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CIK: 0001868872
Total reported value
$11.8B
$11.8B
1088 檔
21.4%
As reported in its official Q4 2025 Form 13F filing, Focus Partners Advisor Solutions, LLC's tracked investment portfolio stood at $11.8B with 1088 total positions.
In Q4 2025, Focus Partners Advisor Solutions, LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 1088 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.20% | +0.39% | +4.57% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.74% | -0.37% | +42.78% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 5.61% | +0.07% | +27.65% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.50% | -0.04% | -3.43% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 3.87% | -0.26% | +21.01% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.61% | -0.16% | -8.64% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 3.53% | -0.50% | +20.67% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.85% | +0.36% | +16.65% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.65% | -0.09% | +22.70% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.51% | +0.41% | -10.34% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.12% | +0.06% | +19.08% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.06% | — | -23.66% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.68% | — | +2.53% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.38% | -0.19% | +13.02% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.34% | +0.04% | -71.66% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.30% | +0.14% | +11.96% | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 1.22% | -0.09% | +15.69% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | -0.06% | +19.41% | |
| 19 | DIHP | Dimensional International Hi | ETF-Other | 1.04% | +0.06% | +12.84% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.93% | -0.05% | -37.44% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.16% | -32.75% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.83% | -0.03% | -23.64% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.78% | -0.01% | +26.70% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | -0.06% | -7.86% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.72% | -0.01% | -1.43% | |
| 26 | DFSD | Dimensional Short Duration | ETF-Other | 0.67% | +0.10% | -77.36% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.67% | +0.03% | -70.59% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.62% | +0.03% | +5.26% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.60% | — | -7.46% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | +0.05% | +6.34% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.01% | -2.14% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.44% | -0.05% | -1.62% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.03% | -33.58% | |
| 34 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.44% | -0.06% | -49.84% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.43% | +0.14% | +75.93% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.42% | +0.05% | +50.18% | |
| 37 | DFIC | Dimensional International Co | ETF-Other | 0.41% | +0.16% | +45.47% | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.41% | +0.02% | +1.75% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | +0.07% | +113.96% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.36% | +0.11% | +37.88% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.02% | -34.25% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.35% | -0.05% | +2.35% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.07% | +15.90% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.03% | +4.00% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.32% | — | +48.94% | |
| 46 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.31% | +0.22% | -77.75% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.02% | -19.11% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.30% | +0.02% | -7.31% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.29% | -0.07% | -3.01% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | -0.01% | +10.12% |
According to official SEC Form 13F filings, Focus Partners Advisor Solutions, LLC reported a total U.S. public equity portfolio value of $11.8B across 1088 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 ITOT, DFAC, BSVO) accounted for 21.4% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
AVIG
前期市值: $40.9M
During Q4 2025, Focus Partners Advisor Solutions, LLC's top holdings by market value included ITOT (9.2%)、DFAC (7.7%)、BSVO (5.6%). The largest single position, ITOT, represented 9.2% of total portfolio value.
In Q4 2025, Focus Partners Advisor Solutions, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 22 positions, trimming 24 holdings, and fully liquidating 4 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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