Focus Partners Wealth holds a diversified book of 2638 stocks worth $89.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed SS Technology Select Sector. Their largest long position is Apple Inc at 3% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1542153/holdings"
Use Arkolith to show Focus Partners Wealth's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
49% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $2.5B | 10.04M | 2.8% | ▲+5.4% Added · +516K sh | |
| 2 | Nvidia Corporation COM | $2.1B | 12.11M | 2.4% | ▲+6.0% Added · +690K sh | |
| 3 | Microsoft Corp COM | $2.0B | 5.32M | 2.2% | ▲+20% Added · +884K sh | |
| 4 | Select Sector SPDR TR STATE STREET TEC | $1.7B | 12.98M | 1.9% | ▼−1.1% Reduced · −142K sh | |
| 5 | Dimensional ETF Trust US CORE EQUITY 2 | $1.7B | 42.58M | 1.8% | ▼−0.3% Reduced · −121K sh | |
| 6 | Amazon Com Inc COM | $1.6B | 7.68M | 1.8% | ▲+11% Added · +789K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $1.6B | 2.67M | 1.8% | ▲+0.4% Added · +10K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5B | 2.43M | 1.6% | ▼−15% Reduced · −424K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $1.4B | 2.20M | 1.6% | ▲+5.1% Added · +108K sh | |
| 10 | Alphabet Inc CAP STK CL A | $1.4B | 4.81M | 1.5% | ▲+19% Added · +754K sh | |
| 11 | Alphabet Inc CAP STK CL C | $1.2B | 4.15M | 1.3% | ▼−4.2% Reduced · −184K sh | |
| 12 | Valued Advisers TR KOVITZ CORE EQT | $1.1B | 44.57M | 1.3% | ▼−1.1% Reduced · −475K sh | |
| 13 | Broadcom Inc COM | $997.9M | 3.22M | 1.1% | ▲+23% Added · +612K sh | |
| 14 | Ishares TR CORE S&P TTL STK | $953.5M | 6.69M | 1.1% | ▲+8.7% Added · +536K sh | |
| 15 | Ea Series Trust EA BRIDGEWAY OMN | $945.2M | 37.26M | 1.1% | ▲+2.4% Added · +887K sh | |
| 16 | JPMorgan Chase & Co COM | $914.6M | 3.11M | 1.0% | ▲+3.3% Added · +100K sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $881.4M | 2.75M | 1.0% | ▲+7.7% Added · +196K sh | |
| 18 | Vanguard Index FDS VALUE ETF | $840.4M | 4.28M | 0.9% | ▼−0.7% Reduced · −29K sh | |
| 19 | Vanguard Scottsdale FDS INTER TERM TREAS | $824.1M | 13.84M | 0.9% | ▲+10% Added · +1.3M sh | |
| 20 | Dimensional ETF Trust US TARGETED VLU | $821.9M | 13.14M | 0.9% | ▼−1.1% Reduced · −140K sh | |
| 21 | Dimensional ETF Trust US HIGH PROFITAB | $766.4M | 20.39M | 0.9% | ▲+5.6% Added · +1.1M sh | |
| 22 | American Centy ETF TR US SML CP VALU | $736.7M | 6.67M | 0.8% | ▲+1.9% Added · +124K sh | |
| 23 | Dimensional ETF Trust INTERNATNAL VAL | $714.9M | 13.54M | 0.8% | ▼−2.0% Reduced · −281K sh | |
| 24 | Dimensional ETF Trust US MKTWIDE VALUE | $712.2M | 14.70M | 0.8% | ▼−0.5% Reduced · −73K sh | |
| 25 | Ishares TR RUS 1000 ETF | $689.4M | 1.93M | 0.8% | ▼−1.1% Reduced · −22K sh | |
| 26 | Meta Platforms Inc CL A | $689.3M | 1.20M | 0.8% | ▼−1.7% Reduced · −21K sh | |
| 27 | Dimensional ETF Trust US EQUITY MARKET | $664.2M | 9.34M | 0.7% | ▲+0.8% Added · +79K sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $635.6M | 1.33M | 0.7% | ▲+3.7% Added · +48K sh | |
| 29 | Ishares TR CORE MSCI TOTAL | $606.2M | 7.00M | 0.7% | ▲+5.0% Added · +331K sh | |
| 30 | Visa Inc COM CL A | $586.6M | 1.94M | 0.7% | ▲+57% Added · +701K sh | |
| 31 | Ishares TR RUS 1000 GRW ETF | $570.6M | 1.34M | 0.6% | ▼−30% Reduced · −567K sh | |
| 32 | Thermo Fisher Scientific Inc COM | $560.8M | 1.14M | 0.6% | ▲+21% Added · +196K sh | |
| 33 | Dimensional ETF Trust INTL SMALL CAP V | $548.7M | 13.91M | 0.6% | ▲+1.0% Added · +132K sh | |
| 34 | Advanced Micro Devices Inc COM | $545.5M | 2.68M | 0.6% | ▲+41% Added · +783K sh | |
| 35 | Lam Research Corp COM NEW | $542.5M | 2.53M | 0.6% | ▲+23% Added · +479K sh | |
| 36 | Select Sector SPDR TR STATE STREET COM | $538.6M | 4.86M | 0.6% | ▼−1.6% Reduced · −80K sh | |
| 37 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $531.2M | 8.29M | 0.6% | ▲+5.2% Added · +408K sh | |
| 38 | Dimensional ETF Trust INTL HIGH PROFIT | $509.2M | 15.52M | 0.6% | ▲+7.1% Added · +1.0M sh | |
| 39 | Exxon Mobil Corp COM | $503.3M | 2.97M | 0.6% | ▲+0.7% Added · +20K sh | |
| 40 | Janus Detroit STR TR HENDRSON AAA CL | $472.3M | 9.35M | 0.5% | ▲+14% Added · +1.1M sh | |
| 41 | Ishares TR MSCI USA QLT FCT | $461.3M | 2.40M | 0.5% | ▲+0.6% Added · +13K sh | |
| 42 | Intercontinental Exchange In COM | $456.3M | 2.90M | 0.5% | ▲+31% Added · +690K sh | |
| 43 | Select Sector SPDR TR STATE STREET HEA | $451.8M | 3.08M | 0.5% | ▼−0.5% Reduced · −17K sh | |
| 44 | Vanguard World FD INF TECH ETF | $447.1M | 645.9K | 0.5% | ▼−50% Reduced · −651K sh | |
| 45 | American Centy ETF TR INTL SMCP VLU | $437.3M | 4.38M | 0.5% | ▲+6.2% Added · +257K sh | |
| 46 | Pepsico Inc COM | $430.7M | 2.77M | 0.5% | ▲+41% Added · +813K sh | |
| 47 | Walmart Inc COM | $420.9M | 3.39M | 0.5% | ▼−3.9% Reduced · −136K sh | |
| 48 | Select Sector SPDR TR STATE STREET FIN | $413.0M | 8.37M | 0.5% | ▼−32% Reduced · −4.0M sh | |
| 49 | Keysight Technologies Inc COM | $392.1M | 1.39M | 0.4% | ▼−1.3% Reduced · −18K sh | |
| 50 | Johnson & Johnson COM | $391.5M | 1.60M | 0.4% | ▲+0.3% Added · +4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 2,644 | $89.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 2,645 | $87.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 2,200 | $62.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 2,028 | $46.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 20, 2025 | 1,898 | $39.9B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | May 29, 2025 | 1,893 | $38.5B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 1,567 | $31.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 1,635 | $29.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 981 | $12.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 774 | $7.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.