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

About Focus Financial Network, Inc.

Investment Activity

Focus Financial Network, Inc. has $2.79 billion in total holdings as of March 31, 2026.
Focus Financial Network, Inc. owns shares of 729 different stocks, but just 131 companies or ETFs make up 80% of its holdings.
Approximately 6.94% of the portfolio was purchased this quarter.
About 7.01% of the portfolio was sold this quarter.
This quarter, Focus Financial Network, Inc. has purchased 725 new stocks and bought additional shares in 236 stocks.
Focus Financial Network, Inc. sold shares of 400 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

NVIDIA: $282,909,353
Schwab U.S. Large-Cap Growth ETF: $137,829,345
Invesco QQQ: $91,996,845
Apple: $86,114,493
iShares Core S&P 500 ETF: $73,787,424

Largest New Holdings this Quarter

74316P579 - PROFESIONALLY MANAGED PORTFO: $20,709,748 Holding
80004C200 - SANDISK CORP: $9,716,255 Holding
09290C764 - BLACKROCK ETF TRUST: $6,840,808 Holding
78464A508 - SPDR Portfolio S&P 500 Value ETF: $4,754,930 Holding
746729813 - PUTNAM ETF TRUST: $4,728,079 Holding

Largest Purchases this Quarter

FIDELITY COVINGTON TRUST: 666,885 shares (about $25.34M)
PROFESIONALLY MANAGED PORTFO: 391,859 shares (about $20.71M)
SANDISK CORP: 15,293 shares (about $9.72M)
Vanguard Value ETF: 46,045 shares (about $9.03M)
BLACKROCK ETF TRUST: 212,758 shares (about $6.84M)

Largest Sales this Quarter

SPDR Portfolio S&P 600 Small Cap ETF: 557,695 shares (about $26.95M)
SPDR S&P 500 ETF Trust: 14,994 shares (about $9.75M)
iShares MSCI USA Quality Factor ETF: 32,099 shares (about $6.16M)
Schwab US Dividend Equity ETF: 200,456 shares (about $6.15M)
iShares MSCI EAFE Value ETF: 67,462 shares (about $5.02M)

