Focus Partners Wealth 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FP Focus Partners Wealth | Institutional Filer | ▲ 2.47% | $89.91B | 2644 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2644)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 10.0M | $2.54B | 2.83% |
| 2 | NVDA | NVIDIA Corporation | Technology | 12.1M | $2.12B | 2.35% |
| 3 | MSFT | Microsoft Corporation | Technology | 5.3M | $1.97B | 2.19% |
| 4 | XLK | Technology Select Sector SPDR Fund | — | 13.0M | $1.73B | 1.92% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | — | 42.6M | $1.66B | 1.85% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 7.7M | $1.60B | 1.78% |
| 7 | VOO | VANGUARD INDEX FDS | — | 2.7M | $1.60B | 1.78% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 2.4M | $1.47B | 1.63% |
| 9 | IVV | ISHARES TR | — | 2.2M | $1.44B | 1.60% |
| 10 | GOOGL | Alphabet Inc. | Technology | 4.8M | $1.39B | 1.54% |
| 11 | GOOG | Alphabet Inc. | Technology | 4.1M | $1.20B | 1.33% |
| 12 | EQTY | VALUED ADVISERS TR | — | 44.6M | $1.14B | 1.26% |
| 13 | AVGO | Broadcom Inc. | Technology | 3.2M | $997.9M | 1.11% |
| 14 | ITOT | ISHARES TR | — | 6.7M | $953.5M | 1.06% |
| 15 | BSVO | EA SERIES TRUST | — | 37.3M | $945.2M | 1.05% |
Showing 1 to 15 of 1000 holdings