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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 11 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RCKT ROCKET PHARMACEUTICALS INC Healthcare 20,355.0 $73K NEW $3.58 -5.0%
202 AMPL AMPLITUDE INC Technology 10,589.0 $72K NEW $6.82 -11.1%
203 DPRO DRAGANFLY INC. Industrials 14,487.0 $71K NEW $4.91 +8.8%
204 LFST LIFESTANCE HEALTH GROUP INC Healthcare 10,900.0 $69K NEW $6.37 +23.9%
205 PAYO PAYONEER GLOBAL INC Technology 13,942.0 $67K NEW $4.83 +0.8%
206 STUBHUB HLDGS INC 10,241.0 $64K NEW $6.24
207 EPM EVOLUTION PETE CORP Energy 13,938.0 $64K NEW $4.58 +1.7%
208 AHRT AH RLTY TR INC Financial Services 11,104.0 $61K NEW $5.50 +18.0%
209 DNN DENISON MINES CORP Energy 15,680.0 $55K NEW $3.53 -1.1%
210 TBLA TABOOLA.COM LTD Communication Services 15,467.0 $48K NEW $3.10 +59.7%
211 RPAY REPAY HLDGS CORP Technology 18,099.0 $47K NEW $2.60 +29.6%
212 ALLO ALLOGENE THERAPEUTICS INC Healthcare 19,256.0 $47K NEW $2.44 -18.0%
213 IGR CBRE GBL REAL ESTATE INC FD Financial Services 10,517.0 $46K NEW $4.39 +4.8%
214 BDN BRANDYWINE RLTY TR Real Estate 13,977.0 $38K NEW $2.71 +10.3%
215 ALDX ALDEYRA THERAPEUTICS INC Healthcare 22,098.0 $37K NEW $1.69 -0.6%
216 RXT RACKSPACE TECHNOLOGY INC Technology 37,312.0 $37K NEW $0.98 +644.0%
217 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 10,612.0 $33K NEW $3.07 -5.2%
218 ABSI ABSCI CORPORATION Healthcare 10,271.0 $31K NEW $3.00 +71.0%
219 ORBS EIGHTCO HOLDINGS INC Technology 30,118.0 $28K NEW $0.93 -4.5%
220 REZOLVE AI PLC 10,405.0 $27K NEW $2.56
Page 11 of 12  ·  234 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%