FWFocus Partners Wealth
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,644 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 10M | $2.5B | 2.8% | $242.08 | +4.65% | 10 qtrssince 2023-Q4 | Increased 58 |
NVIDIA CORP | 12.1M | $2.1B | 2.4% | $167.63 | +7.41% | 10 qtrssince 2023-Q4 | Increased 58 |
MICROSOFT CORP | 5.3M | $2B | 2.2% | $441.68 | -8.55% | 10 qtrssince 2023-Q4 | Increased 65 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 13M | $1.7B | 1.9% | $139.52 | -1.44% | 10 qtrssince 2023-Q4 | Decreased 0 |
DIMENSIONAL US CORE EQUITY 2 | 42.6M | $1.7B | 1.8% | $34.18 | +18.76% | 10 qtrssince 2023-Q4 | Decreased 0 |
AMAZON.COM INC | 7.7M | $1.6B | 1.8% | $217.86 | -4.19% | 10 qtrssince 2023-Q4 | Increased 56 |
VANGUARD S&P 500 ETF | 2.7M | $1.6B | 1.8% | $551.84 | +13.39% | 10 qtrssince 2023-Q4 | Increased 50 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.4M | $1.5B | 1.6% | $630.71 | +7.87% | 10 qtrssince 2023-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.2M | $1.4B | 1.6% | $637.97 | +7.12% | 10 qtrssince 2023-Q4 | Increased 53 |
ALPHABET INC-CL A | 4.8M | $1.4B | 1.5% | $245.80 | +23.51% | 10 qtrssince 2023-Q4 | Increased 59 |
ALPHABET INC-CL C | 4.1M | $1.2B | 1.3% | $222.02 | +36.72% | 10 qtrssince 2023-Q4 | Decreased 0 |
VALUED ADVISERS TR | 44.6M | $1.1B | 1.3% | $27.16 | +0.17% | 7 qtrssince 2024-Q3 | Decreased 0 |
BROADCOM INC | 3.2M | $997.9M | 1.1% | $296.71 | +5.77% | 10 qtrssince 2023-Q4 | Increased 61 |
ISHARES CORE S&P TOTAL U.S. | 6.7M | $953.5M | 1.1% | $131.62 | +13.08% | 10 qtrssince 2023-Q4 | Increased 55 |
EA SERIES TRUST | 37.3M | $945.2M | 1.1% | $21.58 | +19.62% | 7 qtrssince 2024-Q3 | Increased 51 |
JPMORGAN CHASE & CO | 3.1M | $914.6M | 1.0% | $244.60 | +22.76% | 10 qtrssince 2023-Q4 | Increased 52 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.7M | $881.4M | 1.0% | $304.56 | +10.23% | 10 qtrssince 2023-Q4 | Increased 48 |
VANGUARD VALUE ETF | 4.3M | $840.4M | 0.9% | $182.86 | +11.71% | 10 qtrssince 2023-Q4 | Decreased 0 |
VANGUARD INTERMEDIATE-TERM T | 13.8M | $824.1M | 0.9% | $56.59 | +3.53% | 7 qtrssince 2024-Q3 | Increased 49 |
DIMENSIONAL US TARGET VALUE | 13.1M | $821.9M | 0.9% | $54.63 | +18.25% | 7 qtrssince 2024-Q3 | Decreased 0 |
Focus Partners Wealth manages $89.9B across 2644 positions as of Q1 2026. Top holdings: AAPL (2.8%), NVDA (2.4%), MSFT (2.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 233 new positions, 234 exits, 1285 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $89.9B across 2644 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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