Focus Partners Wealth

CIK 0001542153 · ST LOUIS, MO · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Focus Partners Wealth reported 2,759 positions worth $97.63B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (3.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$97.63B
2026 Q2
Positions
2,759
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
20.4%
Est. Net Flow (Q)
2026 Q2
10 / 2759 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$2.89B2.96%10,016,436
2NVDANVIDIA CORPORATIONSH$2.48B2.54%12,427,184
3XLKSELECT SECTOR SPDR TRSH$2.42B2.48%12,703,573
4MSFTMICROSOFT CORPSH$1.90B1.94%5,084,517
5DFACDIMENSIONAL ETF TRUSTSH$1.87B1.91%42,128,827
6VOOVANGUARD INDEX FDSSH$1.85B1.89%2,688,933
7IVVISHARES TRSH$1.81B1.85%2,413,265
8SPYSTATE STR SPDR S&P 500 ETF TSH$1.65B1.69%2,355,908
9AMZNAMAZON COM INCSH$1.63B1.67%6,842,819
10GOOGLALPHABET INCSH$1.48B1.51%4,130,802

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Focus Partners Wealth hold as of Q2 2026?

Focus Partners Wealth reported 2759 positions worth $97.63B in its Q2 2026 13F filing. Largest positions: AAPL (3.0%), NVDA (2.5%), XLK (2.5%), MSFT (1.9%) and DFAC (1.9%).

What did Focus Partners Wealth buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Focus Partners Wealth sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.