FWFocus Partners Wealth
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,200 positions
SELECT SECTOR SPDR TR | 6.7M | $1.9B | 3.0% | $133.17 | +5.29% | 8 qtrssince 2023-Q4 | Increased 94 |
APPLE | 6.8M | $1.7B | 2.8% | $215.37 | +17.79% | 8 qtrssince 2023-Q4 | Increased 59 |
DIMENSIONAL ETF TRUST | 42.5M | $1.6B | 2.6% | $33.68 | +13.44% | 8 qtrssince 2023-Q4 | Increased 57 |
VANGUARD INDEX FDS | 2.5M | $1.5B | 2.5% | $525.78 | +15.14% | 8 qtrssince 2023-Q4 | Increased 79 |
MICROSOFT | 2.8M | $1.5B | 2.3% | $423.65 | +21.26% | 8 qtrssince 2023-Q4 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 2.5M | $1.4B | 2.3% | $611.70 | +7.74% | 8 qtrssince 2023-Q4 | Increased 88 |
ISHARES TR | 1.7M | $1.1B | 1.8% | $611.07 | +8.25% | 8 qtrssince 2023-Q4 | Increased 81 |
NVIDIA | 5.3M | $998.1M | 1.6% | $133.83 | +39.08% | 8 qtrssince 2023-Q4 | Increased 60 |
AMAZON.COM | 4.5M | $989.7M | 1.6% | $201.15 | +9.16% | 8 qtrssince 2023-Q4 | Increased 53 |
EA SERIES TRUST | 34.5M | $780.4M | 1.3% | $21.49 | +3.89% | 5 qtrssince 2024-Q3 | Increased 55 |
DIMENSIONAL ETF TRUST | 13.2M | $770.9M | 1.2% | $53.88 | +6.50% | 5 qtrssince 2024-Q3 | Increased 52 |
ALPHABET - CLASS C | 3.1M | $759.6M | 1.2% | $179.41 | +35.39% | 8 qtrssince 2023-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.4M | $746.6M | 1.2% | $203.16 | +51.59% | 8 qtrssince 2023-Q4 | Increased 52 |
ISHARES TR | 5M | $729.8M | 1.2% | $122.50 | +17.61% | 8 qtrssince 2023-Q4 | Increased 51 |
DIMENSIONAL ETF TRUST | 18.6M | $702.5M | 1.1% | $33.84 | +10.63% | 5 qtrssince 2024-Q3 | Increased 51 |
DIMENSIONAL ETF TRUST | 9.2M | $667.6M | 1.1% | $62.23 | +15.34% | 8 qtrssince 2023-Q4 | Increased 57 |
DIMENSIONAL ETF TRUST | 14.7M | $656.3M | 1.1% | $40.71 | +8.22% | 8 qtrssince 2023-Q4 | Increased 55 |
ISHARES TR | 1.7M | $635.9M | 1.0% | $320.22 | +13.02% | 8 qtrssince 2023-Q4 | Increased 77 |
DOUBLELINE ETF TRUST | 3.4M | $630.7M | 1.0% | $48.87 | 0.00% | 1 qtr | New 72 |
ISHARES TR | 1.3M | $620.7M | 1.0% | $104.30 | +11.86% | 8 qtrssince 2023-Q4 | Increased 75 |
Focus Partners Wealth manages $62B across 2200 positions as of Q3 2025. Top holdings: XLK (3.0%), AAPL (2.8%), DFAC (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 316 new positions, 144 exits, 1134 increased. Top move: XLK (INCREASED, conviction 94). Portfolio: $62.0B across 2200 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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR