Focus Financial Network, Inc. Top Holdings and 13F Report (2026)

About Focus Financial Network, Inc.

Investment Activity

Focus Financial Network, Inc. has $3.30 billion in total holdings as of September 30, 2026.
Focus Financial Network, Inc. owns shares of 772 different stocks, but just 123 companies or ETFs make up 80% of its holdings.
Approximately 4.16% of the portfolio was purchased this quarter.
About 2.68% of the portfolio was sold this quarter.
This quarter, Focus Financial Network, Inc. has purchased 764 new stocks and bought additional shares in 385 stocks.
Focus Financial Network, Inc. sold shares of 282 stocks and completely divested from 37 stocks this quarter.

Largest Holdings

NVIDIA: $364,189,174
Schwab U.S. Large-Cap Growth ETF: $157,081,477
Invesco QQQ: $120,889,274
Apple: $112,964,658
iShares Core S&P 500 ETF: $96,055,066

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $3,710,827 Holding
30609A109 - ONEOK INC NEW: $1,097,666 Holding
92647X830 - VictoryShares Free Cash Flow ETF: $1,041,274 Holding
38748G101 - GraniteShares Gold Trust: $934,957 Holding
33740F755 - FT Vest Laddered Buffer ETF: $880,398 Holding

Largest Purchases this Quarter

Energy Select Sector SPDR Fund: 330,650 shares (about $20.33M)
SANDISK CORP: 8,277 shares (about $14.40M)
Vanguard Value ETF: 22,770 shares (about $4.92M)
VanEck IG Floating Rate ETF: 160,210 shares (about $4.10M)
EXXONMOBIL HOLDINGS CORP: 22,801 shares (about $3.71M)

