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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 116 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 VTWV VANGUARD SCOTTSDALE FDS 1,451.0 $243K +165.0 +12.8% $167.22 +8.6%
2302 AVXC AMERICAN CENTY ETF TR 3,587.0 $243K $67.63 +16.8%
2303 CSWC CAPITAL SOUTHWEST CORP Financial Services 10,960.0 $242K NEW $22.12 +6.6%
2304 LASR NLIGHT INC Technology 4,233.0 $241K NEW $57.02 +32.6%
2305 SFBS SERVISFIRST BANCSHARES INC Financial Services 3,311.0 $241K +478.0 +16.9% $72.85 +3.0%
2306 IGPT INVESCO EXCHANGE TRADED FD T 4,132.0 $240K $58.07 +49.4%
2307 SLND SOUTHLAND HLDGS INC Industrials 184,327.0 $240K $1.30 +3.1%
2308 FNDB SCHWAB STRATEGIC TR 8,802.0 $239K $27.20 +9.0%
2309 ACIW ACI WORLDWIDE INC Technology 5,796.0 $238K -50.0 -0.9% $41.01 +4.4%
2310 XPH SPDR SERIES TRUST 4,389.0 $237K -345.0 -7.3% $54.09 +3.1%
2311 HTO H2O AMERICA Utilities 4,119.0 $237K NEW $57.60 -4.1%
2312 MGRC MCGRATH RENTCORP Industrials 2,147.0 $237K -76.0 -3.4% $110.28 +1.3%
2313 BRZE BRAZE INC Technology 10,010.0 $236K NEW $23.61 -8.6%
2314 HAUZ DBX ETF TR 10,426.0 $236K +980.0 +10.4% $22.60 +2.8%
2315 KOID KRANESHARES TRUST 7,538.0 $235K $31.20 +28.2%
2316 EPU ISHARES TR 2,907.0 $235K $80.71 -0.6%
2317 MUSA MURPHY USA INC Consumer Cyclical 449.0 $235K -784.0 -63.6% $522.35 +7.5%
2318 IGEB ISHARES TR 5,199.0 $234K -2K -31.4% $45.06 -1.0%
2319 PARR PAR PAC HOLDINGS INC Energy 3,737.0 $234K NEW $62.64 -6.9%
2320 PPC PILGRIMS PRIDE CORP Consumer Defensive 6,195.0 $234K -8K -57.0% $37.76 -27.0%
Page 116 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%