FF

Focus Financial Network, Inc.

Diversified strategyMomentum followerSector-focused

Total reported value

$2.8B

Reporting period: 2026-03-31 · Number of holdings: 729

Focus Financial Network, Inc. disclosed 729 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.8B and a quarterly turnover rate of 18.1%.

Personality snowflake

Concentration
8.16
Portfolio Stability
18.14
Momentum/Contrarian
100
Sector conviction
94.08
Diversification
100
Sizing Uniformity
62.73

Recent moves

  • Add FESM

    +1095.1%　$25.4M

  • Trim SPSM

    -74.7%　-$25.9M

  • Trim SCHG

    -0.6%　-$17.5M

  • Trim NVDA

    -0.4%　-$20.8M

  • Add VTV

    +19.9%　$10.2M

  • Trim SPY

    -27.8%　-$11.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech10.14%-0.43%-0.40%
2SCHGSchwab US Large-cap GrowthETF-Other4.94%-0.47%-0.64%
3QQQInvesco Qqq Trust Series 1ETF-Tech3.30%-0.25%-3.97%
4AAPLApple INCStock-Tech3.09%-0.15%-1.03%
5IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.65%—+6.22%
6AMZNAmazon.com INCStock-Consumer Disc2.29%-0.20%-0.83%
7SCHDSchwab US Dvd Equity ETFETF-Other2.18%—-9.18%
8AGGIshares Core U.s. AggregateETF-Other2.17%—+3.82%
9VTVVanguard Value ETFETF-Other1.95%+0.41%+19.92%
10FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other1.36%+0.33%+18.15%
11IEFIshares 7-10 Year Treasury BETF-Gov Bonds1.31%—+3.56%
12QLDProshares Ultra QqqETF-Other1.31%-0.16%+0.02%
13VXUSVanguard Total Intl StockETF-Other1.29%—-0.55%
14XMHQInvesco S&p Midcap Qual ETFETF-Other1.27%—+4.07%
15VYMVanguard High Dvd Yield ETFETF-Other1.27%—+2.94%
16BRK-BBerkshire Hathaway Inc-cl BStock-Other1.03%-0.14%-10.39%
17GOOGLAlphabet Inc-cl AStock-Comm Services1.03%-0.15%-7.92%
18FESMFidelity Enhanced Small CapETF-Small Cap0.99%+0.91%+1095.14%
19VEAVanguard Ftse Developed ETFETF-Other0.97%—+4.53%
20SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.91%-0.37%-27.84%
21VIGVanguard Dividend Apprec ETFETF-Other0.84%—+3.34%
22MSFTMicrosoft CORPStock-Tech0.83%-0.29%-6.51%
23IWRIshares Russell Mid-cap ETFETF-Other0.77%—-1.56%
24AKREAkre Focus ETFETF-Other0.74%+0.74%NEW
25SCHVSchwab US Large-cap ValueETF-Other0.70%—-10.89%
26EMXCIshares Msci Emr Mrk Ex ChnaETF-Other0.66%—+1.85%
27SPHQInvesco S&p 500 Quality ETFETF-Large Cap & Growth0.65%—+0.63%
28XLKSs Technology Select SectorETF-Tech0.65%-0.07%-5.59%
29XMMOInvesco S&p Midcap MomentumETF-Other0.64%—+3.67%
30SCHBSchwab US Broad Market ETFETF-Other0.63%—+5.73%
31VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.63%—+1.63%
32XSMOInvesco S&p Smallcap MomentuETF-Other0.61%—+5.59%
33IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.60%-0.11%-10.57%
34SDVYFirst Trust Smid Cap RisingETF-Other0.59%—+4.87%
35SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.58%-0.11%-14.27%
36SGOLAbrdn Physical Gold SharesETF-Commodities0.57%—+0.08%
37SCHXSchwab US Large-cap ETFETF-Other0.56%—-4.55%
38DGRWWisdomtree U.s. Quality DiviETF-Other0.56%—+1.06%
39SCHMSchwab US Mid Cap ETFETF-Other0.54%+0.09%+13.73%
40QUALIshares Msci USA Quality FacETF-Other0.54%-0.22%-29.20%
41QQQMInvesco Nasdaq 100 ETFETF-Tech0.51%-0.16%-21.57%
42VBKVanguard Small-cap Grwth ETFETF-Other0.51%—+2.33%
43GLDSpdr Gold SharesETF-Commodities0.46%—-10.23%
44GTOInvesco Total Return Bond EtETF-Other0.46%—-11.94%
45IMTMIshares Msci Intl Momentum FETF-Other0.45%—+4.09%
46ILTBIshares Core 10+ Year Usd BoETF-Other0.45%—+4.69%
47SCHFSchwab Intl Equity ETFETF-Other0.44%—+3.04%
48SCHASchwab US Small-cap ETFETF-Other0.43%—-3.20%
49IQLTIshares Msci International QETF-Other0.42%+0.10%+24.80%
50DYNFIshrs US E F R A Etf-usd INCETF-Other0.41%—+5.19%
1–50 of 729

Holding changes this quarter

Focus Financial Network, Inc.'s most significant position changes for 2026-03-31: New buy: Akre Focus ETF (AKRE); New buy: Sandisk CORP (SNDK); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ss Spdr P S&p 500 Value ETF (SPYV); New buy: Fr Minnesota Muni INC ETF (FTMN).

