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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 66 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 221,814.0 $2.1M 0.00% +40K +21.9% $9.28 -14.3%
1302 PWRD TCW ETF TRUST 21,045.0 $2.1M 0.00% NEW $97.77 +13.2%
1303 NTES NETEASE COM INC Technology 18,326.0 $2.1M 0.00% +680.0 +3.9% $111.94 +2.1%
1304 EWY ISHARES INC 16,619.0 $2.0M 0.00% +4K +31.2% $123.01 +51.5%
1305 AGO ASSURED GUARANTY LTD Financial Services 24,970.0 $2.0M 0.00% +1K +5.6% $81.76 -3.8%
1306 RF REGIONS FINANCIAL CORP NEW Financial Services 77,923.0 $2.0M 0.00% -30K -28.0% $26.18 +5.1%
1307 TDIV FIRST TR EXCHANGE TRADED FD 21,778.0 $2.0M 0.00% +1K +6.6% $93.66 +20.8%
1308 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6,530.0 $2.0M 0.00% -2K -23.1% $309.65 +4.2%
1309 LOPE GRAND CANYON ED INC Consumer Defensive 11,804.0 $2.0M 0.00% $170.64 -8.1%
1310 TGTX TG THERAPEUTICS INC Healthcare 60,560.0 $2.0M 0.00% +2K +3.0% $33.22 +19.7%
1311 JMSI J P MORGAN EXCHANGE TRADED F 40,110.0 $2.0M 0.00% $49.87 -0.2%
1312 LUMN LUMEN TECHNOLOGIES INC Communication Services 287,434.0 $2.0M 0.00% +59K +25.6% $6.95 +35.8%
1313 BBEU J P MORGAN EXCHANGE TRADED F 27,564.0 $2.0M 0.00% $72.41 +7.5%
1314 FOXA FOX CORP Communication Services 33,387.0 $2.0M 0.00% -15K -30.6% $59.48 +8.0%
1315 RGTI RIGETTI COMPUTING INC Technology 140,978.0 $2.0M 0.00% +103K +272.4% $14.04 +20.2%
1316 CVIE MORGAN STANLEY ETF TRUST 27,188.0 $2.0M 0.00% +12K +84.8% $72.69 +12.7%
1317 TEX TEREX CORP NEW Industrials 33,413.0 $2.0M 0.00% +620.0 +1.9% $59.12 -2.5%
1318 WSO WATSCO INC Industrials 5,429.0 $2.0M 0.00% -3K -36.0% $363.83 +6.2%
1319 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 80,783.0 $2.0M 0.00% +9K +12.4% $24.39 +1.1%
1320 FHN FIRST HORIZON CORPORATION Financial Services 86,369.0 $2.0M 0.00% +36K +71.1% $22.77 +5.8%
Page 66 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%