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Portfolio (Quarterly) Guide ↗

Focus Partners Advisor Solutions, LLC

· CIK 0001868872
13F Portfolio $11.8B AUM 1,243 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 192 New 512 Added 471 Reduced 198 Exited
Page 16 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TW TRADEWEB MKTS INC Financial Services 5,563.0 $554K 0.01% -5K -47.2% $99.66 +6.5%
302 GAP GAP INC Consumer Cyclical 29,360.0 $548K 0.01% -21K -42.0% $18.68 +5.2%
303 VANGUARD MUN BD FDS 5,403.0 $546K 0.01% -3K -36.1% $100.98
304 FTSL FIRST TR EXCHANGE-TRADED FD 12,104.0 $542K 0.01% -586.0 -4.6% $44.75 +0.6%
305 ALGN ALIGN TECHNOLOGY INC Healthcare 3,184.0 $537K 0.01% -2K -39.0% $168.66 -5.8%
306 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 37,479.0 $536K 0.01% -6K -13.0% $14.31 -0.8%
307 GTLB GITLAB INC Technology 17,417.0 $532K 0.01% -21K -54.1% $30.53 +37.8%
308 IAGG ISHARES TR 10,504.0 $532K 0.01% -2K -14.7% $50.60 -1.6%
309 PYPL PAYPAL HLDGS INC Financial Services 12,180.0 $528K 0.00% -11K -46.4% $43.39 +43.6%
310 DRS LEONARDO DRS INC Industrials 12,347.0 $527K 0.00% -2K -11.1% $42.67 -3.9%
311 WMB WILLIAMS COS INC Energy 7,077.0 $526K 0.00% -1K -16.7% $74.35 -3.6%
312 BMO BANK MONTREAL MEDIUM Financial Services 2,972.0 $525K 0.00% -492.0 -14.2% $176.70 -2.1%
313 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 15,442.0 $525K 0.00% -34K -68.6% $34.00 +3.8%
314 MOAT VANECK ETF TRUST 5,031.0 $523K 0.00% -2K -30.1% $103.98 +9.0%
315 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,636.0 $520K 0.00% -1K -45.8% $317.64 -9.5%
316 DXCM DEXCOM INC Healthcare 7,688.0 $518K 0.00% -4K -33.8% $67.35 +34.0%
317 ALB ALBEMARLE CORP Basic Materials 3,785.0 $511K 0.00% -2K -34.1% $135.05 -0.6%
318 VRP INVESCO EXCH TRADED FD TR II 20,783.0 $505K 0.00% -5K -18.2% $24.31 -0.7%
319 EQT EQT CORP Energy 9,495.0 $505K 0.00% -2K -20.0% $53.17 +1.4%
320 ARKK ARK ETF TR 6,202.0 $501K 0.00% -351.0 -5.4% $80.83 +3.0%
Page 16 of 24  ·  471 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 33.8%
Financial Services 17.4%
Industrials 11.7%
Consumer Cyclical 8.8%
Healthcare 8.4%
Communication Services 6.4%
Consumer Defensive 5.4%
Energy 2.9%
Utilities 2.8%
Basic Materials 1.4%