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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 15 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NVR NVR INC Consumer Cyclical 1,225.0 $8.1M 0.01% -655.0 -34.8% $6590.48 -15.6%
282 GEN GEN DIGITAL INC Technology 416,855.0 $7.9M 0.01% -25K -5.7% $18.86 +24.3%
283 BBDC BARINGS BDC INC Financial Services 955,183.0 $7.9M 0.01% -48K -4.8% $8.23 +3.0%
284 LYV LIVE NATION ENTERTAINMENT IN Communication Services 50,824.0 $7.8M 0.01% -6K -11.0% $152.51 +10.7%
285 SCHH SCHWAB STRATEGIC TR 359,962.0 $7.7M 0.01% -5K -1.4% $21.49 +8.2%
286 RKLB ROCKET LAB CORP Industrials 118,026.0 $7.6M 0.01% -10K -7.9% $64.22 +94.3%
287 SCHR SCHWAB STRATEGIC TR 301,832.0 $7.6M 0.01% -8K -2.5% $25.07 -2.2%
288 KLIC KULICKE & SOFFA INDS INC Technology 114,319.0 $7.5M 0.01% -2K -1.4% $65.72 +55.3%
289 JLL JONES LANG LASALLE INC Real Estate 24,356.0 $7.5M 0.01% -2K -5.9% $305.96 -5.8%
290 XEL XCEL ENERGY INC Utilities 90,434.0 $7.2M 0.01% -2K -1.8% $79.51 -2.0%
291 SBCF SEACOAST BKG CORP FLA Financial Services 232,999.0 $7.1M 0.01% -15K -5.9% $30.29 -1.6%
292 DDOG DATADOG INC Technology 56,502.0 $7.0M 0.01% -197K -77.7% $124.53 +67.0%
293 XLP SELECT SECTOR SPDR TR 85,551.0 $7.0M 0.01% -21K -19.7% $81.98 +4.8%
294 KIM KIMCO REALTY CORP Real Estate 303,831.0 $6.8M 0.01% -18K -5.6% $22.47 +2.4%
295 LADR LADDER CAP CORP Real Estate 689,266.0 $6.7M 0.01% -38K -5.2% $9.77 +1.2%
296 LMBS FIRST TR EXCHANGE-TRADED FD 131,752.0 $6.6M 0.01% -48K -26.5% $49.81 -0.2%
297 XSOE WISDOMTREE TR 163,047.0 $6.5M 0.01% -13K -7.3% $40.10 +15.2%
298 SYF SYNCHRONY FINANCIAL Financial Services 95,076.0 $6.5M 0.01% -226K -70.4% $68.58 +4.1%
299 TPZ TORTOISE CAPITAL SERIES TRUS 292,440.0 $6.4M 0.01% -13K -4.3% $21.88 +0.7%
300 BIBL NORTHERN LTS FD TR IV 134,560.0 $6.3M 0.01% -3K -1.9% $47.15 +11.0%
Page 15 of 48  ·  941 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%