How many stocks does Focus Partners Wealth own?

As of Q4 2025, Focus Partners Wealth holds 2,645 positions in their 13F portfolio.

What is Focus Partners Wealth's largest holding?

AAPL at 2.9% of portfolio, worth $2.6B.

What is Focus Partners Wealth's total portfolio value?

$87.7B as of Q4 2025, tracked across 2,645 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 Q4 2025?

View Focus Partners Wealth's latest portfolio changes, new positions, and exits for Q4 2025 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.

Focus Partners Wealth Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Focus Partners Wealth

Institutional investor · Portfolio as of Q4 2025

Below Average(1.5 / 5.0)

$87.7B

AUM

2,645

Positions

605

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

Focus Partners Wealth manages $87.7B across 2645 positions as of Q4 2025. Top holdings: AAPL (2.9%), MSFT (2.4%), NVDA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.

Q4 2025 Summary

Active quarter - 605 new positions, 160 exits, 1579 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $87.7B across 2645 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL2.93%

MSFT2.45%

NVDA2.42%

XLK2.15%

DFAC1.93%

VOO1.90%

SPY1.83%

AMZN1.81%

IVV1.64%

GOOG1.54%

Other1.43%

Similar Funds

Funds with similar investing DNA

Whale Rock Capital Management LLC

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

IXHL1Q held

Incannex Healthcare Inc.

Avg $0.36 · $73,176 est. P&L

Est. P&L

+955.56%

NGD9Q held

NEW GOLD INC CDA

Avg $1.59 · $129,570 est. P&L

Est. P&L

+647.97%

IBRX1Q held

ImmunityBio, Inc.

Avg $1.98 · $432,743 est. P&L

Est. P&L

+405.05%

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 Holdings10 of 2645

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL Apple Inc.	9.5M	$2.6B	2.9%	—	$232.28	+13.55%	9 qtrssince 2023-Q4	Increased 73
MSFT Microsoft Corporation	4.4M	$2.1B	2.4%	—	$449.40	-10.12%	9 qtrssince 2023-Q4	Increased 78
NVDA NVIDIA Corporation	11.4M	$2.1B	2.4%	—	$164.98	+9.13%	9 qtrssince 2023-Q4	Increased 88
XLKETF State Street Technology Select	13.1M	$1.9B	2.2%	—	$139.12	-1.16%	9 qtrssince 2023-Q4	Increased 87
DFACETF Dimensional U.S. Core Equity 2	42.7M	$1.7B	1.9%	—	$33.85	+19.91%	9 qtrssince 2023-Q4	Increased 50
VOOETF Vanguard S&P 500 ETF	2.7M	$1.7B	1.9%	—	$535.54	+16.84%	9 qtrssince 2023-Q4	Increased 54
SPYUnit State Street SPDR S&P 500 ETF T	2.9M	$1.6B	1.8%	—	$624.89	+8.87%	9 qtrssince 2023-Q4	Increased 58
AMZN Amazon.com, Inc.	6.9M	$1.6B	1.8%	—	$212.69	-1.86%	9 qtrssince 2023-Q4	Increased 70
IVVETF iShares Core S&P 500 ETF	2.1M	$1.4B	1.6%	—	$630.34	+8.41%	9 qtrssince 2023-Q4	Increased 62
GOOG Alphabet Inc.	4.3M	$1.4B	1.5%	—	$218.28	+39.07%	9 qtrssince 2023-Q4	Increased 66
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