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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $87.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2645 New
Page 12 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SCHF SCHWAB STRATEGIC TR 2,938,733.0 $70.6M 0.08% NEW $24.04 +11.8%
222 DFAE DIMENSIONAL ETF TRUST 2,154,416.0 $70.2M 0.08% NEW $32.57 +18.1%
223 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 855,594.0 $70.2M 0.08% NEW $82.01 -25.9%
224 VTHR VANGUARD SCOTTSDALE FDS 237,447.0 $70.0M 0.08% NEW $294.99 +9.9%
225 WFC WELLS FARGO CO NEW Financial Services 770,399.0 $69.5M 0.08% NEW $90.25 -18.6%
226 ISRG INTUITIVE SURGICAL INC Healthcare 122,735.0 $68.9M 0.08% NEW $561.45 -25.0%
227 SCHB SCHWAB STRATEGIC TR 2,626,053.0 $68.9M 0.08% NEW $26.23 +8.2%
228 TDG TRANSDIGM GROUP INC Industrials 51,662.0 $68.7M 0.08% NEW $1330.41 -13.6%
229 DLTR DOLLAR TREE INC Consumer Defensive 558,328.0 $68.7M 0.08% NEW $123.01 -27.2%
230 MS MORGAN STANLEY Financial Services 386,852.0 $68.7M 0.08% NEW $177.53 +8.4%
231 CSX CSX CORP Industrials 1,890,041.0 $68.5M 0.08% NEW $36.25 +26.0%
232 VBK VANGUARD INDEX FDS 227,911.0 $68.4M 0.08% NEW $300.30 +11.4%
233 MDLZ MONDELEZ INTL INC Consumer Defensive 1,268,955.0 $68.4M 0.08% NEW $53.91 +12.1%
234 PSX PHILLIPS 66 Energy 515,909.0 $67.9M 0.08% NEW $131.65 +33.8%
235 VZ VERIZON COMMUNICATIONS INC Communication Services 1,629,283.0 $67.4M 0.08% NEW $41.40 +12.0%
236 CAH CARDINAL HEALTH INC Healthcare 328,437.0 $67.2M 0.08% NEW $204.68 -2.4%
237 VB VANGUARD INDEX FDS 260,127.0 $67.1M 0.08% NEW $257.97 +9.1%
238 AMT AMERICAN TOWER CORP NEW Real Estate 370,721.0 $66.7M 0.08% NEW $179.81 -1.4%
239 FDX FEDEX CORP Industrials 230,122.0 $66.4M 0.08% NEW $288.57 +30.2%
240 NOC NORTHROP GRUMMAN CORP Industrials 115,660.0 $66.0M 0.07% NEW $570.63 -5.2%
Page 12 of 133  ·  2,645 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 31.3%
Financial Services 20.5%
Communication Services 9.5%
Consumer Cyclical 8.7%
Healthcare 8.6%
Industrials 8.4%
Consumer Defensive 5.4%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%