account_balance
Investment manager · 13F filer · SEC CIK 1542153
Focus Partners Wealth
Reported value$96.6Bas of Sep 30, 2026
Positions2,788 311 new, 282 sold out
Top 10 weight22.3%AAPL alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
3.5%
NVDANvidia Corporation
3.1%Added +5%
MSFTMicrosoft Corp
2.7%
XLKSelect Sector SPDR Tr
2.5%
IVViShares Tr
2.0%Added +7%
VOOVanguard Index FDS
2.0%
AMZNAmazon Com Inc
1.8%
SPYState STR SPDR S&P 500 ETF T
1.7%
ITOTiShares Tr
1.6%Added +8%
GOOGLAlphabet Inc
1.4%
GOOGAlphabet Inc
1.4%
EQTYValued Advisers Tr
1.3%
AAPLApple Inc
3.5%
NVDANvidia Corporation
3.1%Added +5%
MSFTMicrosoft Corp
2.7%
XLKSelect Sector SPDR Tr
2.5%
IVViShares Tr
2.0%Added +7%
VOO2.0%
AMZN1.8%SPY1.7%ITOT1.6%
GOOGL1.4%GOOG1.4%EQTY1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 3.5% HeldNVDA Nvidia Corporation 3.1% Added +5%MSFT Microsoft Corp 2.7% Held
XLK Select Sector SPDR Tr 2.5% Held
IVV iShares Tr 2.0% Added +7%
VOO Vanguard Index FDS 2.0% Held
AMZN Amazon Com Inc 1.8% HeldSPY State STR SPDR S&P 500 ETF T 1.7% HeldITOT iShares Tr 1.6% Added +8%
GOOGL Alphabet Inc 1.4% HeldGOOG Alphabet Inc 1.4% HeldEQTY Valued Advisers Tr 1.3% Held
What changed