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CIK: 0001542153
Total reported value
$97.6B
$97.6B
1866 檔
5.7%
At the close of Q4 2024, Focus Partners Wealth disclosed equity holdings valued at approximately $97.6B, spread across 1866 reported holdings.
In Q4 2024, Focus Partners Wealth displayed an active expansion posture, initiating 17 new positions and adding to 141 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1866 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.65% | +0.13% | +49.63% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.49% | +0.06% | +0.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | -0.25% | +41.89% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.28% | -0.11% | +69.01% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.11% | +10.73% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 1.76% | -0.02% | -0.29% | |
| 7 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 1.76% | +0.05% | +3.91% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.54% | +0.01% | +0.56% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.51% | +0.38% | +8.23% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.47% | +0.11% | +83.02% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.04% | +49.23% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.39% | +0.05% | +1.87% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | +0.06% | +50.88% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.19% | +41.82% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.18% | — | +11.86% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 1.07% | +0.15% | +3.12% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.06% | +0.05% | +4.48% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.05% | +0.01% | +4.81% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | -0.03% | +42.37% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.25% | +81.04% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.84% | +0.04% | +191.35% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.04% | +105.04% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | +0.56% | +22.83% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.01% | +30.37% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.77% | +0.01% | +21.92% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.12% | +119.09% | |
| 27 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.76% | +0.01% | +5.29% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.02% | +52.29% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.71% | — | -1.31% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.07% | +8.61% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.06% | +117.17% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.39% | +54.82% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.01% | +197.70% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.03% | +0.59% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.01% | +67.98% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.55% | +0.02% | +13.26% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | -0.08% | +76.67% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | +0.28% | +53.41% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.12% | +17.38% | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.47% | — | +11875.68% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.47% | +0.01% | +11.48% | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.46% | — | -0.78% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.21% | +13.76% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.44% | +0.02% | +1.55% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | +30.00% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | -0.01% | +2.20% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.05% | +18.60% | |
| 48 | DFSD | Dimensional Short Duration | ETF-Other | 0.41% | +0.02% | +24.12% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.39% | -0.20% | +64.12% | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.39% | +0.06% | +21.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.9% | +69.01% | Add |
| 2 | AAPL | Apple Inc | +0.9% | +49.63% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +83.02% | Add |
| 4 | IWF | Ishares Russell 1000 Growth | +0.5% | +191.35% | Add |
| 5 | DLN | Wisdomtree US Largecap Divid | +0.5% | +11875.68% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +49.23% | Add |
| 7 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 8 | MA | Mastercard Inc - A | +0.4% | +105.04% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +197.70% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +119.09% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.3% | +81.04% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | +41.89% | Add |
| 13 | NVDA | Nvidia CORP | +0.3% | +41.82% | Add |
| 14 | COST | Costco Wholesale CORP | +0.3% | +117.17% | Add |
| 15 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +2183.85% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +50.88% | Add |
| 17 | AVGO | Broadcom Inc | +0.3% | +76.67% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | +42.37% | Add |
| 19 | NOW | Servicenow Inc | +0.2% | +144.29% | Add |
| 20 | BKNG | Booking Holdings Inc | +0.2% | +531.97% | Add |
| 21 | ACN | Accenture plc | +0.2% | +64.12% | Add |
| 22 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +260.99% | Add |
| 23 | IJR | Ishares Core S&p Small-cap E | +0.2% | +156.82% | Add |
| 24 | FICO | Fair Isaac CORP | +0.2% | +34.50% | Add |
| 25 | CRM | Salesforce Inc | +0.2% | +415.49% | Add |
| 26 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 27 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +3921.09% | Add |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +192.77% | Add |
| 29 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +67.98% | Add |
| 30 | IWD | Ishares Russell 1000 Value E | +0.1% | +199.27% | Add |
| 31 | PG | Procter & Gamble Co/the | +0.1% | +52.29% | Add |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +136.79% | Add |
| 33 | AMD | Advanced Micro Devices | +0.1% | +327.31% | Add |
| 34 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +671.63% | Add |
| 35 | DVY | Ishares Select Dividend ETF | +0.1% | +795.46% | Add |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | NEW | New buy |
| 37 | JGRO | Jpmorgan Active Growth ETF | +0.1% | NEW | New buy |
| 38 | GS | Goldman Sachs Group Inc | +0.1% | +83.16% | Add |
| 39 | CSGP | Costar Group Inc | +0.1% | NEW | New buy |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +2486.37% | Add |
| 41 | V | Visa Inc-class A Shares | +0.1% | +11.21% | Add |
| 42 | KVYO | Klaviyo Inc-a | +0.1% | NEW | New buy |
| 43 | XONE | Bondbloxx Bbg 1 Dur US Treas | +0.1% | NEW | New buy |
| 44 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +93.81% | Add |
| 45 | MINT | Pimco Enhanced Short Maturit | +0.1% | +113.26% | Add |
| 46 | FBND | Fidelity Total Bond ETF | +0.1% | +131.78% | Add |
| 47 | ALAB | Astera Labs Inc | +0.1% | +20.73% | Add |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +6362.39% | Add |
| 49 | TTWO | Take-two Interactive Softwre | +0.1% | +9138.58% | Add |
| 50 | IWO | Ishares Russell 2000 Growth | +0.1% | +985.59% | Add |
According to official SEC Form 13F filings, Focus Partners Wealth reported a total U.S. public equity portfolio value of $97.6B across 1866 disclosed positions in Q4 2024.
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 AAPL, DFAC, MSFT) accounted for 5.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $141.2M
Top Position Liquidated / Trimmed
AL
前期市值: $165.1M
During Q4 2024, Focus Partners Wealth's top holdings by market value included AAPL (3.6%)、DFAC (3.5%)、MSFT (2.9%). The largest single position, AAPL, represented 3.6% of total portfolio value.
In Q4 2024, Focus Partners Wealth made 200 total portfolio adjustments, initiating 17 new buys, adding to 141 positions, trimming 29 holdings, and fully liquidating 13 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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