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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 22 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AVSU AMERICAN CENTY ETF TR 351,223.0 $26.8M 0.03% NEW $76.30 +10.1%
422 DGX QUEST DIAGNOSTICS INC Healthcare 153,982.0 $26.7M 0.03% NEW $173.53 +8.0%
423 SPYG SPDR SERIES TRUST 249,316.0 $26.6M 0.03% NEW $106.70 +9.7%
424 LHX L3HARRIS TECHNOLOGIES INC Industrials 89,660.0 $26.3M 0.03% NEW $293.87 +5.2%
425 SNPS SYNOPSYS INC Technology 55,898.0 $26.3M 0.03% NEW $469.91 +5.3%
426 MRSH MARSH & MCLENNAN COS INC Financial Services 140,191.0 $26.0M 0.03% NEW $185.52 -10.6%
427 JEPQ J P MORGAN EXCHANGE TRADED F 446,570.0 $26.0M 0.03% NEW $58.24 +2.5%
428 IP INTERNATIONAL PAPER CO Consumer Cyclical 586,251.0 $25.9M 0.03% NEW $44.26 -33.3%
429 WELL WELLTOWER INC Real Estate 139,767.0 $25.9M 0.03% NEW $185.61 +15.4%
430 JMTG J P MORGAN EXCHANGE TRADED F 504,668.0 $25.9M 0.03% NEW $51.24 -2.2%
431 PMAR INNOVATOR ETFS TRUST 575,120.0 $25.8M 0.03% NEW $44.94 +5.2%
432 RWJ INVESCO EXCH TRADED FD TR II 525,416.0 $25.6M 0.03% NEW $48.72 +9.0%
433 SCHM SCHWAB STRATEGIC TR 845,556.0 $25.4M 0.03% NEW $30.07 +11.3%
434 SYLD CAMBRIA ETF TR 362,046.0 $25.2M 0.03% NEW $69.52 +10.6%
435 JMST J P MORGAN EXCHANGE TRADED F 493,519.0 $25.2M 0.03% NEW $50.99 -0.2%
436 IJT ISHARES TR 177,485.0 $25.1M 0.03% NEW $141.16 +11.6%
437 PAUG INNOVATOR ETFS TRUST 566,642.0 $24.5M 0.03% NEW $43.25 +4.0%
438 SLYV SPDR SERIES TRUST 268,749.0 $24.4M 0.03% NEW $90.97 +9.7%
439 WELLS FARGO CO NEW 20,046.0 $24.3M 0.03% NEW $1212.91
440 PGR PROGRESSIVE CORP Financial Services 105,821.0 $24.1M 0.03% NEW $227.72 -10.5%
Page 22 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%