Notify me when Focus Partners Wealth files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 2,645 | $87,660,661,425 | +$27,854,573,267 | -$1,154,388,121 | +$26,700,185,146 | AAPL, MSFT, NVDA, XLK, DFAC | 13F-HR | 13 Feb 2026, 12:58 |
| Q3 2025 | 2,200 | $60,915,881,110 | +$12,591,557,738 | -$828,259,831 | +$11,763,297,907 | XLK, AAPL, DFAC, VOO, MSFT | 13F-HR | 14 Nov 2025, 14:38 |
| Q2 2025 | 2,028 | $46,159,588,310 | +$4,518,839,506 | -$1,318,550,472 | +$3,200,289,034 | DFAC, MSFT, AAPL, AMZN, VOO | 13F-HR | 14 Aug 2025, 15:44 |
| Q1 2025 | 1,898 | $39,915,243,295 | +$3,745,013,318 | -$1,228,421,077 | +$2,516,592,241 | DFAC, AAPL, MSFT, AMZN, VOO | Restatement | 20 May 2025, 14:58 |
| Q4 2024 | 1,851 | $38,457,376,941 | $0 | $0 | $0 | AAPL, DFAC, MSFT, AMZN, VOO | New Holdings | 29 May 2025, 15:43 |
| Q4 2024 | 1,902 | $38,457,473,531 | +$9,558,329,713 | -$874,855,144 | +$8,683,474,569 | AAPL, DFAC, MSFT, AMZN, VOO | Restatement | 20 May 2025, 14:53 |
| Q3 2024 | 1,552 | $28,872,889,959 | +$10,454,474,861 | -$11,620,198,914 | -$1,165,724,053 | DFAC, AAPL, MSFT, VOO, DFAT | 13F-HR | 14 Nov 2024, 13:34 |
| Q2 2024 | 1,239 | $29,696,504,000 | +$17,490,334,160 | -$158,296,497 | +$17,332,037,663 | MSFT, VOO, AAPL, AMZN, IVV | 13F-HR | 14 Aug 2024, 18:29 |
| Q1 2024 | 981 | $12,309,541,000 | +$4,423,694,466 | -$275,578,815 | +$4,148,115,651 | MSFT, VOO, IXUS, AAPL, BRKA | 13F-HR | 15 May 2024, 17:45 |
| Q4 2023 | 774 | $7,633,481,000 | $0 | $0 | $0 | VOO, IXUS, MSFT, BRKA, QUS | 13F-HR | 14 Feb 2024, 18:10 |