Focus Financial Network, Inc.
Annual return '25
+12.9%
SPY '25
+17.7%
Alpha
-4.8ptsvs SPY
Invested
$2.8B
Holdings
728
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
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 87.1% (28.3k → 3.7k shares)
10.1%
02
$SCHG
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 4.74M shares)
4.9%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 65.1% (46.3k → 16.2k shares)
3.3%
04
$AAPL
APPLE INC
Q1 2026: Sold 70.4% (6.9k → 2.0k shares)
3.1%
05
$IVV
ISHARES TR
Q1 2026: Increased +9.1% (79.9k → 87.1k shares)
2.6%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 83.6% (23.1k → 3.8k shares)
2.3%
07
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: Increased +336.7% (128 → 559 shares)
2.2%
08
$AGG
ISHARES TR
Q4 2025: Exited (was 544.4k shares)
2.2%
09
$VTV
VANGUARD INDEX FDS
Q4 2025: Sold 99.7% (62.9k → 171 shares)
1.9%
10
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 615.3k shares)
1.4%
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 09:49 UTC.