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Latest Focus Financial Network, Inc. Stock Portfolio

$3.30Billion | No. of Holdings #759

Focus Financial Network, Inc. Performance

2026 Q3+0.76%
YTD+9.26%
2025+12.98%

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

On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Focus Financial Network, Inc. reported an equity portfolio of $3.3 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Focus Financial Network, Inc. are NVDA, FNDA, QQQ. The fund has invested 11% of it's portfolio in NVIDIA CORPORATION and 4.8% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off ONEOK INC NEW (OKE), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VIRGIN GALACTIC HOLDINGS INC (SPCE), QUANTUM COMPUTING INC (QUBT) and ISHARES TR (AAXJ). Focus Financial Network, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, VICTORY PORTFOLIOS II (MDCP) and FIRST TR EXCHNG TRADED FD VI (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), VANGUARD SCOTTSDALE FDS (BNDW) and SPACE EXPLORATION TECHN CORP.
Focus Financial Network, Inc. Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$3.30Billion
  as of Oct 14, 2026

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

Our best estimate is that Focus Financial Network, Inc. made a return of 0.76% in the last quarter. In trailing 12 months, it's portfolio return was 9.94%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp3,710,830
oneok inc new1,097,670
victory portfolios ii1,041,270
graniteshares gold tr934,957
first tr exchng traded fd vi880,398
first tr exchange-traded alp635,248
wisdomtree tr603,218
cerebras systems inc598,148
New stocks bought by Focus Financial Network, Inc.

Additions

Ticker% Inc.
select sector spdr tr301
vanguard scottsdale fds222
space exploration techn corp180
ishares tr170
pgim etf tr164
northern lts fd tr iv103
vaneck etf trust96.17
ishares tr89.05
Additions to existing portfolio by Focus Financial Network, Inc.

Reductions

Ticker% Reduced
ishares tr-86.16
invesco exch traded fd tr ii-82.32
teradyne inc-81.74
vanguard world fd-58.22
j p morgan exchange traded f-49.51
intel corp-48.92
american centy etf tr-48.4
ishares gold tr-46.7
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 70.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Financial Services
  • Communication Services
Sector%
Others70.2
Technology17.8
Consumer Cyclical2.7
Industrials2.3
Healthcare1.6
Financial Services1.5
Communication Services1.5

Market Cap. Distribution

Focus Financial Network, Inc. has about 28.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED70.2
MEGA-CAP23.8
LARGE-CAP4.9

Stocks belong to which Index?

About 28.4% of the stocks held by Focus Financial Network, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others71.6
S&P 50027.2
RUSSELL 20001.2
Top 5 Winners (%)%
PLTR
palantir technologies inc
59.4 %
MPC
marathon pete corp
53.8 %
PSX
phillips 66
50.9 %
VLO
valero energy corp
48.0 %
CRM
salesforce inc
44.4 %
Top 5 Winners ($)$
NVDA
nvidia corporation
45.5 M
AAPL
apple inc
14.7 M
FNDA
schwab strategic tr
9.1 M
MSFT
microsoft corp
8.5 M
AMZN
amazon com inc
3.2 M
Top 5 Losers (%)%
MTZ
mastec inc
-48.7 %
APH
amphenol corp
-42.7 %
GLW
corning inc
-39.4 %
sezzle inc
-37.0 %
KLAC
kla corp
-35.2 %
Top 5 Losers ($)$
sandisk corp
-12.6 M
CSD
invesco exchange traded fd t
-3.0 M
IJR
ishares tr
-2.9 M
CSD
invesco exchange traded fd t
-2.7 M
CAT
caterpillar inc
-2.6 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 759 stocks in it's portfolio. About 35.5% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Focus Financial Network, Inc. last quarter.

$3.22BTotal Value
500Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Focus Financial Network, Inc., last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.22%70,518
$7.13M
0.22%
decreased 0.6 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.18%80,257
$6.07M
0.18%
increased 89.05 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.08%24,636
$2.62M
0.08%
increased 0.99 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.08%32,625
$2.58M
0.08%
decreased 5.78 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.07%25,008
$2.31M
0.07%
increased 2.27 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.07%10,695
$2.22M
0.07%
decreased 2.22 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.06%16,177
$1.94M
0.06%
decreased 31.82 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.06%20,214
$1.90M
0.06%
increased 7.34 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.05%10,927
$1.60M
0.05%
decreased 0.43 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.04%24,838
$1.27M
0.04%
decreased 3.01 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.03%31,634
$933.2K
0.03%
decreased 10.11 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.02%6,789
$608.4K
0.02%
decreased 86.16 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.01%6,456
$498.5K
0.01%
increased 7.15 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Focus Financial Network, Inc.'s holding in Alps Etf Tr over time
0.04%27,221
$1.41M
0.04%
increased 3.16 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Focus Financial Network, Inc.'s holding in Etf Ser Solutions over time
0.02%5,153
$781.3K
0.02%
increased 11.63 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Focus Financial Network, Inc.'s holding in Dbx Etf Tr over time
0.07%41,938
$2.30M
0.07%
increased 39.12 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Focus Financial Network, Inc.'s holding in Dbx Etf Tr over time
0.06%45,239
$1.94M
0.06%
increased 7.56 percentadded