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 1851–1900 of 2,645
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PPT | PUTNAM PREMIER INCOME TR | 177K | $500K+ | SH |
| IMCG | ISHARES TR | 8K | $500K+ | SH |
| LBRDK | LIBERTY BROADBAND CORP | 13K | $500K+ | SH |
| CNOB | CONNECTONE BANCORP INC | 24K | $500K+ | SH |
| QWLD | SPDR INDEX SHS FDS | 4K | $500K+ | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 16K | $500K+ | SH |
| CRGY | CRESCENT ENERGY COMPANY | 71K | $500K+ | SH |
| POR | PORTLAND GEN ELEC CO | 13K | $500K+ | SH |
| SIGI | SELECTIVE INS GROUP INC | 7K | $500K+ | SH |
| GTM | ZOOMINFO TECHNOLOGIES INC | 60K | $500K+ | SH |
| HODL | VANECK BITCOIN ETF | 25K | $500K+ | SH |
| YOU | CLEAR SECURE INC | 17K | $500K+ | SH |
| SLND | SOUTHLAND HLDGS INC | 184K | $500K+ | SH |
| PRDO | PERDOCEO ED CORP | 21K | $500K+ | SH |
| AI | C3 AI INC | 37K | $500K+ | SH |
| BUXX | EA SERIES TRUST | 30K | $500K+ | SH |
| LFUS | LITTELFUSE INC | 2K | $500K+ | SH |
| AIRJ | AIRJOULE TECHNOLOGIES CORP | 154K | $500K+ | SH |
| MAIN | MAIN STR CAP CORP | 10K | $500K+ | SH |
| GAL | SSGA ACTIVE ETF TR | 12K | $500K+ | SH |
| IBDU | ISHARES TR | 26K | $500K+ | SH |
| CORP | PIMCO ETF TR | 6K | $500K+ | SH |
| BKH | BLACK HILLS CORP | 9K | $500K+ | SH |
| VAW | VANGUARD WORLD FD | 3K | $500K+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 51K | $500K+ | SH |
| BTCI | NEOS ETF TRUST | 10K | $500K+ | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 39K | $500K+ | SH |
| BOOM | DMC GLOBAL INC | 70K | $500K+ | SH |
| SAR | SARATOGA INVT CORP | 26K | $500K+ | SH |
| UTG | REAVES UTIL INCOME FD | 16K | $500K+ | SH |
| EXPI | EXP WORLD HLDGS INC | 65K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 17K | $500K+ | SH |
| LAUR | LAUREATE EDUCATION INC | 17K | $500K+ | SH |
| ILCV | ISHARES TR | 6K | $500K+ | SH |
| TMFG | RBB FD INC | 19K | $500K+ | SH |
| IYG | ISHARES TR | 6K | $500K+ | SH |
| EZU | ISHARES INC | 9K | $500K+ | SH |
| MGEE | MGE ENERGY INC | 7K | $500K+ | SH |
| NVGS | NAVIGATOR HLDGS LTD | 37K | $500K+ | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 6K | $500K+ | SH |
| AIVL | WISDOMTREE TR | 5K | $500K+ | SH |
| U | UNITY SOFTWARE INC | 14K | $500K+ | SH |
| PJP | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| ASX | ASE TECHNOLOGY HLDG CO LTD | 36K | $500K+ | SH |
| IPAY | AMPLIFY ETF TR | 10K | $500K+ | SH |
| RDN | RADIAN GROUP INC | 16K | $500K+ | SH |
| USIG | ISHARES TR | 11K | $500K+ | SH |
| IFN | INDIA FD INC | 42K | $500K+ | SH |
| FDD | FIRST TR EXCHANGE-TRADED FD | 33K | $500K+ | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR | 53K | $500K+ | SH |