Focus Partners Wealth: 13F holdings
CIK 15421532026Q2
| Positions | 2,759 |
|---|---|
| Reported value | $97.6bn |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 10,016,436 | $2.9bn | 3.0% |
| NVDA NVIDIA CORPORATION | 12,427,184 | $2.5bn | 2.5% |
| XLK SELECT SECTOR SPDR TR | 12,703,573 | $2.4bn | 2.5% |
| MSFT MICROSOFT CORP | 5,084,517 | $1.9bn | 1.9% |
| DIMENSIONAL ETF TRUST | 42,128,827 | $1.9bn | 1.9% |
| VOO VANGUARD INDEX FDS | 2,688,933 | $1.8bn | 1.9% |
| IVV ISHARES TR | 2,413,265 | $1.8bn | 1.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 2,355,908 | $1.6bn | 1.7% |
| AMZN AMAZON COM INC | 6,842,819 | $1.6bn | 1.7% |
| GOOGL ALPHABET INC | 4,130,802 | $1.5bn | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1542153")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.