Focus Partners Wealth
CIK 1542153
13F filing for Q2 2026・No. 121
- Holdings
- US$97.63B
- Quarter change
- +US$7.72B
- Entries
- 2,759
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
2,759 stocks worth US$97.63B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | — | 10,016,436 | US$2.89B | 2.96% |
| NVDANvidiaCOM | — | 12,427,184 | US$2.48B | 2.54% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | — | 12,703,573 | US$2.42B | 2.48% |
| MSFTMicrosoftCOM | — | 5,084,517 | US$1.9B | 1.94% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | — | 42,128,827 | US$1.87B | 1.91% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | — | 2,688,933 | US$1.85B | 1.89% |
| IVVISHARES TRCORE S&P500 ETF | — | 2,413,265 | US$1.81B | 1.85% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | — | 2,355,908 | US$1.65B | 1.69% |
| AMZNAmazonCOM | — | 6,842,819 | US$1.63B | 1.67% |
| GOOGLAlphabetCAP STK CL A | — | 4,130,802 | US$1.48B | 1.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.