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CIK: 0002010942
Total reported value
$3.2B
$3.2B
729 檔
20.8%
The Q1 2026 SEC filing reveals that Focus Financial Network, Inc. held a total portfolio value of $3.2B, covering 729 public equity positions.
Focus Financial Network, Inc. executed strategic sector rebalancing during Q1 2026, establishing 21 new positions while fully exiting 10 holdings and trimming 100 positions.
Showing top 200 holdings (of 729 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.14% | -0.24% | -0.40% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.94% | -0.37% | -0.64% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.30% | +0.37% | -3.97% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.08% | -1.03% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.65% | +0.21% | +6.22% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | -0.09% | -0.83% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.18% | -0.40% | -9.18% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.17% | -0.20% | +3.82% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.95% | +0.05% | +19.92% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.36% | -0.02% | +18.15% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.31% | -0.12% | +3.56% | |
| 12 | QLD | Proshares Ultra Qqq | ETF-Other | 1.31% | +0.49% | +0.02% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.29% | -0.02% | -0.55% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.27% | -0.05% | +4.07% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.27% | -0.19% | +2.94% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.13% | -10.39% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | -0.03% | -7.92% | |
| 18 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.99% | +0.16% | +1095.14% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | +0.01% | +4.53% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | — | -27.84% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.84% | -0.01% | +3.34% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.13% | -6.51% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | -0.03% | -1.56% | |
| 24 | AKRE | Akre Focus ETF | ETF-Other | 0.74% | -0.37% | — | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.70% | -0.05% | -10.89% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.66% | -0.14% | +1.85% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.65% | -0.04% | +0.63% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | +0.16% | -5.59% | |
| 29 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.64% | +0.02% | +3.67% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.63% | +0.01% | +5.73% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | -0.02% | +1.63% | |
| 32 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.61% | +0.03% | +5.59% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | -10.57% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.59% | — | +4.87% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.18% | -14.27% | |
| 36 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.57% | -0.23% | +0.08% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.56% | — | -4.55% | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.56% | -0.06% | +1.06% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.54% | -0.01% | +13.73% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.54% | -0.17% | -29.20% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.51% | +0.10% | -21.57% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.51% | +0.03% | +2.33% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.12% | -10.23% | |
| 44 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.46% | -0.03% | -11.94% | |
| 45 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.45% | -0.01% | +4.09% | |
| 46 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.45% | -0.45% | EXIT | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.44% | +0.02% | +3.04% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | — | -3.20% | |
| 49 | IQLT | Ishares Msci International Q | ETF-Other | 0.42% | -0.41% | +24.80% | |
| 50 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | -0.03% | +5.19% |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.2B across 729 disclosed positions in Q1 2026.
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 20.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
AKRE
市值: $20.7M
Top Position Liquidated / Trimmed
BIV
前期市值: $1.4M
During Q1 2026, Focus Financial Network, Inc.'s top holdings by market value included NVDA (10.1%)、SCHG (4.9%)、QQQ (3.3%). The largest single position, NVDA, represented 10.1% of total portfolio value.
In Q1 2026, Focus Financial Network, Inc. made 200 total portfolio adjustments, initiating 21 new buys, adding to 69 positions, trimming 100 holdings, and fully liquidating 10 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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