Focus Partners Wealth Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$62.0B

Holdings

2,200

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (2,200 positions)

StockValue
VIRTVIRTU FINL INC
$30.5M
VTVANGUARD INTL EQUITY INDEX F
$30.5M
EDGGOLD FIELDS LTD
$30.4M
VNQVANGUARD INDEX FDS
$30.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$30.0M
RSGREPUBLIC SVCS INC
$30.0M
SPGSIMON PPTY GROUP INC NEW
$29.9M
MORNMORNINGSTAR INC
$29.9M
PTGXPROTAGONIST THERAPEUTICS INC
$29.8M
IUSGISHARES TR
$29.7M
CARYANGEL OAK FUNDS TRUST
$29.7M
BWXTBWX TECHNOLOGIES INC
$29.7M
PGRPROGRESSIVE CORP
$29.6M
RYROYAL BK CDA
$29.5M
CGGOCAPITAL GROUP GBL GROWTH EQT
$29.5M
MMM3M CO
$29.3M
SCHBSCHWAB STRATEGIC TR
$29.3M
JPSTJ P MORGAN EXCHANGE TRADED F
$29.2M
DTEDTE ENERGY CO
$29.2M
XLESELECT SECTOR SPDR TR
$29.1M
EMREMERSON ELEC CO
$28.3M
DTMDT MIDSTREAM INC
$28.3M
VONVVANGUARD SCOTTSDALE FDS
$28.2M
JAVAJ P MORGAN EXCHANGE TRADED F
$28.2M
EXPEEXPEDIA GROUP INC
$28.0M
IWSISHARES TR
$28.0M
SCHGSCHWAB STRATEGIC TR
$27.9M
GWWGRAINGER W W INC
$27.7M
IBTHISHARES TR
$27.7M
DFISDIMENSIONAL ETF TRUST
$27.5M
ISCVISHARES TR
$27.5M
EPDENTERPRISE PRODS PARTNERS L
$27.3M
BSCQINVESCO EXCH TRD SLF IDX FD
$27.1M
VTEBVANGUARD MUN BD FDS
$27.0M
DGXQUEST DIAGNOSTICS INC
$26.9M
GISGENERAL MLS INC
$26.8M
VYMVANGUARD WHITEHALL FDS
$26.7M
BCCCGLOBAL X FDS
$26.6M
ADTNADTRAN HOLDINGS INC
$26.5M
MCXMCCORMICK & CO INC
$26.4M
AVSUAMERICAN CENTY ETF TR
$26.4M
CGGRCAPITAL GROUP GROWTH ETF
$26.3M
SHOPSHOPIFY INC
$26.1M
CYBRCYBERARK SOFTWARE LTD
$26.1M
DDOMINION ENERGY INC
$26.0M
MRVLMARVELL TECHNOLOGY INC
$25.8M
NVTNVENT ELECTRIC PLC
$25.8M
QAINEW YORK LIFE INVESTMENTS ET
$25.5M
CMICUMMINS INC
$25.3M
AMATAPPLIED MATLS INC
$24.9M
MCOMOODYS CORP
$24.8M
SCHWSCHWAB CHARLES CORP
$24.6M
ADIANALOG DEVICES INC
$24.4M
SHVISHARES TR
$24.3M
SLYVSPDR SERIES TRUST
$24.3M
WDAYWORKDAY INC
$24.2M
ACWIISHARES TR
$24.2M
SMHVANECK ETF TRUST
$24.2M
JEPQJ P MORGAN EXCHANGE TRADED F
$24.2M
GSLCGOLDMAN SACHS ETF TR
$24.2M
SYLDCAMBRIA ETF TR
$24.2M
ENSGENSIGN GROUP INC
$23.9M
AMKRAMKOR TECHNOLOGY INC
$23.9M
IWOISHARES TR
$23.8M
UPSUNITED PARCEL SERVICE INC
$23.8M
MFCMANULIFE FINL CORP
$23.8M
HYGISHARES TR
$23.8M
DDOGDATADOG INC
$23.4M
ARMKARAMARK
$23.4M
VGKVANGUARD INTL EQUITY INDEX F
$23.3M
USBUS BANCORP DEL
$23.2M
NKENIKE INC
$23.2M
ACLCAMERICAN CENTY ETF TR
$23.2M
CMCSACOMCAST CORP NEW
$23.2M
ORIOLD REP INTL CORP
$23.1M
FISVFISERV INC
$23.0M
COINCOINBASE GLOBAL INC
$22.6M
SMLFISHARES TR
$22.6M
IJTISHARES TR
$22.6M
UCONFIRST TR EXCHNG TRADED FD VI
$22.5M
CVSCVS HEALTH CORP
$22.5M
WFC 7.5 PERP LWELLS FARGO CO NEW
$22.3M
DFSEDIMENSIONAL ETF TRUST
$22.3M
CEGCONSTELLATION ENERGY CORP
$22.2M
RDVIFIRST TR EXCHANGE-TRADED FD
$22.1M
RWJINVESCO EXCH TRADED FD TR II
$21.9M
AAPLAPPLE INC
$21.8M
TRMBTRIMBLE INC
$21.5M
FNDFSCHWAB STRATEGIC TR
$21.4M
CCOCAMECO CORP
$21.4M
AMHAMERICAN HOMES 4 RENT
$21.4M
MDTMEDTRONIC PLC
$21.4M
IDV*ISHARES TR
$21.0M
CCCCCC INTELLIGENT SOLUTIONS HL
$21.0M
APHAMPHENOL CORP NEW
$20.8M
SPOTSPOTIFY TECHNOLOGY S A
$20.8M
ZSZSCALER INC
$20.7M
INTCINTEL CORP
$20.7M
XLBSELECT SECTOR SPDR TR
$20.6M
CGDGCAPITAL GROUP DIVIDEND VALUE
$20.4M
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