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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 2 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 13,987.0 $16.8M 0.14% -1K -8.2% $1199.50 +2.3%
22 VIG VANGUARD SPECIALIZED FUNDS 70,179.0 $16.6M 0.14% -10K -12.2% $236.62 +3.3%
23 SPMO INVESCO EXCH TRADED FD TR II 93,613.0 $15.1M 0.13% -18K -16.1% $161.54 -6.6%
24 INTC INTEL CORP Technology 104,700.0 $14.6M 0.12% -40K -27.4% $139.63 -30.8%
25 AMD ADVANCED MICRO DEVICES INC Technology 23,285.0 $13.5M 0.12% -466.0 -2.0% $580.93 -16.6%
26 VLUE ISHARES TR 65,475.0 $13.1M 0.11% -2K -2.4% $199.81 +0.4%
27 SPDW SPDR INDEX SHS FDS 257,236.0 $13.0M 0.11% -14K -5.3% $50.39 +1.8%
28 HYMB SPDR SERIES TRUST 492,206.0 $12.5M 0.11% -5K -1.0% $25.44 -2.6%
29 GE GE AEROSPACE Industrials 32,563.0 $12.2M 0.10% -2K -4.5% $373.73 +0.4%
30 JNJ JOHNSON & JOHNSON Healthcare 47,169.0 $12.0M 0.10% -3K -6.7% $253.97 +6.7%
31 VCSH VANGUARD SCOTTSDALE FDS 140,816.0 $11.1M 0.09% -16K -10.1% $79.03 -0.5%
32 MRK MERCK & CO INC Healthcare 86,089.0 $11.1M 0.09% -12K -11.9% $128.50 +5.2%
33 GEV GE VERNOVA INC Utilities 8,884.0 $10.4M 0.09% -709.0 -7.4% $1174.92 -14.5%
34 LRCX LAM RESEARCH CORP Technology 23,233.0 $10.1M 0.09% -620.0 -2.6% $433.34 -24.3%
35 IVLU ISHARES TR 240,537.0 $10.1M 0.09% -12K -4.7% $41.81 +4.9%
36 IBM INTERNATIONAL BUSINESS MACHS Technology 34,668.0 $9.7M 0.08% -700.0 -2.0% $281.21 -17.3%
37 IGM ISHARES TR 56,977.0 $9.3M 0.08% -12K -17.7% $163.58 -2.0%
38 FIX COMFORT SYS USA INC Industrials 4,624.0 $9.2M 0.08% -1K -23.7% $1982.20 -12.3%
39 BND VANGUARD BD INDEX FDS 121,258.0 $8.9M 0.07% -32K -20.8% $73.41 -1.6%
40 IJH ISHARES TR 112,574.0 $8.7M 0.07% -2K -2.2% $77.11 +0.2%
Page 2 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%