528	$1,193,346
4	COF	Capital One Financial Corp	2,389	$479,281

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,193,346	3,528	+25.9%	Shares	Sole	2026-07-27
2026-03-31	$847,548	2,802	+24.4%	Shares	Sole	2026-05-07
2025-12-31	$833,127	2,252	+47.5%	Shares	Sole	2026-01-29
2025-09-30	$507,208	1,527	+35.4%	Shares	Sole	2025-10-30
2025-06-30	$359,809	1,128	+57.3%	Shares	Sole	2025-08-01
2024-12-31	$212,798	717	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.