FWFocus Partners Wealth
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,896 positions
APPLE INC | 10.7M | $2.8B | 3.7% | $229.88 | +8.15% | 5 qtrssince 2023-Q4 | Increased 94 |
DIMENSIONAL ETF TRUST | 76.7M | $2.7B | 3.5% | $33.75 | +0.70% | 5 qtrssince 2023-Q4 | Increased 94 |
MICROSOFT CORP | 5.1M | $2.2B | 2.9% | $418.62 | -0.68% | 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 INDEX FDS | 2.9M | $1.6B | 2.0% | $498.41 | +5.88% | 5 qtrssince 2023-Q4 | Increased 88 |
DIMENSIONAL ETF TRUST | 24.4M | $1.4B | 1.8% | $54.08 | +0.21% | 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 ETF TRUST | 28.9M | $1.2B | 1.5% | $40.10 | -0.71% | 5 qtrssince 2023-Q4 | Increased 81 |
ISHARES TR | 9M | $1.2B | 1.5% | $123.82 | +1.86% | 5 qtrssince 2023-Q4 | Increased 81 |
ALPHABET INC | 5.8M | $1.1B | 1.5% | $184.47 | +2.64% | 5 qtrssince 2023-Q4 | Increased 81 |
JPMORGAN CHASE & CO | 4.4M | $1.1B | 1.4% | $214.60 | +7.85% | 5 qtrssince 2023-Q4 | Increased 81 |
DIMENSIONAL ETF TRUST | 16.8M | $1.1B | 1.4% | $61.80 | +1.44% | 5 qtrssince 2023-Q4 | Increased 81 |
STATE STR SPDR S&P 500 ETF T | 1.7M | $1B | 1.3% | $555.67 | +3.44% | 5 qtrssince 2023-Q4 | Increased 81 |
NVIDIA CORPORATION | 7M | $987.9M | 1.3% | $125.10 | +7.06% | 5 qtrssince 2023-Q4 | Increased 81 |
VANGUARD SCOTTSDALE FDS | 15.7M | $909.7M | 1.2% | $55.30 | -1.27% | 2 qtrssince 2024-Q3 | Increased 81 |
DIMENSIONAL ETF TRUST | 23.2M | $823.4M | 1.1% | $34.63 | -2.96% | 2 qtrssince 2024-Q3 | Increased 81 |
VANGUARD INDEX FDS | 2.8M | $813M | 1.1% | $268.12 | +5.88% | 5 qtrssince 2023-Q4 | Increased 81 |
ISHARES TR | 12.2M | $808.2M | 1.0% | $61.86 | +2.02% | 5 qtrssince 2023-Q4 | Increased 81 |
ALPHABET INC | 4M | $796.8M | 1.0% | $176.09 | +6.87% | 5 qtrssince 2023-Q4 | Increased 81 |
ISHARES TR | 1.3M | $751.2M | 1.0% | $559.97 | +2.94% | 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: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 406 new positions, 107 exits, 1360 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR