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 351–400 of 2,645
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BK | BANK NEW YORK MELLON CORP | 315K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 220K | $1M+ | SH |
| IWO | ISHARES TR | 110K | $1M+ | SH |
| MMM | 3M CO | 222K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 140K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 735K | $1M+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 1.4M | $1M+ | SH |
| CLOZ | SERIES PORTFOLIOS TR | 1.3M | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 384K | $1M+ | SH |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 4.3M | $1M+ | SH |
| DDOG | DATADOG INC | 253K | $1M+ | SH |
| GSST | GOLDMAN SACHS ETF TR | 676K | $1M+ | SH |
| RY | ROYAL BK CDA | 200K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 384K | $1M+ | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 777K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 616K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 154K | $1M+ | SH |
| MCO | MOODYS CORP | 66K | $1M+ | SH |
| IJS | ISHARES TR | 295K | $1M+ | SH |
| IGIB | ISHARES TR | 622K | $1M+ | SH |
| IXC | ISHARES TR | 797K | $1M+ | SH |
| IWS | ISHARES TR | 237K | $1M+ | SH |
| IDV | ISHARES TR | 837K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 333K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 398K | $1M+ | SH |
| SHOP | SHOPIFY INC | 205K | $1M+ | SH |
| SU | SUNCOR ENERGY INC NEW | 739K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 478K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 996K | $1M+ | SH |
| IBTH | ISHARES TR | 1.4M | $1M+ | SH |
| MUNI | PIMCO ETF TR | 605K | $1M+ | SH |
| IBDR | ISHARES TR | 1.3M | $1M+ | SH |
| VIRT | VIRTU FINL INC | 887K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 1.0M | $1M+ | SH |
| BILS | SPDR SERIES TRUST | 313K | $1M+ | SH |
| GWW | WW GRAINGER INC | 31K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 50K | $1M+ | SH |
| DTE | DTE ENERGY CO | 224K | $1M+ | SH |
| FLOT | ISHARES TR | 599K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 424K | $1M+ | SH |
| IUSG | ISHARES TR | 181K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 874K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 672K | $1M+ | SH |
| D | DOMINION ENERGY INC | 508K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 327K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 559K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 222K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 650K | $1M+ | SH |
| MORN | MORNINGSTAR INC | 137K | $1M+ | SH |
| DTM | DT MIDSTREAM INC | 262K | $1M+ | SH |