Focus Financial Network, Inc.
Top Portfolio Positions
313 positions ·
$1,034,837,339 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,622,094 | $282,893,193 | 27.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
159,390 | $91,996,720 | 8.89% | |
| AAPL |
Apple Inc.
Technology
|
339,314 | $86,114,500 | 8.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
306,884 | $63,914,730 | 6.18% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
59,767 | $28,640,346 | 2.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
99,434 | $28,593,241 | 2.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
38,873 | $25,280,666 | 2.44% | |
| MSFT |
Microsoft Corp
Technology
|
62,326 | $23,071,215 | 2.23% | |
| SGOL |
abrdn Gold ETF Trust
|
358,416 | $15,992,521 | 1.55% | |
| GLD |
Spdr Gold Trust
|
30,094 | $12,949,147 | 1.25% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,992,521 | 358,416 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $14,712,555 | 358,144 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $13,052,862 | 354,601 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $9,995,246 | 316,907 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,249,597 | 310,181 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,491,603 | 299,066 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,471,073 | 297,297 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,569,476 | 295,656 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $6,214,739 | 292,596 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $4,112,164 | 232,457 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $3,962,574 | 215,709 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $3,889,975 | 206,146 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $3,508,919 | 200,854 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $3,158,225 | 198,381 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $3,215,477 | 185,544 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $3,246,148 | 174,712 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $2,719,674 | 161,405 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $2,642,114 | 155,510 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $2,518,138 | 153,545 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $2,670,177 | 146,071 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $2,676,235 | 147,451 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $2,720,495 | 158,722 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $2,429,817 | 160,384 | Shares | Sole | 2024-07-24 | |
| No 13F history on record for this holder in this stock. | ||||||