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Focus Financial Network, Inc. Top Holdings and 13F Report (2025)

About Focus Financial Network, Inc.

Investment Activity

  • Focus Financial Network, Inc. has $2.80 billion in total holdings as of September 30, 2025.
  • Focus Financial Network, Inc. owns shares of 738 different stocks, but just 124 companies or ETFs make up 80% of its holdings.
  • Approximately 5.46% of the portfolio was purchased this quarter.
  • About 2.92% of the portfolio was sold this quarter.
  • This quarter, Focus Financial Network, Inc. has purchased 704 new stocks and bought additional shares in 342 stocks.
  • Focus Financial Network, Inc. sold shares of 269 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

NVIDIA
$305,164,510
Invesco QQQ
$100,677,074
Apple
$90,050,128

Largest New Holdings this Quarter

25434V831 - Dimensional US High Profitability ETF
$2,376,451 Holding
464288869 - iShares Micro-Cap ETF
$1,098,757 Holding
46654Q757 - J P MORGAN EXCHANGE TRADED F
$859,485 Holding

Largest Purchases this Quarter

Quantum Computing
863,394 shares (about $15.90M)
iShares MSCI Emerging Markets ex China ETF
196,786 shares (about $13.28M)
SUPER MICRO COMPUTER INC
258,298 shares (about $12.38M)
iShares MSCI Intl Momentum Factor ETF
117,927 shares (about $5.65M)
iShares Core U.S. Aggregate Bond ETF
47,503 shares (about $4.76M)

