Institutions / Focus Partners Wealth
Focus Partners Wealth
CIK 1542153 · Institution · as of Dec 31, 2025
Portfolio value
$87.74B
Positions
2,645
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,645 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $2.57B | 2.9% |
| Microsoft Corp | $2.15B | 2.4% |
| NVIDIA Corp | $2.13B | 2.4% |
| Select Sector SPDR Tr | $1.89B | 2.2% |
| Dimensional ETF Trust | $1.69B | 1.9% |
| Vanguard Index Fds | $1.67B | 1.9% |
| SPDR S&P 500 ETF Tr | $1.60B | 1.8% |
| Amazon.com Inc | $1.59B | 1.8% |
| iShares Tr | $1.44B | 1.6% |
| Alphabet Inc. | $1.35B | 1.5% |
| Alphabet Inc. | $1.26B | 1.4% |
| Valued Advisers Tr | $1.22B | 1.4% |
| Vanguard World Fd | $977.60M | 1.1% |
| JPMORGAN CHASE & CO | $967.95M | 1.1% |
| iShares MSCI UAE ETF | $914.50M | 1.0% |
| iShares Tr | $903.19M | 1.0% |
| Broadcom Inc. | $900.22M | 1.0% |
| Vanguard Index Fds | $854.78M | 1.0% |
| Ea Series Trust | $847.45M | 1.0% |
| Vanguard Index Fds | $823.61M | 0.9% |
| Meta Platforms Inc | $806.41M | 0.9% |
| Dimensional ETF Trust | $790.94M | 0.9% |
| Vanguard Scottsdale Fds | $753.11M | 0.9% |
| Dimensional ETF Trust | $734.13M | 0.8% |
| iShares Tr | $730.14M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.