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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 26 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CL COLGATE PALMOLIVE CO Consumer Defensive 242,736.0 $19.2M 0.02% NEW $79.05 +14.5%
502 PJUN INNOVATOR ETFS TRUST 449,124.0 $18.8M 0.02% NEW $41.88 +3.5%
503 AMH AMERICAN HOMES 4 RENT Real Estate 584,738.0 $18.8M 0.02% NEW $32.14 -0.6%
504 TPR TAPESTRY INC Consumer Cyclical 147,013.0 $18.8M 0.02% NEW $127.77 +5.6%
505 DGS WISDOMTREE TR 327,260.0 $18.7M 0.02% NEW $57.24 +11.3%
506 POCT INNOVATOR ETFS TRUST 424,039.0 $18.6M 0.02% NEW $43.92 +4.6%
507 Q QNITY ELECTRONICS INC Technology 227,547.0 $18.6M 0.02% NEW $81.65 +86.8%
508 COHR COHERENT CORP Technology 100,372.0 $18.5M 0.02% NEW $184.47 +89.3%
509 SDY SPDR SERIES TRUST 132,157.0 $18.4M 0.02% NEW $139.18 +6.4%
510 DSI ISHARES TR 142,366.0 $18.3M 0.02% NEW $128.83 +9.1%
511 RDVI FIRST TR EXCHANGE-TRADED FD 697,376.0 $18.3M 0.02% NEW $26.24 +4.0%
512 IRM IRON MTN INC DEL Real Estate 217,915.0 $18.3M 0.02% NEW $83.96 +49.5%
513 BTAL AGF INVTS TR 1,269,641.0 $18.3M 0.02% NEW $14.39 -14.1%
514 EXC EXELON CORP Utilities 414,016.0 $18.0M 0.02% NEW $43.59 +3.1%
515 FCX FREEPORT-MCMORAN INC Basic Materials 405,577.0 $18.0M 0.02% NEW $44.48 +35.5%
516 PNOV INNOVATOR ETFS TRUST 429,536.0 $17.9M 0.02% NEW $41.78 +5.1%
517 MKL MARKEL GROUP INC Financial Services 8,280.0 $17.8M 0.02% NEW $2146.54 -13.6%
518 IBDS ISHARES TR 731,736.0 $17.8M 0.02% NEW $24.28 -0.3%
519 HYLB DBX ETF TR 480,987.0 $17.7M 0.02% NEW $36.83 -1.1%
520 PSEP INNOVATOR ETFS TRUST 401,664.0 $17.6M 0.02% NEW $43.72 +4.2%
Page 26 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%