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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 82 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 MTBA SIMPLIFY EXCHANGE TRADED FUN 20,274.0 $1.0M 0.00% +10K +94.9% $49.46 -0.8%
1622 MDYG SPDR SERIES TRUST 10,438.0 $1.0M 0.00% +424.0 +4.2% $95.96 +10.2%
1623 LEU CENTRUS ENERGY CORP Energy 5,767.0 $1.0M 0.00% -2K -22.9% $173.58 +2.1%
1624 KRC KILROY REALTY CORP Real Estate 33,075.0 $998K 0.00% -23K -40.9% $30.18 +13.1%
1625 W WAYFAIR INC Consumer Cyclical 13,273.0 $998K 0.00% -11K -44.8% $75.21 -13.9%
1626 URTH ISHARES INC 5,519.0 $994K 0.00% $180.02 +12.2%
1627 BEONE MEDICINES LTD 3,332.0 $990K 0.00% +836.0 +33.5% $297.01
1628 TRP TC ENERGY CORP Energy 16,480.0 $990K 0.00% +1K +9.3% $60.05 +16.7%
1629 SNN SMITH & NEPHEW PLC Healthcare 30,868.0 $989K 0.00% +844.0 +2.8% $32.05 -3.2%
1630 RYANAIR HOLDINGS PLC 17,077.0 $988K 0.00% +987.0 +6.1% $57.83
1631 ISRA VANECK ETF TRUST 16,315.0 $986K 0.00% NEW $60.46 +13.6%
1632 IDX VANECK ETF TRUST 71,551.0 $985K 0.00% +646.0 +0.9% $13.76 -20.0%
1633 UFCS UNITED FIRE GROUP INC Financial Services 26,455.0 $980K 0.00% +450.0 +1.7% $37.06 +29.6%
1634 PUK PRUDENTIAL PLC Financial Services 33,710.0 $980K 0.00% +10K +40.8% $29.08 +7.5%
1635 FLR FLUOR CORP Industrials 20,999.0 $980K 0.00% +1K +6.5% $46.65 -4.4%
1636 SGVT SCHWAB STRATEGIC TR 9,708.0 $978K 0.00% NEW $100.72 -0.0%
1637 RBRK RUBRIK INC. Technology 19,222.0 $976K 0.00% +997.0 +5.5% $50.80 +31.7%
1638 SOUN SOUNDHOUND AI INC Technology 141,665.0 $973K 0.00% +49K +53.1% $6.87 +23.0%
1639 OAKM HARRIS OAKMARK ETF TRUST 35,196.0 $970K 0.00% NEW $27.57 +1.5%
1640 NVCR NOVOCURE LTD Healthcare 85,783.0 $968K 0.00% -2K -2.7% $11.29 +58.6%
Page 82 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%