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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 112 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 DBX DROPBOX INC Technology 7,462.0 $284K -60K -89.0% $38.12 -26.4%
2222 VIAV VIAVI SOLUTIONS INC Technology 8,547.0 $284K NEW $33.28 +51.1%
2223 TSEM TOWER SEMICONDUCTOR LTD Technology 1,619.0 $284K NEW $175.48 +42.0%
2224 KBWB INVESCO EXCH TRADED FD TR II 3,590.0 $284K -1K -27.6% $79.13 +5.6%
2225 CVE CENOVUS ENERGY INC Energy 10,493.0 $284K NEW $27.04 +17.1%
2226 EXPI EXP WORLD HLDGS INC Real Estate 47,322.0 $283K -18K -27.1% $5.99 -21.7%
2227 REMX VANECK ETF TRUST 3,221.0 $283K NEW $88.00 +4.0%
2228 CHRI GLOBAL X FDS 3,655.0 $283K $77.36 +12.9%
2229 ECPG ENCORE CAP GROUP INC Financial Services 4,020.0 $282K +327.0 +8.8% $70.12 +13.8%
2230 FSEP FIRST TR EXCHNG TRADED FD VI 5,600.0 $282K $50.33 +8.0%
2231 TIDAL TRUST II 13,200.0 $281K NEW $21.29
2232 NNI NELNET INC Financial Services 2,170.0 $280K -644.0 -22.9% $128.96 -0.4%
2233 NUKZ EXCHANGE TRADED CONCEPTS TRU 3,927.0 $279K +350.0 +9.8% $70.94 -5.6%
2234 CGCP CAPITAL GRP FIXED INCM ETF T 12,466.0 $278K $22.34 -1.1%
2235 PEO ADAM NAT RES FD INC Financial Services 10,017.0 $278K NEW $27.80 -3.4%
2236 VTS VITESSE ENERGY INC Energy 15,322.0 $278K NEW $18.16 +0.9%
2237 RGCO RGC RES INC Utilities 12,600.0 $278K $22.05 +1.1%
2238 PAGS PAGSEGURO DIGITAL LTD Technology 27,659.0 $278K +10K +56.4% $10.04 -11.0%
2239 GII SPDR INDEX SHS FDS 2,634.0 $277K -2K -39.2% $105.32 -28.6%
2240 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3,014.0 $277K NEW $92.04 -13.1%
Page 112 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%