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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 106 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 MCY MERCURY GENL CORP NEW Financial Services 4,006.0 $353K -146.0 -3.5% $88.15 +14.2%
2102 VBIL VANGUARD INSTL INDEX FD 4,662.0 $353K NEW $75.65 -0.1%
2103 VGM INVESCO TR INVT GRADE MUNS Financial Services 35,600.0 $351K $9.87 +0.7%
2104 LANDBRIDGE COMPANY LLC 5,087.0 $351K NEW $69.05
2105 ISHARES TR 16,059.0 $351K -3K -17.9% $21.84
2106 SBSI SOUTHSIDE BANCSHARES INC Financial Services 11,270.0 $350K +2K +21.6% $31.09 +3.2%
2107 EXPD EXPEDITORS INTL WASH INC Industrials 2,443.0 $350K -4K -60.0% $143.29 +9.4%
2108 SHAK SHAKE SHACK INC Consumer Cyclical 3,956.0 $350K NEW $88.47 -32.5%
2109 EUFN ISHARES TR 10,016.0 $349K -737.0 -6.8% $34.85 +7.0%
2110 TFLO ISHARES TR 6,890.0 $349K NEW $50.63 -0.1%
2111 TRN TRINITY INDS INC Industrials 10,832.0 $349K +1K +10.3% $32.18 +6.5%
2112 TFI SPDR SERIES TRUST 7,812.0 $347K -1K -11.4% $44.45 +1.4%
2113 CBT CABOT CORP Basic Materials 4,609.0 $347K -628.0 -12.0% $75.31 +8.8%
2114 AGZ ISHARES TR 3,162.0 $347K +77.0 +2.5% $109.71 -1.1%
2115 FV FIRST TR EXCHANGE TRADED FD 2,981.0 $346K -3K -49.7% $116.18 -39.9%
2116 LIT GLOBAL X FDS 4,642.0 $345K -25.0 -0.5% $74.36 +10.0%
2117 CLOU GLOBAL X FDS 17,682.0 $345K -1K -7.6% $19.50 +16.0%
2118 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,176.0 $341K +376.0 +47.0% $290.29 +4.0%
2119 URBN URBAN OUTFITTERS INC Consumer Cyclical 5,387.0 $341K -325.0 -5.7% $63.35 +9.9%
2120 IFEB INNOVATOR ETFS TRUST 11,419.0 $340K +3K +43.2% $29.81 +2.9%
Page 106 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%