What is Focus Financial Network, Inc.'s portfolio value?

As of Q4 2025, Focus Financial Network, Inc. manages $2.9B across 725 reported positions in their SEC 13F filing.

What are Focus Financial Network, Inc.'s top holdings?

Focus Financial Network, Inc.'s largest 13F positions include NVDA, SCHG, AAPL, representing approximately 19.2% of the reported portfolio.

How many stocks does Focus Financial Network, Inc. hold?

Focus Financial Network, Inc. holds 725 reported positions as of their Q4 2025 13F filing.

When did Focus Financial Network, Inc. last file a 13F?

The most recent 13F filing from Focus Financial Network, Inc. reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Focus Financial Network, Inc.

CIK: 0002010942SEC EDGAR →

Portfolio Value

$2.9B

Holdings

725

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NVDA NVIDIA CORPORATION	1,628,632	$303.7M	10.57%
2	SCHG SCHWAB STRATEGIC TR	4,761,784	$155.3M	5.41%
3	AAPL APPLE INC	342,847	$93.2M	3.24%
4	AMZN AMAZON COM INC	309,467	$71.4M	2.49%
5	SCHD SCHWAB STRATEGIC TR	2,183,630	$59.9M	2.09%
6	AGG ISHARES TR	586,042	$58.5M	2.04%
7	VTV VANGUARD INDEX FDS	231,133	$44.1M	1.54%
8	QLD PROSHARES TR	599,334	$42.2M	1.47%
9	IEF ISHARES TR	370,441	$35.6M	1.24%
10	VXUS VANGUARD STAR FDS	470,925	$35.5M	1.24%

Quarterly Changes

Top Buys

VTV↑ Increased

$32.4M

GOOGL↑ Increased

$16.1M

NOW↑ Increased

$8.2M

IONQNEW

$7.7M

CAT↑ Increased

$5.0M

Top Sells

MSFT↓ Decreased

$32.2M

SCHD↓ Decreased

$27.4M

QUBT↓ Decreased

$16.6M

SMCI↓ Decreased

$9.6M

SENS1GBPCLOSED

$6.0M

New Positions (33)

$7.7M · 172K shares

$2.3M · 61K shares

$1.2M · 27K shares

$753K · 15K shares

$724K · 9K shares

$659K · 12K shares

$477K · 709 shares

$422K · 8K shares

$339K · 13K shares

$331K · 8K shares

$295K · 2K shares

$284K · 5K shares

$283K · 4K shares

$280K · 4K shares

$267K · 11K shares

$260K · 4K shares

$250K · 4K shares

$237K · 1K shares

$236K · 1K shares

$228K · 5K shares

$221K · 1K shares

$219K · 8K shares

$219K · 1K shares

$218K · 2K shares

$218K · 8K shares

$213K · 3K shares

$208K · 1K shares

$205K · 1K shares

$203K · 3K shares

$202K · 4K shares

$202K · 3K shares

$178K · 10K shares

$33K · 10K shares

Closed Positions (46)

$6.0M · 15K shares

$1.0M · 6K shares

$853K · 5K shares

$770K · 5K shares

$733K · 7K shares

$485K · 9K shares

$443K · 19K shares

$420K · 2K shares

$396K · 12K shares

$351K · 10K shares

$331K · 1K shares

$322K · 30K shares

$291K · 8K shares

$288K · 7K shares

$287K · 1K shares

$286K · 10K shares

$285K · 6K shares

$272K · 5K shares

$271K · 5K shares

$257K · 11K shares

$250K · 3K shares

$244K · 3K shares

$238K · 11K shares

$233K · 5K shares

$233K · 4K shares

$229K · 6K shares

$227K · 3K shares

$226K · 1K shares

$220K · 9K shares

$220K · 3K shares

$216K · 7K shares

$215K · 9K shares

$212K · 713 shares

$211K · 573 shares

$211K · 1K shares

$211K · 1K shares

$210K · 4K shares

$209K · 5K shares

$207K · 7K shares

$206K · 4K shares

$204K · 1K shares

$204K · 4K shares

$203K · 570 shares

$203K · 1K shares

$201K · 6K shares

$201K · 5K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	435	$1.7B	65.7%
Technology	70	$513.9M	20.0%
Consumer Cyclical	28	$95.2M	3.7%
Industrials	43	$69.9M	2.7%
Healthcare	30	$48.2M	1.9%
Communication Services	11	$47.2M	1.8%
Unknown	37	$45.0M	1.7%
Utilities	13	$16.0M	0.6%
Consumer Defensive	14	$15.0M	0.6%
Energy	21	$14.2M	0.6%
Real Estate	13	$8.6M	0.3%
Basic Materials	10	$7.4M	0.3%