13F holdings
Focus Partners Wealth portfolio
Managed by . 2,644 reported positions worth $89.9B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$89.9B
Book value
2,644
Positions
19%
Top 10 weight
+234
New this quarter
-235
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (234)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| SUNB | SUNBELT RENTALS HOLDINGS INC | $117.4M | 1,803,273 | 0.13% |
| CASS | CASS INFORMATION SYS INC | $30.2M | 686,008 | 0.03% |
| ONDS | ONDAS INC | $23.1M | 2,556,971 | 0.03% |
| AZN | ASTRAZENECA PLC | $13.6M | 68,950 | 0.02% |
| AMCR | AMCOR PLC | $12.3M | 309,795 | 0.01% |
| AIPO | TIDAL TRUST II | $9.2M | 369,376 | 0.01% |
| SM | SM ENERGY COMPANY | $6.7M | 214,973 | 0.01% |
| NOEQ | NORTHERN FDS | $4.9M | 192,723 | 0.01% |
| NNOV | INNOVATOR ETFS TRUST | $4.1M | 145,476 | 0.00% |
| MOH | MOLINA HEALTHCARE INC | $2.9M | 21,934 | 0.00% |
| PNFP | PINNACLE FINL PARTNERS INC | $2.5M | 29,244 | 0.00% |
| ULST | SSGA ACTIVE ETF TR | $2.1M | 1,994 | 0.00% |
| PWRD | TCW ETF TRUST | $2.1M | 21,045 | 0.00% |
| NAVIOS MARITIME PARTNERS | NAVIOS MARITIME PARTNERS LP | $1.9M | 28,350 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC | $1.8M | 49,017 | 0.00% |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1.8M | 52,445 | 0.00% |
| SARO | STANDARDAERO INC | $1.8M | 68,088 | 0.00% |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $1.8M | 108,914 | 0.00% |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $1.6M | 129,120 | 0.00% |
| FFBC | 1ST FINL BANCORP | $1.6M | 57,183 | 0.00% |
| VSAT | VIASAT INC | $1.5M | 29,898 | 0.00% |
| GBCI | GLACIER BANCORP INC NEW | $1.5M | 32,686 | 0.00% |
| BWX | SPDR SERIES TRUST | $1.4M | 6,719 | 0.00% |
| ABFL | ABACUS FCF ETF TR | $1.2M | 17,122 | 0.00% |
| VCRB | VANGUARD MALVERN FDS | $1.2M | 15,381 | 0.00% |
Closed out (235)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CYBR | CYBERARK SOFTWARE LTD | $20.8M | 46,532 | 0.00% |
| INN 1.5 02/15/26 | SUMMIT HOTEL PPTYS | $12.9M | 13,034,000 | 0.00% |
| AZNN | ASTRAZENECA PLC | $11.6M | 127,902 | 0.00% |
| CMA | COMERICA INC | $10.8M | 123,907 | 0.00% |
| JPMORGAN CHASE & CO. | JPMORGAN CHASE & CO. | $9.7M | 30,000 | 0.00% |
| NVIDIA CORPORATION | NVIDIA CORPORATION | $9.1M | 48,800 | 0.00% |
| ALPHABET INC | ALPHABET INC | $8.8M | 28,100 | 0.00% |
| SJNK | SPDR SERIES TRUST | $8.7M | 344,939 | 0.00% |
| APPLE INC | APPLE INC | $8.0M | 29,300 | 0.00% |
| UVXY | PROSHARES TR II | $7.9M | 220,221 | 0.00% |
| MTN | VAIL RESORTS INC | $7.7M | 57,196 | 0.00% |
| RSPH | INVESCO EXCHANGE TRADED FD T | $6.8M | 214,014 | 0.00% |
| VANGUARD INDEX FDS | VANGUARD INDEX FDS | $6.7M | 20,000 | 0.00% |
| CRDT | SIMPLIFY EXCHANGE TRADED FUN | $6.4M | 276,354 | 0.00% |
| DAY | DAYFORCE INC | $6.1M | 88,024 | 0.00% |
| MICROSOFT CORP | MICROSOFT CORP | $5.1M | 10,500 | 0.00% |
| RLX | RLX TECHNOLOGY INC | $4.5M | 1,947,612 | 0.00% |
| TESLA INC | TESLA INC | $4.5M | 10,000 | 0.00% |
| OMER 5.25 02/15/26 | OMEROS CORP | $4.1M | 3,238,000 | 0.00% |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $4.0M | 169,490 | 0.00% |
