Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001542153 · 2026 Q2 · vs 2026 Q1 · Filed 12 Aug 2026 (11 days ago)

Focus Partners Wealth

Reported book: $97.6B
Positions: 2,332

Reported book trail

11 quarters on file · 2023 Q4 to 2026 Q2

2023 Q42024 Q12024 Q32024 Q42025 Q22025 Q32026 Q12026 Q2

The book

Top 200 of 2,332 positions · 79% of the book

CutAdded· vs 2026 Q1

AAPL$2.9B▲ +$344.6M NVDA$2.5B▲ +$367.9M XLK$2.4B▲ +$695.0M MSFT$1.9B▼ -$75.1M DFAC$1.9B▲ +$208.8M VOO$1.8B▲ +$249.8M IVV$1.8B▲ +$367.7M SPY$1.6B▲ +$183.9M AMZN$1.6B· +$26.8M GOOGL$1.5B▲ +$91.0M GOOG$1.4B▲ +$210.6M ITOT$1.4B▲ +$448.7M EQTY$1.2B▲ +$90.0M BSVO$1.1B▲ +$130.2M AVGO$1.0B· +$6.6M VTI$1.0B▲ +$121.0M JPM$953.8M▲ +$39.3M DFIV$929.0M▲ +$214.2M VTV$928.8M▲ +$88.4M DUHP$895.7M▲ +$129.3M VGIT$893.6M▲ +$69.6M DFAT$873.2M VEA$849.2M AVUV$818.8M AMD$789.8M DFUV$782.1M DFUS$773.8M IWB$761.4M LRCX$711.8M BRK-B$679.3M IXUS$666.2M IWF$653.0M META$631.9M VGT$606.0M V$593.8M DIHP$585.0M DISV$538.3M XLF$524.3M AVDV$496.0M XLV JAAA XLI MU TMO XLC DFEM QUS WMT KLAC SMH DFAX JNJ VUG XLY DFSD IWD RSP PG COST IDEV QUAL MA CSCO LLY CAT KEYS AMAT DIA TSLA ICE PM CVX IEFA IVE IEMG DFAS VTIP IVW GS PEP IJR DLN AVUS AVLV DFNM SGOV LOW SPGI AON ABBV GLW SCHG SCHW VWO QCOM PANW VXF HD VBR ISVL PH BX APO IGSB BAC JQUA IJH IWV VCIT DFAU DFSV WAT PAVE VV BLK AJG MRK ASML MCD J XOM BSV EFA VIG ANET STX KMI ABT ICSH GLD AVEM PNC OEF CRM ADI SUNB EWY CARR ZBRA INTC IWM DUK VXUS BDX ACWX MSI GE TJX DHR MINT SO VRSK AGG IGIB VOE ALC DFIC JMBS BRK-A KAT IYZ ACN DGRW IEF CPRT