Largest Sales this Quarter

Quantum Computing: 882,963 shares (about $7.46M)
VIRGIN GALACTIC HOLDINGS INC: 2,360,118 shares (about $7.06M)
Teradyne: 9,979 shares (about $4.00M)
iShares MBS ETF: 42,267 shares (about $3.79M)
Invesco S&P 500 Momentum ETF: 24,447 shares (about $3.71M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$364,189,174	$1,322,627 ▼	-0.4%	1,592,916	11.0%	Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$157,081,477	$382,655 ▲	0.2%	4,371,875	4.8%	ETF
QQQ Invesco QQQ	$120,889,274	$1,771,746 ▲	1.5%	163,415	3.7%	ETF
AAPL Apple	$112,964,658	$983,075 ▲	0.9%	339,213	3.4%	Technology
IVV iShares Core S&P 500 ETF	$96,055,066	$1,478,854 ▲	1.6%	125,423	2.9%	ETF
AMZN Amazon.com	$72,139,721	$2,219,680 ▼	-3.0%	289,543	2.2%	Consumer Discretionary
VTV Vanguard Value ETF	$68,925,069	$4,920,148 ▲	7.7%	318,979	2.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$64,199,455	$3,520,196 ▲	5.8%	679,072	1.9%	ETF
SCHD Schwab US Dividend Equity ETF	$60,356,327	$1,207,384 ▲	2.0%	1,855,405	1.8%	ETF
QLD ProShares Ultra QQQ	$57,391,390	$16,356 ▲	0.0%	600,015	1.7%	ETF
SANDISK CORP	$48,342,984	$14,401,111 ▲	42.4%	27,785	1.5%	COM
FNDF Schwab Fundamental International Equity ETF	$45,585,335	$1,418,732 ▲	3.2%	848,099	1.4%	ETF
VXUS Vanguard Total International Stock ETF	$41,562,357	$642,892 ▲	1.6%	489,199	1.3%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$39,570,303	$3,329,119 ▲	9.2%	443,067	1.2%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$39,016,851	$80,053 ▲	0.2%	349,457	1.2%	ETF
FIDELITY COVINGTON TRUST	$35,200,651	$519,577 ▲	1.5%	783,107	1.1%	ENHANCED SML CAP
VYM Vanguard High Dividend Yield ETF	$34,420,387	$216,349 ▲	0.6%	221,781	1.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$32,503,529	$1,046,087 ▲	3.3%	460,325	1.0%	ETF
MSFT Microsoft	$31,065,540	$34,365 ▼	-0.1%	60,568	0.9%	Technology
GOOGL Alphabet	$30,341,570	$651,341 ▼	-2.1%	88,182	0.9%	Communication Services
BRK.B Berkshire Hathaway	$29,069,830	$139,426 ▲	0.5%	58,379	0.9%	Finance
SPY SPDR S&P 500 ETF Trust	$28,116,932	$1,860,074 ▼	-6.2%	36,868	0.9%	ETF
XLK Technology Select Sector SPDR Fund	$28,078,551	$1,095,612 ▲	4.1%	143,441	0.9%	ETF
XLE Energy Select Sector SPDR Fund	$27,083,836	$20,334,955 ▲	301.3%	440,388	0.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$26,368,637	$8,866 ▲	0.0%	113,020	0.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$24,751,983	$255,637 ▼	-1.0%	275,757	0.7%	ETF
TBUX T. Rowe Price Ultra Short-Term Bond ETF	$23,672,482	$901,628 ▲	4.0%	477,557	0.7%	ETF
IWR iShares Russell Mid-Cap ETF	$23,045,362	$129,652 ▼	-0.6%	215,963	0.7%	ETF
IVW iShares S&P 500 Growth ETF	$20,644,506	$131,022 ▼	-0.6%	145,118	0.6%	ETF
SCHB Schwab US Broad Market ETF	$20,537,283	$278,445 ▼	-1.3%	700,692	0.6%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$20,076,831	$82,442 ▲	0.4%	602,727	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$19,767,636	$313,988 ▲	1.6%	333,293	0.6%	ETF
QQQM Invesco NASDAQ 100 ETF	$19,035,489	$762,212 ▼	-3.9%	62,485	0.6%	ETF
SPHQ Invesco S&P 500 Quality ETF	$18,932,427	$642,454 ▲	3.5%	225,172	0.6%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$18,715,904	$315,512 ▲	1.7%	127,536	0.6%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$18,370,079	$430,067 ▲	2.4%	452,688	0.6%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$18,136,268	$127,101 ▲	0.7%	222,313	0.5%	ETF
SCHX Schwab US Large-Cap ETF	$17,580,469	$752,190 ▼	-4.1%	586,016	0.5%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$17,252,650	$971,977 ▲	6.0%	174,128	0.5%	ETF
VBK Vanguard Small-Cap Growth ETF	$16,768,209	$567,217 ▲	3.5%	49,635	0.5%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$16,428,209	$23,046 ▼	-0.1%	168,945	0.5%	ETF
IUSB iShares Core Total USD Bond Market ETF	$15,617,131	$3,069,019 ▲	24.5%	354,210	0.5%	ETF
SCHF Schwab International Equity ETF	$14,600,246	$122,544 ▼	-0.8%	531,498	0.4%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$14,294,493	$1,529,199 ▼	-9.7%	420,179	0.4%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$13,993,254	$80,471 ▲	0.6%	265,880	0.4%	ETF
GTO Invesco Total Return Bond ETF	$13,301,764	$180,679 ▲	1.4%	298,313	0.4%	ETF
FGD First Trust Dow Jones Global Select Dividend Index Fund	$13,263,157	$337,405 ▲	2.6%	399,854	0.4%	ETF
SCHA Schwab US Small-Cap ETF	$12,433,056	$196,270 ▼	-1.6%	381,031	0.4%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$12,371,247	$76,602 ▼	-0.6%	178,620	0.4%	ETF
