Facet Wealth, Inc.

Position in JEF — Jefferies Financial Group Inc.

CIK 1748271 WEST PALM BEACH, FL

Position in JEF

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

Position Value

$255,547

New position

Shares Held

5,113

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#397

of 581 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Facet Wealth, Inc. holds $4,173,164 across 5 Capital Markets names. JEF ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,728	$1,747,647
2	MS	Morgan Stanley	6,794	$1,420,217
3	SCHW	Schwab Charles Corp	4,858	$448,247
4	IBKR	Interactive Brokers Group, Inc.	3,464	$301,506
5	JEF	Jefferies Financial Group Inc. This page	5,113	$255,547

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,547	5,113	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.