Focus Partners Wealth 13F Holdings & Latest Moves

13F filer · Latest filing May 15, 2026 · SEC CIK 0001542153

Focus Partners Wealth reported a 13F portfolio worth $89.91B as of Q1 2026. Latest 13F moves (filed May 15, 2026): 32 added, 17 reduced. Largest change by value: added $AAPL ($2.88B held).

13F value (Q1 2026)
$89.91B
New positions
0
Added / reduced
32 / 17
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Added +516.12K (+5.42%) 10.04M $2.88B +2.9%-1.3% —
$AMZN Added +788.52K (+11.44%) 7.68M $1.85B +0.8%-6.9% —
$AMD Added +782.86K (+41.30%) 2.68M $1.51B +10.2%+29.0% —
$AVGO Added +611.68K (+23.49%) 3.22M $1.21B -2.6%-7.4% —
$BRKB Added +47.95K (+3.75%) 1.33M $647.58M +0.8%+2.7% —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$CAT Reduced -57.61K (-14.56%) 338.03K $359.97M -0.9%+5.1% —
$AMAT Reduced -86.55K (-15.31%) 478.86K $334.91M -0.9%+34.3% —
$AMAT Reduced -86.55K (-15.31%) 478.86K $264.57M -0.9%+34.3% —
$ABBV Reduced -17.89K (-1.96%) 894.47K $225.94M +2.5%+5.3% —
$BAC Reduced -61.50K (-1.73%) 3.48M $198.51M +4.1%+12.9% —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Added +516.12K (+5.42%) 10.04M $2.88B +2.9%-1.3% —
$AMZN Added +788.52K (+11.44%) 7.68M $1.85B +0.8%-6.9% —
$AMD Added +782.86K (+41.30%) 2.68M $1.51B +10.2%+29.0% —
$AVGO Added +611.68K (+23.49%) 3.22M $1.21B -2.6%-7.4% —
$BRKB Added +47.95K (+3.75%) 1.33M $647.58M +0.8%+2.7% —
$APO Added +1.85M (+131.70%) 3.25M $385.02M -4.7%+1.0% —
$AJG Added +735.27K (+114.15%) 1.38M $313.16M +2.4%+8.3% —
$BX Added +1.19M (+89.59%) 2.51M $295.41M +0.5%+5.7% —
$ABT Added +944.04K (+59.87%) 2.52M $229.15M +3.5%+5.0% —
$AON Added +84.60K (+15.49%) 630.80K $205.96M +2.4%+3.9% —
$ACN Added +613.58K (+68.99%) 1.50M $184.77M +6.2%-2.1% —
$BLK Added +16.84K (+9.87%) 187.52K $180.31M -0.8%-3.1% —
$ANET Added +17.25K (+1.73%) 1.01M $170.75M +8.5%+19.1% —
$BLDR Added +970.55K (+140.12%) 1.66M $148.82M +5.3%+10.5% —
$CARR Added +1.81M (+1301.97%) 1.95M $142.84M -2.4%+10.0% —
$BLDR Added +970.55K (+140.12%) 1.66M $130.68M +5.3%+10.5% —
