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CIK: 0002010942
Total reported value
$3.2B
$3.2B
684 檔
18.7%
In Q1 2025, Focus Financial Network, Inc.'s U.S. equity holdings reached a combined market value of $3.2B, distributed across 684 disclosed stock positions.
During Q1 2025, 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 684 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.41% | -0.24% | +3.79% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.69% | -0.37% | -0.63% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.36% | +0.21% | +0.68% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.73% | -0.40% | +2.47% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.52% | -0.08% | -1.71% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.13% | +0.37% | -0.33% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.60% | -0.20% | +13.25% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | -0.09% | +0.29% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.13% | +2.42% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.13% | +1.22% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.23% | -0.12% | +12.58% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.13% | -0.05% | +7.34% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.13% | -0.19% | -3.10% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.13% | -0.02% | +5.44% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.11% | -0.05% | -1.08% | |
| 16 | QLD | Proshares Ultra Qqq | ETF-Other | 1.09% | +0.49% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.01% | +0.18% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | — | +6.61% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.02% | -0.04% | +1.77% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.92% | +0.09% | -4.10% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.18% | -3.10% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.89% | -0.02% | +2.99% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.84% | -0.03% | -1.96% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.82% | +0.01% | +3.74% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | -0.01% | +0.80% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.74% | -0.17% | +22.12% | |
| 27 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.72% | -0.03% | +1.75% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.02% | +11.59% | |
| 29 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.68% | -0.45% | EXIT | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.67% | -0.02% | +17.19% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | +0.01% | +7.88% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.62% | +0.16% | -0.65% | |
| 33 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.59% | -0.04% | +1.87% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.58% | — | -1.85% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.58% | +0.10% | -3.42% | |
| 36 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.56% | +0.02% | -2.37% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.55% | -0.06% | -0.11% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.02% | +3.70% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | -0.03% | +0.52% | |
| 40 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.52% | +0.03% | -1.25% | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.51% | — | +119.29% | |
| 42 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.48% | -0.17% | EXIT | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.04% | -0.00% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.46% | -0.01% | -4.40% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.03% | +24.40% | |
| 46 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.45% | +0.05% | -2.26% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.06% | +0.65% | |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.43% | +0.03% | +31.48% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | — | -1.06% | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.38% | -0.23% | +3.72% |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.2B across 684 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SCHG, IVV) accounted for 18.7% of total reported equity market value during Q1 2025.
During Q1 2025, Focus Financial Network, Inc.'s top holdings by market value included NVDA (8.4%)、SCHG (4.7%)、IVV (4.4%). The largest single position, NVDA, represented 8.4% of total portfolio value.
In Q1 2025, 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.
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