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 201–250 of 2,645
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMTM | AMENTUM HOLDINGS INC | 2.8M | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 245K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.4M | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 1.7M | $1M+ | SH |
| C | CITIGROUP INC | 679K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 1.1M | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 46K | $1M+ | SH |
| IUSB | ISHARES TR | 1.6M | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 521K | $1M+ | SH |
| MCK | MCKESSON CORP | 91K | $1M+ | SH |
| CMI | CUMMINS INC | 146K | $1M+ | SH |
| UNP | UNION PAC CORP | 318K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 121K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.4M | $1M+ | SH |
| QLTY | GMO ETF TRUST | 1.9M | $1M+ | SH |
| IBTI | ISHARES TR | 3.2M | $1M+ | SH |
| EFG | ISHARES TR | 632K | $1M+ | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 693K | $1M+ | SH |
| BN | BROOKFIELD CORP | 1.6M | $1M+ | SH |
| CSL | CARLISLE COS INC | 222K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 2.9M | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 2.2M | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 856K | $1M+ | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 237K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 770K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 123K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 2.6M | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 52K | $1M+ | SH |
| DLTR | DOLLAR TREE INC | 558K | $1M+ | SH |
| MS | MORGAN STANLEY | 387K | $1M+ | SH |
| CSX | CSX CORP | 1.9M | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 228K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 1.3M | $1M+ | SH |
| PSX | PHILLIPS 66 | 516K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 1.6M | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 328K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 260K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 371K | $1M+ | SH |
| FDX | FEDEX CORP | 230K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 116K | $1M+ | SH |
| CACI | CACI INTL INC | 124K | $1M+ | SH |
| DVY | ISHARES TR | 466K | $1M+ | SH |
| GEV | GE VERNOVA INC | 98K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 144K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 521K | $1M+ | SH |
| AZO | AUTOZONE INC | 19K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 1.2M | $1M+ | SH |
| IYW | ISHARES TR | 312K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 667K | $1M+ | SH |
| IWN | ISHARES TR | 341K | $1M+ | SH |