Focus Partners Wealth

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$87.7B

Total Positions

2,645

New This Quarter

605

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

AAPL2.93%

MSFT2.45%

NVDA2.42%

XLK2.15%

DFAC1.93%

VOO1.90%

SPY1.83%

AMZN1.81%

IVV1.64%

GOOG1.54%

Other15.36%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

NGD9Q held

NEW GOLD INC CDA C

Avg $1.59 · $90,640 est. P&L

Est. P&L

+453.30%

IRWD3Q held

IRONWOOD PHARMACEUTICALS INC

Avg $0.89 · $107,444 est. P&L

Est. P&L

+275.78%

OKLO6Q held

Oklo Inc

Avg $23.13 · $6.1M est. P&L

Est. P&L

+209.61%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 2645 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL Apple Inc	9.5M	$2.6B	2.9%	—	$232.28	+17.45%	9 qtrs	Increased 73
MSFT Microsoft Corp	4.4M	$2.1B	2.4%	—	$449.40	+8.47%	9 qtrs	Increased 78
NVDA NVIDIA Corp	11.4M	$2.1B	2.4%	—	$164.98	+13.67%	9 qtrs	Increased 88
XLK SELECT SECTOR SPDR TR	13.1M	$1.9B	2.2%	—	$139.12	+4.52%	9 qtrs	Increased 87
DFAC DIMENSIONAL ETF TRUST	42.7M	$1.7B	1.9%	—	$33.85	+17.90%	9 qtrs	Increased 50
VOO VANGUARD INDEX FDS	2.7M	$1.7B	1.9%	—	$535.54	+17.96%	9 qtrs	Increased 54
SPY SPDR S&P 500 ETF TR	2.9M	$1.6B	1.8%	—	$624.89	+9.94%	9 qtrs	Increased 58
AMZN Amazon.com Inc	6.9M	$1.6B	1.8%	—	$212.69	+9.33%	9 qtrs	Increased 70
IVV ISHARES TR	2.1M	$1.4B	1.6%	—	$630.34	+9.45%	9 qtrs	Increased 62
GOOG Alphabet Inc	4.3M	$1.4B	1.5%	—	$218.28	+44.10%	9 qtrs	Increased 66
GOOGL Alphabet Inc	4.1M	$1.3B	1.4%	—	$228.83	+37.15%	9 qtrs	Increased 74
EQTY VALUED ADVISERS TR	45M	$1.2B	1.4%	—	$27.16	+0.03%	6 qtrs	Increased 81
VGT VANGUARD WORLD FD	1.3M	$977.6M	1.1%	—	$745.40	+2.08%	9 qtrs	Increased 77
JPM JPMORGAN CHASE & CO.	3M	$967.9M	1.1%	—	$230.68	+39.57%	9 qtrs	Increased 62
ITOT ISHARES TR	6.2M	$914.5M	1.0%	—	$128.02	+17.01%	9 qtrs	Increased 61
IWF ISHARES TR	1.9M	$903.2M	1.0%	—	$436.64	+9.23%	9 qtrs	Increased 68
AVGO Broadcom Inc	2.6M	$900.2M	1.0%	—	$285.47	+22.55%	9 qtrs	Increased 78
VTI VANGUARD INDEX FDS	2.5M	$854.8M	1.0%	—	$295.17	+14.46%	9 qtrs	Increased 61
BSVO EA SERIES TRUST	36.4M	$847.4M	1.0%	—	$21.52	+9.23%	6 qtrs	Increased 47
VTV VANGUARD INDEX FDS	4.3M	$823.6M	0.9%	—	$182.12	+5.63%	9 qtrs	Increased 58
META Meta Platforms Inc	1.2M	$806.4M	0.9%	—	$631.10	+5.52%	9 qtrs	Increased 65
DFAT DIMENSIONAL ETF TRUST	13.3M	$790.9M	0.9%	—	$54.32	+10.74%	6 qtrs	Increased 45
VGIT VANGUARD SCOTTSDALE FDS	12.6M	$753.1M	0.9%	—	$58.06	+3.09%	6 qtrs	Increased 57
DUHP DIMENSIONAL ETF TRUST	19.3M	$734.1M	0.8%	—	$33.97	+12.77%	6 qtrs	Increased 46
IWB ISHARES TR	2M	$730.1M	0.8%	—	$328.03	+14.68%	9 qtrs	Increased 50
Showing 25 of 2,645 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

DFACDIMENSIONAL ETF TRUST

Q1 2024 → Q4 2025+42.1M shares+$1.7B

BSCSINVESCO EXCH TRD SLF IDX FD

Q1 2024 → Q4 2025+177,571 shares+$9.7M

BSCTINVESCO EXCH TRD SLF IDX FD

Q1 2024 → Q4 2025+484,495 shares+$14.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer