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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 35 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 NWSA NEWS CORP NEW Communication Services 96,017.0 $2.4M 0.00% +70K +270.7% $25.20 +4.1%
682 AXTA AXALTA COATING SYS LTD Basic Materials 86,470.0 $2.4M 0.00% +12K +15.9% $27.98 +2.7%
683 MGV VANGUARD WORLD FD 16,579.0 $2.4M 0.00% +1K +8.7% $144.95 +7.2%
684 IVZ INVESCO LTD Financial Services 98,052.0 $2.4M 0.00% +14K +17.3% $24.29 +9.0%
685 DKNG DRAFTKINGS INC NEW Consumer Cyclical 109,744.0 $2.4M 0.00% +36K +49.7% $21.62 +18.1%
686 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 35,318.0 $2.4M 0.00% +10K +38.1% $67.07 +24.4%
687 ESS ESSEX PPTY TR INC Real Estate 9,654.0 $2.4M 0.00% +2K +33.2% $245.23 +11.2%
688 VPU VANGUARD WORLD FD 11,941.0 $2.4M 0.00% +431.0 +3.7% $198.15 -2.6%
689 MHK MOHAWK INDS INC Consumer Cyclical 23,988.0 $2.4M 0.00% +9K +54.9% $98.46 -4.2%
690 FEZ SPDR INDEX SHS FDS 37,881.0 $2.4M 0.00% +4K +13.0% $62.08 +8.1%
691 MPLX MPLX LP Energy 40,905.0 $2.3M 0.00% +10K +30.8% $57.07 -2.6%
692 GUNR FLEXSHARES TR 42,141.0 $2.3M 0.00% +216.0 +0.5% $55.16 -1.5%
693 FIW FIRST TR EXCHANGE-TRADED FD 22,530.0 $2.3M 0.00% +1K +5.0% $103.13 -1.9%
694 EQT EQT CORP Energy 36,438.0 $2.3M 0.00% +2K +5.5% $63.64 -9.7%
695 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 105,436.0 $2.3M 0.00% +12K +12.8% $21.78 +4.4%
696 BSMT INVESCO EXCH TRD SLF IDX FD 99,679.0 $2.3M 0.00% +5K +4.9% $23.02 -0.3%
697 MAN MANPOWERGROUP INC WIS Industrials 76,184.0 $2.3M 0.00% +54K +237.9% $30.08 -9.4%
698 AOS SMITH A O CORP Industrials 34,746.0 $2.3M 0.00% +2K +4.7% $65.72 -13.8%
699 ALGN ALIGN TECHNOLOGY INC Healthcare 13,315.0 $2.3M 0.00% +1K +9.0% $171.44 -4.7%
700 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 104,157.0 $2.3M 0.00% +7K +6.7% $21.89 +13.4%
Page 35 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%