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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 67 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 JMSI J P MORGAN EXCHANGE TRADED F 40,044.0 $2.0M 0.00% NEW $50.38 -1.2%
1322 IMCV ISHARES TR 24,401.0 $2.0M 0.00% NEW $82.34 +7.8%
1323 MTUM ISHARES TR 7,995.0 $2.0M 0.00% NEW $250.90 +20.4%
1324 TRU TRANSUNION Industrials 23,382.0 $2.0M 0.00% NEW $85.75 -19.6%
1325 VDC VANGUARD WORLD FD 9,461.0 $2.0M 0.00% NEW $211.34 +8.7%
1326 TDIV FIRST TR EXCHANGE TRADED FD 20,436.0 $2.0M 0.00% NEW $96.84 +16.8%
1327 LOPE GRAND CANYON ED INC Consumer Defensive 11,820.0 $2.0M 0.00% NEW $166.31 -5.7%
1328 BUNGE GLOBAL SA 22,061.0 $2.0M 0.00% NEW $89.08
1329 BOXX EA SERIES TRUST 16,944.0 $2.0M 0.00% NEW $115.10 +1.5%
1330 CTRA COTERRA ENERGY INC Energy 75,368.0 $1.9M 0.00% NEW $25.82 +26.1%
1331 SOLV SOLVENTUM CORP Healthcare 24,619.0 $1.9M 0.00% NEW $78.89 -3.5%
1332 ACI ALBERTSONS COS INC Consumer Defensive 112,966.0 $1.9M 0.00% NEW $17.17 -5.2%
1333 EMLC VANECK ETF TRUST 75,080.0 $1.9M 0.00% NEW $25.82 -1.9%
1334 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 66,573.0 $1.9M 0.00% NEW $29.04 -27.7%
1335 FDS FACTSET RESH SYS INC Financial Services 6,657.0 $1.9M 0.00% NEW $290.19 -22.5%
1336 BLUE OWL CAPITAL CORPORATION 155,389.0 $1.9M 0.00% NEW $12.43
1337 FN FABRINET Technology 4,238.0 $1.9M 0.00% NEW $455.28 +54.5%
1338 EWJ ISHARES INC 23,868.0 $1.9M 0.00% NEW $80.74 +13.2%
1339 GUNR FLEXSHARES TR 41,925.0 $1.9M 0.00% NEW $45.85 +18.9%
1340 NOCT INNOVATOR ETFS TRUST 33,012.0 $1.9M 0.00% NEW $57.92 +6.6%
Page 67 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%