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
LNCLINCOLN NATL CORP IND
$12.6M
IGVISHARES TR
$12.5M
GDEWISDOMTREE TR
$12.5M
EVRGEVERGY INC
$12.5M
TEVATEVA PHARMACEUTICAL INDS LTD
$12.4M
NEARISHARES U S ETF TR
$12.4M
DEDEERE & CO
$12.3M
STWDSTARWOOD PPTY TR INC
$12.3M
BSCTINVESCO EXCH TRD SLF IDX FD
$12.2M
PLDPROLOGIS INC.
$12.2M
EXEEXPAND ENERGY CORPORATION
$12.1M
A4SAMERIPRISE FINL INC
$12.1M
KRMNKARMAN HLDGS INC
$12.1M
BYLDISHARES TR
$12.0M
VFQYVANGUARD WELLINGTON FD
$12.0M
LECOLINCOLN ELEC HLDGS INC
$11.9M
KNSLKINSALE CAP GROUP INC
$11.9M
MGKVANGUARD WORLD FD
$11.9M
HOODROBINHOOD MKTS INC
$11.8M
TLTISHARES TR
$11.7M
IBITISHARES BITCOIN TRUST ETF
$11.7M
CBCHUBB LIMITED
$11.7M
CELCCELCUITY INC
$11.6M
FYLDCAMBRIA ETF TR
$11.5M
IOOISHARES TR
$11.5M
DSTLETF SER SOLUTIONS
$11.5M
GTLBGITLAB INC
$11.4M
COPCONOCOPHILLIPS
$11.4M
CHCTCOMMUNITY HEALTHCARE TR INC
$11.4M
VGSHVANGUARD SCOTTSDALE FDS
$11.3M
NENOBLE CORP PLC
$11.2M
AGNCAGNC INVT CORP
$11.2M
ULUNILEVER PLC
$11.2M
MLPXGLOBAL X FDS
$11.2M
OKTAOKTA INC
$11.2M
VSTVISTRA CORP
$11.2M
AESAES CORP
$11.1M
IYWISHARES TR
$11.1M
JHGJANUS HENDERSON GROUP PLC
$11.0M
MPWRMONOLITHIC PWR SYS INC
$10.9M
MBBISHARES TR
$10.8M
PFFISHARES TR
$10.8M
CGVTWO RDS SHARED TR
$10.8M
CITHE CIGNA GROUP
$10.7M
TIPISHARES TR
$10.6M
JEFJEFFERIES FINL GROUP INC
$10.6M
VTWOVANGUARD SCOTTSDALE FDS
$10.5M
XARSPDR SERIES TRUST
$10.5M
FANGDIAMONDBACK ENERGY INC
$10.4M
GMGENERAL MTRS CO
$10.4M
ICFISHARES TR
$10.4M
ONEQFIDELITY COMWLTH TR
$10.3M
BSCRINVESCO EXCH TRD SLF IDX FD
$10.3M
PHPARKER-HANNIFIN CORP
$10.2M
TELTE CONNECTIVITY PLC
$10.2M
QXOQXO INC
$10.2M
TOLTOLL BROTHERS INC
$10.1M
MEARISHARES U S ETF TR
$10.1M
KVUEKENVUE INC
$10.0M
AVSEAMERICAN CENTY ETF TR
$10.0M
BMYBRISTOL-MYERS SQUIBB CO
$9.9M
BDXBECTON DICKINSON & CO
$9.9M
CRWVCOREWEAVE INC
$9.8M
IGMISHARES TR
$9.8M
KELKELLANOVA
$9.7M
GMEDGLOBUS MED INC
$9.7M
BIVVANGUARD BD INDEX FDS
$9.6M
SPYVSPDR SERIES TRUST
$9.5M
EINCVANECK ETF TRUST
$9.5M
JPMORGAN CHASE & CO.
$9.5M
DYNFBLACKROCK ETF TRUST
$9.5M
TDVGT ROWE PRICE ETF INC
$9.5M
FBINFORTUNE BRANDS INNOVATIONS I
$9.4M
ULTAULTA BEAUTY INC
$9.4M
ATGEADTALEM GLOBAL ED INC
$9.3M
GWREGUIDEWIRE SOFTWARE INC
$9.3M
VEEVVEEVA SYS INC
$9.3M
NBIXNEUROCRINE BIOSCIENCES INC
$9.2M
SHWSHERWIN WILLIAMS CO
$9.2M
GNRCGENERAC HLDGS INC
$9.2M
VRSKVERISK ANALYTICS INC
$9.1M
CLPRCLIPPER RLTY INC
$9.1M
HALOHALOZYME THERAPEUTICS INC
$9.0M
XYLXYLEM INC
$9.0M
BPBP PLC
$9.0M
DFCFDIMENSIONAL ETF TRUST
$9.0M
TWLOTWILIO INC
$8.9M
LMBSFIRST TR EXCHANGE-TRADED FD
$8.9M
EWBCEAST WEST BANCORP INC
$8.9M
NUBDNUSHARES ETF TR
$8.8M
SPMDSPDR SERIES TRUST
$8.8M
IGFISHARES TR
$8.7M
TFCTRUIST FINL CORP
$8.7M
SAPSAP SE
$8.7M
MKC/VMCCORMICK & CO INC
$8.7M
JPEMJ P MORGAN EXCHANGE TRADED F
$8.7M
LYVLIVE NATION ENTERTAINMENT IN
$8.7M
BSCSINVESCO EXCH TRD SLF IDX FD
$8.7M
ATRAPTARGROUP INC
$8.7M
EXTREXTREME NETWORKS
$8.6M
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