Focus Partners Wealth Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$62.0T

Holdings

2,200

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (2,200 positions)

#StockSharesValue% PortfolioType
201
AMTAMERICAN TOWER CORP NEW
288,025$55.3B0.09%
202
SUBISHARES TR
515,800$55.1B0.09%
203
LINLINDE PLC
115,025$54.6B0.09%
204
VRTXVERTEX PHARMACEUTICALS INC
139,215$54.5B0.09%
205
DFAEDIMENSIONAL ETF TRUST
1,725,309$54.4B0.09%
206
ISCGISHARES TR
998,236$54.2B0.09%
207
MCKMCKESSON CORP
68,181$52.7B0.08%
208
MDYSPDR S&P MIDCAP 400 ETF TR
88,384$52.7B0.08%
209
CPCANADIAN PACIFIC KANSAS CITY
706,721$52.6B0.08%
210
GLOBGLOBANT S A
155,534$50.6B0.08%
211
BSXBOSTON SCIENTIFIC CORP
518,225$50.6B0.08%
212
CRWDCROWDSTRIKE HLDGS INC
102,847$50.3B0.08%
213
PFEPFIZER INC
1,965,615$50.1B0.08%
214
BACVERIZON COMMUNICATIONS INC
1,132,348$49.8B0.08%
215
JEPIJ P MORGAN EXCHANGE TRADED F
848,093$48.4B0.08%
216
DFSIDIMENSIONAL ETF TRUST
1,181,381$48.4B0.08%
217
SYKSTRYKER CORPORATION
130,604$48.3B0.08%
218
IWNISHARES TR
272,376$48.2B0.08%
219
XMHQINVESCO EXCHANGE TRADED FD T
455,761$47.8B0.08%
220
HELOJ P MORGAN EXCHANGE TRADED F
733,632$47.7B0.08%
221
TWTRADEWEB MKTS INC
428,520$47.6B0.08%
222
VOVANGUARD INDEX FDS
156,974$46.1B0.07%
223
AVESAMERICAN CENTY ETF TR
800,470$45.9B0.07%
224
STXSEAGATE TECHNOLOGY HLDNGS PL
194,204$45.8B0.07%
225
BABOEING CO
213,051$45.7B0.07%
226
BJBJS WHSL CLUB HLDGS INC
487,636$45.5B0.07%
227
FDXFEDEX CORP
192,715$45.4B0.07%
228
IWRISHARES TR
469,591$45.3B0.07%
229
WMBWILLIAMS COS INC
715,455$45.3B0.07%
230
TAT&T INC
1,564,156$44.2B0.07%
231
AWNADVANCE AUTO PARTS INC
190,489$43.9B0.07%
232
DGROISHARES TR
641,683$43.7B0.07%
233
SCHCSCHWAB STRATEGIC TR
953,388$43.4B0.07%
234
GILDGILEAD SCIENCES INC
389,343$43.2B0.07%
235
PNCPNC FINL SVCS GROUP INC
214,706$43.1B0.07%
236
UNPUNION PAC CORP
180,721$42.7B0.07%
237
EEMISHARES TR
796,646$42.5B0.07%
238
WMWASTE MGMT INC DEL
192,299$42.5B0.07%
239
NVONOVO-NORDISK A S
760,615$42.2B0.07%
240
DBEFDBX ETF TR
905,781$42.1B0.07%
241
IJKISHARES TR
437,302$41.9B0.07%
242
SCHDSCHWAB STRATEGIC TR
1,523,181$41.6B0.07%
243
VGLTVANGUARD SCOTTSDALE FDS
725,119$41.2B0.07%
244
QLTY2023 ETF SERIES TRUST II
1,138,136$41.2B0.07%
245
CAHCARDINAL HEALTH INC
369,076$41.2B0.07%
246
RTXRTX CORPORATION
244,242$40.9B0.07%
247
WFCWELLS FARGO CO NEW
486,727$40.8B0.07%
248
OKEONEOK INC NEW
555,615$40.5B0.07%