| EXAS 0.375 03/15/27 | EXACT SCIENCES CORP | $3.7M | 3,585,000 | 0.00% |
| NBN | NORTHEAST BK PORTLAND ME | $3.6M | 36,134 | 0.00% |
| EXK | EXACT SCIENCES CORP | $3.5M | 37,116 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $3.4M | 127,283 | 0.00% |
| EMHY | ISHARES INC | $3.4M | 83,303 | 0.00% |
Added to (1138)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.5B | 10,037,788 | 2.83% | +5% |
| NVDA | NVIDIA CORPORATION | $2.1B | 12,109,163 | 2.35% | +6% |
| MSFT | MICROSOFT CORP | $2.0B | 5,318,401 | 2.19% | +20% |
| AMZN | AMAZON COM INC | $1.6B | 7,682,440 | 1.78% | +11% |
| IVV | ISHARES TR | $1.4B | 2,203,708 | 1.60% | +5% |
| GOOGL | ALPHABET INC | $1.4B | 4,808,478 | 1.54% | +19% |
| AVGO | BROADCOM INC | $997.9M | 3,215,540 | 1.11% | +23% |
| ITOT | ISHARES TR | $953.5M | 6,686,069 | 1.06% | +9% |
| BSVO | EA SERIES TRUST | $945.2M | 37,257,857 | 1.05% | +2% |
| JPM | JPMORGAN CHASE & CO | $914.6M | 3,107,487 | 1.02% | +3% |
| VTI | VANGUARD INDEX FDS | $881.4M | 2,745,961 | 0.98% | +8% |
| VGIT | VANGUARD SCOTTSDALE FDS | $824.1M | 13,838,011 | 0.92% | +10% |
| DUHP | DIMENSIONAL ETF TRUST | $766.4M | 20,387,647 | 0.85% | +6% |
| AVUV | AMERICAN CENTY ETF TR | $736.7M | 6,665,990 | 0.82% | +2% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $635.6M | 1,326,656 | 0.71% | +4% |
Trimmed (883)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IQQQ | PROSHARES TR | $648,536 | 0 | 0.00% | -100% |
| ITWO | PROSHARES TR | $665,788 | 0 | 0.00% | -100% |
| ISPY | PROSHARES TR | $663,208 | 0 | 0.00% | -100% |
| XNXJX | NUVEEN NEW JERSEY | $292,953 | 0 | 0.00% | -100% |
| MOBIX LABS INC | MOBIX LABS INC | $1.1M | 0 | 0.00% | -100% |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $14.2M | 0 | 0.02% | -100% |
| CARY | ANGEL OAK FUNDS TRUST | $29.5M | 1,000 | 0.03% | -100% |
| MUNI | PIMCO ETF TR | $29.1M | 1,980 | 0.03% | -100% |
| LITE 0.5 12/15/26 | LUMENTUM HLDGS INC | $205,247 | 29,000 | 0.00% | -99% |
| SEG | SEAPORT ENTMT GROUP INC | $1.1M | 596 | 0.00% | -99% |
| BOOM | DMC GLOBAL INC | $371,754 | 1,354 | 0.00% | -98% |
| FLMI | FRANKLIN TEMPLETON ETF TR | $31.0M | 28,066 | 0.03% | -98% |
| EDV | VANGUARD WORLD FD | $362,746 | 240 | 0.00% | -97% |
| NUV | NUVEEN MUN VALUE FD INC | $540,929 | 60,170 | 0.00% | -97% |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1.3M | 247,250 | 0.00% | -94% |
The book
Largest 150 of 2,644 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.5B | 10,037,788 | 2.83% | — |
| NVDA | NVIDIA CORPORATION | $2.1B | 12,109,163 | 2.35% | — |
| MSFT | MICROSOFT CORP | $2.0B | 5,318,401 | 2.19% | — |
| XLK | SELECT SECTOR SPDR TR | $1.7B | 12,980,953 | 1.92% | — |
| DFAC | DIMENSIONAL ETF TRUST | $1.7B | 42,584,120 | 1.85% | — |
| AMZN | AMAZON COM INC | $1.6B | 7,682,440 | 1.78% | — |
| VOO | VANGUARD INDEX FDS | $1.6B | 2,671,958 | 1.78% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.5B | 2,429,375 | 1.63% | — |
| IVV | ISHARES TR | $1.4B | 2,203,708 | 1.60% | — |
| GOOGL | ALPHABET INC | $1.4B | 4,808,478 | 1.54% | — |
