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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 23 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 UCON FIRST TR EXCHNG TRADED FD VI 957,587.0 $24.0M 0.03% NEW $25.11 -1.7%
442 PAYX PAYCHEX INC Industrials 211,540.0 $23.7M 0.03% NEW $112.18 -15.8%
443 GIS GENERAL MLS INC Consumer Defensive 509,861.0 $23.7M 0.03% NEW $46.54 -28.1%
444 SOXX ISHARES TR 78,812.0 $23.7M 0.03% NEW $300.31 +65.4%
445 PJAN INNOVATOR ETFS TRUST 499,828.0 $23.5M 0.03% NEW $47.02 +4.0%
446 CCL CARNIVAL CORP Consumer Cyclical 767,664.0 $23.4M 0.03% NEW $30.54 -21.8%
447 CELC CELCUITY INC Healthcare 234,807.0 $23.4M 0.03% NEW $99.74 +31.3%
448 ENSG ENSIGN GROUP INC Healthcare 134,126.0 $23.4M 0.03% NEW $174.20 +1.4%
449 AOR ISHARES TR 357,643.0 $23.3M 0.03% NEW $65.01 +4.3%
450 EOG EOG RES INC Energy 221,034.0 $23.2M 0.03% NEW $105.01 +36.2%
451 HYG ISHARES TR 286,525.0 $23.1M 0.03% NEW $80.63 -1.6%
452 ACLC AMERICAN CENTY ETF TR 293,283.0 $23.0M 0.03% NEW $78.35 +4.9%
453 COP CONOCOPHILLIPS Energy 243,788.0 $22.8M 0.03% NEW $93.62 +33.0%
454 FNDF SCHWAB STRATEGIC TR 521,126.0 $22.8M 0.03% NEW $43.70 +20.2%
455 ARMK ARAMARK Industrials 615,473.0 $22.7M 0.03% NEW $36.91 +39.6%
456 DD DUPONT DE NEMOURS INC Basic Materials 562,543.0 $22.7M 0.03% NEW $40.31 +20.7%
457 SMLF ISHARES TR 300,548.0 $22.5M 0.03% NEW $74.88 +8.2%
458 CCJ CAMECO CORP Energy 266,255.0 $22.5M 0.03% NEW $84.45 +22.6%
459 FNDC SCHWAB STRATEGIC TR 504,392.0 $22.5M 0.03% NEW $44.55 +10.1%
460 KEY KEYCORP Financial Services 1,095,685.0 $22.4M 0.03% NEW $20.43 +3.1%
Page 23 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%