Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Focus Financial Network, Inc. (CIK 2010942) reported $2.79B across 727 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($282.9M, 10.14%), SCHG ($137.8M, 4.94%), QQQ ($92.0M, 3.30%), AAPL ($86.1M, 3.09%), IVV ($73.8M, 2.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $282.9M | 10.14% | 1.6M | Trimmed |
| 2 | SCHG | SCHWAB STRATEGIC TR | $137.8M | 4.94% | 4.7M | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $92.0M | 3.30% | 159,390 | Trimmed |
| 4 | AAPL | APPLE INC | $86.1M | 3.09% | 339,314 | Trimmed |
| 5 | IVV | ISHARES TR | $73.8M | 2.65% | 112,961 | Added |
| 6 | AMZN | AMAZON COM INC | $63.9M | 2.29% | 306,884 | Trimmed |
| 7 | SCHD | SCHWAB STRATEGIC TR | $60.8M | 2.18% | 2.0M | Trimmed |
| 8 | AGG | ISHARES TR | $60.4M | 2.17% | 608,432 | Added |
| 9 | VTV | VANGUARD INDEX FDS | $54.4M | 1.95% | 277,178 | Added |
| 10 | FNDF | SCHWAB STRATEGIC TR | $38.0M | 1.36% | 776,400 | Added |
| 11 | QLD | PROSHARES TR | $36.6M | 1.31% | 599,468 | Added |
| 12 | IEF | ISHARES TR | $36.6M | 1.31% | 383,634 | Added |
| 13 | VXUS | VANGUARD STAR FDS | $36.1M | 1.29% | 468,336 | Trimmed |
| 14 | VYM | VANGUARD WHITEHALL FDS | $35.4M | 1.27% | 239,077 | Added |
| 15 | XMHQ | INVESCO EXCHANGE TRADED FD T | $35.5M | 1.27% | 343,103 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.6M | 1.03% | 59,767 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $28.6M | 1.03% | 99,434 | Trimmed |
| 18 | FESM | FIDELITY COVINGTON TRUST | $27.7M | 0.99% | 727,780 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $27.1M | 0.97% | 423,017 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $25.3M | 0.91% | 38,873 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $23.5M | 0.84% | 109,276 | Added |
| 22 | MSFT | MICROSOFT CORP | $23.1M | 0.83% | 62,326 | Trimmed |
| 23 | IWR | ISHARES TR | $21.6M | 0.77% | 221,855 | Trimmed |
| 24 | MZLSX | PROFESIONALLY MANAGED PORTFO | $20.7M | 0.74% | 391,859 | New |
| 25 | SCHV | SCHWAB STRATEGIC TR | $19.4M | 0.70% | 636,842 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31