Focus Partners Wealth
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $353.50M | 0.4% |
| DIMENSIONAL ETF TRUST | $349.40M | 0.4% |
| LAM RESEARCH CORP | $343.35M | 0.4% |
| VANGUARD INDEX FDS | $340.72M | 0.4% |
| JOHNSON & JOHNSON | $328.36M | 0.4% |
| SELECT SECTOR SPDR TR | $322.38M | 0.4% |
| PROCTER & GAMBLE Co | $311.33M | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $303.23M | 0.3% |
| ISHARES TR | $297.15M | 0.3% |
| iShares MSCI UAE ETF | $290.06M | 0.3% |
| SPDR DOW JONES INDL AVERAGE | $287.04M | 0.3% |
| Keysight Technologies, Inc. | $285.74M | 0.3% |
| PEPSICO INC | $281.38M | 0.3% |
| DIMENSIONAL ETF TRUST | $276.61M | 0.3% |
| VANECK ETF TRUST | $268.56M | 0.3% |
| Tesla Inc | $267.68M | 0.3% |
| CHEVRON CORP | $262.47M | 0.3% |
| DIMENSIONAL ETF TRUST | $261.12M | 0.3% |
| ISHARES TR | $259.99M | 0.3% |
| ISHARES TR | $259.80M | 0.3% |
| LOWES COMPANIES INC | $259.72M | 0.3% |
| Philip Morris International Inc. | $255.57M | 0.3% |
| DIMENSIONAL ETF TRUST | $245.03M | 0.3% |
| THE GOLDMAN SACHS GROUP, INC. | $241.01M | 0.3% |
| Accenture plc | $238.64M | 0.3% |
| HOME DEPOT, INC. | $238.62M | 0.3% |
| ELI LILLY & Co | $237.50M | 0.3% |
| Salesforce Inc | $237.13M | 0.3% |
| ISHARES TR | $236.73M | 0.3% |
| WisdomTree Trust | $227.17M | 0.3% |
| CATERPILLAR INC | $226.63M | 0.3% |
| ISHARES TR | $226.46M | 0.3% |
| AMERICAN CENTY ETF TR | $221.28M | 0.3% |
| SCHWAB STRATEGIC TR | $215.29M | 0.2% |
| QUALCOMM INC/DE | $213.76M | 0.2% |
| VANGUARD MALVERN FDS | $210.44M | 0.2% |
| SCHWAB CHARLES CORP | $209.95M | 0.2% |
| ISHARES TR | $209.79M | 0.2% |
| AbbVie Inc. | $208.45M | 0.2% |
| CISCO SYSTEMS, INC. | $208.26M | 0.2% |
| Blackstone Inc | $204.19M | 0.2% |
| Apollo Global Management, Inc. | $203.32M | 0.2% |
| ABBOTT LABORATORIES | $197.57M | 0.2% |
| BANK OF AMERICA CORP /DE | $194.95M | 0.2% |
| Parker-Hannifin Corp | $194.11M | 0.2% |
| Aon plc | $192.76M | 0.2% |
| VANGUARD INDEX FDS | $192.34M | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $188.42M | 0.2% |
| ISHARES INC | $187.70M | 0.2% |
| MCDONALD'S CORP | $184.51M | 0.2% |