Latest Focus Financial Network, Inc. Stock Portfolio

Focus Financial Network, Inc. Performance:

2026 Q1: -2.57%YTD: -2.57%2025: 12.98%

Performance for 2026 Q1 is -2.57%, and YTD is -2.57%, and 2025 is 12.98%.

About Focus Financial Network, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Focus Financial Network, Inc. reported an equity portfolio of $2.8 Billions as of 31 Mar, 2026.

The top stock holdings of Focus Financial Network, Inc. are NVDA, FNDA, QQQ. The fund has invested 10.1% of it's portfolio in NVIDIA CORPORATION and 4.9% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), FIRST TR EXCHANGE TRADED FD (CARZ) and COREWEAVE INC stocks. They significantly reduced their stock positions in SUPER MICRO COMPUTER INC (SMCI), SPDR SERIES TRUST (BIL) and ISHARES TR (AAXJ). Focus Financial Network, Inc. opened new stock positions in PROFESIONALLY MANAGED PORTFO, BLACKROCK ETF TRUST (BECO) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY COVINGTON TRUST, VANGUARD WORLD FD (VAW) and GLOBAL X FDS (BITS).

Focus Financial Network, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Focus Financial Network, Inc. made a return of -2.57% in the last quarter. In trailing 12 months, it's portfolio return was 15.63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
profesionally managed portfo	20,709,700
sandisk corp	9,716,260
blackrock etf trust	6,840,810
spdr series trust	4,754,930
putnam etf trust	4,728,080
american centy etf tr	3,084,850
blackrock etf trust	2,160,700
american centy etf tr	2,146,660

New stocks bought by Focus Financial Network, Inc.

Additions

Ticker	% Inc.
fidelity covington trust	1,095
vanguard world fd	448
global x fds	418
vanguard scottsdale fds	356
morgan stanley etf trust	343
vanguard charlotte fds	283
ishares tr	220
ishares tr	153

Additions to existing portfolio by Focus Financial Network, Inc.

Reductions

Ticker	% Reduced
spdr series trust	-74.68
ishares tr	-67.95
ishares tr	-65.24
quantum computing inc	-53.15
palantir technologies inc	-52.68
ssga active tr	-52.21
invesco db multi-sector comm	-51.9
bondbloxx etf trust	-50.29

Focus Financial Network, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Focus Financial Network, Inc.

Sector Distribution

Focus Financial Network, Inc. has about 69.9% of it's holdings in Others sector.

Sector	%
Others	69.9
Technology	16.4
Consumer Cyclical	3
Industrials	2.8
Healthcare	1.7
Communication Services	1.6
Financial Services	1.5

Market Cap. Distribution

Focus Financial Network, Inc. has about 28.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	69.9
MEGA-CAP	22.5
LARGE-CAP	6

Stocks belong to which Index?

About 28.6% of the stocks held by Focus Financial Network, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	71.5
S&P 500	27.1
RUSSELL 2000	1.5

Top 5 Winners (%)		%
APA	apa corporation	62.1 %
OXY	occidental pete corp	58.1 %
VLO	valero energy corp	49.5 %
VRT	vertiv holdings co	49.1 %
MTZ	mastec inc	47.9 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	6.8 M
FNDA	schwab strategic tr	2.7 M
VRT	vertiv holdings co	1.7 M
XLB	select sector spdr tr	1.6 M
COST	costco wholesale corporation	1.4 M

Top 5 Losers (%)		%
SNBR	sleep number corp	-73.8 %
ATEC	alphatec hldgs inc	-48.3 %
QBTS	d-wave quantum inc	-39.7 %
	reddit inc	-39.4 %
HOOD	robinhood mkts inc	-38.5 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-19.7 M
FNDA	schwab strategic tr	-16.6 M
MSFT	microsoft corp	-7.3 M
AMZN	amazon com inc	-6.9 M
AAPL	apple inc	-6.2 M

Focus Financial Network, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Focus Financial Network, Inc.

Focus Financial Network, Inc. has 725 stocks in it's portfolio. About 34.1% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Focus Financial Network, Inc. last quarter.

Last Reported on: 14 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.09	339,314	86,114,500	reduced	-1.03

AAXJ	ishares tr	0.29	108,927	8,098,720	reduced	-38.25

AAXJ	ishares tr	0.27	71,502	7,589,890	added	12.91

AAXJ	ishares tr	0.15	43,111	4,093,400	reduced	-1.55

AAXJ	ishares tr	0.10	24,245	2,659,900	added	26.2

AAXJ	ishares tr	0.09	11,332	2,478,800	added	5.6

AAXJ	ishares tr	0.08	22,788	2,295,220	added	220

AAXJ	ishares tr	0.07	17,326	1,929,560	reduced	-67.95

AAXJ	ishares tr	0.06	19,446	1,531,770	reduced	-14.9

AAXJ	ishares tr	0.05	25,767	1,354,310	reduced	-65.24

AAXJ	ishares tr	0.04	9,888	1,198,360	reduced	-10.43

AAXJ	ishares tr	0.04	35,850	1,086,970	reduced	-13.04

AAXJ	ishares tr	0.02	6,747	633,787	reduced	-38.00

AAXJ	ishares tr	0.02	7,077	563,015	reduced	-9.29

AAXJ	ishares tr	0.02	8,118	555,836	reduced	-19.96

AAXJ	ishares tr	0.02	3,031	483,739	reduced	-14.16

AAXJ	ishares tr	0.02	6,598	442,099	unchanged	0.00

ABBV	abbvie inc	0.13	16,477	3,583,590	reduced	-4.65

ABT	abbott laboratories	0.14	38,823	3,985,960	reduced	-2.63

ACES	alps etf tr	0.05	25,725	1,354,170	added	0.93