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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 4 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIA SPDR DOW JONES INDL AVERAGE Financial Services 597,337.0 $287.0M 0.33% NEW $480.53 +3.1%
62 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,406,286.0 $285.7M 0.33% NEW $203.19 +77.9%
63 PEP PEPSICO INC Consumer Defensive 1,960,580.0 $281.4M 0.32% NEW $143.52 +3.6%
64 DFEM DIMENSIONAL ETF TRUST 8,361,969.0 $276.6M 0.32% NEW $33.08 +18.4%
65 SMH VANECK ETF TRUST 745,768.0 $268.6M 0.31% NEW $360.12 +54.5%
66 TSLA TESLA INC Consumer Cyclical 596,315.0 $267.7M 0.30% NEW $448.89 -1.2%
67 CVX CHEVRON CORP NEW Energy 1,722,170.0 $262.5M 0.30% NEW $152.40 +22.5%
68 DFSD DIMENSIONAL ETF TRUST 5,445,744.0 $261.1M 0.30% NEW $47.95 -0.4%
69 IEFA ISHARES TR 2,945,065.0 $260.0M 0.30% NEW $88.28 +7.9%
70 IVE ISHARES TR 1,225,078.0 $259.8M 0.30% NEW $212.07 +5.4%
71 LOW LOWES COS INC Consumer Cyclical 1,076,594.0 $259.7M 0.30% NEW $241.24 -7.3%
72 PM PHILIP MORRIS INTL INC Consumer Defensive 1,592,622.0 $255.6M 0.29% NEW $160.47 +19.6%
73 DFAS DIMENSIONAL ETF TRUST 3,517,043.0 $245.0M 0.28% NEW $69.67 +8.6%
74 GS GOLDMAN SACHS GROUP INC Financial Services 274,311.0 $241.0M 0.28% NEW $878.61 +10.3%
75 ACN ACCENTURE PLC IRELAND Technology 889,356.0 $238.6M 0.27% NEW $268.33 -37.1%
76 HD HOME DEPOT INC Consumer Cyclical 687,479.0 $238.6M 0.27% NEW $347.10 -12.3%
77 LLY ELI LILLY & CO Healthcare 222,242.0 $237.5M 0.27% NEW $1068.65 -5.8%
78 CRM SALESFORCE INC Technology 895,329.0 $237.1M 0.27% NEW $264.85 -36.7%
79 IVW ISHARES TR 1,920,546.0 $236.7M 0.27% NEW $123.26 +10.9%
80 DLN WISDOMTREE TR 2,579,158.0 $227.2M 0.26% NEW $88.08 +7.5%
Page 4 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%