FWFocus Partners Wealth
Institutional investor · Portfolio as of Q4 2023
Top Holdings774 positions
VANGUARD INDEX FDS | 870,444 | $380.2M | 5.0% | $422.23 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 5.3M | $344.3M | 4.5% | $60.00 | 0.00% | 1 qtr | First report 0 |
MICROSOFT | 646,326 | $243M | 3.2% | $368.18 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY A | 405 | $219.8M | 2.9% | $542,625.00 | 0.00% | 1 qtr | First report 0 |
SPDR SERIES TRUST ST STR MSCI USAQ | 1.6M | $208.3M | 2.7% | $127.56 | 0.00% | 1 qtr | First report 0 |
APPLE | 1.1M | $203.1M | 2.7% | $190.21 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 622,555 | $163.3M | 2.1% | $254.59 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 491,784 | $116.7M | 1.5% | $229.29 | 0.00% | 1 qtr | First report 0 |
VANGUARD SPECIALIZED FUNDS | 681,364 | $116.1M | 1.5% | $162.58 | 0.00% | 1 qtr | First report 0 |
ALPHABET - CLASS A | 685,230 | $95.7M | 1.3% | $138.37 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 556,793 | $94.7M | 1.2% | $159.61 | 0.00% | 1 qtr | First report 0 |
VANECK ETF TRUST | 1.8M | $94.7M | 1.2% | $45.82 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 547,971 | $90.1M | 1.2% | $159.70 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 374,740 | $81.8M | 1.1% | $211.04 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 290,365 | $79.5M | 1.0% | $266.09 | 0.00% | 1 qtr | First report 0 |
PEPSICO | 458,068 | $77.8M | 1.0% | $153.57 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY B | 199,487 | $71.1M | 0.9% | $356.66 | 0.00% | 1 qtr | First report 0 |
AMAZON.COM | 451,476 | $68.6M | 0.9% | $151.94 | 0.00% | 1 qtr | First report 0 |
UNITEDHEALTH GROUP INC | 121,193 | $63.8M | 0.8% | $496.09 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2.7M | $62M | 0.8% | $21.46 | 0.00% | 1 qtr | First report 0 |
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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
First quarter we have for this fund: 774 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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
Verify source filings on SEC EDGAR