Focus Partners Wealth Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$87.7B

Holdings

2,645

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,645 positions)

StockValue
SGOLETFS GOLD TR
$5.0M
DCIDONALDSON INC
$5.0M
DEMWISDOMTREE TR
$5.0M
OSEAHARBOR ETF TRUST
$5.0M
LULULULULEMON ATHLETICA INC
$5.0M
GBDCGOLUB CAP BDC INC
$5.0M
RACEFERRARI N V
$5.0M
EFAVISHARES TR
$5.0M
CCKCROWN HLDGS INC
$5.0M
ESGDISHARES TR
$5.0M
CCAPCRESCENT CAP BDC INC
$5.0M
LHLABCORP HOLDINGS INC
$5.0M
MSFTMICROSOFT CORP
$5.0M
BXPBXP INC
$5.0M
LLOEWS CORP
$5.0M
NTRNUTRIEN LTD
$5.0M
MTBM & T BK CORP
$5.0M
HIGHARTFORD INSURANCE GROUP INC
$5.0M
CEF/USPROTT ASSET MANAGEMENT LP
$5.0M
ITGRINTEGER HLDGS CORP
$5.0M
BTTBLACKROCK MUN TARGET TERM TR
$5.0M
WRBBERKLEY W R CORP
$5.0M
VCRVANGUARD WORLD FD
$5.0M
GBXGREENBRIER COS INC
$5.0M
VSGXVANGUARD WORLD FD
$5.0M
GGENPACT LIMITED
$5.0M
LNTHLANTHEUS HLDGS INC
$5.0M
7HPHP INC
$5.0M
GDLGDL FD
$5.0M
MATWMATTHEWS INTL CORP
$5.0M
ASOACADEMY SPORTS & OUTDOORS IN
$5.0M
EBCEASTERN BANKSHARES INC
$5.0M
WENWENDYS CO
$5.0M
LYGLLOYDS BANKING GROUP PLC
$5.0M
DDMPROSHARES TR
$5.0M
IBDTISHARES TR
$5.0M
REETISHARES TR
$5.0M
MOSMOSAIC CO NEW
$5.0M
PSAPUBLIC STORAGE OPER CO
$5.0M
TAPMOLSON COORS BEVERAGE CO
$4.0M
HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC
$4.0M
QLDPROSHARES TR
$4.0M
NUENUCOR CORP
$4.0M
SRESEMPRA
$4.0M
TSLATESLA INC
$4.0M
BKRBAKER HUGHES COMPANY
$4.0M
DGDOLLAR GEN CORP NEW
$4.0M
KRGKITE RLTY GROUP TR
$4.0M
CWISPDR INDEX SHS FDS
$4.0M
LAMRLAMAR ADVERTISING CO NEW
$4.0M
TOWNTOWNEBANK PORTSMOUTH VA
$4.0M
RPGINVESCO EXCHANGE TRADED FD T
$4.0M
CDXSIMPLIFY EXCHANGE TRADED FUN
$4.0M
PGXINVESCO EXCH TRADED FD TR II
$4.0M
FFEBFIRST TR EXCHNG TRADED FD VI
$4.0M
EX9EXELIXIS INC
$4.0M
MEDPMEDPACE HLDGS INC
$4.0M
RWLINVESCO EXCH TRADED FD TR II
$4.0M
OHIOMEGA HEALTHCARE INVS INC
$4.0M
GGGGRACO INC
$4.0M
BONDPIMCO ETF TR
$4.0M
UHSUNIVERSAL HLTH SVCS INC
$4.0M
PTLNORTHERN LTS FD TR IV
$4.0M
CPNGCOUPANG INC
$4.0M
JNKSPDR SERIES TRUST
$4.0M
WECWEC ENERGY GROUP INC
$4.0M
IYY*ISHARES TR
$4.0M
AMEAMETEK INC
$4.0M
FLINFRANKLIN TEMPLETON ETF TR
$4.0M
VNQIVANGUARD INTL EQUITY INDEX F
$4.0M
AIRAAR CORP
$4.0M
UFPIUFP INDUSTRIES INC
$4.0M
ESTCELASTIC N V
$4.0M
MUFGMITSUBISHI UFJ FINL GROUP IN
$4.0M
XLGINVESCO EXCHANGE TRADED FD T
$4.0M
PREFPRINCIPAL EXCHANGE TRADED FD
$4.0M
CHYMCHIME FINL INC
$4.0M
GDDYGODADDY INC
$4.0M
KVYOKLAVIYO INC
$4.0M
AXONAXON ENTERPRISE INC
$4.0M
AEEAMEREN CORP
$4.0M
SFIXSTITCH FIX INC
$4.0M
RLXRLX TECHNOLOGY INC
$4.0M
GXCSPDR INDEX SHS FDS
$4.0M
CLXCLOROX CO DEL
$4.0M
UBSIUNITED BANKSHARES INC WEST V
$4.0M
WHWYNDHAM HOTELS & RESORTS INC
$4.0M
IDIINTERDIGITAL INC
$4.0M
INTFISHARES TR
$4.0M
PODDINSULET CORP
$4.0M
LAZLAZARD INC
$4.0M
FLRNSPDR SERIES TRUST
$4.0M
ICLRICON PLC
$4.0M
FEGERBB FUND TRUST
$4.0M
SKYYFIRST TR EXCHANGE TRADED FD
$4.0M
CBSHCOMMERCE BANCSHARES INC
$4.0M
IDAIDACORP INC
$4.0M
PSHPGIM ETF TR
$4.0M
TECK/BTECK RESOURCES LTD
$4.0M
WWJDNORTHERN LTS FD TR IV
$4.0M
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