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 Partners Wealth (CIK 1542153) reported $89.91B across 2,604 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($2.54B, 2.83%), NVDA ($2.12B, 2.35%), MSFT ($1.97B, 2.19%), XLK ($1.73B, 1.92%), DFAC ($1.66B, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $2.54B | 2.83% | 10.0M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $2.12B | 2.35% | 12.1M | Added |
| 3 | MSFT | MICROSOFT CORP | $1.97B | 2.19% | 5.3M | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $1.73B | 1.92% | 13.0M | Trimmed |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $1.66B | 1.85% | 42.6M | Trimmed |
| 6 | VOO | VANGUARD INDEX FDS | $1.60B | 1.78% | 2.7M | Added |
| 7 | AMZN | AMAZON COM INC | $1.60B | 1.78% | 7.7M | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $1.47B | 1.63% | 2.4M | Trimmed |
| 9 | IVV | ISHARES TR | $1.44B | 1.60% | 2.2M | Added |
| 10 | GOOGL | ALPHABET INC | $1.39B | 1.54% | 4.8M | Added |
| 11 | GOOG | ALPHABET INC | $1.20B | 1.33% | 4.1M | Trimmed |
| 12 | EQTY | VALUED ADVISERS TR | $1.14B | 1.26% | 44.6M | Trimmed |
| 13 | AVGO | BROADCOM INC | $997.9M | 1.11% | 3.2M | Added |
| 14 | ITOT | ISHARES TR | $953.5M | 1.06% | 6.7M | Added |
| 15 | BSVO | EA SERIES TRUST | $945.2M | 1.05% | 37.3M | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $914.6M | 1.02% | 3.1M | Added |
| 17 | VTI | VANGUARD INDEX FDS | $881.4M | 0.98% | 2.7M | Added |
| 18 | VTV | VANGUARD INDEX FDS | $840.4M | 0.93% | 4.3M | Trimmed |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | $824.1M | 0.92% | 13.8M | Added |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $821.9M | 0.91% | 13.1M | Trimmed |
| 21 | DUHP | DIMENSIONAL ETF TRUST | $766.4M | 0.85% | 20.4M | Added |
| 22 | AVUV | AMERICAN CENTY ETF TR | $736.7M | 0.82% | 6.7M | Added |
| 23 | DFIV | DIMENSIONAL ETF TRUST | $714.9M | 0.80% | 13.5M | Trimmed |
| 24 | DFUV | DIMENSIONAL ETF TRUST | $712.2M | 0.79% | 14.7M | Trimmed |
| 25 | IWB | ISHARES TR | $689.4M | 0.77% | 1.9M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31