FWFocus Partners Wealth
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,567 positions
DIMENSIONAL ETF TRUST | 38.7M | $1.3B | 4.2% | $33.52 | +0.24% | 4 qtrssince 2023-Q4 | Increased 94 |
APPLE INC | 3.8M | $871.4M | 2.8% | $195.38 | +18.26% | 4 qtrssince 2023-Q4 | Decreased 0 |
MICROSOFT CORP | 1.8M | $792.5M | 2.5% | $423.62 | 0.00% | 4 qtrssince 2023-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.3M | $697.5M | 2.2% | $463.59 | +11.12% | 4 qtrssince 2023-Q4 | Decreased 0 |
DIMENSIONAL ETF TRUST | 12.2M | $680M | 2.2% | $53.97 | 0.00% | 1 qtr | New 82 |
EA SERIES TRUST | 30.1M | $665M | 2.1% | $21.42 | 0.00% | 1 qtr | New 82 |
DIMENSIONAL ETF TRUST | 14.4M | $599.9M | 1.9% | $40.39 | +0.02% | 4 qtrssince 2023-Q4 | Increased 80 |
ISHARES CORE S&P TOTAL U.S. | 4.2M | $523.7M | 1.7% | $121.14 | +1.34% | 4 qtrssince 2023-Q4 | Increased 80 |
DIMENSIONAL ETF TRUST | 8.3M | $514.3M | 1.6% | $60.88 | +0.13% | 4 qtrssince 2023-Q4 | Increased 80 |
DIMENSIONAL ETF TRUST | 11.3M | $428.5M | 1.4% | $35.72 | 0.00% | 1 qtr | New 71 |
AMAZON COM INC | 2.4M | $425.7M | 1.4% | $185.79 | +0.29% | 4 qtrssince 2023-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 7M | $423.6M | 1.3% | $55.78 | 0.00% | 1 qtr | New 71 |
ISHARES TR | 5.8M | $423.4M | 1.3% | $60.50 | +12.59% | 4 qtrssince 2023-Q4 | Increased 51 |
VG MORNINGSTAR TS MKT ETF-US | 1.3M | $380.2M | 1.2% | $251.54 | +9.92% | 4 qtrssince 2023-Q4 | Increased 58 |
STATE STR SPDR S&P 500 ETF T | 579,787 | $331.6M | 1.1% | $517.44 | +8.38% | 4 qtrssince 2023-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.5M | $318.4M | 1.0% | $181.18 | +11.13% | 4 qtrssince 2023-Q4 | Decreased 0 |
NVIDIA CORPORATION | 2.6M | $315M | 1.0% | $110.23 | +9.87% | 4 qtrssince 2023-Q4 | Increased 65 |
DIMENSIONAL ETF TRUST | 11.1M | $300.2M | 1.0% | $25.56 | 0.00% | 1 qtr | New 60 |
SPDR SERIES TRUST ST STR MSCI USAQ | 1.8M | $281.6M | 0.9% | $129.22 | +18.51% | 4 qtrssince 2023-Q4 | Decreased 0 |
ALPHABET INC | 1.6M | $271.9M | 0.9% | $171.97 | -3.46% | 4 qtrssince 2023-Q4 | Decreased 0 |
Focus Partners Wealth manages $31.4B across 1567 positions as of Q3 2024. Top holdings: DFAC (4.2%), AAPL (2.8%), MSFT (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 497 new positions, 182 exits, 470 increased. Top move: DFAC (INCREASED, conviction 94). Portfolio: $31.4B across 1567 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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- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
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- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR