Focus Partners Wealth
Top Portfolio Positions
1,729 positions ·
$45,022,991,878 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
10,037,788 | $2,547,490,216 | 5.66% | |
| NVDA |
Nvidia Corp
Technology
|
12,109,163 | $2,111,838,027 | 4.69% | |
| MSFT |
Microsoft Corp
Technology
|
5,318,401 | $1,968,712,498 | 4.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,682,440 | $1,600,021,778 | 3.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,429,375 | $1,579,919,737 | 3.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,808,478 | $1,382,725,933 | 3.07% | |
| AVGO |
Broadcom Inc.
Technology
|
3,215,540 | $995,241,785 | 2.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,107,487 | $914,098,375 | 2.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,198,867 | $685,907,776 | 1.52% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,326,656 | $635,733,555 | 1.41% |
Portfolio Trend
10 quarters · across all stocks
Holdings in PERF
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,392 | 11,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,588 | 11,375 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,385 | 11,375 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,162 | 11,375 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,271 | 11,375 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $32,191 | 11,375 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $21,840 | 11,375 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||