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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 5 of 63  ·  1,249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPDW SPDR INDEX SHS FDS 271,523.0 $12.4M 0.12% -4K -1.4% $45.58 +13.7%
82 JNJ JOHNSON & JOHNSON Healthcare 50,577.0 $12.4M 0.12% -12K -18.6% $244.43 -6.6%
83 HYMB SPDR SERIES TRUST 496,958.0 $12.3M 0.12% NEW $24.80 +2.1%
84 MRK MERCK & CO INC Healthcare 97,724.0 $11.8M 0.12% -9K -8.8% $120.28 -5.3%
85 ISHARES TR 251,740.0 $11.6M 0.12% +70K +38.3% $46.22
86 V VISA INC Financial Services 38,495.0 $11.6M 0.12% +7K +21.1% $302.14 +8.3%
87 FBND FIDELITY MERRIMACK STR TR 253,718.0 $11.6M 0.12% +18K +7.5% $45.62 -0.0%
88 LMT LOCKHEED MARTIN CORP Industrials 18,942.0 $11.4M 0.12% +1K +8.1% $604.41 -15.5%
89 PEP PEPSICO INC Consumer Defensive 72,643.0 $11.3M 0.11% -33K -30.9% $155.30 -8.6%
90 BND VANGUARD BD INDEX FDS 153,104.0 $11.3M 0.11% +28K +22.2% $73.64 -0.4%
91 IEI ISHARES TR 94,670.0 $11.2M 0.11% +93K +5139.1% $118.60 -1.2%
92 PLTR PALANTIR TECHNOLOGIES INC Technology 74,646.0 $10.9M 0.11% -2K -2.8% $146.25 -12.2%
93 IWN ISHARES TR 56,411.0 $10.7M 0.11% -3K -5.3% $189.56 +14.4%
94 CAT CATERPILLAR INC Industrials 14,560.0 $10.3M 0.10% +3K +24.7% $708.46 +39.2%
95 AVSC AMERICAN CENTY ETF TR 165,009.0 $10.3M 0.10% +16K +10.6% $62.30 +13.9%
96 DFAR DIMENSIONAL ETF TRUST 428,799.0 $10.1M 0.10% +331K +340.5% $23.65 +9.0%
97 ORCL ORACLE CORP Technology 68,228.0 $10.0M 0.10% +7K +10.9% $147.10 +25.3%
98 IVLU ISHARES TR 252,279.0 $10.0M 0.10% -30K -10.6% $39.61 +6.5%
99 SPHQ INVESCO EXCHANGE TRADED FD T 131,179.0 $9.9M 0.10% +123K +1556.5% $75.19 +18.8%
100 USTB VICTORY PORTFOLIOS II 193,011.0 $9.8M 0.10% +61K +45.7% $50.58 -0.1%
Page 5 of 63  ·  1,249 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%