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	$282,909,353	$1,140,292 â–¼	-0.4%	1,622,094	10.1%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$137,829,345	$881,415 â–¼	-0.6%	4,731,526	4.9%	ETF
QQQ Invesco QQQ	$91,996,845	$3,801,313 â–¼	-4.0%	159,390	3.3%	Finance
AAPL Apple	$86,114,493	$896,640 â–¼	-1.0%	339,314	3.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$73,787,424	$4,322,954 â–²	6.2%	112,961	2.6%	ETF
AMZN Amazon.com	$63,914,633	$537,961 â–¼	-0.8%	306,884	2.3%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$60,843,768	$6,149,989 â–¼	-9.2%	1,983,174	2.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$60,399,067	$2,222,656 â–²	3.8%	608,432	2.2%	Finance
VTV Vanguard Value ETF	$54,382,261	$9,034,019 â–²	19.9%	277,178	1.9%	ETF
FNDF Schwab Fundamental International Equity ETF	$37,989,244	$5,835,488 â–²	18.1%	776,400	1.4%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$36,614,043	$1,259,140 â–²	3.6%	383,634	1.3%	ETF
QLD ProShares Ultra QQQ	$36,567,529	$8,174 â–²	0.0%	599,468	1.3%	ETF
VXUS Vanguard Total International Stock ETF	$36,113,398	$199,638 â–¼	-0.5%	468,336	1.3%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$35,466,546	$1,388,155 â–²	4.1%	343,103	1.3%	ETF
VYM Vanguard High Dividend Yield ETF	$35,407,294	$1,011,819 â–²	2.9%	239,077	1.3%	Financial Services
BRK.B Berkshire Hathaway	$28,640,335	$3,321,813 â–¼	-10.4%	59,767	1.0%	Finance
GOOGL Alphabet	$28,593,154	$2,459,493 â–¼	-7.9%	99,434	1.0%	Computer and Technology
FIDELITY COVINGTON TRUST	$27,655,640	$25,341,630 â–²	1,095.1%	727,780	1.0%	ENHANCED SMALL
VEA Vanguard FTSE Developed Markets ETF	$27,106,900	$1,175,034 â–²	4.5%	423,017	1.0%	ETF
SPY SPDR S&P 500 ETF Trust	$25,280,941	$9,751,304 â–¼	-27.8%	38,873	0.9%	Finance
VIG Vanguard Dividend Appreciation ETF	$23,500,956	$758,519 â–²	3.3%	109,276	0.8%	ETF
MSFT Microsoft	$23,071,315	$1,605,804 â–¼	-6.5%	62,326	0.8%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$21,570,955	$341,666 â–¼	-1.6%	221,855	0.8%	ETF
PROFESIONALLY MANAGED PORTFO	$20,709,748	$20,709,748 â–²	New Holding	391,859	0.7%	AKRE FOCUS ETF
SCHV Schwab U.S. Large-Cap Value ETF	$19,423,694	$2,374,091 â–¼	-10.9%	636,842	0.7%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$18,469,541	$335,721 â–²	1.9%	234,802	0.7%	Manufacturing
SPHQ Invesco S&P 500 Quality ETF	$18,119,715	$113,010 â–²	0.6%	240,986	0.6%	ETF
XLK Technology Select Sector SPDR Fund	$18,076,474	$1,069,975 â–¼	-5.6%	136,016	0.6%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$17,975,821	$636,783 â–²	3.7%	123,954	0.6%	ETF
SCHB Schwab US Broad Market ETF	$17,562,235	$952,093 â–²	5.7%	699,691	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$17,497,553	$280,411 â–²	1.6%	323,729	0.6%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$16,877,447	$893,616 â–²	5.6%	222,013	0.6%	ETF
IVW iShares S&P 500 Growth ETF	$16,653,723	$1,967,884 â–¼	-10.6%	147,235	0.6%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$16,367,945	$759,934 â–²	4.9%	415,114	0.6%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$16,309,487	$2,714,880 â–¼	-14.3%	213,084	0.6%	ETF
SGOL abrdn Physical Gold Shares ETF	$15,992,522	$12,137 â–²	0.1%	358,416	0.6%	ETF
SCHX Schwab US Large-Cap ETF	$15,726,529	$749,329 â–¼	-4.5%	613,359	0.6%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$15,605,553	$164,173 â–²	1.1%	177,659	0.6%	Manufacturing
SCHM Schwab U.S. Mid-Cap ETF	$15,033,752	$1,815,248 â–²	13.7%	485,586	0.5%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$14,927,411	$6,156,905 â–¼	-29.2%	77,824	0.5%	ETF
QQQM Invesco NASDAQ 100 ETF	$14,210,817	$3,907,410 â–¼	-21.6%	59,805	0.5%	ETF
VBK Vanguard Small-Cap Growth ETF	$14,165,330	$322,805 â–²	2.3%	46,866	0.5%	ETF
GLD SPDR Gold Shares	$12,949,147	$1,475,895 â–¼	-10.2%	30,094	0.5%	Finance
GTO Invesco Total Return Bond ETF	$12,766,601	$1,731,492 â–¼	-11.9%	272,616	0.5%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$12,457,287	$489,996 â–²	4.1%	259,419	0.4%	ETF
ILTB iShares Core 10+ Year USD Bond ETF	$12,449,523	$557,441 â–²	4.7%	254,176	0.4%	ETF
SCHF Schwab International Equity ETF	$12,188,686	$359,197 â–²	3.0%	492,472	0.4%	ETF
SCHA Schwab US Small-Cap ETF	$12,041,182	$398,512 â–¼	-3.2%	414,071	0.4%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$11,585,561	$2,302,439 â–²	24.8%	250,607	0.4%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$11,333,909	$558,760 â–²	5.2%	194,808	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$10,743,867	$459,077 â–²	4.5%	33,490	0.4%	ETF
