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Portfolio (Quarterly) Guide ↗

Focus Partners Advisor Solutions, LLC

· CIK 0001868872
13F Portfolio $9.9B AUM 1,249 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 302 New 519 Added 379 Reduced 141 Exited
Page 2 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPDW SPDR INDEX SHS FDS 271,523.0 $12.4M 0.12% -4K -1.4% $45.58 +13.7%
22 JNJ JOHNSON & JOHNSON Healthcare 50,577.0 $12.4M 0.12% -12K -18.6% $244.43 -6.6%
23 MRK MERCK & CO INC Healthcare 97,724.0 $11.8M 0.12% -9K -8.8% $120.28 -5.3%
24 PEP PEPSICO INC Consumer Defensive 72,643.0 $11.3M 0.11% -33K -30.9% $155.30 -8.6%
25 PLTR PALANTIR TECHNOLOGIES INC Technology 74,646.0 $10.9M 0.11% -2K -2.8% $146.25 -12.2%
26 IWN ISHARES TR 56,411.0 $10.7M 0.11% -3K -5.3% $189.56 +14.4%
27 IVLU ISHARES TR 252,279.0 $10.0M 0.10% -30K -10.6% $39.61 +6.5%
28 AVIV AMERICAN CENTY ETF TR 127,314.0 $9.5M 0.10% -57K -30.8% $74.83 +5.1%
29 VBK VANGUARD INDEX FDS 31,479.0 $9.5M 0.10% -175.0 -0.6% $302.25 +18.0%
30 RSP INVESCO EXCHANGE TRADED FD T 49,099.0 $9.4M 0.10% -694.0 -1.4% $191.92 +9.4%
31 SLYV SPDR SERIES TRUST 96,522.0 $9.1M 0.09% -2K -2.0% $94.58 +12.9%
32 PNC PNC FINL SVCS GROUP INC Financial Services 41,509.0 $8.6M 0.09% -8K -15.4% $208.08 +11.5%
33 VYM VANGUARD WHITEHALL FDS 55,615.0 $8.2M 0.08% -10K -15.2% $148.06 +6.9%
34 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 12,512.0 $7.7M 0.08% -410.0 -3.2% $616.77 +12.0%
35 VEU VANGUARD INTL EQUITY INDEX F 100,567.0 $7.6M 0.08% -685.0 -0.7% $75.10 +13.1%
36 BMY BRISTOL-MYERS SQUIBB CO Healthcare 122,407.0 $7.4M 0.07% -12K -8.9% $60.65 -11.0%
37 ABBV ABBVIE INC Healthcare 31,909.0 $6.9M 0.07% -18K -36.5% $217.43 -0.4%
38 IXUS ISHARES TR 76,947.0 $6.7M 0.07% -4K -4.5% $86.64 +11.9%
39 INTC INTEL CORP Technology 144,301.0 $6.4M 0.06% -22K -13.0% $44.11 +203.8%
40 BAC BANK AMERICA CORP Financial Services 128,519.0 $6.3M 0.06% -6K -4.6% $48.74 +15.3%
Page 2 of 19  ·  379 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 29.9%
Financial Services 17.1%
Industrials 11.9%
Consumer Cyclical 9.6%
Healthcare 9.2%
Communication Services 6.6%
Consumer Defensive 5.2%
Energy 5.0%
Utilities 2.4%
Basic Materials 2.2%