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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 25.77% of Focus Financial Network's stock portfolio.
Added to shares of these 10 stocks: XLE (+$20M), SNDK (+$14M), VTV, FLTR, XOM, AGG, IEF, IUSB, ACWX, VCIT.
Started 45 new stock positions in PDEX, MINN, UL, OKE, ADM, EDF, CVMC, IHAK, VTWO, XOM.
Reduced shares in these 10 stocks: QUBT (-$7.5M), SPCE (-$7.1M), TER, MBB, SPMO, NOW, AKRE, AMZN, SPSM, SPY.
Sold out of its positions in OKLO, Sila Realty Trust, CNP, CCI, Dimensional Etf Trust, Dimensional Etf Trust, FXL, LMBS, HWKN, IVT.
Focus Financial Network was a net buyer of stock by $49M.
Focus Financial Network has $3.3B in assets under management (AUM), dropping by 2.24%.
Central Index Key (CIK): 0002010942

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Portfolio Holdings for Focus Financial Network

Focus Financial Network holds 772 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Focus Financial Network has 772 total positions. Only the first 250 positions are shown.

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Download the Focus Financial Network September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	11.0	$364M		1.6M	228.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.8	$157M		4.4M	35.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$121M		163k	739.77	View chart
Apple (AAPL)	3.4	$113M		339k	333.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$96M		125k	765.85	View chart
Amazon (AMZN)	2.2	$72M	-2%	290k	249.15	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	2.1	$69M	+7%	319k	216.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$64M	+5%	679k	94.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$60M	+2%	1.9M	32.53	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.7	$57M		600k	95.65	View chart
Sandisk Corp (SNDK)	1.5	$48M	+42%	28k	1739.90	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.4	$46M	+3%	848k	53.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$42M		489k	84.96	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.2	$40M	+9%	443k	89.31	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.2	$39M		350k	111.65	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	1.1	$35M		783k	44.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$34M		222k	155.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$33M	+3%	460k	70.61	View chart
Microsoft Corporation (MSFT)	0.9	$31M		61k	512.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$30M	-2%	88k	344.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$29M		58k	497.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$28M	-6%	37k	762.64	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.9	$28M	+4%	143k	195.75	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.8	$27M	+301%	440k	61.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$26M		113k	233.31	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.7	$25M		276k	89.76	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.7	$24M	+3%	478k	49.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$23M		216k	106.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$21M		145k	142.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$21M		701k	29.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$20M		603k	33.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$20M		333k	59.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$19M	-3%	63k	304.64	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$19M	+3%	225k	84.08	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$19M		128k	146.75	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.6	$18M	+2%	453k	40.58	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.5	$18M		222k	81.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$18M	-4%	586k	30.00	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$17M	+5%	174k	99.08	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.5	$17M	+3%	50k	337.83	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$16M		169k	97.24	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$16M	+24%	354k	44.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$15M		532k	27.47	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$14M	-9%	420k	34.02	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$14M		266k	52.63	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.4	$13M		298k	44.59	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.4	$13M	+2%	400k	33.17	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$12M		381k	32.63	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$12M		179k	69.26	View chart
UnitedHealth (UNH)	0.4	$12M		33k	367.08	View chart
Vanguard World Health Car Etf (VHT)	0.4	$12M		39k	316.08	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$12M	-2%	53k	222.24	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$12M	-9%	31k	374.24	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$12M	+3%	292k	39.56	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.3	$12M	+4%	273k	42.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$12M	+3%	35k	330.83	View chart
Nvent Elec SHS (NVT)	0.3	$12M		72k	160.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$11M		30k	380.84	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$11M	+4%	138k	78.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$11M		141k	76.40	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.3	$11M		442k	23.75	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.3	$10M	+3%	284k	36.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$10M		15k	700.87	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.3	$9.7M	+2%	199k	49.00	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$9.7M	+5%	387k	25.13	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.3	$9.6M	-19%	182k	52.67	View chart
Costco Wholesale Corporation (COST)	0.3	$9.5M		11k	910.30	View chart
3M Company (MMM)	0.3	$9.1M		56k	164.15	View chart
Eli Lilly & Co. (LLY)	0.3	$8.8M	+9%	7.6k	1157.08	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$8.7M		118k	73.80	View chart
Caterpillar (CAT)	0.3	$8.4M	+3%	10k	810.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$8.4M		37k	228.28	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.3	$8.4M	+96%	327k	25.59	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.2	$8.0M	+2%	165k	48.41	View chart
Ishares Tr International Sl (ISCF)	0.2	$7.9M	+7%	177k	44.66	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$7.5M		150k	50.14	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$7.4M	+2%	82k	90.11	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$7.1M		71k	101.10	View chart
Broadcom (AVGO)	0.2	$7.1M	-3%	20k	351.19	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$7.1M	+3%	173k	40.99	View chart
Johnson & Johnson (JNJ)	0.2	$6.9M		26k	264.74	View chart
Meta Platforms Cl A (META)	0.2	$6.8M		9.4k	725.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$6.8M	+3%	26k	264.89	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$6.7M	-16%	150k	44.89	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$6.5M	-23%	123k	52.86	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$6.5M	+4%	83k	78.42	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.2	$6.2M		114k	54.88	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$6.1M	+60%	126k	48.96	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$6.1M	+89%	80k	75.62	View chart
Delta Air Lines Com New (DAL)	0.2	$6.0M		72k	83.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$6.0M		29k	208.02	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$6.0M		74k	81.20	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$5.8M	+13%	262k	22.10	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$5.8M	-6%	29k	198.00	View chart
Micron Technology (MU)	0.2	$5.7M	+27%	5.4k	1065.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$5.7M		81k	70.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$5.6M		85k	65.86	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$5.6M	+7%	17k	329.72	View chart
Xcel Energy (XEL)	0.2	$5.5M	+2%	78k	70.48	View chart
Tesla Motors (TSLA)	0.2	$5.4M		15k	354.82	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$5.4M	+6%	109k	49.55	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.2	$5.4M		111k	48.74	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$5.4M		34k	160.74	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.2	$5.3M	+3%	170k	31.20	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$5.3M	-6%	168k	31.47	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$5.3M		104k	50.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.2M	+3%	15k	340.73	View chart
Goldman Sachs (GS)	0.2	$5.0M		5.6k	900.33	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$4.9M	+4%	92k	53.40	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$4.9M	+12%	98k	49.86	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$4.7M	+2%	113k	41.71	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$4.7M	-10%	100k	47.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$4.7M		126k	37.01	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$4.7M		91k	51.41	View chart
Palo Alto Networks (PANW)	0.1	$4.7M	+41%	12k	397.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$4.5M		33k	136.04	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$4.5M	-10%	7.9k	568.63	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$4.4M		43k	103.24	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$4.3M	+4%	55k	78.50	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$4.3M	+2%	44k	97.44	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$4.2M		33k	128.93	View chart
Abbvie (ABBV)	0.1	$4.2M		16k	261.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$4.2M	+170%	43k	96.88	View chart
Vanguard World Financials Etf (VFH)	0.1	$4.2M		32k	130.09	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$4.2M		68k	61.13	View chart
Advanced Micro Devices (AMD)	0.1	$4.1M	+4%	6.7k	611.73	View chart
Wal-Mart Stores (WMT)	0.1	$4.1M		39k	103.92	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$4.1M	+5%	136k	29.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.1M	+222%	52k	78.31	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$4.1M	-25%	170k	23.86	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$4.0M		92k	43.98	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$4.0M	+80%	42k	95.22	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$4.0M		187k	21.37	View chart
Visa Com Cl A (V)	0.1	$4.0M		11k	359.34	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$3.9M	+2%	23k	168.42	View chart
Wells Fargo & Company (WFC)	0.1	$3.9M		48k	80.05	View chart
Target Corporation (TGT)	0.1	$3.9M	+11%	25k	156.69	View chart
Cisco Systems (CSCO)	0.1	$3.8M		35k	107.63	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$3.7M	-7%	62k	60.08	View chart
Exxonmobil Holdings Corp Com Shs a (XOM)	0.1	$3.7M	NEW	23k	162.75	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$3.7M	+11%	73k	50.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$3.7M		47k	77.25	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$3.7M	+47%	73k	50.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.6M	+300%	14k	264.76	View chart
Fastenal Company (FAST)	0.1	$3.6M	+5%	72k	49.53	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$3.5M	-12%	7.7k	456.20	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.1	$3.5M	+6%	105k	33.49	View chart
Ishares Us Pwr Infra Etf (POWR)	0.1	$3.4M	+7%	142k	24.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.4M		61k	56.22	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.4M	-8%	68k	50.39	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.1	$3.4M		85k	40.41	View chart
Servicenow (NOW)	0.1	$3.4M	-41%	25k	134.01	View chart
Abbott Laboratories (ABT)	0.1	$3.4M		34k	98.83	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.3M	-3%	18k	187.05	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$3.3M	+180%	22k	150.86	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$3.3M	+2%	38k	85.63	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$3.2M	+3%	11k	284.48	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$3.2M		35k	91.64	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$3.2M	-4%	22k	144.01	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$3.2M	+4%	56k	57.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.1M	-8%	13k	247.93	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$3.1M		20k	154.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$3.1M	-5%	44k	70.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.1M	-9%	25k	125.26	View chart
