Focus Partners Wealth
Annual return '25
-0.8%
SPY '25
+17.7%
Alpha
-18.6ptsvs SPY
Invested
$89.9B
Holdings
2,642
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 6.77M shares)
2.8%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 5.35M shares)
2.4%
03
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 2.80M shares)
2.2%
04
$XLK
SELECT SECTOR SPDR TR
Q4 2025: Exited (was 6.69M shares)
1.9%
05
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 42.52M shares)
1.8%
06
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 4.51M shares)
1.8%
07
$VOO
VANGUARD INDEX FDS
Q3 2025: Exited (was 1.55M shares)
1.8%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 2.46M shares)
1.6%
09
$IVV
ISHARES TR
Q4 2025: Exited (was 1.66M shares)
1.6%
10
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 2.45M shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:31 UTC.