FWFocus Partners Wealth
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,644 positions
Apple Inc. | 10M | $2.5B | 2.8% | $232.59 | +8.92% | 10 qtrssince 2023-Q4 | Increased 58 |
NVIDIA Corporation | 12.1M | $2.1B | 2.4% | $162.31 | +7.20% | 10 qtrssince 2023-Q4 | Increased 58 |
Microsoft Corporation | 5.3M | $2B | 2.2% | $431.98 | -14.65% | 10 qtrssince 2023-Q4 | Increased 65 |
State Street Technology Select Sector SPDR ETF | 13M | $1.7B | 1.9% | $133.17 | -0.44% | 10 qtrssince 2023-Q4 | Decreased 0 |
DIMENSIONAL ETF TRUST | 42.6M | $1.7B | 1.8% | $33.71 | +14.76% | 10 qtrssince 2023-Q4 | Decreased 0 |
Amazon.com, Inc. | 7.7M | $1.6B | 1.8% | $211.10 | -1.34% | 10 qtrssince 2023-Q4 | Increased 56 |
Vanguard S&P 500 ETF | 2.7M | $1.6B | 1.8% | $531.71 | +11.77% | 10 qtrssince 2023-Q4 | Increased 50 |
State Street SPDR S&P 500 ETF | 2.4M | $1.5B | 1.6% | $620.59 | +4.27% | 10 qtrssince 2023-Q4 | Decreased 0 |
iShares Core S&P 500 ETF | 2.2M | $1.4B | 1.6% | $626.34 | +3.71% | 10 qtrssince 2023-Q4 | Increased 53 |
Alphabet Inc. | 4.8M | $1.4B | 1.5% | $237.04 | +21.16% | 10 qtrssince 2023-Q4 | Increased 59 |
Alphabet Inc. | 4.1M | $1.2B | 1.3% | $216.93 | +32.07% | 10 qtrssince 2023-Q4 | Decreased 0 |
VALUED ADVISERS TR | 44.6M | $1.1B | 1.3% | $26.99 | -5.69% | 7 qtrssince 2024-Q3 | Decreased 0 |
Broadcom Inc. | 3.2M | $997.9M | 1.1% | $281.33 | +9.64% | 10 qtrssince 2023-Q4 | Increased 61 |
iShares Core S&P Total U.S. Stock Market ETF | 6.7M | $953.5M | 1.1% | $128.31 | +10.41% | 10 qtrssince 2023-Q4 | Increased 55 |
EA SERIES TRUST | 37.3M | $945.2M | 1.1% | $21.67 | +17.07% | 7 qtrssince 2024-Q3 | Increased 51 |
JPMorgan Chase & Co. | 3.1M | $914.6M | 1.0% | $229.24 | +26.47% | 10 qtrssince 2023-Q4 | Increased 52 |
Vanguard Morningstar Total Stock Market ETF | 2.7M | $881.4M | 1.0% | $294.18 | +8.47% | 10 qtrssince 2023-Q4 | Increased 48 |
VANGUARD INDEX FDS | 4.3M | $840.4M | 0.9% | $179.49 | +8.27% | 10 qtrssince 2023-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 13.8M | $824.1M | 0.9% | $56.61 | +2.78% | 7 qtrssince 2024-Q3 | Increased 49 |
DIMENSIONAL ETF TRUST | 13.1M | $821.9M | 0.9% | $53.89 | +15.07% | 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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 234 new positions, 235 exits, 1284 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
Top Winners
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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
Verify source filings on SEC EDGAR