FWFocus Partners Wealth
Institutional investor · Portfolio as of Q4 2023
Top Holdings774 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 870,444 | $380.2M | 5.0% | $425.89 | 0.00% | 1 qtr | New 86 |
ISHARES CORE INTL STOCK ETF | 5.3M | $344.3M | 4.5% | $60.77 | 0.00% | 1 qtr | New 86 |
MICROSOFT CORP | 646,326 | $243M | 3.2% | $370.52 | 0.00% | 1 qtr | New 85 |
BERKSHIRE HATHAWAY INC-CL A | 405 | $219.8M | 2.9% | $542,625.00 | 0.00% | 1 qtr | New 79 |
SPDR SERIES TRUST | 1.6M | $208.3M | 2.7% | $128.26 | 0.00% | 1 qtr | New 79 |
APPLE INC | 1.1M | $203.1M | 2.7% | $190.21 | 0.00% | 1 qtr | New 79 |
ISHARES RUSSELL 1000 ETF | 622,555 | $163.3M | 2.1% | $256.35 | 0.00% | 1 qtr | New 79 |
VANGUARD TOTAL STOCK MARKET VIPERS | 491,784 | $116.7M | 1.5% | $231.25 | 0.00% | 1 qtr | New 69 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 681,364 | $116.1M | 1.5% | $164.55 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL A | 685,230 | $95.7M | 1.3% | $138.64 | 0.00% | 1 qtr | New 68 |
JPMORGAN CHASE & CO | 556,793 | $94.7M | 1.2% | $161.96 | 0.00% | 1 qtr | New 68 |
VANECK ETF TRUST | 1.8M | $94.7M | 1.2% | $46.17 | 0.00% | 1 qtr | New 68 |
VANGUARD EXTENDED MARKET ETF | 547,971 | $90.1M | 1.2% | $160.58 | 0.00% | 1 qtr | New 68 |
VANGUARD LARGE-CAP ETF | 374,740 | $81.8M | 1.1% | $212.81 | 0.00% | 1 qtr | New 68 |
ISHARES RUSSELL 3000 ETF | 290,365 | $79.5M | 1.0% | $267.84 | 0.00% | 1 qtr | New 68 |
PEPSICO INC | 458,068 | $77.8M | 1.0% | $158.25 | 0.00% | 1 qtr | New 68 |
BERKSHIRE HATHAWAY INC-CL B | 199,487 | $71.1M | 0.9% | $356.66 | 0.00% | 1 qtr | New 58 |
AMAZON.COM INC | 451,476 | $68.6M | 0.9% | $151.94 | 0.00% | 1 qtr | New 58 |
UNITEDHEALTH GROUP INC | 121,193 | $63.8M | 0.8% | $505.90 | 0.00% | 1 qtr | New 58 |
ISHARES TR | 2.7M | $62M | 0.8% | $21.46 | 0.00% | 1 qtr | New 58 |
Focus Partners Wealth manages $7.6B across 774 positions as of Q4 2023. Top holdings: VOO (5.0%), IXUS (4.5%), MSFT (3.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 774 new positions, 0 exits, 0 increased. Top move: VOO (NEW, conviction 86). Portfolio: $7.6B across 774 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