UNH UnitedHealth Group	$12,214,642	$109,390 ▲	0.9%	33,275	0.4%	Healthcare
VHT Vanguard Health Care ETF	$12,159,744	$73,015 ▼	-0.6%	38,470	0.4%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$11,754,054	$303,580 ▼	-2.5%	52,889	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$11,606,302	$1,220,396 ▼	-9.5%	31,013	0.4%	ETF
SGOL abrdn Physical Gold Shares ETF	$11,553,973	$345,754 ▲	3.1%	292,062	0.3%	ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$11,534,131	$511,002 ▲	4.6%	272,868	0.3%	ETF
JPM JPMorgan Chase & Co.	$11,465,830	$357,294 ▲	3.2%	34,658	0.3%	Finance
NVT nVent Electric	$11,463,418	$50,677 ▼	-0.4%	71,481	0.3%	Industrials
GLD SPDR Gold Shares	$11,262,202	$109,682 ▼	-1.0%	29,572	0.3%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$10,763,548	$461,833 ▲	4.5%	137,483	0.3%	ETF
BSV Vanguard Short-Term Bond ETF	$10,757,363	$24,372 ▼	-0.2%	140,803	0.3%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$10,484,654	$135,465 ▲	1.3%	441,552	0.3%	ETF
BLACKROCK ETF TRUST	$10,308,047	$317,880 ▲	3.2%	283,578	0.3%	ISHA IN CTRY ETF
VOO Vanguard S&P 500 ETF	$10,262,144	$51,164 ▼	-0.5%	14,642	0.3%	ETF
CGDV Capital Group Dividend Value ETF	$9,745,027	$278,970 ▲	2.9%	198,869	0.3%	ETF
SCHP Schwab U.S. TIPS ETF	$9,734,269	$475,710 ▲	5.1%	387,357	0.3%	ETF
PROFESIONALLY MANAGED PORTFO	$9,599,532	$2,348,293 ▼	-19.7%	182,258	0.3%	AKRE FOCUS ETF
COST Costco Wholesale	$9,547,260	$129,263 ▼	-1.3%	10,488	0.3%	Consumer Staples
MMM 3M	$9,105,342	$15,922 ▼	-0.2%	55,470	0.3%	Industrials
LLY Eli Lilly and Company	$8,847,034	$731,275 ▲	9.0%	7,646	0.3%	Healthcare
JQUA JPMorgan U.S. Quality Factor ETF	$8,675,709	$30,627 ▲	0.4%	117,557	0.3%	ETF
CAT Caterpillar	$8,438,029	$295,132 ▲	3.6%	10,407	0.3%	Industrials
IVE iShares S&P 500 Value ETF	$8,390,973	$39,493 ▼	-0.5%	36,757	0.3%	ETF
FLTR VanEck IG Floating Rate ETF	$8,362,864	$4,099,774 ▲	96.2%	326,802	0.3%	ETF
MORGAN STANLEY ETF TRUST	$7,972,403	$189,575 ▲	2.4%	164,684	0.2%	EATO VANC BD ETF
ISCF iShares International Small Cap Equity Factor ETF	$7,906,874	$566,289 ▲	7.7%	177,046	0.2%	ETF
VGLT Vanguard Long-Term Treasury ETF	$7,523,315	$126,303 ▲	1.7%	150,046	0.2%	ETF
VUG Vanguard Growth ETF	$7,407,427	$209,687 ▲	2.9%	82,204	0.2%	ETF
MUB iShares National Muni Bond ETF	$7,129,324	$43,068 ▼	-0.6%	70,518	0.2%	ETF
AVGO Broadcom	$7,105,713	$241,270 ▼	-3.3%	20,233	0.2%	Technology
EMLP First Trust North American Energy Infrastructure Fund	$7,099,405	$270,084 ▲	4.0%	173,198	0.2%	ETF
JNJ Johnson & Johnson	$6,916,880	$59,831 ▼	-0.9%	26,127	0.2%	Healthcare
META Meta Platforms	$6,790,840	$22,481 ▼	-0.3%	9,364	0.2%	Communication Services
IYW iShares U.S. Technology ETF	$6,776,544	$222,247 ▲	3.4%	25,582	0.2%	ETF
JPIE JPMorgan Income ETF	$6,709,471	$1,308,586 ▼	-16.3%	149,465	0.2%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$6,492,045	$1,985,525 ▼	-23.4%	122,816	0.2%	ETF
VO Vanguard Mid-Cap ETF	$6,470,963	$263,726 ▲	4.2%	82,517	0.2%	ETF
PFM Invesco Dividend Achievers ETF	$6,239,416	$5,049 ▲	0.1%	113,692	0.2%	ETF
BLACKROCK ETF TRUST	$6,145,412	$2,326,482 ▲	60.9%	125,519	0.2%	ISHA LA CORE ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$6,069,032	$2,858,813 ▲	89.1%	80,257	0.2%	ETF
DAL Delta Air Lines	$6,032,812	$40,728 ▲	0.7%	72,284	0.2%	Industrials
RSP Invesco S&P 500 Equal Weight ETF	$6,029,308	$64,695 ▼	-1.1%	28,984	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$6,004,003	$37,677 ▼	-0.6%	73,941	0.2%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$5,786,428	$677,454 ▲	13.3%	261,829	0.2%	ETF
VLUE iShares MSCI USA Value Factor ETF	$5,755,540	$405,113 ▼	-6.6%	29,068	0.2%	ETF
MU Micron Technology	$5,700,295	$1,224,839 ▲	27.4%	5,352	0.2%	Technology
BND Vanguard Total Bond Market ETF	$5,683,019	$98,912 ▲	1.8%	81,012	0.2%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$5,615,722	$28,517 ▲	0.5%	85,268	0.2%	ETF
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$5,577,593	$383,138 ▲	7.4%	16,916	0.2%	ETF
XEL Xcel Energy	$5,507,164	$123,269 ▲	2.3%	78,138	0.2%	Utilities
TSLA Tesla	$5,429,820	$105,382 ▼	-1.9%	15,303	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Focus Financial Network, Inc. Top Holdings and 13F Report (2026)

About Focus Financial Network, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Focus Financial Network, Inc. Top Holdings and 13F Report (2026)

About Focus Financial Network, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFocus Financial Network, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools