Universe · entity
Focus Partners Wealth
Institutional manager (13F) · CIK 1542153
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $43.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $2.5B | 10,037,788 |
| 2 | NVIDIA CORPORATION | $2.1B | 12,109,163 |
| 3 | MICROSOFT CORP | $2.0B | 5,318,401 |
| 4 | SELECT SECTOR SPDR TR | $1.7B | 12,980,953 |
| 5 | DIMENSIONAL ETF TRUST | $1.7B | 42,584,120 |
| 6 | AMAZON COM INC | $1.6B | 7,682,440 |
| 7 | VANGUARD INDEX FDS | $1.6B | 2,671,958 |
| 8 | STATE STR SPDR S&P 500 ETF T | $1.5B | 2,429,375 |
| 9 | ISHARES TR | $1.4B | 2,203,708 |
| 10 | ALPHABET INC | $1.4B | 4,808,478 |
| 11 | ALPHABET INC | $1.2B | 4,149,639 |
| 12 | VALUED ADVISERS TR | $1.1B | 44,567,709 |
| 13 | BROADCOM INC | $998M | 3,215,540 |
| 14 | ISHARES TR | $954M | 6,686,069 |
| 15 | EA SERIES TRUST | $945M | 37,257,857 |
| 16 | JPMORGAN CHASE & CO | $915M | 3,107,487 |
| 17 | VANGUARD INDEX FDS | $881M | 2,745,961 |
| 18 | VANGUARD INDEX FDS | $840M | 4,283,154 |
| 19 | VANGUARD SCOTTSDALE FDS | $824M | 13,838,011 |
| 20 | DIMENSIONAL ETF TRUST | $822M | 13,144,184 |
| 21 | DIMENSIONAL ETF TRUST | $766M | 20,387,647 |
| 22 | AMERICAN CENTY ETF TR | $737M | 6,665,990 |
| 23 | DIMENSIONAL ETF TRUST | $715M | 13,542,022 |
| 24 | DIMENSIONAL ETF TRUST | $712M | 14,695,031 |
| 25 | ISHARES TR | $689M | 1,932,956 |
| 26 | META PLATFORMS INC | $689M | 1,198,867 |
| 27 | DIMENSIONAL ETF TRUST | $664M | 9,340,123 |
| 28 | BERKSHIRE HATHAWAY INC DEL | $636M | 1,326,656 |
| 29 | ISHARES TR | $606M | 6,997,022 |
| 30 | VISA INC | $587M | 1,940,415 |
| 31 | ISHARES TR | $571M | 1,341,813 |
| 32 | THERMO FISHER SCIENTIFIC INC | $561M | 1,140,952 |
| 33 | DIMENSIONAL ETF TRUST | $549M | 13,913,450 |
| 34 | ADVANCED MICRO DEVICES INC | $545M | 2,678,423 |
| 35 | LAM RESEARCH CORP | $542M | 2,525,689 |
| 36 | SELECT SECTOR SPDR TR | $539M | 4,858,161 |
| 37 | VANGUARD TAX-MANAGED FDS | $531M | 8,287,534 |
| 38 | DIMENSIONAL ETF TRUST | $509M | 15,524,503 |
| 39 | EXXON MOBIL CORP | $503M | 2,968,005 |
| 40 | JANUS DETROIT STR TR | $472M | 9,346,524 |
| 41 | ISHARES TR | $461M | 2,400,332 |
| 42 | INTERCONTINENTAL EXCHANGE IN | $456M | 2,900,880 |
| 43 | SELECT SECTOR SPDR TR | $452M | 3,081,363 |
| 44 | VANGUARD WORLD FD | $447M | 645,906 |
| 45 | AMERICAN CENTY ETF TR | $437M | 4,375,680 |
| 46 | PEPSICO INC | $431M | 2,773,442 |
| 47 | WALMART INC | $421M | 3,385,185 |
| 48 | SELECT SECTOR SPDR TR | $413M | 8,365,717 |
| 49 | KEYSIGHT TECHNOLOGIES INC | $392M | 1,388,116 |
| 50 | JOHNSON & JOHNSON | $392M | 1,603,275 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.