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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $87.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2645 New
Page 103 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 GJUL FIRST TR EXCHNG TRADED FD VI 9,812.0 $406K NEW $41.33 +4.2%
2042 FSK FS KKR CAP CORP Financial Services 27,353.0 $405K NEW $14.81 -28.5%
2043 TBF PROSHARES TR 16,793.0 $405K NEW $24.12 +4.0%
2044 QCLN FIRST TR EXCHANGE-TRADED FD 9,061.0 $404K NEW $44.59 +34.4%
2045 FIRST TR HIGH YIELD OPPRT 20 28,695.0 $404K NEW $14.07
2046 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 12,840.0 $404K NEW $31.44 +26.3%
2047 TFI SPDR SERIES TRUST 8,820.0 $403K NEW $45.71 -1.2%
2048 JD JD.COM INC Consumer Cyclical 13,604.0 $403K NEW $29.62 +9.3%
2049 MGA MAGNA INTL INC Consumer Cyclical 7,551.0 $403K NEW $53.31 +11.5%
2050 RWX SPDR INDEX SHS FDS 14,369.0 $402K NEW $28.00 -1.5%
2051 J P MORGAN EXCHANGE TRADED F 8,033.0 $402K NEW $50.07
2052 DLX DELUXE CORP Communication Services 18,010.0 $402K NEW $22.33 +4.5%
2053 CMC COMMERCIAL METALS CO Basic Materials 5,802.0 $402K NEW $69.22 +0.2%
2054 HAE HAEMONETICS CORP MASS Healthcare 4,989.0 $400K NEW $80.15 -29.1%
2055 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 6,409.0 $399K NEW $62.31 +1.4%
2056 EUFN ISHARES TR 10,753.0 $399K NEW $37.09 +3.4%
2057 NWN NORTHWEST NAT HLDG CO Utilities 8,519.0 $398K NEW $46.74 +7.4%
2058 ENVA ENOVA INTL INC Financial Services 2,529.0 $398K NEW $157.20 +2.2%
2059 GOCT FIRST TR EXCHNG TRADED FD VI 10,110.0 $397K NEW $39.29 +4.5%
2060 MRNA MODERNA INC Healthcare 13,510.0 $395K NEW $29.24 +56.3%
Page 103 of 133  ·  2,645 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 31.3%
Financial Services 20.5%
Communication Services 9.5%
Consumer Cyclical 8.7%
Healthcare 8.6%
Industrials 8.4%
Consumer Defensive 5.4%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%