FWFocus Partners Wealth
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,645 positions
APPLE INC | 9.5M | $2.6B | 2.9% | $231.47 | +17.13% | 9 qtrssince 2023-Q4 | Increased 73 |
MICROSOFT CORP | 4.4M | $2.1B | 2.4% | $444.60 | +8.09% | 9 qtrssince 2023-Q4 | Increased 78 |
NVIDIA CORPORATION | 11.4M | $2.1B | 2.4% | $161.60 | +15.14% | 9 qtrssince 2023-Q4 | Increased 88 |
SELECT SECTOR SPDR TR | 13.1M | $1.9B | 2.2% | $133.17 | +7.72% | 9 qtrssince 2023-Q4 | Increased 87 |
DIMENSIONAL ETF TRUST | 42.7M | $1.7B | 1.9% | $33.71 | +16.62% | 9 qtrssince 2023-Q4 | Increased 50 |
VANGUARD INDEX FDS | 2.7M | $1.7B | 1.9% | $531.48 | +16.98% | 9 qtrssince 2023-Q4 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 2.9M | $1.6B | 1.8% | $620.59 | +9.03% | 9 qtrssince 2023-Q4 | Increased 58 |
AMAZON COM INC | 6.9M | $1.6B | 1.8% | $211.42 | +9.17% | 9 qtrssince 2023-Q4 | Increased 70 |
ISHARES TR | 2.1M | $1.4B | 1.6% | $625.15 | +8.67% | 9 qtrssince 2023-Q4 | Increased 62 |
ALPHABET INC | 4.3M | $1.4B | 1.5% | $216.93 | +44.37% | 9 qtrssince 2023-Q4 | Increased 66 |
ALPHABET INC | 4.1M | $1.3B | 1.4% | $227.72 | +37.18% | 9 qtrssince 2023-Q4 | Increased 74 |
VALUED ADVISERS TR | 45M | $1.2B | 1.4% | $26.99 | +0.03% | 6 qtrssince 2024-Q3 | Increased 81 |
VANGUARD WORLD FD | 1.3M | $977.6M | 1.1% | $92.81 | +1.29% | 9 qtrssince 2023-Q4 | Increased 77 |
JPMORGAN CHASE & CO | 3M | $967.9M | 1.1% | $227.22 | +39.13% | 9 qtrssince 2023-Q4 | Increased 62 |
ISHARES TR | 6.2M | $914.5M | 1.0% | $127.15 | +16.06% | 9 qtrssince 2023-Q4 | Increased 61 |
ISHARES TR | 1.9M | $903.2M | 1.0% | $108.50 | +8.77% | 9 qtrssince 2023-Q4 | Increased 68 |
BROADCOM INC | 2.6M | $900.2M | 1.0% | $274.95 | +25.19% | 9 qtrssince 2023-Q4 | Increased 78 |
VANGUARD INDEX FDS | 2.5M | $854.8M | 1.0% | $292.26 | +13.74% | 9 qtrssince 2023-Q4 | Increased 61 |
EA SERIES TRUST | 36.4M | $847.4M | 1.0% | $21.58 | +7.97% | 6 qtrssince 2024-Q3 | Increased 47 |
VANGUARD INDEX FDS | 4.3M | $823.6M | 0.9% | $179.49 | +4.82% | 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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
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
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