Position changes disclosed by Focus Financial Network, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1FESMFidelity Enhanced Small Cap+0.9%+1095.14%Add
2VTVVanguard Value ETF+0.4%+19.92%Add
3FNDFSchwab Fndmn Intl Lrg Co ETF+0.3%+18.15%Add
4TSMTaiwan Semiconductor-sp Adr+0.1%+131.75%Add
5BAIIshrs Ai In And Tech Act ETF+0.1%+151.19%Add
6IQLTIshares Msci International Q+0.1%+24.80%Add
7IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+33.01%Add
8VCSHVanguard S/t CORP Bond ETF+0.1%+356.23%Add
9EVTREaton Vance Total Return+0.1%+343.52%Add
10SHLDGlobal X Defense Tech ETF+0.1%+418.40%Add
11SCHMSchwab US Mid Cap ETF+0.1%+13.73%Add
12VRTVertiv Holdings Co-a+0.1%+15.81%Add
13XLKSs Technology Select Sector-0.1%-5.59%Trim
14BSVVanguard Short-term Bond ETF-0.1%-17.52%Trim
15XTENBondbloxx Bbg 10y US Tsy ETF-0.1%-50.29%Trim
16IEMGIshares Core Msci Emerging-0.1%-38.15%Trim
17IONQIonq INC-0.1%+1.50%Add
18IGSBIshares 1-5y Inv Grade CORP-0.1%-65.24%Trim
19UNHUnitedhealth Group INC-0.1%-8.58%Trim
20SMCISuper Micro Computer INC-0.1%-84.40%Trim
21QUBTQuantum Computing INC-0.1%-53.15%Trim
22IVWIshares S&p 500 Growth ETF-0.1%-10.57%Trim
23SPYMSte Str Spdr Pt S&p 500 ETF-0.1%-14.27%Trim
24PLTRPalantir Technologies Inc-a-0.1%-52.68%Trim
25BRK-BBerkshire Hathaway Inc-cl B-0.1%-10.39%Trim
26EFGIshares Msci Eafe Growth ETF-0.1%-67.95%Trim
27SCHZSchwab US Aggregate Bond ETF-0.1%-44.61%Trim
28IYWIshares Ustechnology ETF-0.1%-42.96%Trim
29NOWServicenow INC-0.1%-25.40%Trim
30AAPLApple INC-0.2%-1.03%Trim
31GOOGLAlphabet Inc-cl A-0.2%-7.92%Trim
32EFVIshares Msci Eafe Value ETF-0.2%-38.25%Trim
33QLDProshares Ultra Qqq-0.2%+0.02%Add
34QQQMInvesco Nasdaq 100 ETF-0.2%-21.57%Trim
35IVEIshares S&p 500 Value ETF-0.2%-36.77%Trim
36AMZNAmazon.com INC-0.2%-0.83%Trim
37QUALIshares Msci USA Quality Fac-0.2%-29.20%Trim
38QQQInvesco Qqq Trust Series 1-0.3%-3.97%Trim
39MSFTMicrosoft CORP-0.3%-6.51%Trim
40SPYSs Spdr S&p 500 ETF Trust-us-0.4%-27.84%Trim
41NVDANvidia CORP-0.4%-0.40%Trim
42SCHGSchwab US Large-cap Growth-0.5%-0.64%Trim
43SPSMSs Spdr P S&p 600 Small Cap-0.9%-74.68%Trim
44AKREAkre Focus ETF—NEWNew buy
45SNDKSandisk CORP—NEWNew buy
46COROIsh Intl Ctry Rot Act ETF—NEWNew buy
47SPYVSs Spdr P S&p 500 Value ETF—NEWNew buy
48FTMNFr Minnesota Muni INC ETF—NEWNew buy
49AVEMAvantis Emerging Markets Eq—NEWNew buy
50BLCRIshares Lrg Cp Cr Act Etf-ui—NEWNew buy

FAQ

What is Focus Financial Network, Inc. and what type of investor is it?
Focus Financial Network, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.8B, spread across 729 disclosed positions.
What are Focus Financial Network, Inc.'s largest equity positions?
Based on the latest 13F filing, Focus Financial Network, Inc.'s top holdings by market value are: 1. Nvidia CORP (NVDA) — $282.9M (10.1%) 2. Schwab US Large-cap Growth (SCHG) — $137.8M (4.9%) 3. Invesco Qqq Trust Series 1 (QQQ) — $92.0M (3.3%) 4. Apple INC (AAPL) — $86.1M (3.1%) 5. Ishares Core S&p 500 ETF (IVV) — $73.8M (2.6%)
What changes did Focus Financial Network, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Focus Financial Network, Inc. made 50 notable position adjustments: 7 new positions were initiated, 14 existing holdings were added to, 29 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Akre Focus ETF (AKRE); New buy: Sandisk CORP (SNDK); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ss Spdr P S&p 500 Value ETF (SPYV); New buy: Fr Minnesota Muni INC ETF (FTMN)
What sectors does Focus Financial Network, Inc. focus on?
Focus Financial Network, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 52.9% • Consumer Discretionary: 10.0% • Industrials: 9.2% • Financials: 8.5% • Health Care: 5.5% • Communication Services: 5.5%