Latest Focus Financial Network, Inc. Stock Portfolio
Focus Financial Network, Inc. Performance:
2025 Q3: 4.58%YTD: 7.28%2024: 10.67%
Performance for 2025 Q3 is 4.58%, and YTD is 7.28%, and 2024 is 10.67%.
About Focus Financial Network, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Focus Financial Network, Inc. reported an equity portfolio of $2.8 Billions as of 30 Sep, 2025.
The top stock holdings of Focus Financial Network, Inc. are NVDA, FNDA, QQQ. The fund has invested 10.9% of it's portfolio in NVIDIA CORPORATION and 5.4% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), INVESCO EXCHANGE TRADED FD T (CSD) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), VANGUARD WORLD FD (VAW) and ISHARES TR (IBCE). Focus Financial Network, Inc. opened new stock positions in PIMCO ETF TR (BOND), DIMENSIONAL ETF TRUST (DFAC) and USCF ETF TR (BUY). The fund showed a lot of confidence in some stocks as they added substantially to SUPER MICRO COMPUTER INC (SMCI), ISHARES INC (EMGF) and ISHARES TR (IJR).
The top stock holdings of Focus Financial Network, Inc. are NVDA, FNDA, QQQ. The fund has invested 10.9% of it's portfolio in NVIDIA CORPORATION and 5.4% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), INVESCO EXCHANGE TRADED FD T (CSD) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), VANGUARD WORLD FD (VAW) and ISHARES TR (IBCE). Focus Financial Network, Inc. opened new stock positions in PIMCO ETF TR (BOND), DIMENSIONAL ETF TRUST (DFAC) and USCF ETF TR (BUY). The fund showed a lot of confidence in some stocks as they added substantially to SUPER MICRO COMPUTER INC (SMCI), ISHARES INC (EMGF) and ISHARES TR (IJR).
Focus Financial Network, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Focus Financial Network, Inc. made a return of 4.58% in the last quarter. In trailing 12 months, it's portfolio return was 9.29%.
New Buys
| Ticker | $ Bought |
|---|---|
| pimco etf tr | 2,403,910 |
| dimensional etf trust | 2,376,450 |
| uscf etf tr | 2,076,320 |
| ishares tr | 1,098,760 |
| j p morgan exchange traded f | 859,485 |
| vaneck etf trust | 764,687 |
| spdr series trust | 733,086 |
| coreweave inc | 522,767 |
New stocks bought by Focus Financial Network, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| super micro computer inc | 4,042 |
| ishares inc | 1,039 |
| ishares tr | 971 |
| quantum computing inc | 339 |
| ishares tr | 232 |
| spdr series trust | 214 |
| innovator etfs trust | 182 |
| palantir technologies inc | 154 |
Additions to existing portfolio by Focus Financial Network, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard world fd | -66.64 |
| ishares tr | -63.38 |
| dbx etf tr | -52.39 |
| coinbase global inc | -47.89 |
| ishares tr | -47.61 |
| reddit inc | -47.38 |
| first tr exchng traded fd vi | -43.84 |
| d-wave quantum inc | -42.96 |
Focus Financial Network, Inc. reduced stake in above stock
Sold off
Sector Distribution
Focus Financial Network, Inc. has about 67.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 67.2 |
| Technology | 19.2 |
| Consumer Cyclical | 3.3 |
| Industrials | 2.5 |
| Healthcare | 1.9 |
| Financial Services | 1.7 |
| Communication Services | 1.3 |
Market Cap. Distribution
Focus Financial Network, Inc. has about 30.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 67.2 |
| MEGA-CAP | 22.6 |
| LARGE-CAP | 7.7 |
| MID-CAP | 1.3 |
Stocks belong to which Index?
About 30.7% of the stocks held by Focus Financial Network, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 69.4 |
| S&P 500 | 28.9 |
| RUSSELL 2000 | 1.8 |
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 733 stocks in it's portfolio. About 35.8% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Focus Financial Network, Inc. last quarter.
Last Reported on: 10 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.21 | 353,651 | 90,050,100 | reduced | -1.89 | ||
| AAXJ | ishares tr | 0.42 | 175,658 | 11,914,900 | added | 1.89 | ||
| AAXJ | ishares tr | 0.24 | 63,113 | 6,720,860 | added | 1.11 | ||
| AAXJ | ishares tr | 0.23 | 55,593 | 6,330,940 | reduced | -2.35 | ||
| AAXJ | ishares tr | 0.16 | 82,620 | 4,381,340 | added | 5.00 | ||
| AAXJ | ishares tr | 0.15 | 43,386 | 4,128,220 | added | 2.96 | ||
| AAXJ | ishares tr | 0.08 | 19,251 | 2,124,740 | added | 0.46 | ||
| AAXJ | ishares tr | 0.07 | 9,462 | 1,980,040 | added | 10.06 | ||
| AAXJ | ishares tr | 0.07 | 22,216 | 1,837,910 | added | 3.05 | ||
| AAXJ | ishares tr | 0.05 | 11,404 | 1,436,290 | added | 12.63 | ||
| AAXJ | ishares tr | 0.05 | 42,974 | 1,358,850 | added | 19.07 | ||
| AAXJ | ishares tr | 0.04 | 7,370 | 1,098,760 | new | |||
| AAXJ | ishares tr | 0.04 | 10,453 | 995,042 | reduced | -1.6 | ||
| AAXJ | ishares tr | 0.03 | 4,823 | 853,092 | added | 232 | ||
| AAXJ | ishares tr | 0.03 | 6,954 | 716,196 | reduced | -2.73 | ||
| AAXJ | ishares tr | 0.02 | 8,075 | 655,611 | reduced | -0.27 | ||
| AAXJ | ishares tr | 0.02 | 8,835 | 574,386 | reduced | -0.43 | ||
| AAXJ | ishares tr | 0.01 | 6,520 | 419,715 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.14 | 17,101 | 3,959,580 | added | 3.95 | ||
| ABT | abbott labs | 0.19 | 39,531 | 5,294,780 | added | 8.61 | ||