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CIK: 0002010942
Total reported value
$3.3B
$3.3B
764 檔
23.5%
According to the latest 13F quarterly dataset, Focus Financial Network, Inc. managed an equity portfolio of $3.3B at the end of Q2 2026, spanning 764 distinct U.S. exchange-listed positions.
In Q2 2026, Focus Financial Network, Inc. displayed an active expansion posture, initiating 21 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 764 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.90% | +1.13% | -1.44% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.57% | +0.19% | -7.83% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.67% | -0.01% | +1.02% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.01% | +0.41% | -0.90% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.86% | +0.05% | +9.32% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | -0.02% | -2.75% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.00% | +0.09% | +6.87% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.97% | -0.03% | +5.49% | |
| 9 | QLD | Proshares Ultra Qqq | ETF-Other | 1.80% | -0.06% | +0.06% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.78% | +0.05% | -8.31% | |
| 11 | SNDK | Sandisk CORP | Stock-Tech | 1.37% | +0.09% | +27.56% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.34% | +0.04% | +5.84% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.27% | -0.01% | +2.84% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.22% | -0.04% | +1.64% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.19% | +0.01% | +5.78% | |
| 16 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.15% | -0.08% | +6.01% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.08% | -0.04% | -7.82% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | -0.08% | -9.41% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | — | +5.32% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.06% | +1.12% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.02% | -2.79% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | -0.03% | +3.39% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.04% | +1.34% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.01% | +30.75% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.74% | -0.04% | -2.11% | |
| 26 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.71% | +0.01% | +936.62% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | +0.24% | -2.71% | |
| 28 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.66% | -0.09% | +1.16% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.65% | -0.04% | -5.75% | |
| 30 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.64% | -0.09% | -0.57% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.64% | -0.02% | +1.50% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | — | -0.81% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.61% | -0.03% | +8.66% | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.61% | -0.04% | -9.73% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | -0.01% | +1.32% | |
| 36 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.59% | -0.03% | +6.50% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.56% | -0.03% | -0.37% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.54% | -0.03% | +2.33% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.53% | -0.10% | -4.21% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.52% | — | -30.02% | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.50% | — | -4.77% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | -0.02% | +8.83% | |
| 43 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.44% | -0.02% | +1.90% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | -0.05% | -6.53% | |
| 45 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.43% | -0.03% | +7.94% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | -0.05% | -4.45% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | +0.06% | +31.14% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | -0.04% | +2.34% | |
| 49 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.39% | +0.01% | — | |
| 50 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.38% | -0.01% | -7.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNDK | Sandisk CORP | +1% | +27.56% | Add |
| 2 | TBUX | T Rowe Price Ultra Short-ter | +0.6% | +936.62% | Add |
| 3 | QLD | Proshares Ultra Qqq | +0.5% | +0.06% | Add |
| 4 | FGD | First Trust Dj Gl Sel Dvd | +0.4% | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1.02% | Add |
| 6 | UCON | First Trust Smith Unconstrai | +0.3% | NEW | New buy |
| 7 | QUBT | Quantum Computing Inc | +0.2% | +402.57% | Add |
| 8 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | +202.66% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +9.32% | Add |
| 10 | SPCE | Virgin Galactic Holdings Inc | +0.2% | NEW | New buy |
| 11 | ISCF | Ishares International Small | +0.2% | +1170.81% | Add |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +30.75% | Add |
| 13 | TER | Teradyne Inc | +0.2% | NEW | New buy |
| 14 | FESM | Fidelity Enhanced Small Cap | +0.2% | +6.01% | Add |
| 15 | XLK | Ss Technology Select Sector | +0.2% | +1.34% | Add |
| 16 | EVTR | Eaton Vance Total Return | +0.1% | +147.80% | Add |
| 17 | CGDV | Cap Group Dividend Value | +0.1% | +74.39% | Add |
| 18 | FLTR | Vaneck Ig Floating Rate ETF | +0.1% | NEW | New buy |
| 19 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | +144.45% | Add |
| 20 | POWR | Ishares US Power Infrastruct | +0.1% | NEW | New buy |
| 21 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 22 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +8.66% | Add |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | -4.45% | Trim |
| 24 | MU | Micron Technology Inc | +0.1% | -16.31% | Trim |
| 25 | CAT | Caterpillar Inc | +0.1% | +1.62% | Add |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +422.94% | Add |
| 27 | SEZL | Sezzle Inc | +0.1% | NEW | New buy |
| 28 | GGOV | Ishares Global Gb Usd Ha ETF | +0.1% | NEW | New buy |
| 29 | NVT | nVent Electric plc | +0.1% | -2.28% | Trim |
| 30 | VGLT | Vanguard Long-term Treasury | +0.1% | +63.71% | Add |
| 31 | INTC | Intel CORP | +0.1% | +106.53% | Add |
| 32 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | +29.18% | Add |
| 33 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +424.43% | Add |
| 34 | ✓ | +0.1% | NEW | New buy | |
| 35 | ✓ | +0.1% | NEW | New buy | |
| 36 | VTV | Vanguard Value ETF | +0.1% | +6.87% | Add |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +31.14% | Add |
| 38 | JPIE | Jpmorgan Income ETF | +0.1% | +44.15% | Add |
| 39 | SOXX | Ishares Semiconductor ETF | +0.1% | -14.21% | Trim |
| 40 | AMAT | Applied Materials Inc | +0.1% | +6.56% | Add |
| 41 | SDCI | Uscf Summerhaven Dynamic ETF | 0% | +75.61% | Add |
| 42 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | 0% | +48.23% | Add |
| 43 | MGV | Vanguard Mega Cap Value ETF | 0% | +147.57% | Add |
| 44 | PANW | Palo Alto Networks Inc | 0% | -3.00% | Trim |
| 45 | RISR | Foliobe Altr In&in H Etf-usd | 0% | +177.91% | Add |
| 46 | ✓ | 0% | NEW | New buy | |
| 47 | XSMO | Invesco S&p Smallcap Momentu | 0% | -0.57% | Trim |
| 48 | VBK | Vanguard Small-cap Grwth ETF | 0% | +2.33% | Add |
| 49 | LLY | Eli Lilly & Co | 0% | +1.77% | Add |
| 50 | IYW | Ishares Ustechnology ETF | 0% | +1.15% | Add |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.3B across 764 disclosed positions in Q2 2026.
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 23.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
FGD
市值: $12.5M
Top Position Liquidated / Trimmed
ILTB
前期市值: $12.4M
During Q2 2026, Focus Financial Network, Inc.'s top holdings by market value included NVDA (9.9%)、SCHG (4.6%)、QQQ (3.7%). The largest single position, NVDA, represented 9.9% of total portfolio value.
In Q2 2026, Focus Financial Network, Inc. made 199 total portfolio adjustments, initiating 21 new buys, adding to 104 positions, trimming 65 holdings, and fully liquidating 9 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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