Chevron Corporation (CVX)	0.1	$3.0M	+2%	15k	204.21	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$3.0M	-3%	85k	34.95	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$3.0M	-10%	75k	39.44	View chart
Medtronic SHS (MDT)	0.1	$3.0M	+10%	34k	86.29	View chart
Us Bancorp Com New (USB)	0.1	$3.0M	+3%	51k	57.76	View chart
Tidal Trust I Foli Al Rate Etf (RISR)	0.1	$2.9M	+27%	79k	37.06	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.9M	+24%	58k	50.67	View chart
Pentair SHS (PNR)	0.1	$2.9M	-20%	55k	52.99	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$2.9M	-2%	29k	101.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.9M	-2%	23k	125.67	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.1	$2.9M		23k	122.68	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$2.9M	-7%	19k	148.30	View chart
Bank of America Corporation (BAC)	0.1	$2.8M	+2%	52k	54.43	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.8M	-9%	17k	166.80	View chart
Putnam Etf Trust Frank Minn Etf (FTMN)	0.1	$2.8M	-36%	337k	8.19	View chart
Main Street Capital Corporation (MAIN)	0.1	$2.7M	+6%	50k	55.05	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.7M	+5%	7.2k	382.08	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$2.7M	-12%	14k	195.53	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$2.7M		55k	48.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.7M	+7%	40k	66.76	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.7M		9.0k	294.90	View chart
Donaldson Company (DCI)	0.1	$2.7M		31k	87.04	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$2.6M		22k	118.39	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$2.6M		25k	106.54	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$2.6M	+2%	50k	52.50	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.6M	+8%	119k	21.87	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.6M	-5%	33k	79.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.6M		70k	36.45	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$2.5M	-3%	32k	80.60	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.5M		8.4k	300.06	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.5M	-19%	7.9k	317.32	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.5M	+2%	21k	117.77	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.1	$2.5M	+4%	44k	56.13	View chart
Travelers Companies (TRV)	0.1	$2.5M	-3%	6.9k	356.49	View chart
Ecolab (ECL)	0.1	$2.5M		9.0k	274.59	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$2.4M	-3%	22k	106.97	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.1	$2.4M		53k	45.10	View chart
Procter & Gamble Company (PG)	0.1	$2.3M	-3%	16k	145.28	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.3M	+7%	15k	157.85	View chart
Applied Materials (AMAT)	0.1	$2.3M		4.5k	511.33	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$2.3M	-3%	37k	62.73	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.3M	+2%	25k	92.17	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$2.3M	+39%	42k	54.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.3M		45k	50.56	View chart
Altria (MO)	0.1	$2.3M	+11%	34k	67.34	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$2.3M	-2%	42k	53.88	View chart
Api Group Corp Com Stk (APG)	0.1	$2.3M		59k	38.60	View chart
McDonald's Corporation (MCD)	0.1	$2.2M	-18%	9.7k	230.95	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.2M	-2%	11k	207.19	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$2.2M		15k	146.48	View chart
Coca-Cola Company (KO)	0.1	$2.2M		25k	86.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.2M	-4%	7.8k	277.89	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$2.2M		21k	102.15	View chart
Boeing Company (BA)	0.1	$2.1M	+2%	11k	186.05	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$2.1M	+9%	146k	14.25	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$2.1M		4.1k	508.52	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$2.1M		23k	89.92	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$2.1M	+16%	21k	99.70	View chart
Home Depot (HD)	0.1	$2.0M	-3%	7.2k	284.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.0M	+4%	3.3k	608.94	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$2.0M		39k	51.90	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$2.0M		41k	48.46	View chart
Ge Aerospace Com New (GE)	0.1	$2.0M		6.4k	312.30	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M	-5%	3.6k	551.50	View chart
Netflix (NFLX)	0.1	$2.0M	-4%	28k	69.58	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.9M	-8%	33k	58.37	View chart
Dbx Etf Tr Xtrackers Shrt (SHYL)	0.1	$1.9M	+7%	45k	42.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.9M		35k	55.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.9M	-31%	16k	119.83	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$1.9M		15k	132.60	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.9M	+7%	20k	93.89	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.9M	-9%	23k	81.16	View chart
Danaher Corporation (DHR)	0.1	$1.9M	-17%	8.5k	221.54	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.9M		2.8k	675.02	View chart
Boston Scientific Corporation (BSX)	0.1	$1.8M	+13%	42k	43.65	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$1.8M	-2%	11k	162.16	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$1.8M	+3%	29k	63.31	View chart
Omega Healthcare Investors (OHI)	0.1	$1.8M	+6%	39k	46.31	View chart
Gra (GGG)	0.1	$1.8M	-3%	23k	76.84	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.8M	-2%	33k	54.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.8M	-49%	35k	50.37	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.8M	+15%	7.3k	241.30	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$1.8M		36k	49.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.8M	-46%	23k	78.10	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$1.8M		41k	42.38	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$1.7M	-16%	16k	108.84	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 Q3 filed Oct. 14, 2026
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

View all past filings

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