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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 56 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 ALKS ALKERMES PLC Healthcare 124,041.0 $3.5M 0.00% NEW $27.98 +32.1%
1102 PHO INVESCO EXCHANGE TRADED FD T 49,232.0 $3.5M 0.00% NEW $70.41 -7.8%
1103 CIVITAS RESOURCES INC 127,283.0 $3.4M 0.00% NEW $27.09
1104 IWY ISHARES TR 12,468.0 $3.4M 0.00% NEW $276.33 +6.0%
1105 CRUS CIRRUS LOGIC INC Technology 29,066.0 $3.4M 0.00% NEW $118.50 +40.6%
1106 IAUM ISHARES GOLD TR Financial Services 80,058.0 $3.4M 0.00% NEW $42.99 +5.3%
1107 SUSA ISHARES TR 24,701.0 $3.4M 0.00% NEW $139.27 +8.1%
1108 SWKS SKYWORKS SOLUTIONS INC Technology 53,911.0 $3.4M 0.00% NEW $63.54 +17.0%
1109 MTCH MATCH GROUP INC NEW Communication Services 106,045.0 $3.4M 0.00% NEW $32.29 +10.4%
1110 SMURFIT WESTROCK PLC 86,831.0 $3.4M 0.00% NEW $38.98
1111 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 40,116.0 $3.4M 0.00% NEW $84.36 -9.5%
1112 FRT FEDERAL RLTY INVT TR NEW Real Estate 33,489.0 $3.4M 0.00% NEW $100.80 +17.7%
1113 EMHY ISHARES INC 83,303.0 $3.4M 0.00% NEW $40.37 -0.7%
1114 CENCORA INC 9,943.0 $3.4M 0.00% NEW $337.77
1115 VCLT VANGUARD SCOTTSDALE FDS 44,136.0 $3.3M 0.00% NEW $75.85 -2.2%
1116 RITM RITHM CAPITAL CORP Real Estate 427,675.0 $3.3M 0.00% NEW $7.80 +18.9%
1117 THG HANOVER INS GROUP INC Financial Services 18,227.0 $3.3M 0.00% NEW $182.77 +6.5%
1118 AIA ISHARES TR 34,044.0 $3.3M 0.00% NEW $97.51 +38.9%
1119 GSK GSK PLC Healthcare 66,926.0 $3.3M 0.00% NEW $49.09 +5.0%
1120 BIOMARIN PHARMACEUTICAL INC 3,423,000.0 $3.3M 0.00% NEW $0.95
Page 56 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%