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CIK: 0002010942
Total reported value
$3.3B
$3.3B
725 檔
22.0%
In Q4 2025, Focus Financial Network, Inc.'s U.S. equity holdings reached a combined market value of $3.3B, distributed across 725 disclosed stock positions.
In Q4 2025, Focus Financial Network, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 102 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% | +1.13% | -0.42% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.41% | +0.19% | +0.40% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.55% | -0.01% | -1.02% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.41% | -3.06% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.05% | +0.53% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -0.02% | +2.00% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.09% | +0.05% | -31.72% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.04% | -0.03% | +7.65% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.54% | +0.09% | +267.37% | |
| 10 | QLD | Proshares Ultra Qqq | ETF-Other | 1.47% | -0.06% | +100.06% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | -0.06% | +0.44% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.24% | +0.01% | +7.42% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.24% | -0.01% | +3.32% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.22% | -0.09% | +3.54% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | -0.08% | +48.65% | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.18% | -0.04% | +3.33% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.02% | +2.65% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.16% | -0.04% | +7.71% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | +0.24% | -1.25% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.03% | +0.04% | +6.79% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | — | +7.00% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.03% | +6.93% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.76% | -0.01% | +0.02% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.76% | -0.04% | -3.69% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.74% | -0.04% | -3.48% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.04% | +90.56% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | — | +0.16% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.01% | +9.64% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.67% | -0.03% | +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% | -0.02% | +1.78% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | -0.03% | -3.90% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.01% | +2.12% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.58% | — | +6.87% | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.58% | -0.09% | -1.21% | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.55% | — | +0.50% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.53% | -0.03% | +4.94% | |
| 38 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.53% | -0.09% | +0.55% | |
| 39 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.51% | +0.01% | +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% | — | +10.96% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.01% | +0.80% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.45% | -0.01% | +4.70% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.45% | -0.10% | -1.95% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.44% | — | +0.42% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | -0.05% | -2.99% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | -0.05% | -1.18% | |
| 49 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.42% | — | +2.29% | |
| 50 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.42% | -0.02% | +2.59% |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.3B across 725 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SCHG, QQQ) accounted for 22.0% 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 199 total portfolio adjustments, initiating 20 new buys, adding to 102 positions, trimming 51 holdings, and fully liquidating 26 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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