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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 118 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 PII POLARIS INC Consumer Cyclical 4,202.0 $229K -3K -44.5% $54.51 +12.7%
2342 RIG TRANSOCEAN LTD Energy 35,870.0 $229K -7K -15.9% $6.38 +17.5%
2343 MBBA BLACKROCK ETF TRUST II 4,595.0 $229K NEW $49.77 -1.7%
2344 TENB TENABLE HLDGS INC Technology 12,940.0 $228K NEW $17.65 +33.5%
2345 SCHWAB STRATEGIC TR 8,934.0 $228K -2K -16.9% $25.55
2346 DRTS ALPHA TAU MEDICAL LTD Healthcare 32,265.0 $228K $7.07 +49.6%
2347 IAK ISHARES TR 1,777.0 $228K -757.0 -29.9% $128.35 +4.8%
2348 SSD SIMPSON MFG INC Industrials 1,327.0 $228K -530.0 -28.5% $171.65 +4.3%
2349 BKU BANKUNITED INC Financial Services 5,032.0 $227K NEW $45.16 +0.4%
2350 SLQD ISHARES TR 4,493.0 $227K $50.49 -0.6%
2351 FORTINET INC 2,607.0 $227K -23K -89.8% $86.92
2352 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 19,035.0 $226K $11.88 -0.3%
2353 PEY INVESCO EXCHANGE TRADED FD T 10,551.0 $226K -11K -50.6% $21.42 +1.9%
2354 TMFC RBB FD INC 3,419.0 $226K +205.0 +6.4% $65.98 +16.5%
2355 SIL GLOBAL X FDS 2,494.0 $225K NEW $90.09 -3.1%
2356 XRT SPDR SERIES TRUST 2,789.0 $224K -15K -84.6% $80.48 -0.9%
2357 BEACON FINANCIAL CORP. 7,475.0 $224K NEW $30.00
2358 XPO XPO INC Industrials 1,152.0 $224K NEW $194.55 +3.8%
2359 PSO PEARSON PLC Communication Services 16,925.0 $224K +7K +66.1% $13.23 +14.9%
2360 VRP INVESCO EXCH TRADED FD TR II 9,328.0 $224K -484.0 -4.9% $23.98 +0.8%
Page 118 of 133  ·  2,644 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%