Focus Partners Wealth
Top Portfolio Positions
1,721 positions ·
$44,379,161,193 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 | 5.74% | |
| NVDA |
Nvidia Corp
Technology
|
12,109,163 | $2,111,838,027 | 4.76% | |
| MSFT |
Microsoft Corp
Technology
|
5,318,401 | $1,968,712,498 | 4.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,682,440 | $1,600,021,778 | 3.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,429,375 | $1,579,919,737 | 3.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,808,478 | $1,382,725,933 | 3.12% | |
| AVGO |
Broadcom Inc.
Technology
|
3,215,540 | $995,241,785 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,107,487 | $914,098,375 | 2.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,198,867 | $685,907,776 | 1.55% | |
| V |
Visa Inc.
Financial Services
|
1,940,415 | $586,471,029 | 1.32% |
Portfolio Trend
Holdings in SRFM
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,972 | 88,672 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $752,392 | 387,831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,653,069 | 385,331 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,200,471 | 325,331 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $865,963 | 324,331 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,855,944 | 344,331 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $500,351 | 373,397 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||