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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 4 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLY SELECT SECTOR SPDR TR 3,017,721.0 $328.9M 0.37% -29K -0.9% $108.98 +6.9%
62 XLI SELECT SECTOR SPDR TR 2,011,346.0 $325.3M 0.36% -67K -3.2% $161.73 +6.0%
63 PG PROCTER & GAMBLE CO Consumer Defensive 2,249,327.0 $324.9M 0.36% +77K +3.6% $144.43 -1.2%
64 DFEM DIMENSIONAL ETF TRUST 9,014,872.0 $311.8M 0.35% +653K +7.8% $34.59 +13.3%
65 RSP INVESCO EXCHANGE TRADED FD T 1,614,164.0 $309.8M 0.34% -260K -13.9% $191.93 +5.0%
66 VUG VANGUARD INDEX FDS 724,683.0 $309.2M 0.34% +18K +2.6% $426.66 -79.5%
67 IWD ISHARES TR 1,414,270.0 $302.3M 0.34% $213.76 +8.6%
68 AJG GALLAGHER ARTHUR J & CO Financial Services 1,379,397.0 $298.8M 0.33% +735K +114.2% $216.58 -7.7%
69 ACN ACCENTURE PLC IRELAND Technology 1,502,940.0 $298.0M 0.33% +614K +69.0% $198.28 -14.9%
70 IDEV ISHARES TR 3,524,524.0 $294.6M 0.33% $83.58 +5.1%
71 DFSD DIMENSIONAL ETF TRUST 6,122,105.0 $293.1M 0.33% +676K +12.4% $47.88 -0.3%
72 BX BLACKSTONE INC Financial Services 2,510,528.0 $288.8M 0.32% +1.2M +89.6% $115.02 +2.5%
73 VRSK VERISK ANALYTICS INC Industrials 1,449,643.0 $275.1M 0.31% +1.4M +3687.3% $189.75 -17.3%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 1,661,990.0 $274.9M 0.31% +69K +4.4% $165.38 +16.0%
75 DIA STATE STR SPDR DOW JONES IND Financial Services 577,802.0 $267.6M 0.30% -20K -3.3% $463.12 +7.0%
76 IEFA ISHARES TR 2,890,196.0 $261.7M 0.29% -55K -1.9% $90.55 +5.2%
77 IVE ISHARES TR 1,229,165.0 $259.6M 0.29% $211.16 +5.8%
78 ABT ABBOTT LABORATORIES Healthcare 2,520,912.0 $258.8M 0.29% +944K +59.9% $102.64 -17.7%
79 SGOV ISHARES TR 2,508,022.0 $252.5M 0.28% +252K +11.2% $100.66 -0.1%
80 DFAS DIMENSIONAL ETF TRUST 3,447,394.0 $249.9M 0.28% -70K -2.0% $72.48 +4.4%
Page 4 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%