How many stocks does Focus Partners Wealth own?

As of Q1 2026, Focus Partners Wealth holds 2,644 positions in their 13F portfolio.

What is Focus Partners Wealth's largest holding?

AAPL at 2.8% of portfolio, worth $2.5B.

What is Focus Partners Wealth's total portfolio value?

$89.9B as of Q1 2026, tracked across 2,644 holdings.

Is Focus Partners Wealth a hedge fund?

Focus Partners Wealth is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Focus Partners Wealth report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Focus Partners Wealth's portfolio changed in Q1 2026?

View Focus Partners Wealth's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Focus Partners Wealth's investment strategy?

Focus Partners Wealth is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Focus Partners Wealth Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

FWFocus Partners Wealth

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$89.9B

AUM

2,644

Positions

Q1 2026

Filing

Rating · 2.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New2%Increased58%Decreased38%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 1.3 years

<1Q7%1-4Q25%1-2Y34%2Y+34%

Q1 2026 Summary

Active quarter - 233 new positions, 234 exits, 1285 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $89.9B across 2644 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL2.83%

NVDA2.35%

MSFT2.19%

XLK1.92%

DFAC1.85%

AMZN1.78%

VOO1.78%

SPY1.63%

IVV1.60%

GOOGL1.54%

Other1.33%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SNDK4Q held

SANDISK CORP

Avg $180.79 · $18.8M est. P&L

Est. P&L

+678.57%

PL4Q held

PLANET LABS PBC

Avg $6.60 · $861,364 est. P&L

Est. P&L

+530.39%

BE7Q held

BLOOM ENERGY CORP

Avg $49.81 · $9.9M est. P&L

Est. P&L

+468.23%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings2,644 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	10M	$2.5B	2.8%	—	$233.90	+28.36%	10 qtrssince 2023-Q4	Increased 58
NVDA NVIDIA CORPORATION	12.1M	$2.1B	2.4%	—	$165.84	+38.79%	10 qtrssince 2023-Q4	Increased 58
MSFT MICROSOFT CORP	5.3M	$2B	2.2%	—	$441.84	-3.30%	10 qtrssince 2023-Q4	Increased 65
XLK ETF SELECT SECTOR SPDR TR	13M	$1.7B	1.9%	—	$139.12	+26.70%	10 qtrssince 2023-Q4	Decreased 0
DFAC ETF DIMENSIONAL ETF TRUST	42.6M	$1.7B	1.8%	—	$33.85	+26.97%	10 qtrssince 2023-Q4	Decreased 0
AMZN AMAZON COM INC	7.7M	$1.6B	1.8%	—	$212.28	+24.43%	10 qtrssince 2023-Q4	Increased 56
VOO ETF VANGUARD INDEX FDS	2.7M	$1.6B	1.8%	—	$535.87	+26.79%	10 qtrssince 2023-Q4	Increased 50
SPY Unit STATE STR SPDR S&P 500 ETF T	2.4M	$1.5B	1.6%	—	$624.89	+18.81%	10 qtrssince 2023-Q4	Decreased 0
IVV ETF ISHARES TR	2.2M	$1.4B	1.6%	—	$632.93	+17.30%	10 qtrssince 2023-Q4	Increased 53
GOOGL ALPHABET INC	4.8M	$1.4B	1.5%	—	$240.55	+65.06%	10 qtrssince 2023-Q4	Increased 59
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