Facet Wealth, Inc.

Position in MS — Morgan Stanley

CIK 1748271 WEST PALM BEACH, FL

Position in MS

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

Position Value

$1,420,217

+$585,518 QoQ

Shares Held

6,794

+34.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,235

of 2,722 holders

Holding Since

Sep 2025

4 quarters 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. MS ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,728	$1,747,647
2	MS	Morgan Stanley This page	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.	5,113	$255,547

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,420,217	6,794	+34.0%	Shares	Sole	2026-07-27
2026-03-31	$834,699	5,072	+104.5%	Shares	Sole	2026-05-07
2025-12-31	$440,274	2,480	+50.5%	Shares	Sole	2026-01-29
2025-09-30	$261,966	1,648	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.