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CIK: 0002010942
Total reported value
$3.2B
$3.2B
704 檔
20.2%
During the Q2 2025 filing period, Focus Financial Network, Inc. (CIK: 0002010942) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.2B across 704 reported positions.
During Q2 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 704 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.36% | -0.24% | -12.50% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.55% | -0.37% | +5.11% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.62% | +0.37% | +1.75% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.38% | -0.40% | -0.95% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.92% | -0.08% | -7.03% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | -0.09% | -4.01% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | +0.21% | -43.29% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.95% | -0.20% | -22.81% | |
| 9 | QLD | Proshares Ultra Qqq | ETF-Other | 1.39% | +0.49% | +0.03% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.13% | -15.96% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.27% | -0.12% | +6.73% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.23% | -0.02% | +1.59% | |
| 13 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.21% | -0.05% | +2.97% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.21% | -0.04% | +17.57% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | — | +9.56% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.13% | -1.12% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.11% | -0.19% | -1.39% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.00% | -0.02% | +4.59% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.90% | -0.05% | -18.82% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.87% | -0.03% | -1.38% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | -0.17% | +2.30% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | -0.01% | -1.25% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 0.78% | -0.02% | -6.57% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | +0.01% | +8.82% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | +0.16% | +0.07% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.02% | -13.94% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.68% | +0.10% | +3.76% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.18% | -31.15% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.66% | -0.04% | +7.99% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.65% | +0.01% | -26.32% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.63% | — | +1.54% | |
| 32 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.61% | +0.02% | +0.00% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.02% | +5.61% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.58% | -0.06% | +2.67% | |
| 35 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.56% | — | +7.42% | |
| 36 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.56% | -0.03% | -19.85% | |
| 37 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.55% | +0.03% | +1.73% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | -0.03% | -13.81% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.49% | -0.01% | +3.27% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.09% | -9.18% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.04% | +5.00% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | +2.44% | |
| 43 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.45% | -0.45% | EXIT | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.43% | -0.21% | +40.28% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | — | +5.18% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.06% | -4.29% | |
| 47 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.39% | -0.23% | +2.17% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.38% | -0.03% | +2.40% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | — | -1.13% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.37% | +0.02% | +8.20% |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.2B across 704 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SCHG, QQQ) accounted for 20.2% of total reported equity market value during Q2 2025.
During Q2 2025, Focus Financial Network, Inc.'s top holdings by market value included NVDA (10.4%)、SCHG (5.5%)、QQQ (3.6%). The largest single position, NVDA, represented 10.4% of total portfolio value.
In Q2 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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