Largest Sales this Quarter

ServiceNow
5,395 shares (about $4.96M)
REDDIT INC
20,674 shares (about $4.75M)
NVIDIA
24,507 shares (about $4.57M)
iShares Core MSCI EAFE ETF
30,185 shares (about $2.64M)
Schwab U.S. Large-Cap Value ETF
87,488 shares (about $2.55M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFocus Financial Network, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$305,164,510$4,572,760 -1.5%1,635,48210.9%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$151,349,567$2,290,723 -1.5%4,743,0145.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$100,677,074$913,762 0.9%167,6923.6%Finance
Apple Inc. stock logo
AAPL
Apple
$90,050,128$1,736,321 -1.9%353,6513.2%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$87,306,721$916,898 -1.0%3,198,0483.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$70,801,499$1,234,194 -1.7%105,7842.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$66,614,594$1,475,728 -2.2%303,3872.4%Retail/Wholesale
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$54,575,882$4,762,174 9.6%544,3981.9%Finance
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$41,101,397$55,840 0.1%299,5731.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$35,728,474$3,141,697 9.6%53,6321.3%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$34,966,713$30,041 0.1%67,5101.2%Computer and Technology
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$33,488,993$795,703 2.4%319,0641.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$33,483,051$375,748 1.1%455,8001.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$33,409,978$215,990 0.7%721,2861.2%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$33,264,274$873,832 2.7%344,8501.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$32,665,599$1,652,007 5.3%64,9751.2%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$30,390,951$570,284 1.9%215,6151.1%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$26,435,223$643,326 -2.4%615,3450.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$22,661,672$2,108,644 10.3%378,1990.8%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$22,592,729$432,448 -1.9%234,0000.8%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$21,555,492$2,546,776 -10.6%740,4840.8%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$21,426,282$442,192 2.1%98,8960.8%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$21,376,665$167,075 0.8%109,9060.8%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$21,309,175$495,792 2.4%75,6020.8%ETF
Quantum Computing Inc. stock logo
QUBT
Quantum Computing
$20,571,905$15,895,084 339.9%1,117,4310.7%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$19,842,075$255,565 1.3%164,3640.7%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$18,017,149$858,983 -4.6%72,9090.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$17,759,345$413,478 -2.3%226,6960.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$17,659,805$308,495 -1.7%72,6440.6%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$17,612,413$372,737 2.2%668,6570.6%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$17,168,546$513 0.0%234,2550.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$16,899,841$66,154 0.4%311,9200.6%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$16,716,262$987,341 -5.6%650,1850.6%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$16,365,875$158,489 1.0%121,0230.6%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$15,560,405$58,091 0.4%174,9150.6%Manufacturing
Invesco S&P SmallCap Momentum ETF stock logo
XSMO
Invesco S&P SmallCap Momentum ETF
$15,383,939$322,458 2.1%209,1060.5%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$14,927,253$677,065 4.8%314,1920.5%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$14,563,426$13,284,992 1,039.2%215,7230.5%Manufacturing
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$14,341,108$844,527 -5.6%377,2040.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$13,437,191$8,978 -0.1%38,9150.5%Medical
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$13,221,507$4,340,007 48.9%44,3590.5%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$13,052,863$1,387,516 11.9%354,6010.5%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$12,906,188$301,232 -2.3%435,4310.5%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$12,786,370$4,964,910 -28.0%13,8940.5%Computer and Technology
SUPER MICRO COMPUTER INC
$12,689,143$12,382,806 4,042.2%264,6880.5%COM NEW
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$12,570,370$307,491 2.5%60,8710.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,396,565$291,887 2.4%157,0980.4%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$12,077,808$39,255 0.3%432,8960.4%ETF
iShares Core 10+ Year USD Bond ETF stock logo
ILTB
iShares Core 10+ Year USD Bond ETF
$11,984,844$242,958 2.1%237,3710.4%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$11,914,855$221,397 1.9%175,6580.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$11,791,836$2,296,517 24.2%62,9150.4%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$11,630,604$5,646,334 94.4%242,9120.4%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$10,809,917$248,226 2.4%182,6000.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$10,739,815$675,748 6.7%30,2130.4%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,680,429$230,023 2.2%32,4560.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$10,622,760$785,328 8.0%456,3040.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$10,478,206$331,378 3.3%11,3200.4%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,169,719$240,041 2.4%32,2410.4%Finance
3M Company stock logo
MMM
3M
$9,352,185$15,363 -0.2%60,2670.3%Multi-Sector Conglomerates
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$9,270,061$2,501,507 37.0%35,7090.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$9,240,236$310,860 3.5%393,7040.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$8,860,581$306,060 3.6%200,5110.3%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$8,852,821$737,890 9.1%328,4910.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$8,498,200$27,812 0.3%43,3890.3%Manufacturing
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$8,311,411$585,702 7.6%123,5710.3%Manufacturing
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$8,056,228$187,904 2.4%97,1100.3%Manufacturing
Pentair plc stock logo
PNR
Pentair
$8,045,391$1,587,635 24.6%72,6380.3%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$8,009,732$754,160 -8.6%24,2790.3%Computer and Technology
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$7,727,299$43,228 0.6%95,8130.3%Utilities
Tesla, Inc. stock logo
TSLA
Tesla
$7,675,092$257,052 -3.2%17,2580.3%Auto/Tires/Trucks
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$7,564,886$31,296 0.4%161,9540.3%Manufacturing
nVent Electric PLC stock logo
NVT
nVent Electric
$7,370,459$1,397,824 23.4%74,7210.3%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$7,357,789$226,369 3.2%111,6170.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,311,729$1,578,292 -17.8%11,9060.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,113,408$71,237 -1.0%9,6860.3%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$6,720,861$73,584 1.1%63,1130.2%ETF
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$6,358,652$163,315 2.6%101,0750.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$6,330,938$152,258 -2.3%55,5930.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$6,094,780$51,518 -0.8%8,1630.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$6,000,258$72,466 1.2%31,6300.2%ETF
Invesco Dividend Achievers ETF stock logo
PFM
Invesco Dividend Achievers ETF
$5,744,847$8,220 -0.1%113,2160.2%Manufacturing
PALANTIR TECHNOLOGIES INC
$5,700,990$3,459,778 154.4%31,2520.2%CL A
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,668,704$44,130 0.8%30,5720.2%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,561,412$130,471 -2.3%7,2890.2%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,501,930$46,570 0.9%11,4600.2%ETF
XTEN
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
$5,495,818$284,537 5.5%117,8600.2%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$5,444,827$355,873 -6.1%223,1490.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,294,780$419,768 8.6%39,5310.2%Medical
REDDIT INC
$5,281,720$4,754,813 -47.4%22,9650.2%CL A
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$5,252,268$734,302 -12.3%97,4990.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,013,898$73,958 1.5%10,5080.2%Industrials
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$5,004,175$606,708 13.8%52,5980.2%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$4,906,943$285,128 6.2%85,3080.2%ETF
Invesco International Dividend Achievers ETF stock logo
PID
Invesco International Dividend Achievers ETF
$4,891,137$52,870 1.1%229,9840.2%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,752,898$485,486 11.4%63,9090.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$4,713,937$2,027,629 75.5%92,9220.2%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$4,680,246$324,962 7.5%100,8460.2%ETF
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$4,660,531$125,426 -2.6%37,2690.2%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$4,608,769$435,353 -8.6%47,6700.2%Manufacturing
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$4,598,807$296,299 6.9%80,8790.2%ETF

Showing largest 100 holdings. View all holdings.
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