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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 43 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 VNOM VIPER ENERGY INC Energy 5,455.0 $256K -1K -15.9% $46.99 +4.2%
842 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 24,809.0 $256K -28K -53.2% $10.30 +0.3%
843 NUSHARES ETF TR 7,600.0 $254K -500.0 -6.2% $33.44
844 UPWK UPWORK INC Industrials 23,151.0 $254K -3K -11.1% $10.96 -25.5%
845 OTEX OPEN TEXT CORP Technology 11,391.0 $253K -67.0 -0.6% $22.24 +2.0%
846 VIOO VANGUARD ADMIRAL FDS INC 2,190.0 $251K -118.0 -5.1% $114.84 +8.1%
847 LBRT LIBERTY ENERGY INC Energy 8,677.0 $250K -100K -92.0% $28.80 +14.4%
848 GDRX GOODRX HLDGS INC Healthcare 126,942.0 $249K -46K -26.8% $1.96 +24.0%
849 EWT ISHARES INC 3,485.0 $247K -2K -37.9% $70.92 +29.4%
850 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 4,506.0 $247K -153.0 -3.3% $54.82 +5.4%
851 KEX KIRBY CORP Industrials 652.0 $243K -3K -79.4% $373.17 -61.0%
852 ACIW ACI WORLDWIDE INC Technology 5,796.0 $238K -50.0 -0.9% $41.01 +4.4%
853 XPH SPDR SERIES TRUST 4,389.0 $237K -345.0 -7.3% $54.09 +3.1%
854 MGRC MCGRATH RENTCORP Industrials 2,147.0 $237K -76.0 -3.4% $110.28 +1.3%
855 MUSA MURPHY USA INC Consumer Cyclical 449.0 $235K -784.0 -63.6% $522.35 +7.5%
856 IGEB ISHARES TR 5,199.0 $234K -2K -31.4% $45.06 -1.0%
857 PPC PILGRIMS PRIDE CORP Consumer Defensive 6,195.0 $234K -8K -57.0% $37.76 -27.0%
858 BLACKROCK INCOME TR INC 22,101.0 $234K -800.0 -3.5% $10.57
859 NWE NORTHWESTERN ENERGY GROUP IN Utilities 2,572.0 $234K -3K -53.3% $90.81 -22.7%
860 GJUL FIRST TR EXCHNG TRADED FD VI 5,697.0 $232K -4K -41.9% $40.78 +5.4%
Page 43 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%