13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002010942
Total reported value
$3.2B
$3.2B
626 檔
14.8%
According to the latest 13F quarterly dataset, Focus Financial Network, Inc. managed an equity portfolio of $3.2B at the end of Q1 2024, spanning 626 distinct U.S. exchange-listed positions.
During Q1 2024, Focus Financial Network, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 626 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.64% | -0.24% | +15.51% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.94% | -0.37% | -3.77% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.53% | +0.21% | +24.92% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.77% | -0.40% | -19.34% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.36% | -0.08% | -14.36% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.27% | +0.37% | -7.72% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | -0.09% | +4.48% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.14% | -0.20% | +3.19% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.13% | +8.20% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.38% | -0.05% | -4.03% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.35% | -0.19% | +134.58% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.32% | +0.09% | -11.18% | |
| 13 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.21% | -0.05% | +5.90% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.18% | -19.16% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.18% | -0.12% | +69.91% | |
| 16 | QLD | Proshares Ultra Qqq | ETF-Other | 1.15% | +0.49% | +0.18% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.13% | -0.02% | +4.69% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.12% | +0.01% | -33.11% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.11% | -0.04% | +0.96% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.13% | +4.01% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | — | -5.50% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | -0.03% | +7.26% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.01% | +85.43% | |
| 24 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.86% | -0.03% | +2.65% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.85% | -0.02% | -2.33% | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.81% | -0.02% | +4.08% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.74% | -0.17% | +13.52% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.01% | +10.83% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.16% | -6.58% | |
| 30 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.66% | +0.02% | -0.76% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | — | -57.92% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.03% | +3.77% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.64% | -0.01% | -11.60% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.60% | -0.06% | -8.70% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.56% | +0.10% | — | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.55% | -0.04% | -10.50% | |
| 37 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.55% | +0.03% | — | |
| 38 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.55% | -0.45% | EXIT | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.02% | +48.44% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | -0.04% | -12.25% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | -0.02% | +4.78% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.47% | — | -26.10% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.45% | +0.05% | +103.67% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.44% | -0.02% | +9.00% | |
| 45 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.43% | — | — | |
| 46 | VHT | Vanguard Health Care ETF | ETF-Other | 0.43% | +0.02% | +10.27% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | +0.01% | +10.84% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.40% | +0.05% | +48.60% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.40% | -0.03% | -1.61% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.38% | +0.02% | -3.79% |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.2B across 626 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SCHG, IVV) accounted for 14.8% of total reported equity market value during Q1 2024.
During Q1 2024, Focus Financial Network, Inc.'s top holdings by market value included NVDA (6.6%)、SCHG (4.9%)、IVV (4.5%). The largest single position, NVDA, represented 6.6% of total portfolio value.
In Q1 2024, Focus Financial Network, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.