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 151–200 of 2,645
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOE | VANGUARD INDEX FDS | 677K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 1.4M | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 22K | $1M+ | SH |
| ALC | ALCON AG | 1.5M | $1M+ | SH |
| GE | GE AEROSPACE | 380K | $1M+ | SH |
| USMV | ISHARES TR | 1.2M | $1M+ | SH |
| ASML | ASML HOLDING N V | 107K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 1.4M | $1M+ | SH |
| AMGN | AMGEN INC | 366K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.4M | $1M+ | SH |
| ACWX | ISHARES TR | 1.7M | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 231K | $1M+ | SH |
| IGSB | ISHARES TR | 2.1M | $1M+ | SH |
| IEI | ISHARES TR | 939K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 148 | $1M+ | SH |
| ICSH | ISHARES TR | 2.2M | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 3.2M | $1M+ | SH |
| MINT | PIMCO ETF TR | 1.1M | $1M+ | SH |
| SHY | ISHARES TR | 1.3M | $1M+ | SH |
| INTU | INTUIT | 165K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 2.4M | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.4M | $1M+ | SH |
| EFV | ISHARES TR | 1.5M | $1M+ | SH |
| COO | COOPER COS INC | 1.3M | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 4.0M | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 2.4M | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 565K | $1M+ | SH |
| DIS | DISNEY WALT CO | 913K | $1M+ | SH |
| NU | NU HLDGS LTD | 6.2M | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 2.2M | $1M+ | SH |
| WAT | WATERS CORP | 272K | $1M+ | SH |
| SCZ | ISHARES TR | 1.3M | $1M+ | SH |
| CME | CME GROUP INC | 367K | $1M+ | SH |
| KO | COCA COLA CO | 1.4M | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 184K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 1.5M | $1M+ | SH |
| SYY | SYSCO CORP | 1.3M | $1M+ | SH |
| GLW | CORNING INC | 1.1M | $1M+ | SH |
| ASTS | AST SPACEMOBILE INC | 1.3M | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 413K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 328K | $1M+ | SH |
| IWP | ISHARES TR | 652K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 1.1M | $1M+ | SH |
| DE | DEERE & CO | 190K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 1.1M | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 2.3M | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 3.8M | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 1.4M | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 3.2M | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 1.9M | $1M+ | SH |