FWFocus Partners Wealth
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,028 positions
DIMENSIONAL U.S. CORE EQUITY 2 ETF | 41M | $1.5B | 3.2% | $33.78 | +4.83% | 7 qtrssince 2023-Q4 | Increased 59 |
Microsoft Corp. | 2.7M | $1.4B | 2.9% | $419.95 | +17.29% | 7 qtrssince 2023-Q4 | Increased 56 |
Apple Inc. | 6.3M | $1.3B | 2.8% | $227.52 | -10.26% | 7 qtrssince 2023-Q4 | Increased 60 |
Amazon.com, Inc. | 4.3M | $935.1M | 2.0% | $211.09 | +5.78% | 7 qtrssince 2023-Q4 | Increased 57 |
Vanguard Index Funds S&P 500 ETF SHS | 1.5M | $879.8M | 1.9% | $503.10 | +11.30% | 7 qtrssince 2023-Q4 | Increased 54 |
NVIDIA Corp. | 4.4M | $696.2M | 1.5% | $129.66 | +21.55% | 7 qtrssince 2023-Q4 | Increased 58 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.1M | $691.5M | 1.5% | $569.02 | +7.12% | 7 qtrssince 2023-Q4 | Increased 64 |
DIMENSIONAL U.S. TARGETED VALUE ETF | 12.8M | $688.4M | 1.5% | $54.08 | -2.11% | 4 qtrssince 2024-Q3 | Decreased 0 |
JPMorgan Chase & Co. | 2.3M | $661M | 1.4% | $216.04 | +31.04% | 7 qtrssince 2023-Q4 | Increased 51 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 4.9M | $660.9M | 1.4% | $124.24 | +7.21% | 7 qtrssince 2023-Q4 | Increased 52 |
DIMENSIONAL ETF TRUST | 18M | $640.2M | 1.4% | $33.80 | +3.97% | 4 qtrssince 2024-Q3 | Increased 72 |
EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | 31.3M | $637.1M | 1.4% | $21.26 | -5.14% | 4 qtrssince 2024-Q3 | Increased 50 |
Alphabet Inc. | 3.2M | $565.8M | 1.2% | $184.03 | -3.95% | 7 qtrssince 2023-Q4 | Increased 53 |
DIMENSIONAL US MARKETWIDE VALUE ETF | 13.4M | $565.1M | 1.2% | $40.10 | +3.49% | 7 qtrssince 2023-Q4 | Decreased 0 |
DIMENSIONAL U.S. EQUITY MARKET ETF | 8.1M | $541.9M | 1.2% | $61.80 | +7.18% | 7 qtrssince 2023-Q4 | Decreased 0 |
AVANTIS U.S. SMALL CAP VALUE ETF | 5.9M | $538.3M | 1.2% | $90.37 | -0.97% | 4 qtrssince 2024-Q3 | Increased 51 |
VANGUARD INTERMEDIATE-TERM TREASURY ETF | 8.5M | $506M | 1.1% | $55.39 | +3.28% | 4 qtrssince 2024-Q3 | Increased 52 |
DIMENSIONAL INTERNATIONAL VALUE ETF | 11.7M | $500.3M | 1.1% | $34.63 | +19.64% | 4 qtrssince 2024-Q3 | Decreased 0 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 6.4M | $496.2M | 1.1% | $62.83 | +19.24% | 7 qtrssince 2023-Q4 | Increased 53 |
iShares Trust CORE S&P500 ETF | 797,865 | $495.4M | 1.1% | $569.60 | +7.41% | 7 qtrssince 2023-Q4 | Increased 60 |
Focus Partners Wealth manages $46.2B across 2028 positions as of Q2 2025. Top holdings: DFAC (3.2%), MSFT (2.9%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 253 new positions, 123 exits, 1146 increased. Top move: DUHP (INCREASED, conviction 72). Portfolio: $46.2B across 2028 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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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