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 401–450 of 2,645
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CARY | ANGEL OAK FUNDS TRUST | 1.4M | $1M+ | SH |
| KMX | CARMAX INC | 766K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 350K | $1M+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 226K | $1M+ | SH |
| RTX | RTX CORPORATION | 160K | $1M+ | SH |
| BWXT | BWX TECHNOLOGIES INC | 169K | $1M+ | SH |
| EVRG | EVERGY INC | 400K | $1M+ | SH |
| MFC | MANULIFE FINL CORP | 797K | $1M+ | SH |
| NVS | NOVARTIS AG | 209K | $1M+ | SH |
| SPE-PC | SPECIAL OPPORTUNITIES FD INC | 1.1M | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 152K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 90K | $1M+ | SH |
| ORI | OLD REP INTL CORP | 602K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 111K | $1M+ | SH |
| RUNN | STRATEGIC TRUST | 823K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 826K | $1M+ | SH |
| NVT | NVENT ELECTRIC PLC | 270K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 566K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 607K | $1M+ | SH |
| SYF | SYNCHRONY FINANCIAL | 321K | $1M+ | SH |
| AVSU | AMERICAN CENTY ETF TR | 351K | $1M+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 154K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 249K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 90K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 56K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 140K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 447K | $1M+ | SH |
| IP | INTERNATIONAL PAPER CO | 586K | $1M+ | SH |
| WELL | WELLTOWER INC | 140K | $1M+ | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F | 505K | $1M+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 575K | $1M+ | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 525K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 846K | $1M+ | SH |
| SYLD | CAMBRIA ETF TR | 362K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 494K | $1M+ | SH |
| IJT | ISHARES TR | 177K | $1M+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 567K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 269K | $1M+ | SH |
| WFC-PL | WELLS FARGO CO NEW | 20K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 106K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 958K | $1M+ | SH |
| PAYX | PAYCHEX INC | 212K | $1M+ | SH |
| GIS | GENERAL MLS INC | 510K | $1M+ | SH |
| SOXX | ISHARES TR | 79K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 500K | $1M+ | SH |
| CCL | CARNIVAL CORP | 768K | $1M+ | SH |
| CELC | CELCUITY INC | 235K | $1M+ | SH |
| ENSG | ENSIGN GROUP INC | 134K | $1M+ | SH |
| AOR | ISHARES TR | 358K | $1M+ | SH |
| EOG | EOG RES INC | 221K | $1M+ | SH |