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 101–150 of 2,645
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 2.2M | $1M+ | SH |
| BLK | BLACKROCK INC | 171K | $1M+ | SH |
| GLD | SPDR GOLD TR | 459K | $1M+ | SH |
| GXO | GXO LOGISTICS INCORPORATED | 3.5M | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 850K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 1.3M | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 3.7M | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 884K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 2.2M | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 644K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 522K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 2.1M | $1M+ | SH |
| IJH | ISHARES TR | 2.4M | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 3.4M | $1M+ | SH |
| DHR | DANAHER CORPORATION | 663K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 689K | $1M+ | SH |
| MRK | MERCK & CO INC | 1.4M | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 716K | $1M+ | SH |
| EFA | ISHARES TR | 1.5M | $1M+ | SH |
| KLAC | KLA CORP | 124K | $1M+ | SH |
| IWM | ISHARES TR | 594K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 824K | $1M+ | SH |
| KAT | ADVISORS SER TR | 2.7M | $1M+ | SH |
| TJX | TJX COS INC NEW | 936K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 565K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 4.3M | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 5.1M | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 521K | $1M+ | SH |
| IWV | ISHARES TR | 364K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 716K | $1M+ | SH |
| NFLX | NETFLIX INC | 1.4M | $1M+ | SH |
| AGG | ISHARES TR | 1.4M | $1M+ | SH |
| ORCL | ORACLE CORP | 687K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 1.7M | $1M+ | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 543K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 358K | $1M+ | SH |
| PCAR | PACCAR INC | 1.2M | $1M+ | SH |
| CPRT | COPART INC | 3.3M | $1M+ | SH |
| IEF | ISHARES TR | 1.4M | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 506K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 2.8M | $1M+ | SH |
| MUB | ISHARES TR | 1.2M | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 995K | $1M+ | SH |
| SO | SOUTHERN CO | 1.4M | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 416K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 1.4M | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 1.6M | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 1.0M | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 314K | $1M+ | SH |
| NOW | SERVICENOW INC | 777K | $1M+ | SH |