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CIK: 0002010942
Total reported value
$3.2B
$3.2B
725 檔
22.5%
In Q4 2025, Focus Financial Network, Inc.'s U.S. equity holdings reached a combined market value of $3.2B, distributed across 725 disclosed stock positions.
In Q4 2025, Focus Financial Network, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 725 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.57% | -0.24% | -0.42% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.41% | -0.37% | +0.40% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.55% | +0.37% | -1.02% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.24% | -0.08% | -3.06% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.21% | +0.53% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -0.09% | +2.00% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.09% | -0.40% | -31.72% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.04% | -0.20% | +7.65% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.54% | +0.05% | +267.37% | |
| 10 | QLD | Proshares Ultra Qqq | ETF-Other | 1.47% | +0.49% | +100.06% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | — | +0.44% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.24% | -0.12% | +7.42% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.24% | -0.02% | +3.32% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.22% | -0.04% | +3.54% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | -0.03% | +48.65% | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.18% | -0.05% | +3.33% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.13% | +2.65% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.16% | -0.19% | +7.71% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.13% | -1.25% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.03% | -0.02% | +6.79% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | +0.01% | +7.00% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.01% | +6.93% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.76% | -0.17% | +0.02% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.76% | -0.03% | -3.69% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.74% | -0.05% | -3.48% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.16% | +90.56% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.02% | +0.16% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.18% | +9.64% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.67% | +0.10% | +4.58% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.63% | -0.04% | +2.23% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.60% | +0.01% | +1.78% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | — | -3.90% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.02% | +2.12% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.58% | -0.14% | +6.87% | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.58% | +0.02% | -1.21% | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.55% | -0.06% | +0.50% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.53% | — | +4.94% | |
| 38 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.53% | +0.03% | +0.55% | |
| 39 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.51% | -0.23% | +1.00% | |
| 40 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.51% | -0.03% | -1.46% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.48% | +0.03% | +3.24% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.12% | +10.96% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.03% | +0.80% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.45% | -0.04% | +4.70% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.45% | -0.01% | -1.95% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.44% | -0.21% | +0.42% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.09% | -2.99% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | — | -1.18% | |
| 49 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.42% | -0.45% | EXIT | |
| 50 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.42% | -0.01% | +2.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.1% | +267.37% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +48.65% | Add |
| 3 | GS | Goldman Sachs Group Inc | +0.1% | +182.70% | Add |
| 4 | AMZN | Amazon.com Inc | +0.1% | +2.00% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.1% | +7.65% | Add |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +6.79% | Add |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +7.71% | Add |
| 8 | GLD | Spdr Gold Shares | +0.1% | +10.96% | Add |
| 9 | DAL | Delta Air Lines Inc | +0.1% | +27.18% | Add |
| 10 | SCHO | Schwab Short-term US Treas | +0.1% | +42.89% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.00% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | -0.45% | Trim |
| 13 | VRT | Vertiv Holdings Co-a | +0.1% | +227.53% | Add |
| 14 | JBND | Jpmorgan Active Bond ETF | +0.1% | +94.27% | Add |
| 15 | FAST | Fastenal Co | +0.1% | +266.00% | Add |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +6.87% | Add |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +9.64% | Add |
| 18 | JIVE | JPM Interntl Value ETF | +0.1% | +180.18% | Add |
| 19 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +7.42% | Add |
| 20 | VXUS | Vanguard Total Intl Stock | +0.1% | +3.32% | Add |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +6.93% | Add |
| 22 | VHT | Vanguard Health Care ETF | +0.1% | +5.62% | Add |
| 23 | SGOL | Abrdn Physical Gold Shares | 0% | +1.00% | Add |
| 24 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +115.43% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +3.25% | Add |
| 26 | SGOV | Ishares 0-3 Month Treasury B | 0% | +502.15% | Add |
| 27 | AAPL | Apple Inc | 0% | -3.06% | Trim |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +3.54% | Add |
| 29 | QQQM | Invesco Nasdaq 100 ETF | 0% | +4.58% | Add |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +0.53% | Add |
| 31 | SCHG | Schwab US Large-cap Growth | 0% | +0.40% | Add |
| 32 | QLD | Proshares Ultra Qqq | — | +100.06% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.02% | Trim |
| 34 | COST | Costco Wholesale CORP | 0% | -4.29% | Trim |
| 35 | XLC | Ss Comm Select Sector Spdr | 0% | -49.68% | Trim |
| 36 | FISV | Fiserv Inc | 0% | -12.47% | Trim |
| 37 | XAR | Ss Spdr S&p Aerospace Def | -0.1% | -66.59% | Trim |
| 38 | JPST | Jpmorgan Ultra-short Income | -0.1% | -25.11% | Trim |
| 39 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -81.10% | Trim |
| 40 | RDDT | Reddit Inc-cl A | -0.1% | -42.95% | Trim |
| 41 | MSFT | Microsoft CORP | -0.1% | -1.25% | Trim |
| 42 | NOW | Servicenow Inc | -0.2% | +286.14% | Add |
| 43 | NVDA | Nvidia CORP | -0.3% | -0.42% | Trim |
| 44 | SMCI | Super Micro Computer Inc | -0.3% | -59.67% | Trim |
| 45 | QUBT | Quantum Computing Inc | -0.6% | -65.35% | Trim |
| 46 | SCHD | Schwab US Dvd Equity ETF | -1% | -31.72% | Trim |
| 47 | IONQ | Ionq Inc | — | NEW | New buy |
| 48 | FESM | Fidelity Enhanced Small Cap | — | NEW | New buy |
| 49 | FEGE | First Eagle Gl Equity ETF | — | NEW | New buy |
| 50 | GLTR | Abrdn Precious Metals Basket | — | 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 725 disclosed positions in Q4 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 22.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
IONQ
市值: $7.7M
Top Position Liquidated / Trimmed
GLTR
前期市值: $1.0M
During Q4 2025, Focus Financial Network, Inc.'s top holdings by market value included NVDA (10.6%)、SCHG (5.4%)、QQQ (3.5%). The largest single position, NVDA, represented 10.6% of total portfolio value.
In Q4 2025, Focus Financial Network, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 15 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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