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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 102 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,803.0 $416K -15K -62.3% $47.21 +9.5%
2022 RBCAA REPUBLIC BANCORP INC KY Financial Services 5,850.0 $415K +403.0 +7.4% $71.01 +9.2%
2023 SILJ AMPLIFY ETF TR 13,937.0 $414K +1K +12.0% $29.72 -1.3%
2024 AVGV AMERICAN CENTY ETF TR 5,328.0 $413K $77.54 +8.1%
2025 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 7,164.0 $413K +570.0 +8.6% $57.59 +18.7%
2026 DOCN DIGITALOCEAN HLDGS INC Technology 4,497.0 $411K -5K -54.3% $91.44 +64.1%
2027 BUSE FIRST BUSEY CORP Financial Services 16,268.0 $411K -223.0 -1.4% $25.27 +6.0%
2028 ASB ASSOCIATED BANC-CORP Financial Services 14,606.0 $409K -571.0 -3.8% $28.03 -0.1%
2029 TBF PROSHARES TR 16,794.0 $407K $24.23 +3.5%
2030 EWX SPDR INDEX SHS FDS 6,139.0 $406K -507.0 -7.6% $66.13 +10.3%
2031 SMR NUSCALE PWR CORP Utilities 37,445.0 $406K +4K +12.2% $10.84 -7.2%
2032 SII SPROTT INC Financial Services 2,837.0 $405K -278.0 -8.9% $142.90 -12.8%
2033 PSMT PRICESMART INC Consumer Defensive 2,682.0 $404K -130.0 -4.6% $150.54 +7.3%
2034 CGMU CAPITAL GRP FIXED INCM ETF T 14,852.0 $403K $27.15 +0.1%
2035 NJUL INNOVATOR ETFS TRUST 5,640.0 $403K $71.41 +7.4%
2036 URNM SPROTT FDS TR 6,372.0 $402K +2K +40.2% $63.16 -9.1%
2037 WDS WOODSIDE ENERGY GROUP LTD Energy 16,815.0 $402K +6K +53.4% $23.88 -2.6%
2038 SUSC ISHARES TR 17,259.0 $399K +3K +19.0% $23.14 -0.8%
2039 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 12,659.0 $399K +705.0 +5.9% $31.52 +3.0%
2040 BCC BOISE CASCADE CO DEL Basic Materials 5,235.0 $397K +122.0 +2.4% $75.85 -11.3%
Page 102 of 133  ·  2,644 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%