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Focus Financial Network

Latest statistics and disclosures from Focus Financial Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SCHG, QQQ, AAPL, IVV, and represent 24.01% of Focus Financial Network's stock portfolio.
Added to shares of these 10 stocks: TBUX (+$21M), FGD (+$13M), UCON (+$11M), SNDK (+$9.6M), IVV (+$7.9M), TCAF (+$7.2M), QUBT (+$7.1M), SPCE (+$6.9M), ISCF (+$6.6M), TER (+$5.9M).
Started 72 new stock positions in POWR, FXL, IHE, AIPO, HON, CNI, PAXS, VEEV, UTES, GSY.
Reduced shares in these 10 stocks: SCHG (-$13M), ILTB (-$12M), IQLT (-$12M), AKRE (-$8.8M), EMXC (-$7.2M), EFV (-$5.7M), SCHD (-$5.2M), QUAL (-$5.2M), IONQ (-$5.0M), JBND.
Sold out of its positions in SIVR, APP, ADM, Carnival Corporation, CQP, CAG, DRIP, Dupont De Nemours, XOM, FSLR.
Focus Financial Network was a net buyer of stock by $70M.
Focus Financial Network has $3.2B in assets under management (AUM), dropping by 15.82%.
Central Index Key (CIK): 0002010942

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Portfolio Holdings for Focus Financial Network

Focus Financial Network holds 764 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Focus Financial Network has 764 total positions. Only the first 250 positions are shown.