$BRKA Added +11 (+7.43%) 159 $116.63M +0.7%+2.5% —
$BKNG Added +79.97K (+14.49%) 632K $112.65M +4.5%+13.6% —
$ALC Added +81.24K (+5.50%) 1.56M $104.50M +6.5%+4.2% —
$ALC Added +81.24K (+5.50%) 1.56M $103.58M +6.5%+4.2% —
$C Added +31.10K (+4.58%) 709.88K $99.35M +1.4%+14.4% —
$ARM Added +121.61K (+111.32%) 230.85K $82.99M +46.5%+97.2% —
$CAH Added +5.39K (+1.64%) 333.83K $79.30M +2.8%+16.0% —
$AMT Added +29.53K (+7.97%) 400.25K $75.76M +7.7%+9.9% —
$CAH Added +5.39K (+1.64%) 333.83K $73.83M +2.8%+16.0% —
$AMT Added +29.53K (+7.97%) 400.25K $65.95M +7.7%+9.9% —
$BA Added +45.87K (+17.90%) 302.10K $65.39M -0.7%+3.8% —
$AAOI Added +360.58K (+1950.65%) 379.06K $55.24M -4.7%+0.6% —
$APH Added +72.53K (+32.62%) 294.87K $51.99M +5.6%+26.9% —
$CB Added +2.83K (+2.02%) 143.06K $48.75M +1.2%+1.2% —
$BK Added +34.55K (+10.98%) 349.13K $47.89M +3.1%+5.5% —
$CB Added +2.83K (+2.02%) 143.06K $46.92M +1.2%+1.2% —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$CAT Reduced -57.61K (-14.56%) 338.03K $359.97M -0.9%+5.1% —
$AMAT Reduced -86.55K (-15.31%) 478.86K $334.91M -0.9%+34.3% —
$AMAT Reduced -86.55K (-15.31%) 478.86K $264.57M -0.9%+34.3% —
$ABBV Reduced -17.89K (-1.96%) 894.47K $225.94M +2.5%+5.3% —
$BAC Reduced -61.50K (-1.73%) 3.48M $198.51M +4.1%+12.9% —
$BAC Reduced -61.50K (-1.73%) 3.48M $192.17M +4.1%+12.9% —
$ASML Reduced -11.79K (-11.01%) 95.37K $188.26M +8.7%+26.0% —
$ADI Reduced -85.61K (-16.43%) 435.41K $172.93M -4.9%+2.7% —
$ALAB Reduced -7.83K (-2.43%) 314.49K $155.48M +31.9%+67.3% —
$BDX Reduced -175.05K (-15.57%) 949.47K $143.68M +2.9%+2.1% —
$BDX Reduced -175.05K (-15.57%) 949.47K $139.90M +2.9%+2.1% —
$AMGN Reduced -6.32K (-1.72%) 360.04K $130.03M +4.0%+7.4% —
$AXP Reduced -100.86K (-28.20%) 256.86K $86.88M -0.5%+7.0% —
$CACI Reduced -2.85K (-2.31%) 120.81K $63.48M +3.0%+4.2% —
$BN Reduced -115.79K (-7.47%) 1.43M $61.10M -0.4%+0.5% —
$CACI Reduced -2.85K (-2.31%) 120.81K $55.97M +3.0%+4.2% —
$AMTM Reduced -189.51K (-6.78%) 2.60M $53.69M +1.1%-2.4% —

