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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 36 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PHM PULTE GROUP INC Consumer Cyclical 83,354.0 $9.8M 0.01% NEW $117.29 -5.3%
702 SPHQ INVESCO EXCHANGE TRADED FD T 130,137.0 $9.8M 0.01% NEW $75.05 +10.9%
703 BSCS INVESCO EXCH TRD SLF IDX FD 471,505.0 $9.7M 0.01% NEW $20.60 -1.2%
704 CIEN CIENA CORP Technology 41,474.0 $9.7M 0.01% NEW $233.88 +131.7%
705 DVN DEVON ENERGY CORP NEW Energy 265,669.0 $9.7M 0.01% NEW $36.48 +36.2%
706 GPC GENUINE PARTS CO Consumer Cyclical 78,175.0 $9.7M 0.01% NEW $123.86 -25.3%
707 EWBC EAST WEST BANCORP INC Financial Services 86,143.0 $9.7M 0.01% NEW $112.39 +7.6%
708 ENTERGY CORP NEW 104,641.0 $9.7M 0.01% NEW $92.43
709 JPMORGAN CHASE & CO. 30,000.0 $9.7M 0.01% NEW $322.22
710 MLM MARTIN MARIETTA MATLS INC Basic Materials 15,511.0 $9.7M 0.01% NEW $623.19 -14.5%
711 USFD US FOODS HLDG CORP Consumer Defensive 127,910.0 $9.6M 0.01% NEW $75.32 +7.9%
712 NOBL PROSHARES TR 92,039.0 $9.6M 0.01% NEW $104.07 +2.5%
713 TOTALENERGIES SE 146,024.0 $9.6M 0.01% NEW $65.42
714 MOAT VANECK ETF TRUST 92,047.0 $9.5M 0.01% NEW $103.56 -2.3%
715 AEP AMERICAN ELEC PWR CO INC Utilities 82,797.0 $9.5M 0.01% NEW $115.10 +12.0%
716 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 716,977.0 $9.5M 0.01% NEW $13.28 -23.6%
717 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 578,296.0 $9.5M 0.01% NEW $16.42 +6.8%
718 JPEM J P MORGAN EXCHANGE TRADED F 156,273.0 $9.5M 0.01% NEW $60.73 +6.2%
719 CASY CASEYS GEN STORES INC Consumer Cyclical 17,056.0 $9.4M 0.01% NEW $552.73 +54.2%
720 SDVY FIRST TR EXCHANGE-TRADED FD 245,604.0 $9.4M 0.01% NEW $38.32 +7.7%
Page 36 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%