| GOOG | ALPHABET INC | $1.2B | 4,149,639 | 1.33% | — |
| EQTY | VALUED ADVISERS TR | $1.1B | 44,567,709 | 1.26% | — |
| AVGO | BROADCOM INC | $997.9M | 3,215,540 | 1.11% | — |
| ITOT | ISHARES TR | $953.5M | 6,686,069 | 1.06% | — |
| BSVO | EA SERIES TRUST | $945.2M | 37,257,857 | 1.05% | — |
| JPM | JPMORGAN CHASE & CO | $914.6M | 3,107,487 | 1.02% | — |
| VTI | VANGUARD INDEX FDS | $881.4M | 2,745,961 | 0.98% | — |
| VTV | VANGUARD INDEX FDS | $840.4M | 4,283,154 | 0.93% | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $824.1M | 13,838,011 | 0.92% | — |
| DFAT | DIMENSIONAL ETF TRUST | $821.9M | 13,144,184 | 0.91% | — |
| DUHP | DIMENSIONAL ETF TRUST | $766.4M | 20,387,647 | 0.85% | — |
| AVUV | AMERICAN CENTY ETF TR | $736.7M | 6,665,990 | 0.82% | — |
| DFIV | DIMENSIONAL ETF TRUST | $714.9M | 13,542,022 | 0.80% | — |
| DFUV | DIMENSIONAL ETF TRUST | $712.2M | 14,695,031 | 0.79% | — |
| IWB | ISHARES TR | $689.4M | 1,932,956 | 0.77% | — |
| META | META PLATFORMS INC | $689.3M | 1,198,867 | 0.77% | — |
| DFUS | DIMENSIONAL ETF TRUST | $664.2M | 9,340,123 | 0.74% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $635.6M | 1,326,656 | 0.71% | — |
| IXUS | ISHARES TR | $606.2M | 6,997,022 | 0.67% | — |
| V | VISA INC | $586.6M | 1,940,415 | 0.65% | — |
| IWF | ISHARES TR | $570.6M | 1,341,813 | 0.63% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $560.8M | 1,140,952 | 0.62% | — |
| DISV | DIMENSIONAL ETF TRUST | $548.7M | 13,913,450 | 0.61% | — |
| AMD | ADVANCED MICRO DEVICES INC | $545.5M | 2,678,423 | 0.61% | — |
| LRCX | LAM RESEARCH CORP | $542.5M | 2,525,689 | 0.60% | — |
| XLC | SELECT SECTOR SPDR TR | $538.6M | 4,858,161 | 0.60% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $531.2M | 8,287,534 | 0.59% | — |
| DIHP | DIMENSIONAL ETF TRUST | $509.2M | 15,524,503 | 0.57% | — |
| EXMOC | EXXON MOBIL CORP | $503.3M | 2,968,005 | 0.56% | — |
| JAAA | JANUS DETROIT STR TR | $472.3M | 9,346,524 | 0.53% | — |
| QUAL | ISHARES TR | $461.3M | 2,400,332 | 0.51% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $456.3M | 2,900,880 | 0.51% | — |
| XLV | SELECT SECTOR SPDR TR | $451.8M | 3,081,363 | 0.50% | — |
| VGT | VANGUARD WORLD FD | $447.1M | 645,906 | 0.50% | — |
| AVDV | AMERICAN CENTY ETF TR | $437.3M | 4,375,680 | 0.49% | — |
| PEP | PEPSICO INC | $430.7M | 2,773,442 | 0.48% | — |
| WMT | WALMART INC | $420.9M | 3,385,185 | 0.47% | — |
| XLF | SELECT SECTOR SPDR TR | $413.0M | 8,365,717 | 0.46% | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $392.1M | 1,388,116 | 0.44% | — |
| JNJ | JOHNSON & JOHNSON | $391.5M | 1,603,275 | 0.44% | — |
| CVX | CHEVRON CORPORATION | $365.0M | 1,765,073 | 0.41% | — |
| APO | APOLLO GLOBAL MGMT INC | $362.6M | 3,254,362 | 0.40% | — |
| COST | COSTCO WHOLESALE CORPORATION | $355.5M | 356,731 | 0.40% | — |
| SCHG | SCHWAB STRATEGIC TR | $354.0M | 12,147,955 | 0.39% | — |
| PH | PARKER-HANNIFIN CORP | $353.5M | 394,782 | 0.39% | — |
| DFAX | DIMENSIONAL ETF TRUST | $353.4M | 10,402,150 | 0.39% | — |
