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Latest Focus Financial Network, Inc. Stock Portfolio

$3.23Billion | No. of Holdings #761

Focus Financial Network, Inc. Performance

2026 Q2+11.30%
YTD+8.44%
2025+12.98%

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

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Focus Financial Network, Inc. reported an equity portfolio of $3.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Focus Financial Network, Inc. are NVDA, FNDA, QQQ. The fund has invested 9.9% of it's portfolio in NVIDIA CORPORATION and 4.6% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off ISHARES TR (AOA), IONQ INC (IONQ) and J P MORGAN EXCHANGE TRADED F stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD CHARLOTTE FDS (BNDX). Focus Financial Network, Inc. opened new stock positions in FIRST TR EXCHANGE-TRADED FD (CARZ), FIRST TR EXCHNG TRADED FD VI (AFLG) and VIRGIN GALACTIC HOLDINGS INC (SPCE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), T ROWE PRICE EXCHANGE-TRADED (TAGG) and VANGUARD ADMIRAL FDS INC (IVOG).
Focus Financial Network, Inc. Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$3.23Billion
  as of Jul 09, 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 11.3% in the last quarter. In trailing 12 months, it's portfolio return was 17.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchange-traded fd12,465,900
first tr exchng traded fd vi10,843,900
virgin galactic holdings inc6,880,000
teradyne inc5,906,510
vaneck etf trust4,266,420
ishares inc3,709,840
blackrock etf trust3,613,160
sezzle inc2,493,440
New stocks bought by Focus Financial Network, Inc.

Additions

Ticker% Inc.
ishares tr1,170
t rowe price exchange-traded936
vanguard index fds519
ishares tr424
ishares tr422
vanguard world fd422
ishares tr407
quantum computing inc402
Additions to existing portfolio by Focus Financial Network, Inc.

Reductions

Ticker% Reduced
invesco exchange traded fd t-73.85
vertiv holdings co-68.83
ishares tr-68.21
ishares inc-63.78
ishares tr-61.27
advanced micro devices inc-45.86
profesionally managed portfo-42.11
taiwan semiconductor manufac-39.65
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 70.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Communication Services
Sector%
Others70.7
Technology16.5
Industrials2.8
Consumer Cyclical2.8
Healthcare1.6
Financial Services1.5
Communication Services1.5

Market Cap. Distribution

Focus Financial Network, Inc. has about 27.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED70.7
MEGA-CAP21.9
LARGE-CAP5.4

Stocks belong to which Index?

About 27.6% 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%
Others72.4
S&P 50026.1
RUSSELL 20001.5
Top 5 Winners (%)%
MU
micron technology inc
222.0 %
sandisk corp
179.9 %
MRVL
marvell technology inc
169.1 %
AMD
advanced micro devices inc
143.0 %
DELL
dell technologies inc
137.1 %
Top 5 Winners ($)$
NVDA
nvidia corporation
41.4 M
sandisk corp
28.5 M
QQQ
invesco qqq tr
25.5 M
BIB
proshares tr
21.4 M
FNDA
schwab strategic tr
21.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-75.9 %
VB
vanguard index fds
-70.3 %
AMPS
ishares tr
-70.3 %
IVOG
vanguard admiral fds inc
-69.4 %
EDV
vanguard world fd
-65.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-16.3 M
VB
vanguard index fds
-10.0 M
VAW
vanguard world fd
-8.9 M
IJR
ishares tr
-5.0 M
SGOL
etfs gold tr
-2.1 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 761 stocks in it's portfolio. About 33.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Focus Financial Network, Inc. last quarter.

$3.15BTotal Value
500Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Focus Financial Network, Inc., last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.24%70,944
$7.63M
0.24%
decreased 0.78 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.14%49,056
$4.64M
0.14%
increased 13.79 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.1%42,452
$3.23M
0.1%
increased 422.94 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.09%23,728
$2.95M
0.09%
increased 36.95 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.08%24,394
$2.67M
0.08%
increased 0.61 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.08%10,938
$2.65M
0.08%
decreased 3.48 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.08%34,627
$2.65M
0.08%
decreased 68.21 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.08%24,452
$2.45M
0.08%
increased 7.3 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.06%18,832
$1.85M
0.06%
decreased 3.16 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.05%10,974
$1.56M
0.05%
increased 10.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.04%25,609
$1.34M
0.04%
decreased 0.61 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.03%35,190
$1.07M
0.03%
decreased 1.84 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.02%3,075
$615.1K
0.02%
increased 1.45 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Focus Financial Network, Inc.'s holding in Ishares Tr over time
0.01%6,025
$481.8K
0.01%
decreased 14.87 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Focus Financial Network, Inc.'s holding in Alps Etf Tr over time
0.04%26,388
$1.37M
0.04%
increased 2.58 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Focus Financial Network, Inc.'s holding in Alps Etf Tr over time
0.01%7,951
$463.8K
0.01%
increased 0.38 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Focus Financial Network, Inc.'s holding in Etf Ser Solutions over time
0.02%4,616
$763.3K
0.02%
increased 59.01 percentadded