Sign up to view all of the Focus Financial Network June 30, 2026 positions
Download the Focus Financial Network June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	9.9	$320M		1.6M	200.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.6	$148M	-7%	4.4M	33.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$119M		161k	736.40	View chart
Apple (AAPL)	3.0	$97M		336k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$93M	+9%	124k	748.89	View chart
Amazon (AMZN)	2.2	$71M	-2%	299k	238.34	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$65M	+6%	296k	217.93	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$64M	+5%	642k	98.98	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.8	$58M		600k	96.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$58M	-8%	1.8M	31.71	View chart
Sandisk Corp (SNDK)	1.4	$44M	+27%	20k	2273.73	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.3	$43M	+5%	822k	52.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$41M	+2%	482k	85.49	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.2	$39M		349k	112.88	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.2	$38M	+5%	406k	94.57	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	1.2	$37M	+6%	772k	48.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$35M	-7%	220k	158.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$32M	-9%	90k	357.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$32M	+5%	446k	71.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$29M		39k	746.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$29M	-2%	58k	500.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$27M	+3%	113k	236.62	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.8	$26M		138k	190.52	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.8	$25M	+30%	279k	87.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$24M	-2%	217k	110.32	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.7	$23M	+936%	459k	49.77	View chart
Microsoft Corporation (MSFT)	0.7	$23M	-2%	61k	373.02	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$21M		125k	170.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$21M	-5%	600k	34.81	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.6	$21M		221k	93.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$21M		710k	28.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$20M		146k	137.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$20M	+8%	65k	302.97	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$20M	-9%	218k	90.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$20M		328k	59.69	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$19M	+6%	442k	43.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$18M		611k	29.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$18M	+2%	48k	365.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$17M	-4%	465k	36.87	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$17M	-30%	164k	102.30	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$16M	-4%	169k	95.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$15M	+8%	536k	27.70	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$14M		264k	53.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$14M	-6%	387k	36.13	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.4	$14M	+7%	294k	46.87	View chart
UnitedHealth (UNH)	0.4	$14M	-4%	33k	415.64	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$13M	+31%	285k	46.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$13M	+2%	34k	370.04	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.4	$13M	NEW	390k	31.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$12M	-7%	180k	68.01	View chart
Nvent Elec SHS (NVT)	0.4	$12M	-2%	72k	169.61	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.4	$12M	-42%	227k	53.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$12M	-30%	54k	219.43	View chart
Vanguard World Health Car Etf (VHT)	0.4	$12M	+9%	39k	299.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$11M		30k	368.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$11M	+4%	141k	77.91	View chart
JPMorgan Chase & Co. (JPM)	0.3	$11M	+5%	34k	327.33	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.3	$11M	NEW	436k	24.88	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$11M	-20%	283k	38.23	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.3	$11M	+202%	261k	41.10	View chart
Caterpillar (CAT)	0.3	$11M		10k	1064.93	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$11M		132k	81.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$10M	+6%	15k	686.81	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.3	$10M	+29%	275k	36.60	View chart
Costco Wholesale Corporation (COST)	0.3	$9.9M	+3%	11k	935.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$9.8M	+9%	368k	26.50	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.3	$9.5M	+74%	193k	49.43	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$9.2M	-15%	160k	57.67	View chart
3M Company (MMM)	0.3	$9.0M	+4%	56k	161.91	View chart
Quantum Computing (QUBT)	0.3	$8.8M	+402%	912k	9.70	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$8.5M	+5%	117k	72.28	View chart
Eli Lilly & Co. (LLY)	0.3	$8.4M		7.0k	1199.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$8.4M	-4%	37k	227.06	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$8.2M	+44%	179k	46.05	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.3	$8.2M	+147%	161k	50.91	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$8.1M	+63%	148k	55.18	View chart
Broadcom (AVGO)	0.2	$7.9M		21k	377.74	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$7.6M		71k	107.62	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$7.2M	+30%	167k	43.50	View chart
Ishares Tr International Sl (ISCF)	0.2	$7.1M	+1170%	164k	43.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$6.9M	+519%	80k	86.14	View chart
Virgin Galactic Holdings Com New (SPCE)	0.2	$6.9M	NEW	2.4M	2.89	View chart
Delta Air Lines Com New (DAL)	0.2	$6.7M	-24%	72k	93.66	View chart
Johnson & Johnson (JNJ)	0.2	$6.7M	-5%	26k	253.97	View chart
