Institutional Fund
Focus Partners Wealth
St Louis, MOCIK 15421538 filings on record
Portfolio Value
$89.90B
Q1 2026
Holdings
2,638
Reported positions
New Buys
234
Opened this quarter
QoQ Change
+2.5%
from $87.74B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.8%
- Nvidia Corporation2.4%
- Microsoft Corp2.2%
- Select Sector Spdr Tr1.9%
- Dimensional ETF Trust1.8%
- Amazon Com Inc1.8%
- Other87.1%
Portfolio Holdings
2,638 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 10.04M | $2.54B | 2.8% | +516.1K | Added |
| 2 | Nvidia Corporation | 12.11M | $2.12B | 2.4% | +690.2K | Added |
| 3 | Microsoft Corp | 5.32M | $1.97B | 2.2% | +884.0K | Added |
| 4 | Select Sector Spdr Tr | 12.98M | $1.73B | 1.9% | −142.1K | Reduced |
| 5 | Dimensional ETF Trust | 42.58M | $1.66B | 1.8% | −120.8K | Reduced |
| 6 | Amazon Com Inc | 7.68M | $1.60B | 1.8% | +788.5K | Added |
| 7 | Vanguard Index Fds | 2.67M | $1.60B | 1.8% | +9.8K | Added |
| 8 | Spdr S&P 500 ETF Tr | 2.43M | $1.47B | 1.6% | −424.1K | Reduced |
| 9 | Ishares Tr | 2.20M | $1.44B | 1.6% | +107.6K | Added |
| 10 | Alphabet Inc | 4.81M | $1.39B | 1.5% | +753.7K | Added |
2,628 more holdings on Premium
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