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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 108 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 DEA EASTERLY GOVT PPTYS INC Real Estate 15,229.0 $326K -2K -10.1% $21.43 +10.5%
2142 CALF PACER FDS TR 7,260.0 $326K -533.0 -6.8% $44.87 +4.9%
2143 IYT ISHARES TR 4,363.0 $325K -776.0 -15.1% $74.60 +6.8%
2144 TBLU TORTOISE CAPITAL SERIES TRUS 6,434.0 $324K +90.0 +1.4% $50.42 -2.7%
2145 NVMI NOVA LTD Technology 746.0 $324K NEW $434.28 +12.1%
2146 THRO BLACKROCK ETF TRUST 8,936.0 $324K +1K +17.2% $36.22 +15.7%
2147 WGO WINNEBAGO INDS INC Consumer Cyclical 10,426.0 $323K +3K +38.1% $30.99 -6.3%
2148 IJUN INNOVATOR ETFS TRUST 10,967.0 $323K $29.42 +4.3%
2149 UEC URANIUM ENERGY CORP Energy 23,869.0 $322K -17K -41.1% $13.50 -2.2%
2150 BCPC BALCHEM CORP Basic Materials 1,900.0 $322K +575.0 +43.4% $169.54 -6.1%
2151 NUMV NUSHARES ETF TR 8,306.0 $322K $38.77 +6.2%
2152 SE SEA LTD Consumer Cyclical 3,880.0 $321K +679.0 +21.2% $82.81 +6.6%
2153 IBTQ ISHARES TR 12,690.0 $321K -203.0 -1.6% $25.30 -2.6%
2154 BC BRUNSWICK CORP Consumer Cyclical 4,412.0 $321K -2K -26.9% $72.77 +1.0%
2155 WAY WAYSTAR HLDG CORP Technology 13,297.0 $321K NEW $24.11 -25.6%
2156 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,789.0 $319K +263.0 +17.2% $178.23 -90.0%
2157 IEO ISHARES TR 2,552.0 $319K -5K -68.2% $124.94 -1.1%
2158 CHY CALAMOS CONV & HIGH INCOME F Financial Services 29,261.0 $319K +801.0 +2.8% $10.89 +11.1%
2159 EW EDWARDS LIFESCIENCES CORP Healthcare 3,919.0 $319K -25K -86.5% $81.28 +1.4%
2160 PTH INVESCO EXCHANGE TRADED FD T 6,500.0 $318K $49.00 +1.4%
Page 108 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%