§ 13F · FUND PROFILE
Focus Financial Network, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.8B (13F)Positions · 738Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$72M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.62M | $283M | 10.1% | ±0% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 4.73M | $138M | 4.9% | −1% |
| 3 | QQQ | INVESCO QQQ TR | 159K | $92M | 3.3% | −4% |
| 4 | AAPL | APPLE INC | 339K | $86M | 3.1% | −1% |
| 5 | IVV | ISHARES TR | 113K | $74M | 2.6% | +6% |
| 6 | AMZN | AMAZON COM INC | 307K | $64M | 2.3% | −1% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 1.98M | $61M | 2.2% | −9% |
| 8 | AGG | ISHARES TR | 608K | $60M | 2.2% | +4% |
| 9 | VTV | VANGUARD INDEX FDS | 277K | $54M | 1.9% | +20% |
| 10 | FNDF | SCHWAB STRATEGIC TR | 776K | $38M | 1.4% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOCUS SIGNAL
AC read
Focus Financial Network, Inc. is a Other fund managing $2.8 billion in assets. The fund runs a broad portfolio of 738 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed