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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $87.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2645 New
Page 1 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 9,521,669.0 $2.57B 2.93% NEW $269.80 +10.4%
2 MSFT MICROSOFT CORP Technology 4,434,417.0 $2.15B 2.45% NEW $484.27 -13.9%
3 NVDA NVIDIA CORPORATION Technology 11,419,002.0 $2.13B 2.42% NEW $186.27 +22.1%
4 XLK SELECT SECTOR SPDR TR 13,123,017.0 $1.89B 2.15% NEW $143.97 +22.9%
5 DFAC DIMENSIONAL ETF TRUST 42,704,909.0 $1.69B 1.93% NEW $39.59 +8.5%
6 VOO VANGUARD INDEX FDS 2,662,135.0 $1.67B 1.90% NEW $625.97 +8.5%
7 SPY SPDR S&P 500 ETF TR Financial Services 2,853,451.0 $1.60B 1.83% NEW $562.03 +31.4%
8 AMZN AMAZON COM INC Consumer Cyclical 6,893,921.0 $1.59B 1.81% NEW $230.26 +14.6%
9 IVV ISHARES TR 2,096,127.0 $1.44B 1.64% NEW $684.90 +8.3%
10 GOOG ALPHABET INC Communication Services 4,333,782.0 $1.35B 1.54% NEW $312.26 +26.2%
11 GOOGL ALPHABET INC Communication Services 4,054,798.0 $1.26B 1.43% NEW $310.03 +28.4%
12 EQTY VALUED ADVISERS TR 45,042,212.0 $1.22B 1.39% NEW $26.99 +1.2%
13 VGT VANGUARD WORLD FD 1,297,055.0 $977.6M 1.11% NEW $753.71 -84.9%
14 JPM JPMORGAN CHASE & CO. Financial Services 3,007,563.0 $967.9M 1.10% NEW $321.84 -7.1%
15 ITOT ISHARES TR 6,150,404.0 $914.5M 1.04% NEW $148.69 +8.3%
16 IWF ISHARES TR 1,908,493.0 $903.2M 1.03% NEW $473.25 -73.8%
17 AVGO BROADCOM INC Technology 2,603,858.0 $900.2M 1.03% NEW $345.73 +21.6%
18 VTI VANGUARD INDEX FDS 2,549,585.0 $854.8M 0.97% NEW $335.26 +8.1%
19 BSVO EA SERIES TRUST 36,371,177.0 $847.4M 0.97% NEW $23.30 +16.0%
20 VTV VANGUARD INDEX FDS 4,312,622.0 $823.6M 0.94% NEW $190.98 +8.3%
Page 1 of 133  ·  2,645 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 31.3%
Financial Services 20.5%
Communication Services 9.5%
Consumer Cyclical 8.7%
Healthcare 8.6%
Industrials 8.4%
Consumer Defensive 5.4%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%