How many stocks does Focus Partners Wealth own?

As of Q2 2026, Focus Partners Wealth holds 2,759 positions in their 13F portfolio.

What is Focus Partners Wealth's largest holding?

AAPL at 3.0% of portfolio, worth $2.9B.

What is Focus Partners Wealth's total portfolio value?

$97.6B as of Q2 2026, tracked across 2,759 holdings.

Is Focus Partners Wealth a hedge fund?

Focus Partners Wealth is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Focus Partners Wealth report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Focus Partners Wealth's portfolio changed in Q2 2026?

View Focus Partners Wealth's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Focus Partners Wealth's investment strategy?

Focus Partners Wealth is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Focus Partners Wealth

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings2,759 positions

Checking export access…

Activity:

				Price Trend
AAPL Apple Inc.	10M	$2.9B	3.0%	—	$232.59	+49.84%	11 qtrssince 2023-Q4	Decreased 0
NVDA NVIDIA Corporation	12.4M	$2.5B	2.5%	—	$163.27	+3.44%	11 qtrssince 2023-Q4	Increased 56
XLK ETF SECTOR SPDR TR	12.7M	$2.4B	2.5%	—	$133.17	+26.84%	11 qtrssince 2023-Q4	Decreased 0
MSFT Microsoft Corporation	5.1M	$1.9B	1.9%	—	$431.98	+23.42%	11 qtrssince 2023-Q4	Decreased 0
DFAC ETF DIMENSIONAL ETF TRUST	42.1M	$1.9B	1.9%	—	$33.71	+32.64%	11 qtrssince 2023-Q4	Decreased 0
VOO ETF VANGUARD S&P	2.7M	$1.8B	1.9%	—	$532.68	+29.44%	11 qtrssince 2023-Q4	Increased 50
IVV ETF ISHARES S&P 500	2.4M	$1.8B	1.9%	—	$636.79	+19.83%	11 qtrssince 2023-Q4	Increased 55
SPY ETF SPDR S&P 500	2.4M	$1.6B	1.7%	—	$620.59	+20.84%	11 qtrssince 2023-Q4	Decreased 0
AMZN Amazon.com, Inc.	6.8M	$1.6B	1.7%	—	$211.10	+28.31%	11 qtrssince 2023-Q4	Decreased 0
GOOGL Alphabet Inc.	4.1M	$1.5B	1.5%	—	$237.04	+21.24%	11 qtrssince 2023-Q4	Decreased 0
GOOG Alphabet Inc.	4M	$1.4B	1.4%	—	$216.93	+31.34%	11 qtrssince 2023-Q4	Decreased 0
ITOT ETF ISHS S&P TOT-ITOT	8.5M	$1.4B	1.4%	—	$136.01	+20.46%	11 qtrssince 2023-Q4	Increased 63
EQTY ETF VALUED ADVISERS TR	43.9M	$1.2B	1.3%	—	$26.99	+11.58%	8 qtrssince 2024-Q3	Decreased 0
BSVO ETF EA SERIES TRUST	36.8M	$1.1B	1.1%	—	$21.67	+32.24%	8 qtrssince 2024-Q3	Decreased 0
AVGO Broadcom Inc.	2.7M	$1B	1.0%	—	$281.33	+18.01%	11 qtrssince 2023-Q4	Decreased 0
VTI ETF VANGUARD INDEX	2.7M	$1B	1.0%	—	$294.18	+25.62%	11 qtrssince 2023-Q4	Decreased 0
JPM JPMorgan Chase & Co.	2.9M	$953.8M	1.0%	—	$229.24	+49.22%	11 qtrssince 2023-Q4	Decreased 0
DFIV ETF DIMENSIONAL INTL VA	17.2M	$929M	1.0%	—	$41.03	+38.47%	8 qtrssince 2024-Q3	Increased 56
VTV ETF VANGUARD VALUE - VTV	4.3M	$928.8M	1.0%	—	$179.49	+26.85%	11 qtrssince 2023-Q4	Decreased 0
DUHP ETF DIMENSIONAL ETF TRUST	21.5M	$895.7M	0.9%	—	$34.50	+22.27%	8 qtrssince 2024-Q3	Increased 47

$97.6B

AUM

2,759

Positions

Q2 2026

Filing

HI rating · 2.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$39,915,243,295	3.63831420558%
2025-Q2	$46,160,927,717	15.6473665357%
2025-Q3	$61,989,704,315	34.290421317%
2025-Q4	$87,743,004,376	41.5444795964%
2026-Q1	$89,912,880,894	2.47299090501%
2026-Q2	$97,628,781,867	8.58153013926%