FWFocus Partners Wealth
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,896 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 10.7M | $2.8B | 3.7% | $229.88 | +8.15% | 5 qtrssince 2023-Q4 | Increased 94 |
DIMENSIONAL US CORE EQUITY 2 | 76.7M | $2.7B | 3.5% | $33.97 | +0.92% | 5 qtrssince 2023-Q4 | Increased 94 |
MICROSOFT CORP | 5.1M | $2.2B | 2.9% | $423.38 | -0.39% | 5 qtrssince 2023-Q4 | Increased 88 |
AMAZON.COM INC | 7.8M | $1.8B | 2.3% | $210.64 | +5.06% | 5 qtrssince 2023-Q4 | Increased 88 |
VANGUARD S&P 500 ETF | 2.9M | $1.6B | 2.0% | $503.90 | +6.06% | 5 qtrssince 2023-Q4 | Increased 88 |
DIMENSIONAL US TARGET VALUE | 24.4M | $1.4B | 1.8% | $54.48 | +0.19% | 2 qtrssince 2024-Q3 | Increased 81 |
EA SERIES TRUST | 62.6M | $1.4B | 1.8% | $21.28 | -0.27% | 2 qtrssince 2024-Q3 | Increased 81 |
DIMENSIONAL US MARKETWIDE VA | 28.9M | $1.2B | 1.5% | $40.41 | -0.75% | 5 qtrssince 2023-Q4 | Increased 81 |
ISHARES CORE S&P TOTAL U.S. | 9M | $1.2B | 1.5% | $124.80 | +2.17% | 5 qtrssince 2023-Q4 | Increased 81 |
ALPHABET INC-CL C | 5.8M | $1.1B | 1.5% | $186.44 | +2.95% | 5 qtrssince 2023-Q4 | Increased 81 |
JPMORGAN CHASE & CO | 4.4M | $1.1B | 1.4% | $216.42 | +7.80% | 5 qtrssince 2023-Q4 | Increased 81 |
DIMENSIONAL US EQ MKT ETF | 16.8M | $1.1B | 1.4% | $62.22 | +1.87% | 5 qtrssince 2023-Q4 | Increased 81 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.7M | $1B | 1.3% | $561.42 | +3.56% | 5 qtrssince 2023-Q4 | Increased 81 |
NVIDIA CORP | 7M | $987.9M | 1.3% | $131.56 | +4.48% | 5 qtrssince 2023-Q4 | Increased 81 |
VANGUARD INTERMEDIATE-TERM T | 15.7M | $909.7M | 1.2% | $55.30 | -1.27% | 2 qtrssince 2024-Q3 | Increased 81 |
DIMENSIONAL INTERNATIONAL VA | 23.2M | $823.4M | 1.1% | $35.40 | -3.23% | 2 qtrssince 2024-Q3 | Increased 81 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.8M | $813M | 1.1% | $270.83 | +6.08% | 5 qtrssince 2023-Q4 | Increased 81 |
ISHARES CORE INTL STOCK ETF | 12.2M | $808.2M | 1.0% | $62.67 | +2.01% | 5 qtrssince 2023-Q4 | Increased 81 |
ALPHABET INC-CL A | 4M | $796.8M | 1.0% | $177.58 | +7.27% | 5 qtrssince 2023-Q4 | Increased 81 |
ISHARES CORE S&P 500 ETF | 1.3M | $751.2M | 1.0% | $566.23 | +3.05% | 5 qtrssince 2023-Q4 | Increased 72 |
Focus Partners Wealth manages $77B across 1896 positions as of Q4 2024. Top holdings: AAPL (3.7%), DFAC (3.5%), MSFT (2.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 404 new positions, 105 exits, 1362 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $77.0B across 1896 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