Tesla Motors (TSLA)	0.2	$6.6M	-3%	16k	420.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$6.4M	+351%	79k	80.57	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.2	$6.3M		114k	55.45	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$6.2M		25k	252.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$6.2M	-4%	29k	212.77	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$6.2M		31k	199.81	View chart
Xcel Energy (XEL)	0.2	$6.1M	-4%	76k	80.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$6.1M		74k	82.11	View chart
Teradyne (TER)	0.2	$5.9M	NEW	12k	483.82	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$5.9M	-18%	112k	52.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$5.8M	+13%	80k	73.41	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$5.8M	+15%	110k	53.11	View chart
Goldman Sachs (GS)	0.2	$5.7M		5.6k	1011.45	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$5.7M	-9%	43k	133.25	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$5.6M	-14%	8.8k	640.78	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$5.6M	+5%	180k	31.10	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$5.5M	-22%	229k	24.14	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$5.5M		33k	164.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$5.5M	+144%	85k	64.50	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.2	$5.5M	-5%	110k	49.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$5.3M	+4%	231k	23.13	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$5.3M	-16%	102k	52.34	View chart
Pentair SHS (PNR)	0.2	$5.3M	-4%	69k	76.66	View chart
Meta Platforms Cl A (META)	0.2	$5.3M	-4%	9.4k	563.27	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$5.3M	-15%	16k	334.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.2M	+3%	15k	353.33	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$5.1M	+24%	102k	49.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$4.9M		33k	148.31	View chart
Micron Technology (MU)	0.2	$4.9M	-16%	4.2k	1154.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$4.8M	-24%	30k	161.54	View chart
Putnam Etf Trust Frank Minn Etf (FTMN)	0.1	$4.8M		533k	8.92	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$4.7M	-2%	88k	53.61	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$4.7M	-10%	89k	52.88	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$4.6M	+13%	49k	94.52	View chart
Wal-Mart Stores (WMT)	0.1	$4.5M		40k	113.26	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$4.5M		111k	40.59	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$4.4M	+33%	87k	50.66	View chart
Servicenow (NOW)	0.1	$4.3M	+9%	44k	99.28	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.1	$4.3M	+75%	164k	26.44	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$4.3M	NEW	167k	25.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$4.2M	-39%	8.8k	477.57	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$4.2M	-17%	69k	60.79	View chart
Vanguard World Financials Etf (VFH)	0.1	$4.2M	+2%	32k	131.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$4.2M		126k	33.19	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$4.2M	+3%	33k	127.81	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$4.1M		186k	22.20	View chart
Cisco Systems (CSCO)	0.1	$4.1M		35k	117.46	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$4.1M	-5%	43k	96.46	View chart
Abbvie (ABBV)	0.1	$4.1M	-2%	16k	251.64	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$4.0M	+55%	68k	59.90	View chart
Wells Fargo & Company (WFC)	0.1	$4.0M	+5%	48k	82.64	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$3.9M	-30%	92k	43.11	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$3.9M	-25%	52k	75.31	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$3.9M	+48%	78k	50.37	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$3.8M	+5%	84k	45.34	View chart
Visa Com Cl A (V)	0.1	$3.8M	-7%	11k	343.09	View chart
Advanced Micro Devices (AMD)	0.1	$3.8M	-45%	6.5k	580.91	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.7M	-3%	74k	50.35	View chart
Ishares Us Pwr Infra Etf (POWR)	0.1	$3.7M	NEW	133k	27.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.7M	+12%	47k	79.03	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$3.6M	NEW	129k	28.05	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$3.6M	-7%	23k	158.66	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$3.5M	+3%	20k	176.65	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$3.5M	-11%	70k	50.57	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.1	$3.5M	+53%	99k	35.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$3.5M	-5%	47k	74.90	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.1	$3.5M	-4%	85k	40.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.4M	-12%	60k	56.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.4M	+350%	27k	124.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.4M	-6%	9.8k	342.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.4M	+14%	11k	303.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.3M	+4%	14k	242.43	View chart
Applied Materials (AMAT)	0.1	$3.3M	+6%	4.5k	722.92	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$3.3M		36k	91.64	View chart
Fastenal Company (FAST)	0.1	$3.3M	+5%	68k	48.03	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$3.2M	+422%	43k	76.11	View chart
McDonald's Corporation (MCD)	0.1	$3.2M		12k	270.32	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$3.2M	+13%	37k	86.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.2M	+3%	42k	75.51	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$3.2M	+2%	23k	136.60	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$3.2M	+32%	65k	48.92	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$3.2M	-6%	30k	107.82	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.1M		16k	197.60	View chart
Abbott Laboratories (ABT)	0.1	$3.1M	-11%	34k	90.74	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$3.1M	+2%	53k	57.89	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.0M		19k	163.67	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$3.0M	+15%	88k	34.27	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.1	$3.0M		24k	126.77	View chart
Us Bancorp Com New (USB)	0.1	$3.0M		50k	60.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.0M	+36%	24k	124.42	View chart
Bank of America Corporation (BAC)	0.1	$2.9M	+10%	51k	56.98	View chart