| QUS | SPDR SERIES TRUST | $353.0M | 2,056,355 | 0.39% | — |
| LOW | LOWES COS INC | $352.9M | 1,493,531 | 0.39% | — |
| MA | MASTERCARD INCORPORATED | $332.3M | 665,028 | 0.37% | — |
| OEF | ISHARES TR | $330.8M | 1,039,893 | 0.37% | — |
| XLY | SELECT SECTOR SPDR TR | $328.9M | 3,017,721 | 0.37% | — |
| XLI | SELECT SECTOR SPDR TR | $325.3M | 2,011,346 | 0.36% | — |
| PG | PROCTER & GAMBLE CO | $324.9M | 2,249,327 | 0.36% | — |
| DFEM | DIMENSIONAL ETF TRUST | $311.8M | 9,014,872 | 0.35% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $309.8M | 1,614,164 | 0.34% | — |
| VUG | VANGUARD INDEX FDS | $309.2M | 724,683 | 0.34% | — |
| IWD | ISHARES TR | $302.3M | 1,414,270 | 0.34% | — |
| AJG | GALLAGHER ARTHUR J & CO | $298.8M | 1,379,397 | 0.33% | — |
| ACN | ACCENTURE PLC IRELAND | $298.0M | 1,502,940 | 0.33% | — |
| IDEV | ISHARES TR | $294.6M | 3,524,524 | 0.33% | — |
| DFSD | DIMENSIONAL ETF TRUST | $293.1M | 6,122,105 | 0.33% | — |
| BX | BLACKSTONE INC | $288.8M | 2,510,528 | 0.32% | — |
| VRSK | VERISK ANALYTICS INC | $275.1M | 1,449,643 | 0.31% | — |
| PM | PHILIP MORRIS INTL INC | $274.9M | 1,661,990 | 0.31% | — |
| DIA | STATE STR SPDR DOW JONES IND | $267.6M | 577,802 | 0.30% | — |
| IEFA | ISHARES TR | $261.7M | 2,890,196 | 0.29% | — |
| IVE | ISHARES TR | $259.6M | 1,229,165 | 0.29% | — |
| ABT | ABBOTT LABORATORIES | $258.8M | 2,520,912 | 0.29% | — |
| SGOV | ISHARES TR | $252.5M | 2,508,022 | 0.28% | — |
| DFAS | DIMENSIONAL ETF TRUST | $249.9M | 3,447,394 | 0.28% | — |
| CSCO | CISCO SYS INC | $247.5M | 3,187,038 | 0.28% | — |
| TSLA | TESLA INC | $244.0M | 654,689 | 0.27% | — |
| CAT | CATERPILLAR INC | $239.7M | 338,031 | 0.27% | — |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $237.1M | 1,134,158 | 0.26% | — |
| AVUS | AMERICAN CENTY ETF TR | $232.7M | 1,958,899 | 0.26% | — |
| DLN | WISDOMTREE TR | $231.2M | 2,588,235 | 0.26% | — |
| VTIP | VANGUARD MALVERN FDS | $229.9M | 4,602,849 | 0.26% | — |
| HD | HOME DEPOT INC | $229.9M | 698,865 | 0.26% | — |
| PNC | PNC FINL SVCS GROUP INC | $224.9M | 1,080,398 | 0.25% | — |
| GS | GOLDMAN SACHS GROUP INC | $220.1M | 259,987 | 0.24% | — |
| LLY | ELI LILLY & CO | $218.1M | 237,125 | 0.24% | — |
| GXO | GXO LOGISTICS INCORPORATED | $217.0M | 4,185,275 | 0.24% | — |
| IJR | ISHARES TR | $216.0M | 1,736,782 | 0.24% | — |
| IVW | ISHARES TR | $215.4M | 1,904,019 | 0.24% | — |
| IEMG | ISHARES INC | $213.6M | 3,061,820 | 0.24% | — |
| SCHW | SCHWAB CHARLES CORP | $211.8M | 2,254,162 | 0.24% | — |
| AON | AON PLC | $203.6M | 630,805 | 0.23% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $203.5M | 3,763,098 | 0.23% | — |
| DFNM | DIMENSIONAL ETF TRUST | $202.4M | 4,221,880 | 0.23% | — |
| AVLV | AMERICAN CENTY ETF TR | $202.3M | 2,504,756 | 0.22% | — |
| MCD | MCDONALDS CORP | $197.3M | 635,056 | 0.22% | — |
| DHR | DANAHER CORP DEL | $194.9M | 1,027,896 | 0.22% | — |
| ABBV | ABBVIE INC | $194.4M | 894,467 | 0.22% | — |
| GLD | SPDR GOLD TR | $193.0M | 448,597 | 0.21% | — |
| XLE | SELECT SECTOR SPDR TR | $189.5M | 3,092,580 | 0.21% | — |
