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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 79 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 CGUS CAPITAL GROUP CORE EQUITY ET 29,114.0 $1.2M 0.00% NEW $40.23 +8.4%
1562 COWS AMPLIFY ETF TR 35,202.0 $1.2M 0.00% NEW $33.27 +3.4%
1563 IWC ISHARES TR 7,425.0 $1.2M 0.00% NEW $157.72 +17.5%
1564 IDX VANECK ETF TRUST 70,905.0 $1.2M 0.00% NEW $16.51 -33.3%
1565 STZ CONSTELLATION BRANDS INC Consumer Defensive 8,519.0 $1.2M 0.00% NEW $137.18 +10.2%
1566 MIDCAP FINANCIAL INVSTMNT CO 102,066.0 $1.2M 0.00% NEW $11.44
1567 FTV FORTIVE CORP Technology 21,143.0 $1.2M 0.00% NEW $55.20 +6.9%
1568 TYL TYLER TECHNOLOGIES INC Technology 2,568.0 $1.2M 0.00% NEW $454.02 -30.1%
1569 ETSY INC 1,260,000.0 $1.2M 0.00% NEW $0.92
1570 RYANAIR HOLDINGS PLC 16,090.0 $1.2M 0.00% NEW $72.19
1571 VFLO VICTORY PORTFOLIOS II 29,317.0 $1.2M 0.00% NEW $39.38 +10.0%
1572 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 50,451.0 $1.2M 0.00% NEW $22.84 -13.7%
1573 SEG SEAPORT ENTMT GROUP INC Real Estate 50,078.0 $1.1M 0.00% NEW $22.92 +4.5%
1574 BLV VANGUARD BD INDEX FDS 16,497.0 $1.1M 0.00% NEW $69.52 -2.7%
1575 WY WEYERHAEUSER CO MTN BE Real Estate 48,171.0 $1.1M 0.00% NEW $23.77 -2.2%
1576 EWM ISHARES INC 41,755.0 $1.1M 0.00% NEW $27.36 +7.1%
1577 CWT CALIFORNIA WTR SVC GROUP Utilities 26,362.0 $1.1M 0.00% NEW $43.33 -0.3%
1578 ALLY ALLY FINL INC Financial Services 25,545.0 $1.1M 0.00% NEW $44.69 -4.4%
1579 CRITICAL METALS CORP 183,074.0 $1.1M 0.00% NEW $6.23
1580 NVCR NOVOCURE LTD Healthcare 88,181.0 $1.1M 0.00% NEW $12.93 +38.4%
Page 79 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%