BSV Vanguard Short-Term Bond ETF	$10,638,059	$2,258,917 â–¼	-17.5%	135,672	0.4%	ETF
COST Costco Wholesale	$10,226,514	$568,970 â–¼	-5.3%	10,263	0.4%	Retail/Wholesale
IUSB iShares Core Total USD Bond Market ETF	$10,024,122	$2,487,566 â–²	33.0%	217,019	0.4%	Manufacturing
SANDISK CORP	$9,716,255	$9,716,255 â–²	New Holding	15,293	0.3%	COM
VHT Vanguard Health Care ETF	$9,603,395	$667,750 â–¼	-6.5%	35,264	0.3%	ETF
UNH UnitedHealth Group	$9,339,132	$876,169 â–¼	-8.6%	34,514	0.3%	Medical
JPM JPMorgan Chase & Co.	$9,335,874	$342,112 â–¼	-3.5%	31,737	0.3%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$9,137,442	$26,947,778 â–¼	-74.7%	189,103	0.3%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$8,959,279	$134,785 â–²	1.5%	131,214	0.3%	Manufacturing
SCHP Schwab U.S. TIPS ETF	$8,946,686	$310,752 â–²	3.6%	336,215	0.3%	ETF
NVT nVent Electric	$8,690,575	$88,946 â–¼	-1.0%	73,475	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$8,280,926	$1,081,576 â–²	15.0%	13,858	0.3%	ETF
IVE iShares S&P 500 Value ETF	$8,191,668	$4,764,449 â–¼	-36.8%	38,795	0.3%	ETF
EFV iShares MSCI EAFE Value ETF	$8,098,723	$5,015,800 â–¼	-38.2%	108,927	0.3%	ETF
MMM 3M	$7,734,680	$733,413 â–¼	-8.7%	53,258	0.3%	Multi-Sector Conglomerates
MUB iShares National Muni Bond ETF	$7,589,894	$867,877 â–²	12.9%	71,502	0.3%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$7,213,465	$525,034 â–¼	-6.8%	297,217	0.3%	ETF
CAT Caterpillar	$7,001,683	$454,121 â–¼	-6.1%	9,883	0.3%	Industrials
BLACKROCK ETF TRUST	$6,840,808	$6,840,808 â–²	New Holding	212,758	0.2%	ISHARES INTL CTR
JNJ Johnson & Johnson	$6,829,134	$722,073 â–¼	-9.6%	27,938	0.2%	Medical
JQUA JPMorgan U.S. Quality Factor ETF	$6,786,172	$49,179 â–²	0.7%	110,668	0.2%	ETF
AVGO Broadcom	$6,463,050	$896,012 â–¼	-12.2%	20,882	0.2%	Computer and Technology
XEL Xcel Energy	$6,378,853	$1,001,338 â–¼	-13.6%	80,298	0.2%	Utilities
DAL Delta Air Lines	$6,353,794	$7,778 â–²	0.1%	95,575	0.2%	Transportation
LLY Eli Lilly and Company	$6,339,031	$334,795 â–¼	-5.0%	6,892	0.2%	Medical
PNR Pentair	$6,327,650	$87 â–²	0.0%	72,640	0.2%	Business Services
BINC iShares Flexible Income Active ETF	$6,319,328	$2,044,646 â–²	47.8%	121,689	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$6,229,376	$1,753,447 â–¼	-22.0%	75,444	0.2%	Manufacturing
TSLA Tesla	$5,994,197	$368,410 â–¼	-5.8%	16,124	0.2%	Auto/Tires/Trucks
RSP Invesco S&P 500 Equal Weight ETF	$5,902,930	$202,669 â–¼	-3.3%	30,757	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$5,807,021	$29,099 â–¼	-0.5%	94,793	0.2%	ETF
PFM Invesco Dividend Achievers ETF	$5,787,403	$10,270 â–¼	-0.2%	113,274	0.2%	Manufacturing
JPIE JPMorgan Income ETF	$5,708,371	$422,463 â–²	8.0%	123,906	0.2%	ETF
VUG Vanguard Growth ETF	$5,636,465	$432,432 â–²	8.3%	12,904	0.2%	ETF
META Meta Platforms	$5,608,800	$110,425 â–¼	-1.9%	9,803	0.2%	Computer and Technology
EMLP First Trust North American Energy Infrastructure Fund	$5,589,520	$347,402 â–²	6.6%	128,024	0.2%	ETF
AOM iShares Core 40/60 Moderate Allocation ETF	$5,488,607	$798,514 â–²	17.0%	115,867	0.2%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$5,205,196	$204,499 â–²	4.1%	46,987	0.2%	Manufacturing
BND Vanguard Total Bond Market ETF	$5,149,047	$15,243 â–²	0.3%	69,922	0.2%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$5,129,607	$4,131,401 â–¼	-44.6%	220,913	0.2%	ETF
VRT Vertiv	$5,082,370	$693,871 â–²	15.8%	20,282	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$5,030,967	$764,165 â–²	17.9%	17,519	0.2%	ETF
IONQ IonQ	$5,025,992	$74,295 â–²	1.5%	174,332	0.2%	Computer and Technology
VGLT Vanguard Long-Term Treasury ETF	$4,988,344	$387,044 â–²	8.4%	90,115	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$4,980,449	$3,071,523 â–¼	-38.1%	71,404	0.2%	ETF
VGT Vanguard Information Technology ETF	$4,967,278	$518,428 â–¼	-9.5%	7,119	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$4,954,127	$2,816,455 â–²	131.8%	14,619	0.2%	Computer and Technology
WALMART INC	$4,953,267	$186,295 â–¼	-3.6%	39,776	0.2%	COM
BBJP JPMorgan BetaBuilders Japan ETF	$4,840,652	$368,117 â–²	8.2%	70,246	0.2%	ETF

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

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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