| KLAC | KLA CORP | $189.4M | 128,240 | 0.21% | — |
| VXF | VANGUARD INDEX FDS | $185.8M | 901,751 | 0.21% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $182.3M | 2,203,423 | 0.20% | — |
| XLU | SELECT SECTOR SPDR TR | $181.4M | 3,952,034 | 0.20% | — |
| BLK | BLACKROCK INC | $180.4M | 187,523 | 0.20% | — |
| VBR | VANGUARD INDEX FDS | $180.2M | 829,355 | 0.20% | — |
| CRM | SALESFORCE INC | $176.8M | 947,077 | 0.20% | — |
| CSL | CARLISLE COS INC | $174.6M | 523,387 | 0.19% | — |
| J | JACOBS SOLUTIONS INC | $174.6M | 1,371,478 | 0.19% | — |
| HONGBP | HONEYWELL INTL INC | $173.9M | 769,534 | 0.19% | — |
| KMI | KINDER MORGAN INC DEL | $173.4M | 5,171,198 | 0.19% | — |
| MRK | MERCK & CO INC | $172.7M | 1,435,704 | 0.19% | — |
| BAC | BANK AMERICA CORP | $169.9M | 3,483,781 | 0.19% | — |
| BSV | VANGUARD BD INDEX FDS | $167.5M | 2,136,503 | 0.19% | — |
| IJH | ISHARES TR | $166.9M | 2,471,080 | 0.19% | — |
| MINT | PIMCO ETF TR | $165.8M | 1,639,635 | 0.18% | — |
| AMAT | APPLIED MATLS INC | $164.2M | 478,855 | 0.18% | — |
| MU | MICRON TECHNOLOGY INC | $162.0M | 474,727 | 0.18% | — |
| IGSB | ISHARES TR | $161.0M | 3,049,084 | 0.18% | — |
| VV | VANGUARD INDEX FDS | $160.0M | 532,814 | 0.18% | — |
| QCOM | QUALCOMM INC | $159.2M | 1,236,060 | 0.18% | — |
| DFAU | DIMENSIONAL ETF TRUST | $158.5M | 3,513,024 | 0.18% | — |
| DFSV | DIMENSIONAL ETF TRUST | $157.7M | 4,501,394 | 0.18% | — |
| EFA | ISHARES TR | $154.3M | 1,588,694 | 0.17% | — |
| DUK | DUKE ENERGY CORP NEW | $150.3M | 1,147,807 | 0.17% | — |
| LMT | LOCKHEED MARTIN CORP | $149.4M | 247,406 | 0.17% | — |
| BDX | BECTON DICKINSON & CO | $149.3M | 949,473 | 0.17% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $148.2M | 688,702 | 0.16% | — |
| NFLX | NETFLIX INC. | $147.8M | 1,538,950 | 0.16% | — |
| TJX | TJX COS INC NEW | $147.3M | 922,531 | 0.16% | — |
| AVEM | AMERICAN CENTY ETF TR | $147.0M | 1,712,397 | 0.16% | — |
| MSI | MOTOROLA SOLUTIONS INC | $145.9M | 336,241 | 0.16% | — |
| IWM | ISHARES TR | $145.4M | 584,668 | 0.16% | — |
| WAT | WATERS CORP | $141.4M | 474,862 | 0.16% | — |
| SO | SOUTHERN CO | $141.1M | 1,462,181 | 0.16% | — |
| CPRT | COPART INC | $140.4M | 4,228,572 | 0.16% | — |
| ADI | ANALOG DEVICES INC | $138.6M | 435,406 | 0.15% | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $138.3M | 1,744,661 | 0.15% | — |
| BLDR | BUILDERS FIRSTSOURCE INC | $136.9M | 1,663,200 | 0.15% | — |
| KAT | ADVISORS SER TR | $134.1M | 2,502,737 | 0.15% | — |
| IWV | ISHARES TR | $133.6M | 360,403 | 0.15% | — |
| AGG | ISHARES TR | $133.6M | 1,337,798 | 0.15% | — |
| ANET | ARISTA NETWORKS INC | $128.4M | 1,011,775 | 0.14% | — |
| JMBS | JANUS DETROIT STR TR | $127.7M | 2,824,503 | 0.14% | — |
| PCAR | PACCAR INC | $126.7M | 1,096,942 | 0.14% | — |
This table is the 150 largest positions by value, out of 2,644 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Focus Partners Wealth (CIK 1542153, accession 0001542153-26-000015). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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