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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 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 339,071.0 $52.0M 0.06% -179K -34.5% $153.31 -36.7%
282 PCG PG&E CORP Utilities 2,941,405.0 $51.7M 0.06% +578K +24.4% $17.57 -8.2%
283 VGK VANGUARD INTL EQUITY INDEX F 625,965.0 $51.6M 0.06% +4K +0.6% $82.43 +5.7%
284 SYK STRYKER CORPORATION Healthcare 156,039.0 $51.3M 0.06% +11K +7.6% $328.64 -6.7%
285 DFSI DIMENSIONAL ETF TRUST 1,164,896.0 $50.8M 0.06% $43.61 +2.7%
286 RSG REPUBLIC SVCS INC Industrials 230,816.0 $50.5M 0.06% -25K -9.6% $218.77 -4.8%
287 SCHD SCHWAB STRATEGIC TR 1,641,871.0 $50.4M 0.06% +74K +4.7% $30.68 +4.4%
288 BLUEROCK PVT REAL ESTATE FD 3,020,285.0 $50.2M 0.06% -153K -4.8% $16.61
289 FIX COMFORT SYS USA INC Industrials 36,188.0 $50.0M 0.06% +13K +53.8% $1380.95 +44.3%
290 INTC INTEL CORP Technology 1,124,670.0 $49.9M 0.06% -35K -3.0% $44.39 +145.0%
291 HELO J P MORGAN EXCHANGE TRADED F 780,654.0 $49.9M 0.06% +9K +1.2% $63.91 +6.1%
292 IWR ISHARES TR 509,881.0 $49.6M 0.06% +8K +1.6% $97.32 +6.5%
293 AZO AUTOZONE INC Consumer Cyclical 14,455.0 $48.8M 0.05% -4K -23.1% $3378.08 -0.4%
294 MO ALTRIA GROUP INC Consumer Defensive 730,400.0 $48.3M 0.05% $66.12 +10.5%
295 SU SUNCOR ENERGY INC NEW Energy 728,508.0 $48.2M 0.05% -11K -1.4% $66.11 +3.3%
296 SCHC SCHWAB STRATEGIC TR 1,025,135.0 $47.9M 0.05% $46.74 +6.9%
297 SPYM SPDR SERIES TRUST 624,460.0 $47.8M 0.05% -52K -7.7% $76.54 +13.6%
298 EEM ISHARES TR 840,437.0 $47.8M 0.05% -11K -1.3% $56.87 +14.3%
299 TXN TEXAS INSTRS INC Technology 243,732.0 $47.5M 0.05% +30K +14.1% $195.00 +55.2%
300 VEU VANGUARD INTL EQUITY INDEX F 630,988.0 $47.4M 0.05% +27K +4.4% $75.15 +8.4%
Page 15 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%