Facet Wealth, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1748271 WEST PALM BEACH, FL

Position in ELV

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

Position Value

$437,004

+$192,265 QoQ

Shares Held

1,130

+35.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,007

of 1,597 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Facet Wealth, Inc. holds $2,499,589 across 4 Healthcare Plans names. ELV ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,877	$1,195,767
2	CI	Cigna Group	1,602	$441,639
3	ELV	Elevance Health, Inc. This page	1,130	$437,004
4	CVS	CVS HEALTH Corp	4,110	$425,179

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$437,004	1,130	+35.2%	Shares	Sole	2026-07-27
2026-03-31	$244,739	836	-4.1%	Shares	Sole	2026-05-07
2025-12-31	$305,679	872	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.