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CIK: 0001542153
Total reported value
$97.6B
$97.6B
2645 檔
10.7%
As reported in its official Q4 2025 Form 13F filing, Focus Partners Wealth's tracked investment portfolio stood at $97.6B with 2645 total positions.
In Q4 2025, Focus Partners Wealth displayed an active expansion posture, initiating 10 new positions and adding to 176 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 10.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
GXO
市值: $181.6M
Top Position Liquidated / Trimmed
DABS
前期市值: $630.7M
Showing top 200 holdings (of 2645 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.13% | +40.59% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.25% | +58.26% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | +0.19% | +113.52% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 2.15% | +0.56% | +96.29% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.93% | +0.06% | +0.43% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | +0.11% | +6.31% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.83% | +0.06% | +15.86% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | -0.11% | +52.97% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | +0.25% | +25.98% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | +0.11% | +38.98% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | -0.03% | +65.83% | |
| 12 | EQTY | Kovitz Core Equity ETF | ETF-Other | 1.39% | — | +49402.38% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.11% | +0.12% | +78.76% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.04% | +27.06% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.04% | +0.38% | +22.74% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.03% | +0.04% | +44.05% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | -0.08% | +86.76% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.05% | +44.51% | |
| 19 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.97% | +0.05% | +5.56% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | +0.02% | +34.32% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.12% | +63.63% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 0.90% | -0.02% | +0.31% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.86% | — | +32.68% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.84% | +0.07% | +3.85% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.83% | +0.01% | +12.38% | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.79% | +0.15% | +12.57% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.78% | +0.01% | +0.58% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.78% | +0.05% | +0.68% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.77% | +0.08% | +12.64% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.76% | +0.02% | +7.40% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.01% | +31.43% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.66% | -0.17% | -0.09% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.64% | +0.01% | -3.04% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.62% | -0.18% | +265.13% | |
| 35 | DISV | Dimensional International Sm | ETF-Other | 0.60% | -0.06% | +3.53% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.28% | +43.79% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.01% | +13.08% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.54% | -0.18% | +11.22% | |
| 39 | DIHP | Dimensional International Hi | ETF-Other | 0.52% | +0.03% | +7.79% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.04% | +138.36% | |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.47% | -0.04% | +25009.50% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.20% | +219.23% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.04% | +14.11% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.07% | +41.47% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.44% | +0.02% | +9.36% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.41% | -0.01% | +101.64% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | +0.01% | +44.49% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.41% | -0.21% | +569.75% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.41% | -0.21% | +35.99% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.39% | +21.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EQTY | Kovitz Core Equity ETF | +1.4% | +49402.38% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +113.52% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +65.83% | Add |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | +25009.50% | Add |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.4% | +265.13% | Add |
| 6 | ICE | Intercontinental Exchange In | +0.3% | +569.75% | Add |
| 7 | KEYS | Keysight Technologies In | +0.3% | +3941.28% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +38.98% | Add |
| 9 | AMD | Advanced Micro Devices | +0.3% | +219.23% | Add |
| 10 | AVGO | Broadcom Inc | +0.3% | +86.76% | Add |
| 11 | LRCX | Lam Research CORP | +0.3% | +355.22% | Add |
| 12 | SMH | Vaneck Semiconductor ETF | +0.3% | +906.50% | Add |
| 13 | VGT | Vanguard Info Tech ETF | +0.2% | +78.76% | Add |
| 14 | APO | Apollo Global Management Inc | +0.2% | +2560.28% | Add |
| 15 | AMZN | Amazon.com Inc | +0.2% | +52.97% | Add |
| 16 | V | Visa Inc-class A Shares | +0.2% | +138.36% | Add |
| 17 | SCHG | Schwab US Large-cap Growth | +0.2% | +655.37% | Add |
| 18 | SCHW | Schwab (charles) CORP | +0.2% | +716.52% | Add |
| 19 | PH | Parker Hannifin CORP | +0.2% | +1535.29% | Add |
| 20 | LOW | Lowe's Cos Inc | +0.2% | +311.45% | Add |
| 21 | BDX | Becton Dickinson And Co | +0.2% | +1566.58% | Add |
| 22 | CRM | Salesforce Inc | +0.2% | +256.29% | Add |
| 23 | BX | Blackstone Inc | +0.2% | +476.07% | Add |
| 24 | AJG | Arthur J Gallagher & Co | +0.2% | +1368.06% | Add |
| 25 | IWD | Ishares Russell 1000 Value E | +0.2% | +151.82% | Add |
| 26 | AON | Aon plc | +0.2% | +396.05% | Add |
| 27 | AAPL | Apple Inc | +0.2% | +40.59% | Add |
| 28 | PM | Philip Morris International | +0.2% | +188.10% | Add |
| 29 | PCAR | Paccar Inc | +0.2% | +17292.62% | Add |
| 30 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +2635.42% | Add |
| 31 | CPRT | Copart Inc | +0.1% | +1663.55% | Add |
| 32 | IVE | Ishares S&p 500 Value ETF | +0.1% | +134.32% | Add |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +3150.98% | Add |
| 34 | MSI | Motorola Solutions Inc | +0.1% | +3666.29% | Add |
| 35 | ABT | Abbott Laboratories | +0.1% | +196.96% | Add |
| 36 | AMAT | Applied Materials Inc | +0.1% | +365.21% | Add |
| 37 | ADI | Analog Devices Inc | +0.1% | +421.13% | Add |
| 38 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +606.47% | Add |
| 39 | COO | Cooper Cos Inc/the | +0.1% | +39754.64% | Add |
| 40 | WAT | Waters CORP | +0.1% | +3158.53% | Add |
| 41 | MSFT | Microsoft CORP | +0.1% | +58.26% | Add |
| 42 | ACN | Accenture plc | +0.1% | +120.41% | Add |
| 43 | J | Jacobs Solutions Inc | +0.1% | +246.32% | Add |
| 44 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +127.30% | Add |
| 45 | PNC | Pnc Financial Services Group | +0.1% | +233.34% | Add |
| 46 | ASTS | Ast Spacemobile Inc | +0.1% | +8016.67% | Add |
| 47 | JQUA | Jpmorgan US Quality Factor | +0.1% | +4153.45% | Add |
| 48 | ANET | Arista Networks Inc | +0.1% | +272.33% | Add |
| 49 | AMTM | Amentum Holdings Inc | +0.1% | +8467.63% | Add |
| 50 | DHR | Danaher CORP | +0.1% | +130.24% | Add |
According to official SEC Form 13F filings, Focus Partners Wealth reported a total U.S. public equity portfolio value of $97.6B across 2645 disclosed positions in Q4 2025.
During Q4 2025, Focus Partners Wealth's top holdings by market value included AAPL (2.9%)、MSFT (2.5%)、NVDA (2.4%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q4 2025, Focus Partners Wealth made 200 total portfolio adjustments, initiating 10 new buys, adding to 176 positions, trimming 11 holdings, and fully liquidating 3 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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