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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 43 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MTD METTLER TOLEDO INTERNATIONAL Healthcare 4,809.0 $6.7M 0.01% NEW $1394.48 -21.8%
842 VANGUARD INDEX FDS 20,000.0 $6.7M 0.01% NEW $335.27
843 KDP KEURIG DR PEPPER INC Consumer Defensive 238,860.0 $6.7M 0.01% NEW $28.01 +2.7%
844 GJUN FIRST TR EXCHNG TRADED FD VI 168,305.0 $6.7M 0.01% NEW $39.60 +3.5%
845 DHI D R HORTON INC Consumer Cyclical 46,252.0 $6.7M 0.01% NEW $144.03 +0.1%
846 TEAM ATLASSIAN CORPORATION Technology 41,019.0 $6.6M 0.01% NEW $162.02 -46.8%
847 ITB ISHARES TR 68,684.0 $6.6M 0.01% NEW $96.45 -5.8%
848 SCHP SCHWAB STRATEGIC TR 249,529.0 $6.6M 0.01% NEW $26.54 +0.3%
849 XME SPDR SERIES TRUST 63,845.0 $6.6M 0.01% NEW $103.61 +11.4%
850 SPSB SPDR SERIES TRUST 218,807.0 $6.6M 0.01% NEW $30.20 -0.7%
851 TLH ISHARES TR 64,932.0 $6.6M 0.01% NEW $101.66 -3.3%
852 VSS VANGUARD INTL EQUITY INDEX F 45,962.0 $6.6M 0.01% NEW $143.33 +10.7%
853 CVNA CARVANA CO Consumer Cyclical 15,596.0 $6.6M 0.01% NEW $422.05 -84.7%
854 BBY BEST BUY INC Consumer Cyclical 97,855.0 $6.6M 0.01% NEW $67.10 -8.9%
855 OZK BANK OZK LITTLE ROCK ARK Financial Services 142,614.0 $6.6M 0.01% NEW $46.02 +4.7%
856 HII HUNTINGTON INGALLS INDS INC Industrials 20,590.0 $6.6M 0.01% NEW $318.49 -0.3%
857 DWX SPDR INDEX SHS FDS 148,923.0 $6.5M 0.01% NEW $43.94 +7.3%
858 BINC BLACKROCK ETF TRUST II 123,914.0 $6.5M 0.01% NEW $52.77 -1.1%
859 KIM KIMCO RLTY CORP Real Estate 321,938.0 $6.5M 0.01% NEW $20.27 +18.6%
860 EXTR EXTREME NETWORKS Technology 388,545.0 $6.5M 0.01% NEW $16.65 +43.5%
Page 43 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%