CIK 1542153
Focus Partners Wealth
Institutional 13F holdings & portfolio
Holdings
2,645
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,645
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 9.5M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4.4M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11.4M | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 13.1M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 42.7M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2.7M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2.9M | $1M+ | SH |
| AMZN | AMAZON COM INC | 6.9M | $1M+ | SH |
| IVV | ISHARES TR | 2.1M | $1M+ | SH |
| GOOG | ALPHABET INC | 4.3M | $1M+ | SH |
| GOOGL | ALPHABET INC | 4.1M | $1M+ | SH |
| EQTY | VALUED ADVISERS TR | 45.0M | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 1.3M | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3.0M | $1M+ | SH |
| ITOT | ISHARES TR | 6.2M | $1M+ | SH |
| IWF | ISHARES TR | 1.9M | $1M+ | SH |
| AVGO | BROADCOM INC | 2.6M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 2.5M | $1M+ | SH |
| BSVO | EA SERIES TRUST | 36.4M | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 4.3M | $1M+ | SH |
| META | META PLATFORMS INC | 1.2M | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 13.3M | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 12.6M | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 19.3M | $1M+ | SH |
| IWB | ISHARES TR | 2.0M | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 13.8M | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 14.8M | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 9.3M | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 12.4M | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 6.5M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.3M | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 4.9M | $1M+ | SH |
| IXUS | ISHARES TR | 6.7M | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 945K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 13.8M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7.9M | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 3.1M | $1M+ | SH |
| QUAL | ISHARES TR | 2.4M | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 14.5M | $1M+ | SH |
| V | VISA INC | 1.2M | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 8.2M | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1.9M | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 688K | $1M+ | SH |
| WMT | WALMART INC | 3.5M | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 4.1M | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 3.0M | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.9M | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2.2M | $1M+ | SH |
| OEF | ISHARES TR | 1.0M | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 2.9M | $1M+ | SH |