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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 26 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BTAL AGF INVTS TR 1,406,776.0 $19.6M 0.02% +137K +10.8% $13.96 -9.5%
502 DFAW DIMENSIONAL ETF TRUST 266,084.0 $19.6M 0.02% +233K +714.4% $73.78 +9.0%
503 RTX RTX CORPORATION Industrials 102,443.0 $19.6M 0.02% -58K -36.1% $191.54 -8.1%
504 PPA INVESCO EXCHANGE TRADED FD T 117,227.0 $19.4M 0.02% +11K +10.8% $165.70 -0.4%
505 CBRE CBRE GROUP INC Real Estate 142,137.0 $19.3M 0.02% +5K +3.5% $136.08 -5.8%
506 EIX EDISON INTL Utilities 263,771.0 $19.3M 0.02% +28K +11.7% $73.18 -5.5%
507 LPG DORIAN LPG LTD Energy 63,798.0 $19.1M 0.02% -445K -87.5% $300.01 -86.0%
508 SDVY FIRST TR EXCHANGE TRADED FD 483,798.0 $19.1M 0.02% +238K +97.0% $39.43 +3.0%
509 NKE NIKE INC Consumer Cyclical 361,932.0 $19.1M 0.02% +94K +35.1% $52.69 -19.2%
510 DOC HEALTHPEAK PROPERTIES INC Real Estate 1,153,926.0 $19.0M 0.02% +920K +393.5% $16.43 +18.7%
511 PFEB INNOVATOR ETFS TRUST 472,199.0 $18.9M 0.02% +90K +23.5% $40.10 +6.0%
512 CCL CARNIVAL CORP Consumer Cyclical 726,220.0 $18.8M 0.02% -41K -5.4% $25.90 -7.8%
513 O REALTY INCOME CORP Real Estate 304,230.0 $18.6M 0.02% +118K +63.7% $61.18 +0.9%
514 ENB ENBRIDGE INC Energy 343,605.0 $18.6M 0.02% +2K +0.7% $54.14 +4.1%
515 GSLC GOLDMAN SACHS ETF TR 148,380.0 $18.6M 0.02% +1K +0.7% $125.13 +11.2%
516 IGM ISHARES TR 145,779.0 $18.4M 0.02% -14K -8.7% $126.41 +19.9%
517 VTWO VANGUARD SCOTTSDALE FDS 178,002.0 $18.4M 0.02% -25K -12.5% $103.26 +6.8%
518 APP APPLOVIN CORP Technology 46,048.0 $18.4M 0.02% -22K -32.1% $399.09 +19.5%
519 SPE SPECIAL OPPORTUNITIES FD INC Financial Services 1,335,518.0 $18.4M 0.02% +12K +0.9% $13.76 +0.5%
520 BILS SPDR SERIES TRUST 184,651.0 $18.4M 0.02% -128K -40.9% $99.44 -0.1%
Page 26 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%