FWFocus Partners Wealth
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,645 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 9.5M | $2.6B | 2.9% | $241.47 | +12.28% | 9 qtrssince 2023-Q4 | Increased 73 |
MICROSOFT CORP | 4.4M | $2.1B | 2.4% | $449.20 | +8.52% | 9 qtrssince 2023-Q4 | Increased 78 |
NVIDIA CORP | 11.4M | $2.1B | 2.4% | $166.88 | +12.38% | 9 qtrssince 2023-Q4 | Increased 88 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 13.1M | $1.9B | 2.2% | $139.52 | +4.23% | 9 qtrssince 2023-Q4 | Increased 87 |
DIMENSIONAL US CORE EQUITY 2 | 42.7M | $1.7B | 1.9% | $34.18 | +16.77% | 9 qtrssince 2023-Q4 | Increased 50 |
VANGUARD S&P 500 ETF | 2.7M | $1.7B | 1.9% | $551.57 | +14.53% | 9 qtrssince 2023-Q4 | Increased 54 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.9M | $1.6B | 1.8% | $630.71 | +8.93% | 9 qtrssince 2023-Q4 | Increased 58 |
AMAZON.COM INC | 6.9M | $1.6B | 1.8% | $218.91 | +6.22% | 9 qtrssince 2023-Q4 | Increased 70 |
ISHARES CORE S&P 500 ETF | 2.1M | $1.4B | 1.6% | $635.64 | +8.54% | 9 qtrssince 2023-Q4 | Increased 62 |
ALPHABET INC-CL C | 4.3M | $1.4B | 1.5% | $222.02 | +41.67% | 9 qtrssince 2023-Q4 | Increased 66 |
ALPHABET INC-CL A | 4.1M | $1.3B | 1.4% | $235.06 | +33.52% | 9 qtrssince 2023-Q4 | Increased 74 |
VALUED ADVISERS TR | 45M | $1.2B | 1.4% | $27.16 | +0.03% | 6 qtrssince 2024-Q3 | Increased 81 |
VANGUARD INFO TECH ETF | 1.3M | $977.6M | 1.1% | $92.90 | +1.20% | 9 qtrssince 2023-Q4 | Increased 77 |
JPMORGAN CHASE & CO | 3M | $967.9M | 1.1% | $242.75 | +32.63% | 9 qtrssince 2023-Q4 | Increased 62 |
ISHARES CORE S&P TOTAL U.S. | 6.2M | $914.5M | 1.0% | $130.12 | +15.12% | 9 qtrssince 2023-Q4 | Increased 61 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.9M | $903.2M | 1.0% | $109.53 | +7.84% | 9 qtrssince 2023-Q4 | Increased 68 |
BROADCOM INC | 2.6M | $900.2M | 1.0% | $289.33 | +19.18% | 9 qtrssince 2023-Q4 | Increased 78 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.5M | $854.8M | 1.0% | $302.16 | +11.81% | 9 qtrssince 2023-Q4 | Increased 61 |
EA SERIES TRUST | 36.4M | $847.4M | 1.0% | $21.47 | +9.48% | 6 qtrssince 2024-Q3 | Increased 47 |
VANGUARD VALUE ETF | 4.3M | $823.6M | 0.9% | $182.86 | +5.20% | 9 qtrssince 2023-Q4 | Increased 58 |
Focus Partners Wealth manages $87.7B across 2645 positions as of Q4 2025. Top holdings: AAPL (2.9%), MSFT (2.4%), NVDA (2.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 605 new positions, 160 exits, 1579 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $87.7B across 2645 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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