Focus Partners Wealth Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$46.2B

Holdings

2,028

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,028 positions)

StockValue
GSBDGOLDMAN SACHS BDC INC
$177K
XEFRXEATON VANCE SR FLTNG RTE TR
$176K
MPTMEDICAL PPTYS TRUST INC
$171K
ESCAESCALADE INC
$167K
NMRKNEWMARK GROUP INC
$165K
EFTEATON VANCE FLTING RATE INC
$165K
AALAMERICAN AIRLS GROUP INC
$164K
MARAMARA HOLDINGS INC
$164K
SIEBSIEBERT FINL CORP
$163K
ASXASE TECHNOLOGY HLDG CO LTD
$163K
CVECENOVUS ENERGY INC
$162K
FNBF N B CORP
$162K
PKPARK HOTELS & RESORTS INC
$158K
RUNSUNRUN INC
$156K
PLPLANET LABS PBC
$153K
NRDSNERDWALLET INC
$152K
CALYTOPGOLF CALLAWAY BRANDS CORP
$151K
MUJBLACKROCK MUNIHLDGS NJ QLTY
$150K
QUADQUAD / GRAPHICS INC
$149K
SGCSUPERIOR GROUP OF CO INC
$147K
NEOGNEOGEN CORP
$145K
RBBNRIBBON COMMUNICATIONS INC
$143K
EGHT8X8 INC NEW
$141K
XPROEXPRO GROUP HOLDINGS NV
$139K
CERSCERUS CORP
$139K
MRCCLMONROE CAP CORP
$137K
TELFYTELEFONICA S A
$137K
MMTMFS MULTIMARKET INCOME TR
$135K
VVRINVESCO SR INCOME TR
$133K
6PMPARAMOUNT GROUP INC
$133K
SKLZSKILLZ INC
$128K
PDMPIEDMONT REALTY TRUST INC
$126K
UMCUNITED MICROELECTRONICS CORP
$126K
FTREFORTREA HLDGS INC
$121K
RESRPC INC
$119K
XEVVXEATON VANCE LIMITED DURATION
$119K
GRABGRAB HOLDINGS LIMITED
$117K
LOCOEL POLLO LOCO HLDGS INC
$112K
LIONLIONSGATE STUDIOS CORP
$111K
GGNGAMCO GLOBAL GOLD NAT RES &
$110K
LZLEGALZOOM COM INC
$110K
AURAURORA INNOVATION INC
$110K
SPDNDIREXION SHS ETF TR
$109K
BB3BROOKLINE BANCORP INC DEL
$106K
MINMFS INTER INCOME TR
$106K
AHHARMADA HOFFLER PPTYS INC
$105K
CURICURIOSITYSTREAM INC
$104K
ERICTELEFONAKTIEBOLAGET LM ERICS
$103K
ALITALIGHT INC
$102K
AMPXAMPRIUS TECHNOLOGIES INC
$102K
ATYRATYR PHARMA INC
$101K
FINVFINVOLUTION GROUP
$100K
PLTKPLAYTIKA HLDG CORP
$99K
XIFRXPLR INFRASTRUCTURE LP
$99K
CXCEMEX SAB DE CV
$98K
ITUBITAU UNIBANCO HLDG S A
$95K
NTLAINTELLIA THERAPEUTICS INC
$95K
VIRVIR BIOTECHNOLOGY INC
$93K
RCREADY CAPITAL CORP
$91K
PSNLPERSONALIS INC
$89K
BEEPMOBILE INFRASTRUCTURE CORP
$87K
HCATHEALTH CATALYST INC
$85K
OVERBEYOND INC
$84K
SANASANA BIOTECHNOLOGY INC
$83K
NXDRNEXTDOOR HOLDINGS INC
$80K
PFNPIMCO INCOME STRATEGY FD II
$78K
PTONPELOTON INTERACTIVE INC
$76K
CFFNCAPITOL FED FINL INC
$74K
UPWHEELS UP EXPERIENCE INC
$73K
RXRXRECURSION PHARMACEUTICALS IN
$73K
GABGABELLI EQUITY TR INC
$71K
MISTMILESTONE PHARMACEUTICALS IN
$70K
RLAYRELAY THERAPEUTICS INC
$68K
NGDNEW GOLD INC CDA
$65K
ANIXANIXA BIOSCIENCES INC
$60K
BLNDBLEND LABS INC
$60K
RIGTRANSOCEAN LTD
$59K
GLUEMONTE ROSA THERAPEUTICS INC
$58K
TROXTRONOX HOLDINGS PLC
$57K
I9DNARBUTUS BIOPHARMA CORP
$55K
ARDXARDELYX INC
$55K
WOOFPETCO HEALTH & WELLNESS CO I
$55K
TSITCW STRATEGIC INCOME FD INC
$51K
PLUNPLUG POWER INC
$51K
SVMSILVERCORP METALS INC
$50K
SCPHSCPHARMACEUTICALS INC
$49K
AKBAAKEBIA THERAPEUTICS INC
$48K
BARKBARK INC
$48K
ABEVAMBEV SA
$46K
EDITEDITAS MEDICINE INC
$46K
AAMEATLANTIC AMERN CORP
$39K
NATNORDIC AMERICAN TANKERS LIMI
$38K
NNDMNANO DIMENSION LTD
$38K
FATEFATE THERAPEUTICS INC
$37K
CMPXCOMPASS THERAPEUTICS INC
$35K
SERASERA PROGNOSTICS INC
$34K
CHPTCHARGEPOINT HOLDINGS INC
$33K
TGBTASEKO MINES LTD
$32K
EUENCORE ENERGY CORP
$30K
DHFBNY MELLON HIGH YIELD STRATE
$30K
PreviousPage 20 of 21Next