Shares added · vs 2026 Q1

Ranked by dollar move

ITOT$1.4B held · +28% of shares · +$448.7M value+1.85M sh
NVDA$2.5B held · +3% of shares · +$367.9M value+318.0K sh
IVV$1.8B held · +10% of shares · +$367.7M value+209.6K sh
SMH$386.1M held · +530% of shares · +$350.3M value+495.2K sh
VEA$849.2M held · +44% of shares · +$318.0M value+3.63M sh
VOO$1.8B held · +1% of shares · +$249.8M value+17.0K sh
DFIV$929.0M held · +27% of shares · +$214.2M value+3.66M sh
KLAC$386.5M held · -0% of shares · +$197.1M value · 10:1 split-1.4K sh
VGT$606.0M held · -2% of shares · +$158.9M value · 8:1 split-96.8K sh
EWY$152.8M held · +4455% of shares · +$150.8M value+740.3K sh
PAVE$180.4M held · +419% of shares · +$150.4M value+2.47M sh
DUHP$895.7M held · +5% of shares · +$129.3M value+1.08M sh
XLI$452.7M held · +22% of shares · +$127.4M value+432.7K sh
PANW$221.9M held · +3% of shares · +$120.6M value+19.2K sh
GLW$233.3M held · +5% of shares · +$115.0M value+45.5K sh
SPGI$237.5M held · +102% of shares · +$114.8M value+294.8K sh
XLF$524.3M held · +17% of shares · +$111.3M value+1.41M sh
DFUS$773.8M held · +1% of shares · +$109.6M value+102.9K sh
LLY$311.9M held · +10% of shares · +$93.8M value+22.9K sh
DFEM$402.3M held · +10% of shares · +$90.5M value+884.7K sh
IWF$653.0M held · -2% of shares · +$82.5M value · 4:1 split-108.0K sh
ICSH$159.0M held · +1235% of shares · +$81.6M value+2.91M sh
BAI$80.0M held · +4417% of shares · +$78.9M value+1.48M sh
DIHP$585.0M held · +10% of shares · +$75.8M value+1.62M sh
MRVL$85.7M held · +131% of shares · +$73.2M value+162.8K sh
VGIT$893.6M held · +9% of shares · +$69.6M value+1.31M sh
EOG$100.9M held · +214% of shares · +$65.1M value+529.9K sh
JQUA$190.4M held · +28% of shares · +$64.5M value+581.2K sh
IEMG$273.1M held · +8% of shares · +$59.4M value+234.5K sh
AVDV$496.0M held · +10% of shares · +$58.7M value+437.4K sh
VUG$365.6M held · -2% of shares · +$56.4M value · 6:1 split-104.1K sh
IWV$187.7M held · +22% of shares · +$54.1M value+79.8K sh
DFSD$346.4M held · +18% of shares · +$53.2M value+1.13M sh
IVW$267.9M held · +2% of shares · +$52.5M value+43.9K sh
TSLA$295.9M held · +7% of shares · +$51.9M value+48.8K sh
AVLV$249.4M held · +9% of shares · +$47.1M value+230.0K sh
IGIB$131.7M held · +51% of shares · +$44.3M value+838.8K sh
BRK-B$679.3M held · +2% of shares · +$43.7M value+30.9K sh
CARR$152.6M held · +7% of shares · +$43.0M value+133.7K sh
DFNM$245.0M held · +20% of shares · +$42.7M value+847.8K sh
IWD$343.4M held · +0% of shares · +$41.1M value+2.4K sh
SNDK$51.1M held · +49% of shares · +$40.8M value+7.5K sh
WAT$182.1M held · +2% of shares · +$40.7M value+10.7K sh
ABBV$233.9M held · +4% of shares · +$39.5M value+35.1K sh
VTIP$268.1M held · +16% of shares · +$38.2M value+734.7K sh
IDEV$331.3M held · +6% of shares · +$36.7M value+197.4K sh
SUNB$153.8M held · +$36.5M valuereceived, not bought
QUS$389.3M held · +1% of shares · +$36.4M value+27.3K sh
NKE$54.3M held · +266% of shares · +$35.2M value+960.9K sh
SPTS$59.0M held · +132% of shares · +$33.3M value+1.16M sh
WMT$388.6M held · +1% of shares · -$32.3M value+46.1K sh
FIX$81.4M held · +13% of shares · +$31.4M value+4.9K sh
IGSB$192.1M held · +20% of shares · +$31.1M value+616.8K sh
AON$234.5M held · +12% of shares · +$30.9M value+76.1K sh
CRWD$54.1M held · +20% of shares · +$30.6M value+11.9K sh
SBUX$106.2M held · +21% of shares · +$28.9M value+177.0K sh
DELL$44.5M held · +3% of shares · +$27.9M value+3.0K sh
XLY$354.5M held · +0% of shares · +$25.6M value+5.0K sh
DFSV$182.4M held · +4% of shares · +$24.7M value+200.4K sh
DFAU$182.9M held · +1% of shares · +$24.4M value+26.2K sh
MCD$172.9M held · +1% of shares · -$24.4M value+4.6K sh
GFS$24.8M held · +2172% of shares · +$24.3M value+288.2K sh
IYW$82.9M held · +1% of shares · +$24.1M value+4.4K sh
QLTY$103.3M held · +13% of shares · +$23.8M value+284.6K sh
CGGO$52.0M held · +45% of shares · +$23.7M value+381.5K sh
VWO$226.8M held · +1% of shares · +$23.4M value+37.2K sh
APH$59.9M held · +15% of shares · +$22.6M value+44.8K sh
VBR$202.5M held · +0% of shares · +$22.3M value+3.9K sh
SCHA$60.3M held · +27% of shares · +$22.0M value+354.9K sh
FND$98.7M held · +9% of shares · +$21.2M value+137.9K sh
COST$334.4M held · +0% of shares · -$21.1M value+692 sh
PRM$47.1M held · +23% of shares · +$20.9M value+249.4K sh
ACWX$144.2M held · +5% of shares · +$20.9M value+93.4K sh
URI$54.6M held · +3% of shares · +$20.6M value+1.6K sh
CRM$156.3M held · +5% of shares · -$20.5M value+50.4K sh
VIRT$62.6M held · +10% of shares · +$20.5M value+93.0K sh
DLN$251.7M held · +1% of shares · +$20.5M value+24.5K sh
VXUS$145.4M held · +5% of shares · +$20.2M value+77.4K sh
NRG$36.3M held · +125% of shares · +$20.1M value+138.1K sh
EMXC$62.3M held · +12% of shares · +$19.5M value+65.3K sh
SYY$99.6M held · +6% of shares · +$19.2M value+64.6K sh
DFSU$100.7M held · +12% of shares · +$19.2M value+228.0K sh
SCHW$230.5M held · +11% of shares · +$18.7M value+244.4K sh
SCHF$97.1M held · +10% of shares · +$18.6M value+332.6K sh
CPRT$122.3M held · +3% of shares · -$18.1M value+110.2K sh
NOC$58.5M held · +2% of shares · -$18.1M value+2.6K sh
VIG$165.8M held · +2% of shares · +$17.7M value+12.2K sh
CGGR$41.5M held · +46% of shares · +$17.3M value+277.6K sh
MTB$26.6M held · +144% of shares · +$17.1M value+66.1K sh
NVT$53.6M held · +1% of shares · +$16.6M value+3.2K sh
SUB$80.0M held · +27% of shares · +$16.0M value+157.9K sh
SCHM$41.7M held · +35% of shares · +$15.7M value+290.5K sh
SCHX$97.9M held · +4% of shares · +$15.7M value+125.6K sh
BRK-A$126.6M held · +6% of shares · +$15.3M value+10 sh
PLTR$84.3M held · +6% of shares · -$15.1M value+43.4K sh
VB$85.1M held · +5% of shares · +$15.0M value+13.8K sh
VT$70.2M held · +13% of shares · +$15.0M value+50.0K sh
USB$57.2M held · +17% of shares · +$15.0M value+136.7K sh
XHLF$27.3M held · +119% of shares · +$14.8M value+295.1K sh
OKTA$31.2M held · +9% of shares · +$14.7M value+19.4K sh

1–100 of 1,006

Shares cut · vs 2026 Q1

Ranked by dollar move

XLK$2.4B held · -2% of shares · +$695.0M value-277.4K sh
AAPL$2.9B held · -0% of shares · +$344.6M value-21.4K sh
XOM$170.4M held · -58% of shares · -$332.8M value-1.72M sh
MU$442.7M held · -19% of shares · +$280.7M value-91.0K sh
AMD$789.8M held · -49% of shares · +$244.3M value-1.32M sh
GOOG$1.4B held · -4% of shares · +$210.6M value-162.3K sh
DFAC$1.9B held · -1% of shares · +$208.8M value-455.3K sh
SPY$1.6B held · -3% of shares · +$183.9M value-73.5K sh
ACN$123.9M held · -34% of shares · -$174.1M value-507.5K sh
OEF$157.1M held · -59% of shares · -$173.6M value-610.5K sh
PEP$259.4M held · -31% of shares · -$171.3M value-857.5K sh
LRCX$711.8M held · -35% of shares · +$169.3M value-882.8K sh
APO$194.7M held · -49% of shares · -$167.9M value-1.61M sh
ICE$292.0M held · -18% of shares · -$164.3M value-529.3K sh
PH$200.7M held · -48% of shares · -$152.7M value-189.6K sh
VRSK$132.7M held · -49% of shares · -$142.4M value-710.5K sh
QUAL$324.1M held · -38% of shares · -$137.1M value-923.2K sh
AMAT$298.7M held · -14% of shares · +$134.4M value-65.9K sh
BSVO$1.1B held · -1% of shares · +$130.2M value-413.8K sh
TMO$431.4M held · -25% of shares · -$129.4M value-280.4K sh
SCHG$231.3M held · -44% of shares · -$122.7M value-5.31M sh
AJG$177.1M held · -44% of shares · -$121.7M value-608.2K sh
VTI$1.0B held · -1% of shares · +$121.0M value-37.0K sh
XLC$421.1M held · -19% of shares · -$117.5M value-927.4K sh
LOW$238.3M held · -28% of shares · -$114.6M value-412.8K sh
GXO$105.0M held · -51% of shares · -$112.1M value-2.12M sh
INTC$150.6M held · -4% of shares · +$100.7M value-44.1K sh
ABT$159.2M held · -30% of shares · -$99.6M value-767.2K sh
KEYS$299.7M held · -38% of shares · -$92.3M value-531.9K sh
BX$197.1M held · -33% of shares · -$91.6M value-835.3K sh
GOOGL$1.5B held · -14% of shares · +$91.0M value-677.7K sh
EQTY$1.2B held · -2% of shares · +$90.0M value-696.9K sh
VTV$928.8M held · -0% of shares · +$88.4M value-21.3K sh
ZBRA$151.3M held · -49% of shares · -$85.8M value-559.3K sh
XLE$103.9M held · -37% of shares · -$85.6M value-1.14M sh
HON$88.3M held · +3% of shares · -$85.6M value · 1:2 reverse split+9.8K sh
AVUV$818.8M held · -2% of shares · +$82.2M value-102.6K sh
CVX$286.8M held · -2% of shares · -$78.2M value-34.9K sh
CSL$99.0M held · -48% of shares · -$75.6M value-250.5K sh
XLU$106.0M held · -41% of shares · -$75.4M value-1.61M sh
MSFT$1.9B held · -4% of shares · -$75.1M value-233.9K sh
CSCO$321.3M held · -14% of shares · +$73.8M value-451.6K sh
IWB$761.4M held · -4% of shares · +$72.0M value-73.6K sh
DFUV$782.1M held · -3% of shares · +$69.9M value-477.4K sh
QCOM$226.8M held · -1% of shares · +$67.6M value-8.3K sh
PNC$158.1M held · -41% of shares · -$66.8M value-438.4K sh
STX$163.3M held · -32% of shares · +$65.4M value-80.1K sh
AMTM$2.9M held · -95% of shares · -$65.1M value-2.47M sh
CAT$303.6M held · -16% of shares · +$63.8M value-52.9K sh
IXUS$666.2M held · -0% of shares · +$60.0M value-16.6K sh
BLDR$78.9M held · -47% of shares · -$58.0M value-781.2K sh
META$631.9M held · -6% of shares · -$57.5M value-74.4K sh
DHR$138.1M held · -29% of shares · -$56.8M value-302.8K sh
DFAT$873.2M held · -5% of shares · +$51.3M value-652.2K sh
ASML$174.3M held · -8% of shares · +$48.3M value-7.7K sh
NFLX$106.1M held · -3% of shares · -$41.7M value-53.5K sh
WDC$73.5M held · -2% of shares · +$41.5M value-2.1K sh
IJR$257.1M held · -0% of shares · +$41.2M value-3.1K sh
GS$260.1M held · -1% of shares · +$40.0M value-2.8K sh
LMT$109.9M held · -13% of shares · -$39.5M value-31.7K sh
JPM$953.8M held · -6% of shares · +$39.3M value-193.6K sh
ANET$164.7M held · -4% of shares · +$36.3M value-42.2K sh
GNMA$36.6M held · -49% of shares · -$35.1M value-789.0K sh
GLD$159.0M held · -4% of shares · -$34.1M value-17.1K sh
VXF$219.9M held · -1% of shares · +$34.1M value-8.7K sh
ARM$68.5M held · -16% of shares · +$33.5M value-37.8K sh
ALAB$3.5M held · -98% of shares · -$30.9M value-307.1K sh
DIA$298.0M held · -1% of shares · +$30.4M value-7.4K sh
GE$139.3M held · -3% of shares · +$30.4M value-11.0K sh
UNH$92.9M held · -4% of shares · +$29.7M value-9.1K sh
DFAX$382.9M held · -0% of shares · +$29.5M value-8.9K sh
CASS$954.0K held · -97% of shares · -$29.2M value-667.4K sh
GEV$122.0M held · -3% of shares · +$28.5M value-2.9K sh
MINT$137.8M held · -17% of shares · -$28.0M value-272.3K sh
CME$80.5M held · -0% of shares · -$27.5M value-1.2K sh
HD$202.6M held · -18% of shares · -$27.2M value-124.3K sh
RSP$337.0M held · -2% of shares · +$27.2M value-30.1K sh
XLV$478.6M held · -2% of shares · +$26.9M value-64.6K sh
AMZN$1.6B held · -11% of shares · +$26.8M value-839.6K sh
INTU$30.9M held · -10% of shares · -$26.1M value-13.6K sh
VCSH$112.6M held · -18% of shares · -$25.7M value-319.6K sh
NSC$31.1M held · -47% of shares · -$22.7M value-88.7K sh
ERIE$6.1M held · -78% of shares · -$22.6M value-88.8K sh
IJH$189.3M held · -1% of shares · +$22.4M value-16.5K sh
SOXX$50.8M held · -10% of shares · +$21.8M value-8.9K sh
HSY$35.9M held · -26% of shares · -$21.5M value-71.3K sh
BAC$190.7M held · -4% of shares · +$20.7M value-138.2K sh
ACLC$976.0K held · -96% of shares · -$20.6M value-281.7K sh
PFE$64.9M held · -11% of shares · -$20.5M value-348.8K sh
MORN$2.5M held · -88% of shares · -$20.3M value-119.0K sh
AVSU$5.8M held · -81% of shares · -$20.2M value-285.8K sh
DFAS$269.8M held · -5% of shares · +$19.9M value-170.5K sh
PCAR$106.8M held · -19% of shares · -$19.9M value-208.0K sh
VV$179.7M held · -2% of shares · +$19.7M value-10.2K sh
TXN$67.0M held · -8% of shares · +$19.5M value-18.9K sh
EOI$9.7M held · -67% of shares · -$18.0M value-981.7K sh
AVUS$250.3M held · -0% of shares · +$17.6M value-4.4K sh
BSCQ$10.9M held · -62% of shares · -$17.6M value-900.5K sh
FDX$51.8M held · -15% of shares · -$17.6M value-29.2K sh
TSM$86.6M held · -11% of shares · +$17.3M value-22.7K sh

1–100 of 1,033

Opened (247)

4 moved by a corporate action (dashed).

U

GBFH+127

Closed (195)

11 moved by a corporate action (dashed).

+75