All tracked 13F moves by Focus Partners Wealth

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$CACI Reduced -2.85K (-2.31%) 120.81K $55.97M +3.0%+4.2% —
$CACI Reduced -2.85K (-2.31%) 120.81K $63.48M +3.0%+4.2% —
$BN Reduced -115.79K (-7.47%) 1.43M $61.10M -0.4%+0.5% —
$BAC Reduced -61.50K (-1.73%) 3.48M $198.51M +4.1%+12.9% —
$BAC Reduced -61.50K (-1.73%) 3.48M $192.17M +4.1%+12.9% —
$ALAB Reduced -7.83K (-2.43%) 314.49K $155.48M +31.9%+67.3% —
$AMGN Reduced -6.32K (-1.72%) 360.04K $130.03M +4.0%+7.4% —
$AMTM Reduced -189.51K (-6.78%) 2.60M $53.69M +1.1%-2.4% —
$ABBV Reduced -17.89K (-1.96%) 894.47K $225.94M +2.5%+5.3% —
$CAT Reduced -57.61K (-14.56%) 338.03K $359.97M -0.9%+5.1% —
$BDX Reduced -175.05K (-15.57%) 949.47K $143.68M +2.9%+2.1% —
$BDX Reduced -175.05K (-15.57%) 949.47K $139.90M +2.9%+2.1% —
$ASML Reduced -11.79K (-11.01%) 95.37K $188.26M +8.7%+26.0% —
$AMAT Reduced -86.55K (-15.31%) 478.86K $334.91M -0.9%+34.3% —
$ADI Reduced -85.61K (-16.43%) 435.41K $172.93M -4.9%+2.7% —
$AXP Reduced -100.86K (-28.20%) 256.86K $86.88M -0.5%+7.0% —
$AMAT Reduced -86.55K (-15.31%) 478.86K $264.57M -0.9%+34.3% —
$BA Added +45.87K (+17.90%) 302.10K $65.39M -0.7%+3.8% —
$C Added +31.10K (+4.58%) 709.88K $99.35M +1.4%+14.4% —
$CB Added +2.83K (+2.02%) 143.06K $48.75M +1.2%+1.2% —
$CB Added +2.83K (+2.02%) 143.06K $46.92M +1.2%+1.2% —
$CARR Added +1.81M (+1301.97%) 1.95M $142.84M -2.4%+10.0% —
$CAH Added +5.39K (+1.64%) 333.83K $79.30M +2.8%+16.0% —
$CAH Added +5.39K (+1.64%) 333.83K $73.83M +2.8%+16.0% —
$BLDR Added +970.55K (+140.12%) 1.66M $148.82M +5.3%+10.5% —
$AVGO Added +611.68K (+23.49%) 3.22M $1.21B -2.6%-7.4% —
$BRKB Added +47.95K (+3.75%) 1.33M $647.58M +0.8%+2.7% —
$BRKA Added +11 (+7.43%) 159 $116.63M +0.7%+2.5% —
$BKNG Added +79.97K (+14.49%) 632K $112.65M +4.5%+13.6% —
$BLDR Added +970.55K (+140.12%) 1.66M $130.68M +5.3%+10.5% —
$BX Added +1.19M (+89.59%) 2.51M $295.41M +0.5%+5.7% —
$BLK Added +16.84K (+9.87%) 187.52K $180.31M -0.8%-3.1% —
$BK Added +34.55K (+10.98%) 349.13K $47.89M +3.1%+5.5% —
$AJG Added +735.27K (+114.15%) 1.38M $313.16M +2.4%+8.3% —
$ARM Added +121.61K (+111.32%) 230.85K $82.99M +46.5%+97.2% —
$ANET Added +17.25K (+1.73%) 1.01M $170.75M +8.5%+19.1% —
$AAOI Added +360.58K (+1950.65%) 379.06K $55.24M -4.7%+0.6% —
$AAPL Added +516.12K (+5.42%) 10.04M $2.88B +2.9%-1.3% —
$APO Added +1.85M (+131.70%) 3.25M $385.02M -4.7%+1.0% —
$AON Added +84.60K (+15.49%) 630.80K $205.96M +2.4%+3.9% —
$AMT Added +29.53K (+7.97%) 400.25K $75.76M +7.7%+9.9% —
$APH Added +72.53K (+32.62%) 294.87K $51.99M +5.6%+26.9% —
$AMT Added +29.53K (+7.97%) 400.25K $65.95M +7.7%+9.9% —
$AMZN Added +788.52K (+11.44%) 7.68M $1.85B +0.8%-6.9% —
$ALC Added +81.24K (+5.50%) 1.56M $104.50M +6.5%+4.2% —
$ALC Added +81.24K (+5.50%) 1.56M $103.58M +6.5%+4.2% —
$AMD Added +782.86K (+41.30%) 2.68M $1.51B +10.2%+29.0% —
$ACN Added +613.58K (+68.99%) 1.50M $184.77M +6.2%-2.1% —
$ABT Added +944.04K (+59.87%) 2.52M $229.15M +3.5%+5.0% —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Focus Partners Wealth holds or traded

Frequently asked questions

What did Focus Partners Wealth buy and sell in its latest 13F?

It opened or added to $AAPL, $AMZN, $AMD, $AVGO and $BRKB; it cut or exited $CAT, $AMAT, $AMAT, $ABBV and $BAC.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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