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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 63 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 CDW CDW CORP Technology 19,333.0 $2.4M 0.00% -37K -65.8% $123.66 -13.6%
1242 IVZ INVESCO LTD Financial Services 98,052.0 $2.4M 0.00% +14K +17.3% $24.29 +11.1%
1243 DKNG DRAFTKINGS INC NEW Consumer Cyclical 109,744.0 $2.4M 0.00% +36K +49.7% $21.62 +17.5%
1244 DB DEUTSCHE BK AG Financial Services 78,350.0 $2.4M 0.00% -19K -19.6% $30.28 +8.6%
1245 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 35,318.0 $2.4M 0.00% +10K +38.1% $67.07 +25.0%
1246 ESS ESSEX PPTY TR INC Real Estate 9,654.0 $2.4M 0.00% +2K +33.2% $245.23 +11.7%
1247 VPU VANGUARD WORLD FD 11,941.0 $2.4M 0.00% +431.0 +3.7% $198.15 -1.6%
1248 MHK MOHAWK INDS INC Consumer Cyclical 23,988.0 $2.4M 0.00% +9K +54.9% $98.46 +3.9%
1249 FEZ SPDR INDEX SHS FDS 37,881.0 $2.4M 0.00% +4K +13.0% $62.08 +8.7%
1250 MPLX MPLX LP Energy 40,905.0 $2.3M 0.00% +10K +30.8% $57.07 -2.5%
1251 VOOV VANGUARD ADMIRAL FDS INC 11,413.0 $2.3M 0.00% -82.0 -0.7% $203.80 +7.1%
1252 GUNR FLEXSHARES TR 42,141.0 $2.3M 0.00% +216.0 +0.5% $55.16 -1.2%
1253 FIW FIRST TR EXCHANGE-TRADED FD 22,530.0 $2.3M 0.00% +1K +5.0% $103.13 -1.8%
1254 EQT EQT CORP Energy 36,438.0 $2.3M 0.00% +2K +5.5% $63.64 -9.3%
1255 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 105,436.0 $2.3M 0.00% +12K +12.8% $21.78 +4.3%
1256 BSMT INVESCO EXCH TRD SLF IDX FD 99,679.0 $2.3M 0.00% +5K +4.9% $23.02 -0.3%
1257 MAN MANPOWERGROUP INC WIS Industrials 76,184.0 $2.3M 0.00% +54K +237.9% $30.08 -4.3%
1258 FPEI FIRST TR EXCH TRADED FD III 120,351.0 $2.3M 0.00% $19.00 +0.7%
1259 REZ ISHARES TR 27,453.0 $2.3M 0.00% -3K -10.7% $83.21 +10.1%
1260 AOS SMITH A O CORP Industrials 34,746.0 $2.3M 0.00% +2K +4.7% $65.72 -13.0%
Page 63 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%