Focus Partners Wealth Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$39.9B
Holdings
1,898
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,898 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $1.3B |
AAPLAPPLE INC | $1.3B |
MSFTMICROSOFT CORP | $1.0B |
AMZNAMAZON COM INC | $781.8M |
VOOVANGUARD INDEX FDS | $735.2M |
DFATDIMENSIONAL ETF TRUST | $668.6M |
DFUVDIMENSIONAL ETF TRUST | $613.0M |
CTEFEA SERIES TRUST | $599.1M |
ITOTISHARES TR | $570.4M |
JPMJPMORGAN CHASE & CO. | $547.5M |
DFUSDIMENSIONAL ETF TRUST | $506.9M |
AVUVAMERICAN CENTY ETF TR | $495.8M |
DFIVDIMENSIONAL ETF TRUST | $481.9M |
VGITVANGUARD SCOTTSDALE FDS | $479.8M |
SPYSPDR S&P 500 ETF TR | $471.0M |
GOOGALPHABET INC | $470.2M |
IXUSISHARES TR | $414.9M |
NVDANVIDIA CORPORATION | $410.5M |
DISVDIMENSIONAL ETF TRUST | $398.8M |
IVVISHARES TR | $365.0M |
DUHPDIMENSIONAL ETF TRUST | $364.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $348.4M |
MAMASTERCARD INCORPORATED | $333.1M |
GOOGLALPHABET INC | $328.8M |
QUALISHARES TR | $323.2M |
VTIVANGUARD INDEX FDS | $308.6M |
PGPROCTER AND GAMBLE CO | $303.8M |
QUSSPDR SER TR | $300.6M |
XLKSELECT SECTOR SPDR TR | $288.4M |
METAMETA PLATFORMS INC | $286.4M |
IWFISHARES TR | $285.7M |
IWBISHARES TR | $281.5M |
DFAXDIMENSIONAL ETF TRUST | $280.0M |
AVDVAMERICAN CENTY ETF TR | $249.6M |
XOMEXXON MOBIL CORP | $247.4M |
COSTCOSTCO WHSL CORP NEW | $245.5M |
CVXCHEVRON CORP NEW | $229.4M |
WMTWALMART INC | $214.2M |
IDEVISHARES TR | $207.5M |
OEFISHARES TR | $206.8M |
NDQINVESCO QQQ TR | $204.6M |
VUGVANGUARD INDEX FDS | $200.2M |
VEAVANGUARD TAX-MANAGED FDS | $199.9M |
JNJJOHNSON & JOHNSON | $197.9M |
DLNWISDOMTREE TR | $188.2M |
RSPINVESCO EXCHANGE TRADED FD T | $179.2M |
DFSDDIMENSIONAL ETF TRUST | $172.5M |
DIHPDIMENSIONAL ETF TRUST | $171.8M |
PEPPEPSICO INC | $168.4M |
DFEMDIMENSIONAL ETF TRUST | $168.3M |
AVGOBROADCOM INC | $164.7M |
DFASDIMENSIONAL ETF TRUST | $160.0M |
HDHOME DEPOT INC | $155.1M |
VTIPVANGUARD MALVERN FDS | $154.9M |
VXFVANGUARD INDEX FDS | $148.6M |
UNHUNITEDHEALTH GROUP INC | $145.6M |
VVISA INC | $140.7M |
AQLTISHARES TR | $138.3M |
MCDMCDONALDS CORP | $138.1M |
QCOMQUALCOMM INC | $136.7M |
BSVVANGUARD BD INDEX FDS | $136.2M |
VWOVANGUARD INTL EQUITY INDEX F | $135.3M |
ACNACCENTURE PLC IRELAND | $135.0M |
AVLVAMERICAN CENTY ETF TR | $133.1M |
BLKBLACKROCK INC | $132.4M |
HONHONEYWELL INTL INC | $131.3M |
XLVSELECT SECTOR SPDR TR | $126.0M |
VBRVANGUARD INDEX FDS | $124.4M |
SOSOUTHERN CO | $117.0M |
IWVISHARES TR | $115.8M |
VIGVANGUARD SPECIALIZED FUNDS | $115.4M |
VTVVANGUARD INDEX FDS | $114.7M |
ABBVABBVIE INC | $112.8M |
RTXRTX CORPORATION | $112.0M |
MINTPIMCO ETF TR | $109.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $109.3M |
MRKMERCK & CO INC | $107.0M |
SHYISHARES TR | $106.5M |
BACBANK AMERICA CORP | $104.7M |
USMVISHARES TR | $104.6M |
VVVANGUARD INDEX FDS | $104.2M |
CSCOCISCO SYS INC | $103.8M |
NOWSERVICENOW INC | $102.7M |
LLYELI LILLY & CO | $102.1M |
KMIKINDER MORGAN INC DEL | $100.1M |
IJHISHARES TR | $99.8M |
VCITVANGUARD SCOTTSDALE FDS | $96.9M |
CATCATERPILLAR INC | $96.0M |
DFNMDIMENSIONAL ETF TRUST | $95.2M |
GSGOLDMAN SACHS GROUP INC | $94.9M |
IJRISHARES TR | $92.2M |
SBUXSTARBUCKS CORP | $92.1M |
IEMGISHARES INC | $91.7M |
SPGIS&P GLOBAL INC | $91.5M |
DUKDUKE ENERGY CORP NEW | $90.3M |
IWDISHARES TR | $89.7M |
BKNGBOOKING HOLDINGS INC | $87.9M |
IEIISHARES TR | $87.3M |
SCZISHARES TR | $86.6M |
IVWISHARES TR | $86.1M |
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