249
URIUNITED RENTALS INC
42,347$40.4B0.07%
250
MSCIMSCI INC
70,968$40.3B0.06%
251
COWZPACER FDS TR
690,778$39.7B0.06%
252
ALCALCON AG
165,594$39.4B0.06%
253
IUSVISHARES TR
393,632$39.3B0.06%
254
BXBLACKSTONE INC
229,861$39.3B0.06%
255
HSYHERSHEY CO
209,906$39.3B0.06%
256
AONAON PLC
110,111$39.2B0.06%
257
MOALTRIA GROUP INC
589,394$39.0B0.06%
258
ANETARISTA NETWORKS INC
267,110$38.9B0.06%
259
ISRGINTUITIVE SURGICAL INC
86,503$38.7B0.06%
260
KKRKKR & CO INC
296,078$38.5B0.06%
261
ETNEATON CORP PLC
102,679$38.4B0.06%
262
RHCRH PLC
318,093$38.2B0.06%
263
IGSBISHARES TR
717,482$38.0B0.06%
264
DWDMORGAN STANLEY
236,798$37.6B0.06%
265
FNDXSCHWAB STRATEGIC TR
1,420,519$37.4B0.06%
266
LQDISHARES TR
334,756$37.3B0.06%
267
LRGFISHARES TR
538,109$37.2B0.06%
268
EMXCISHARES INC
550,397$37.2B0.06%
269
DDDUPONT DE NEMOURS INC
476,213$37.1B0.06%
270
XONEBONDBLOXX ETF TRUST
746,616$37.1B0.06%
271
IVLUISHARES TR
1,043,659$37.0B0.06%
272
TRVCCITIGROUP INC
360,785$36.6B0.06%
273
SMMDISHARES TR
495,311$36.5B0.06%
274
IAU*ISHARES GOLD TR
495,344$36.2B0.06%
275
SCHASCHWAB STRATEGIC TR
1,292,091$36.0B0.06%
276
BRBROADRIDGE FINL SOLUTIONS IN
150,854$36.0B0.06%
277
VLUEISHARES TR
283,329$35.4B0.06%
278
VEUVANGUARD INTL EQUITY INDEX F
496,223$35.4B0.06%
279
FLMIFRANKLIN TEMPLETON ETF TR
1,426,015$35.3B0.06%
280
NSCNORFOLK SOUTHN CORP
115,995$34.8B0.06%
281
IXCISHARES TR
832,707$34.8B0.06%
282
ADPAUTOMATIC DATA PROCESSING IN
118,772$34.7B0.06%
283
VICIVICI PPTYS INC
1,054,313$34.4B0.06%
284
APPAPPLOVIN CORP
47,702$34.2B0.06%
285
GLTRABRDN PRECIOUS METALS BASKET
206,430$34.2B0.06%
286
CWCURTISS WRIGHT CORP
47,889$34.2B0.06%
287
GDGENERAL DYNAMICS CORP
99,650$33.9B0.05%
288
JCPBJ P MORGAN EXCHANGE TRADED F
712,690$33.9B0.05%
289
IDXXIDEXX LABS INC
51,918$33.2B0.05%
290
EXREXTRA SPACE STORAGE INC
234,630$32.9B0.05%
291
SPTMSPDR SERIES TRUST
404,886$32.7B0.05%
292
SUSUNCOR ENERGY INC NEW
774,894$32.4B0.05%
293
FQIDIGITAL RLTY TR INC
186,780$32.3B0.05%
294
MUNIPIMCO ETF TR
610,803$31.9B0.05%
295
VYMIVANGUARD WHITEHALL FDS
375,477$31.8B0.05%
296
GSSTGOLDMAN SACHS ETF TR
622,789$31.6B0.05%
297
BIPCBROOKFIELD INFRASTRUCTURE CO
766,236$31.5B0.05%
298
FBCGFIDELITY COVINGTON TRUST
582,272$31.2B0.05%
299
CTKBCYTEK BIOSCIENCES INC
70,576$31.2B0.05%
300
QQQMINVESCO EXCH TRADED FD TR II
123,741$30.6B0.05%
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