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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 9 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PEP PEPSICO INC Consumer Defensive 47,933.0 $6.5M 0.06% -25K -34.0% $135.40 +5.3%
162 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 9,224.0 $6.5M 0.06% -3K -26.3% $703.39 -0.1%
163 IWL ISHARES TR 35,065.0 $6.5M 0.06% +15K +74.5% $184.95 +2.9%
164 IWP ISHARES TR 43,870.0 $6.4M 0.05% +1K +2.9% $146.41 -1.8%
165 JPIB J P MORGAN EXCHANGE TRADED F 130,063.0 $6.3M 0.05% +51K +63.5% $48.35 -0.9%
166 IALT BLACKROCK ETF TRUST 221,603.0 $6.2M 0.05% NEW $28.05 +3.3%
167 PANW PALO ALTO NETWORKS INC Technology 18,160.0 $6.2M 0.05% +985.0 +5.7% $341.03 +5.5%
168 DE DEERE & CO Industrials 9,693.0 $6.1M 0.05% -395.0 -3.9% $634.35 -8.5%
169 VCRB VANGUARD MALVERN FDS 75,743.0 $5.8M 0.05% +5K +7.7% $77.23 -1.2%
170 AVES AMERICAN CENTY ETF TR 89,129.0 $5.8M 0.05% +1K +1.5% $65.60 -0.8%
171 WFC WELLS FARGO & CO Financial Services 69,083.0 $5.7M 0.05% +13K +22.1% $82.64 +4.0%
172 VO VANGUARD INDEX FDS 69,642.0 $5.6M 0.05% +59K +578.4% $80.57 +3.1%
173 IVE ISHARES TR 24,581.0 $5.6M 0.05% +6K +32.5% $227.06 +5.0%
174 IAU ISHARES GOLD TR Financial Services 73,909.0 $5.6M 0.05% +420.0 +0.6% $75.51 +12.4%
175 DON WISDOMTREE TR 98,669.0 $5.6M 0.05% -3K -3.0% $56.52 +3.3%
176 BMY BRISTOL-MYERS SQUIBB CO Healthcare 96,478.0 $5.6M 0.05% -26K -21.2% $57.62 +17.3%
177 CB CHUBB LIMITED Financial Services 15,973.0 $5.4M 0.05% -2K -9.0% $340.74 +0.1%
178 IWS ISHARES TR 33,039.0 $5.4M 0.05% -846.0 -2.5% $164.60 +4.7%
179 PLTR PALANTIR TECHNOLOGIES INC Technology 46,336.0 $5.4M 0.05% -28K -37.9% $116.67 +50.2%
180 TJX TJX COS INC NEW Consumer Cyclical 35,323.0 $5.4M 0.04% -2K -6.5% $151.50 -4.6%
Page 9 of 63  ·  1,243 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%