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CIK: 0002010942
Total reported value
$3.2B
$3.2B
738 檔
22.7%
At the close of Q3 2025, Focus Financial Network, Inc. disclosed equity holdings valued at approximately $3.2B, spread across 738 reported holdings.
In Q3 2025, Focus Financial Network, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 738 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.88% | -0.24% | -1.48% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.40% | -0.37% | -1.49% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.59% | +0.37% | +0.92% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.21% | -0.08% | -1.89% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.11% | -0.40% | -1.04% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | +0.21% | -1.71% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | -0.09% | -2.17% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.95% | -0.20% | +9.56% | |
| 9 | QLD | Proshares Ultra Qqq | ETF-Other | 1.47% | +0.49% | +0.14% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | — | +9.64% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.13% | +0.09% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.19% | -0.05% | +2.43% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.19% | -0.02% | +1.13% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.19% | -0.04% | +0.65% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.19% | -0.12% | +2.70% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.13% | +5.33% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.08% | -0.19% | +1.91% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.94% | -0.02% | -2.38% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | +0.01% | +10.26% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.81% | -0.03% | -1.88% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.77% | -0.05% | -10.57% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.01% | +2.11% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.76% | -0.17% | +0.79% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.76% | +0.16% | +2.38% | |
| 25 | QUBT | Quantum Computing Inc | Stock-Other | 0.73% | +0.23% | +339.87% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.02% | +1.30% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.64% | +0.10% | -4.55% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.18% | -2.28% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | -0.03% | -1.72% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.63% | — | +2.16% | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.61% | -0.04% | -0.00% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.02% | +0.39% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.60% | +0.01% | -5.58% | |
| 34 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.58% | +0.02% | +0.98% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.55% | -0.06% | +0.37% | |
| 36 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.55% | +0.03% | +2.14% | |
| 37 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.53% | -0.03% | +4.75% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.52% | -0.14% | +1039.16% | |
| 39 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.51% | — | -5.56% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.09% | -0.07% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.47% | +0.03% | +48.87% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.47% | -0.23% | +11.89% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.46% | -0.01% | -2.28% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.46% | -0.02% | -27.97% | |
| 45 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.45% | -0.01% | EXIT | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.03% | +2.51% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.04% | +2.41% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | — | +0.33% | |
| 49 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.43% | -0.45% | EXIT | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.42% | -0.21% | +1.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | -1.48% | Trim |
| 2 | SCHG | Schwab US Large-cap Growth | +0.7% | -1.49% | Add |
| 3 | QUBT | Quantum Computing Inc | +0.7% | +339.87% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +0.92% | Add |
| 5 | QLD | Proshares Ultra Qqq | +0.4% | +0.14% | Add |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | +1039.16% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +9.64% | Add |
| 8 | IMTM | Ishares Msci Intl Momentum F | +0.2% | +94.35% | Add |
| 9 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +48.87% | Add |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +0.65% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | +154.37% | Add |
| 12 | RDDT | Reddit Inc-cl A | +0.2% | -47.38% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.2% | +10.26% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +2.38% | Add |
| 15 | NVT | nVent Electric plc | +0.1% | +23.40% | Add |
| 16 | IEMG | Ishares Core Msci Emerging | +0.1% | +3.17% | Add |
| 17 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +1.89% | Add |
| 18 | IOO | Ishares Global 100 ETF | +0.1% | +971.63% | Add |
| 19 | VTV | Vanguard Value ETF | +0.1% | +24.19% | Add |
| 20 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.1% | +5.46% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.72% | Trim |
| 22 | SGOL | Abrdn Physical Gold Shares | +0.1% | +11.89% | Add |
| 23 | VXUS | Vanguard Total Intl Stock | +0.1% | +1.13% | Add |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +2.43% | Add |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -4.55% | Trim |
| 26 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.39% | Add |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | -2.38% | Add |
| 28 | SCHX | Schwab US Large-cap ETF | +0.1% | +2.16% | Add |
| 29 | MSFT | Microsoft CORP | 0% | +0.09% | Trim |
| 30 | QUAL | Ishares Msci USA Quality Fac | 0% | +0.79% | Add |
| 31 | IEF | Ishares 7-10 Year Treasury B | 0% | +2.70% | Add |
| 32 | AMZN | Amazon.com Inc | -0.1% | -2.17% | Trim |
| 33 | NOW | Servicenow Inc | -0.2% | -27.97% | Trim |
| 34 | SCHB | Schwab US Broad Market ETF | -0.2% | -5.58% | Trim |
| 35 | ILTB | Ishares Core 10+ Year Usd Bo | -0.3% | +2.07% | Trim |
| 36 | JPIE | Jpmorgan Income ETF | -0.3% | +7.46% | Trim |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -2.28% | Trim |
| 38 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.3% | -42.48% | Trim |
| 39 | AAPL | Apple Inc | -0.3% | -1.89% | Trim |
| 40 | SCHV | Schwab US Large-cap Value | -0.3% | -10.57% | Trim |
| 41 | DBEF | Xtrackers Msci Eafe Hedged E | -0.4% | -52.39% | Trim |
| 42 | JBND | Jpmorgan Active Bond ETF | -0.4% | +49.00% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | -0.07% | Trim |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.6% | -1.04% | Trim |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.7% | +9.56% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -0.8% | -17.75% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -1.8% | -1.71% | Trim |
| 48 | SMCI | Super Micro Computer Inc | — | NEW | New buy |
| 49 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 50 | ARCC | Ares Capital CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.2B across 738 disclosed positions in Q3 2025.
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, QQQ) accounted for 22.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SMCI
市值: $12.7M
Top Position Liquidated / Trimmed
ARCC
前期市值: $3.7M
During Q3 2025, Focus Financial Network, Inc.'s top holdings by market value included NVDA (10.9%)、SCHG (5.4%)、QQQ (3.6%). The largest single position, NVDA, represented 10.9% of total portfolio value.
In Q3 2025, Focus Financial Network, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 20 holdings, and fully liquidating 1 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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