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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $89.9B AUM 2,644 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New 1206 Added 941 Reduced 235 Exited
Page 1 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 10,037,788.0 $2.54B 2.83% +516K +5.4% $253.09 +18.6%
2 NVDA NVIDIA CORPORATION Technology 12,109,163.0 $2.12B 2.35% +690K +6.0% $174.71 +34.9%
3 MSFT MICROSOFT CORP Technology 5,318,401.0 $1.97B 2.19% +884K +19.9% $370.52 +10.5%
4 AMZN AMAZON COM INC Consumer Cyclical 7,682,440.0 $1.60B 1.78% +789K +11.4% $208.63 +26.6%
5 IVV ISHARES TR 2,203,708.0 $1.44B 1.60% +108K +5.1% $653.27 +13.7%
6 GOOGL ALPHABET INC Communication Services 4,808,478.0 $1.39B 1.54% +754K +18.6% $288.08 +39.2%
7 AVGO BROADCOM INC Technology 3,215,540.0 $997.9M 1.11% +612K +23.5% $310.33 +37.0%
8 ITOT ISHARES TR 6,686,069.0 $953.5M 1.06% +536K +8.7% $142.61 +13.0%
9 BSVO EA SERIES TRUST 37,257,857.0 $945.2M 1.05% +887K +2.4% $25.37 +6.2%
10 JPM JPMORGAN CHASE & CO Financial Services 3,107,487.0 $914.6M 1.02% +100K +3.3% $294.31 +1.9%
11 VTI VANGUARD INDEX FDS 2,745,961.0 $881.4M 0.98% +196K +7.7% $321.00 +13.0%
12 VGIT VANGUARD SCOTTSDALE FDS 13,838,011.0 $824.1M 0.92% +1.3M +10.1% $59.55 -1.6%
13 DUHP DIMENSIONAL ETF TRUST 20,387,647.0 $766.4M 0.85% +1.1M +5.6% $37.59 +6.0%
14 AVUV AMERICAN CENTY ETF TR 6,665,990.0 $736.7M 0.82% +124K +1.9% $110.51 +6.1%
15 DFUS DIMENSIONAL ETF TRUST 9,340,123.0 $664.2M 0.74% +79K +0.8% $71.11 +12.9%
16 BERKSHIRE HATHAWAY INC DEL 1,326,656.0 $635.6M 0.71% +48K +3.8% $479.07
17 IXUS ISHARES TR 6,997,022.0 $606.2M 0.67% +331K +5.0% $86.64 +7.8%
18 V VISA INC Financial Services 1,940,415.0 $586.6M 0.65% +701K +56.6% $302.32 +6.7%
19 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,140,952.0 $560.8M 0.62% +196K +20.8% $491.54 -8.8%
20 DISV DIMENSIONAL ETF TRUST 13,913,450.0 $548.7M 0.61% +132K +1.0% $39.44 +5.8%
Page 1 of 61  ·  1,206 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 20.0%
Industrials 10.1%
Healthcare 8.5%
Communication Services 8.5%
Consumer Cyclical 8.4%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 2.0%
Real Estate 1.4%