Focus Partners Wealth
All holdings · as of Dec 31, 2025
| 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% |
| DIMENSIONAL ETF TRUST | $689.79M | 0.8% |
| DIMENSIONAL ETF TRUST | $688.03M | 0.8% |
| DIMENSIONAL ETF TRUST | $686.89M | 0.8% |
| SELECT SECTOR SPDR TR | $677.88M | 0.8% |
| AMERICAN CENTY ETF TR | $667.16M | 0.8% |
| Warren E. Buffett | $642.71M | 0.7% |
| SELECT SECTOR SPDR TR | $581.34M | 0.7% |
| iShares MSCI UAE ETF | $563.76M | 0.6% |
| THERMO FISHER SCIENTIFIC INC. | $547.43M | 0.6% |
| DIMENSIONAL ETF TRUST | $523.68M | 0.6% |
| VANGUARD TAX-MANAGED FDS | $491.89M | 0.6% |
| SELECT SECTOR SPDR TR | $479.57M | 0.5% |
| iShares MSCI UAE ETF | $474.10M | 0.5% |
| DIMENSIONAL ETF TRUST | $459.10M | 0.5% |
| Visa Inc | $434.53M | 0.5% |
| JANUS DETROIT STR TR | $416.22M | 0.5% |
| ADVANCED MICRO DEVICES INC | $403.81M | 0.5% |
| Mastercard Inc | $392.50M | 0.4% |
| Walmart Inc. | $389.40M | 0.4% |
| AMERICAN CENTY ETF TR | $387.04M | 0.4% |
| SELECT SECTOR SPDR TR | $363.87M | 0.4% |
| INVESCO EXCHANGE TRADED FD T | $359.04M | 0.4% |
| Intercontinental Exchange, Inc. | $358.14M | 0.4% |
| ISHARES TR | $357.45M | 0.4% |
| EXXON MOBIL CORP | $354.69M | 0.4% |