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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $89.9B AUM 2,644 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New 1206 Added 941 Reduced 235 Exited
Page 12 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JAVA J P MORGAN EXCHANGE TRADED F 432,764.0 $31.1M 0.04% +9K +2.1% $71.75 +5.6%
222 CMCSA COMCAST CORP NEW Communication Services 1,078,372.0 $31.0M 0.03% +30K +2.9% $28.73 -13.2%
223 FLOT ISHARES TR 606,061.0 $30.9M 0.03% +8K +1.2% $50.95 +0.1%
224 JEPQ J P MORGAN EXCHANGE TRADED F 554,459.0 $30.8M 0.03% +108K +24.2% $55.52 +7.5%
225 FITB FIFTH THIRD BANCORP Financial Services 653,831.0 $30.4M 0.03% +217K +49.8% $46.47 +1.9%
226 PAVE GLOBAL X FDS 590,378.0 $30.0M 0.03% +24K +4.3% $50.81 +7.7%
227 FTSL FIRST TR EXCHANGE-TRADED FD 667,003.0 $29.9M 0.03% +17K +2.6% $44.80 +0.7%
228 AGNC AGNC INVT CORP Real Estate 2,976,473.0 $29.9M 0.03% +1.7M +136.9% $10.03 +2.7%
229 SOXX ISHARES TR 88,166.0 $29.0M 0.03% +9K +11.9% $328.66 +50.9%
230 WELLS FARGO & CO 25,030.0 $28.9M 0.03% +5K +24.9% $1156.50
231 PMAR INNOVATOR ETFS TRUST 648,208.0 $28.9M 0.03% +73K +12.7% $44.62 +6.0%
232 GNRC GENERAC HLDGS INC Industrials 147,895.0 $28.9M 0.03% +31K +26.7% $195.33 +35.0%
233 ERIE ERIE INDTY CO Financial Services 114,445.0 $28.8M 0.03% +56K +96.5% $251.31 -15.2%
234 MKC MCCORMICK & CO INC Consumer Defensive 567,240.0 $28.6M 0.03% +89K +18.6% $50.44 -8.1%
235 SYLD CAMBRIA ETF TR 379,040.0 $28.6M 0.03% +17K +4.7% $75.41 +3.0%
236 BSCQ INVESCO EXCH TRD SLF IDX FD 1,458,574.0 $28.5M 0.03% +831K +132.3% $19.53 -0.1%
237 IUSG ISHARES TR 182,447.0 $28.3M 0.03% +2K +0.9% $155.26 +19.4%
238 FCX FREEPORT MCMORAN INC Basic Materials 480,109.0 $28.3M 0.03% +75K +18.4% $58.88 +7.0%
239 MFC MANULIFE FINL CORP Financial Services 815,597.0 $28.1M 0.03% +19K +2.4% $34.47 +9.0%
240 RWJ INVESCO EXCH TRADED FD TR II 555,972.0 $28.1M 0.03% +31K +5.8% $50.48 +6.8%
Page 12 of 61  ·  1,206 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 20.0%
Industrials 10.1%
Healthcare 8.5%
Communication Services 8.5%
Consumer Cyclical 8.4%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 2.0%
Real Estate 1.4%