FWFocus Partners Wealth
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,898 positions
DIMENSIONAL ETF TRUST | 40.3M | $1.3B | 3.3% | $33.48 | -2.95% | 6 qtrssince 2023-Q4 | Increased 61 |
Apple Inc. | 5.7M | $1.3B | 3.2% | $213.16 | +3.57% | 6 qtrssince 2023-Q4 | Increased 59 |
Microsoft Corporation | 2.7M | $1B | 2.5% | $420.02 | -11.66% | 6 qtrssince 2023-Q4 | Increased 56 |
Amazon.com, Inc. | 4.1M | $781.8M | 2.0% | $199.37 | -4.57% | 6 qtrssince 2023-Q4 | Increased 51 |
Vanguard S&P 500 ETF | 1.4M | $735.2M | 1.8% | $469.80 | +7.50% | 6 qtrssince 2023-Q4 | Decreased 0 |
DIMENSIONAL ETF TRUST | 13M | $668.6M | 1.7% | $53.74 | -6.43% | 3 qtrssince 2024-Q3 | Increased 53 |
DIMENSIONAL ETF TRUST | 14.9M | $613M | 1.5% | $40.38 | -0.31% | 6 qtrssince 2023-Q4 | Increased 51 |
EA SERIES TRUST | 30.8M | $599.1M | 1.5% | $21.42 | -10.56% | 3 qtrssince 2024-Q3 | Decreased 0 |
iShares Core S&P Total U.S. Stock Market ETF | 4.7M | $570.4M | 1.4% | $121.46 | -1.21% | 6 qtrssince 2023-Q4 | Increased 51 |
JPMorgan Chase & Co. | 2.2M | $547.5M | 1.4% | $197.39 | +20.01% | 6 qtrssince 2023-Q4 | Decreased 0 |
DIMENSIONAL ETF TRUST | 8.4M | $506.9M | 1.3% | $60.91 | -2.13% | 6 qtrssince 2023-Q4 | Decreased 0 |
AMERICAN CENTY ETF TR | 5.7M | $495.8M | 1.2% | $87.67 | -2.79% | 3 qtrssince 2024-Q3 | Increased 80 |
DIMENSIONAL ETF TRUST | 12.2M | $481.9M | 1.2% | $35.74 | +4.65% | 3 qtrssince 2024-Q3 | Increased 52 |
VANGUARD SCOTTSDALE FDS | 8.1M | $479.8M | 1.2% | $55.62 | +0.45% | 3 qtrssince 2024-Q3 | Increased 51 |
State Street SPDR S&P 500 ETF | 841,691 | $471M | 1.2% | $536.78 | +2.51% | 6 qtrssince 2023-Q4 | Decreased 0 |
Alphabet Inc. | 3M | $470.2M | 1.2% | $179.57 | -13.41% | 6 qtrssince 2023-Q4 | Increased 50 |
ISHARES TR | 5.9M | $414.9M | 1.0% | $60.62 | +9.89% | 6 qtrssince 2023-Q4 | Decreased 0 |
NVIDIA Corporation | 3.8M | $410.5M | 1.0% | $116.96 | -7.57% | 6 qtrssince 2023-Q4 | Increased 51 |
DIMENSIONAL ETF TRUST | 13.7M | $398.8M | 1.0% | $27.49 | +0.73% | 6 qtrssince 2023-Q4 | Increased 71 |
iShares Core S&P 500 ETF | 649,627 | $365M | 0.9% | $543.72 | +1.51% | 6 qtrssince 2023-Q4 | Increased 45 |
Focus Partners Wealth manages $39.9B across 1898 positions as of Q1 2025. Top holdings: DFAC (3.3%), AAPL (3.2%), MSFT (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 185 new positions, 138 exits, 918 increased. Top move: AVUV (INCREASED, conviction 80). Portfolio: $39.9B across 1898 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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR