Filing analysis
Focus Partners Wealth
13F-HR · period Q2 2026 · filed Aug 12, 2026
$97.63BReported 13F value
2,759Positions
+328New
1149Increased
1137Reduced
−245Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| ISVL | $201.61M | 0.2% |
| IYZ | $124.04M | 0.1% |
| HONA Honeywell Aerospace Inc | $87.54M | 0.1% |
| SOXL Direxion Daily Semiconductor… | $24.74M | 0.0% |
| ABVX Abivax S.A. | $21.57M | 0.0% |
| DABS | $12.91M | 0.0% |
| FDXF FedEx Freight Holding… | $12.00M | 0.0% |
| NUTX | $10.40M | 0.0% |
| HSUN | $8.98M | 0.0% |
| SPCX Space Exploration… | $8.64M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| XLK State Street Technology… | ▼ Trim | -2.1% | $2.42B |
| ITOT iShares Core S&P Total U.S.… | ▲ Add | +27.7% | $1.40B |
| NVDA NVIDIA Corporation | ▲ Add | +3.1% | $2.50B |
| IVV iShares Core S&P 500 ETF | ▲ Add | +9.5% | $1.81B |
| AAPL Apple Inc. | ▲ Add | +0.1% | $2.89B |
| SMH VanEck Semiconductor ETF | ▲ Add | +530.0% | $386.11M |
| XONA.DE Exxon Mobil Corporation | ▼ Trim | -58.0% | $170.45M |
| VEA Vanguard FTSE Developed… | ▲ Add | +43.8% | $849.20M |
| MU Micron Technology, Inc. | ▼ Trim | -19.2% | $442.72M |
| VOO Vanguard S&P 500 ETF | ▲ Add | +0.6% | $1.85B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.