Target Corporation (TGT)	0.1	$2.9M	-2%	22k	130.61	View chart
Intel Corporation (INTC)	0.1	$2.9M	+106%	21k	139.63	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.9M	+20%	48k	59.02	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.8M	+234%	24k	119.52	View chart
Palo Alto Networks (PANW)	0.1	$2.8M	-3%	8.3k	341.02	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$2.7M	-2%	23k	119.13	View chart
Donaldson Company (DCI)	0.1	$2.7M		31k	89.77	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$2.7M	-8%	33k	83.07	View chart
Corning Incorporated (GLW)	0.1	$2.7M		11k	255.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.7M	-27%	28k	96.49	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$2.7M		24k	109.28	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$2.7M		54k	49.06	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.7M	-3%	11k	242.42	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.7M	-68%	35k	76.55	View chart
Home Depot (HD)	0.1	$2.6M	-4%	7.5k	352.68	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.1	$2.6M	+7%	52k	50.65	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$2.6M		38k	68.93	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.6M		9.0k	290.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.6M	-18%	3.4k	763.14	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.6M	+6%	21k	124.76	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$2.6M	+4%	22k	117.09	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.5M	+5%	70k	36.26	View chart
Ecolab (ECL)	0.1	$2.5M	-36%	9.0k	278.60	View chart
Sezzle (SEZL)	0.1	$2.5M	NEW	15k	171.63	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$2.5M	NEW	50k	50.29	View chart
Api Group Corp Com Stk (APG)	0.1	$2.5M		59k	42.35	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.5M	+13%	6.8k	365.89	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.5M	+424%	109k	22.78	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.1	$2.5M	+3%	42k	58.01	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.5M	+7%	25k	100.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.4M	+3%	8.1k	300.46	View chart
Procter & Gamble Company (PG)	0.1	$2.4M	-2%	17k	146.64	View chart
Main Street Capital Corporation (MAIN)	0.1	$2.4M	+9%	47k	51.88	View chart
Boeing Company (BA)	0.1	$2.4M		11k	216.47	View chart
Medtronic SHS (MDT)	0.1	$2.4M	-6%	31k	78.23	View chart
Chevron Corporation (CVX)	0.1	$2.4M	-4%	15k	165.76	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$2.4M	+147%	15k	163.45	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$2.4M	-5%	21k	114.18	View chart
Travelers Companies (TRV)	0.1	$2.4M	-5%	7.2k	330.14	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.4M		8.3k	285.57	View chart
Ge Aerospace Com New (GE)	0.1	$2.4M		6.3k	373.75	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.3M	+19%	46k	50.69	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.3M		46k	51.00	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$2.3M	-2%	21k	109.11	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$2.3M		37k	63.85	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.3M	+28%	37k	62.20	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$2.3M	+3%	15k	152.18	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$2.3M		43k	52.68	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$2.3M	+29%	134k	16.91	View chart
Tidal Trust I Foli Al Rate Etf (RISR)	0.1	$2.3M	+177%	62k	36.20	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$2.2M	-7%	19k	117.28	View chart
Altria (MO)	0.1	$2.2M	+16%	31k	71.95	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$2.2M		24k	91.95	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.1M		14k	156.95	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.1M	-63%	26k	82.84	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.1M	+9%	18k	116.67	View chart
Netflix (NFLX)	0.1	$2.1M	-9%	30k	71.40	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$2.1M	-68%	6.3k	334.80	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.1M	+6%	3.2k	655.92	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$2.1M	+4%	23k	90.47	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$2.1M		4.0k	522.43	View chart
Coca-Cola Company (KO)	0.1	$2.1M	-3%	25k	81.80	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$2.1M		15k	139.87	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$2.0M	-3%	39k	52.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.0M	-6%	4.9k	409.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M		3.8k	513.62	View chart
Danaher Corporation (DHR)	0.1	$2.0M	+2%	10k	190.47	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$1.9M	-6%	41k	47.35	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$1.9M		12k	168.47	View chart
International Business Machines (IBM)	0.1	$1.9M	+3%	6.9k	281.20	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.1	$1.9M	+42%	42k	44.43	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.9M	+4%	35k	54.02	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$1.9M	-31%	41k	45.58	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.9M	-3%	19k	98.30	View chart
Gra (GGG)	0.1	$1.8M	+5%	24k	75.61	View chart

Past Filings by Focus Financial Network

SEC 13F filings are viewable for Focus Financial Network going back to 2024

Focus Financial Network 2026 Q2 filed July 9, 2026
Focus Financial Network 2026 Q1 filed April 14, 2026
Focus Financial Network 2025 Q4 filed Jan. 12, 2026
Focus Financial Network 2025 Q3 filed Oct. 10, 2025
Focus Financial Network 2025 Q2 filed July 10, 2025
Focus Financial Network 2025 Q1 filed April 15, 2025
Focus Financial Network 2024 Q4 filed Jan. 29, 2025
Focus Financial Network 2024 Q3 filed Oct. 28, 2024
Focus Financial Network 2020 Q1 filed July 24, 2024
Focus Financial Network 2020 Q2 filed July 24, 2024
Focus Financial Network 2020 Q3 filed July 24, 2024
Focus Financial Network 2020 Q4 filed July 24, 2024
Focus Financial Network 2021 Q1 filed July 24, 2024
Focus Financial Network 2021 Q2 filed July 24, 2024
Focus Financial Network 2021 Q3 filed July 24, 2024
Focus Financial Network 2021 Q4 filed July 24, 2024

View all past filings

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