§ 13F · FUND PROFILE
Focus Partners Wealth.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 2644Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$306M 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 MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 10.04M | $2.5B | 2.8% | +5% |
| 2 | NVDA | NVIDIA CORPORATION | 12.11M | $2.1B | 2.4% | +6% |
| 3 | MSFT | MICROSOFT CORP | 5.32M | $2.0B | 2.2% | +20% |
| 4 | XLK | SELECT SECTOR SPDR TR | 12.98M | $1.7B | 1.9% | −1% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 42.58M | $1.7B | 1.8% | ±0% |
| 6 | AMZN | AMAZON COM INC | 7.68M | $1.6B | 1.8% | +11% |
| 7 | VOO | VANGUARD INDEX FDS | 2.67M | $1.6B | 1.8% | ±0% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 2.43M | $1.5B | 1.6% | −15% |
| 9 | IVV | ISHARES TR | 2.20M | $1.4B | 1.6% | +5% |
| 10 | GOOGL | ALPHABET INC | 4.81M | $1.4B | 1.5% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOCUS SIGNAL
AC read
Focus Partners Wealth is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed