§ 13F · FUND PROFILE
Focus Partners Wealth.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 2645Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$87743.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 9.52M | $2569.0T | 2.9% | NEW |
| 2 | MSFT | MICROSOFT CORP | 4.43M | $2147.5T | 2.4% | NEW |
| 3 | NVDA | NVIDIA CORPORATION | 11.42M | $2127.1T | 2.4% | NEW |
| 4 | XLK | SELECT SECTOR SPDR TR | 13.12M | $1889.3T | 2.2% | NEW |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 42.70M | $1690.7T | 1.9% | NEW |
| 6 | VOO | VANGUARD INDEX FDS | 2.66M | $1666.4T | 1.9% | NEW |
| 7 | SPY | SPDR S&P 500 ETF TR | 2.85M | $1603.7T | 1.8% | NEW |
| 8 | AMZN | AMAZON COM INC | 6.89M | $1587.4T | 1.8% | NEW |
| 9 | IVV | ISHARES TR | 2.10M | $1435.6T | 1.6% | NEW |
| 10 | GOOG | ALPHABET INC | 4.33M | $1353.2T | 1.5% | NEW |
§ 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
4 FILINGS
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
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed