FWFocus Partners Wealth
Institutional investor · Portfolio as of Q1 2024
Top Holdings981 positions
Microsoft Corporation | 1.1M | $472.6M | 3.8% | $387.08 | +6.62% | 2 qtrssince 2023-Q4 | Increased 86 |
Vanguard S&P 500 ETF | 962,808 | $462.8M | 3.8% | $426.45 | +9.31% | 2 qtrssince 2023-Q4 | Increased 64 |
ISHARES TR | 5.4M | $366.1M | 3.0% | $60.04 | +4.43% | 2 qtrssince 2023-Q4 | Increased 54 |
Apple Inc. | 1.9M | $319.3M | 2.6% | $181.29 | -6.43% | 2 qtrssince 2023-Q4 | Increased 80 |
Berkshire Hathaway Inc. | 411 | $260.8M | 2.1% | $543,965.37 | +16.63% | 2 qtrssince 2023-Q4 | Increased 53 |
SPDR SERIES TRUST ST STR MSCI USAQ | 1.7M | $249.5M | 2.0% | $128.60 | +9.33% | 2 qtrssince 2023-Q4 | Increased 57 |
iShares Russell 1000 Growth ETF | 666,939 | $224.8M | 1.8% | $81.58 | +2.22% | 2 qtrssince 2023-Q4 | Increased 78 |
iShares Russell 1000 ETF | 773,651 | $222.8M | 1.8% | $259.64 | +8.02% | 2 qtrssince 2023-Q4 | Increased 59 |
iShares Core S&P 500 ETF | 391,835 | $206M | 1.7% | $497.18 | +2.47% | 2 qtrssince 2023-Q4 | Increased 78 |
JPMorgan Chase & Co. | 814,860 | $163.2M | 1.3% | $168.96 | +11.93% | 2 qtrssince 2023-Q4 | Increased 65 |
WISDOMTREE TR | 2.2M | $158.2M | 1.3% | $68.57 | +0.06% | 2 qtrssince 2023-Q4 | Increased 77 |
Procter & Gamble Company | 864,473 | $140.3M | 1.1% | $144.47 | +4.40% | 2 qtrssince 2023-Q4 | Increased 77 |
Amazon.com, Inc. | 777,285 | $140.2M | 1.1% | $163.86 | +10.08% | 2 qtrssince 2023-Q4 | Increased 71 |
Vanguard Morningstar Total Stock Market ETF | 511,688 | $133M | 1.1% | $230.18 | +9.52% | 2 qtrssince 2023-Q4 | Increased 50 |
Alphabet Inc. | 878,446 | $132.6M | 1.1% | $140.82 | +6.17% | 2 qtrssince 2023-Q4 | Increased 59 |
Vanguard Dividend Appreciation ETF | 651,818 | $119M | 1.0% | $162.58 | +7.62% | 2 qtrssince 2023-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 273,482 | $115M | 0.9% | $373.94 | +12.46% | 2 qtrssince 2023-Q4 | Increased 55 |
State Street SPDR S&P 500 ETF | 219,520 | $114.8M | 0.9% | $489.63 | +3.77% | 2 qtrssince 2023-Q4 | Increased 68 |
Vanguard FTSE Developed Markets ETF | 2.1M | $106.9M | 0.9% | $45.45 | +2.88% | 2 qtrssince 2023-Q4 | Increased 65 |
Accenture Plc | 304,665 | $105.6M | 0.9% | $329.35 | -0.38% | 2 qtrssince 2023-Q4 | Increased 68 |
Focus Partners Wealth manages $12.3B across 981 positions as of Q1 2024. Top holdings: MSFT (3.8%), VOO (3.8%), IXUS (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 232 new positions, 25 exits, 565 increased. Top move: MSFT (INCREASED, conviction 86). Portfolio: $12.3B across 981 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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What the most-followed managers hold, and what they bought and sold each quarter.
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- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR