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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 120 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 VGUS VANGUARD INSTL INDEX FD 2,860.0 $216K $75.66 -0.1%
2382 XSW SPDR SERIES TRUST 1,515.0 $216K -114.0 -7.0% $142.29 +12.2%
2383 TMFM RBB FD INC 10,677.0 $215K $20.16 +2.1%
2384 STONE RIDGE TR 1,033.0 $215K $208.33
2385 OMFL INVESCO EXCH TRD SLF IDX FD 3,566.0 $214K -224.0 -5.9% $60.13 +12.1%
2386 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 9,655.0 $214K -919.0 -8.7% $22.15 +20.8%
2387 PONY AI INC 22,606.0 $213K +700.0 +3.2% $9.44
2388 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 9,776.0 $213K NEW $21.81 +22.7%
2389 BIO RAD LABS INC 760.0 $211K $278.25
2390 BDEC INNOVATOR ETFS TRUST 4,405.0 $211K $48.00 +9.4%
2391 UROY URANIUM RTY CORP Energy 57,920.0 $211K +38K +195.4% $3.65 +2.7%
2392 CHGX EA SERIES TRUST 7,860.0 $211K $26.82 +15.1%
2393 ITUB ITAU UNIBANCO HLDG S A Financial Services 17,249.0 $211K -4K -18.0% $12.21 -35.8%
2394 MSC INCOME FUND INC 17,259.0 $210K +7K +66.0% $12.18
2395 TRMD TORM PLC Energy 7,530.0 $210K NEW $27.90 +14.8%
2396 SKM SK TELECOM CO LTD Communication Services 7,168.0 $210K NEW $29.29 +30.6%
2397 ARKW ARK ETF TR 1,737.0 $210K -125.0 -6.7% $120.66 +18.6%
2398 ACAD ACADIA PHARMACEUTICALS INC Healthcare 9,406.0 $209K -1K -11.7% $22.26 -7.1%
2399 HAFC HANMI FINL CORP Financial Services 7,938.0 $209K $26.36 +10.3%
2400 CVCO CAVCO INDS INC DEL Consumer Cyclical 431.0 $209K NEW $484.63 -6.0%
Page 120 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%