Focus Financial Network, Inc.

Est. AUM

$2.78B

13F long equity only

Positions

720

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$282.9M	1,622,094	10.19%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$137.8M	4,731,526	4.97%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$92.0M	159,390	3.31%	SOLE
4	APPLE INC	COM	$86.1M	339,314	3.10%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$73.8M	112,961	2.66%	SOLE
6	AMAZON COM INC	COM	$63.9M	306,884	2.30%	SOLE
7	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$60.8M	1,983,174	2.19%	SOLE
8	ISHARES TR	CORE US AGGBD ET	$60.4M	608,432	2.18%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$54.4M	277,178	1.96%	SOLE
10	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$38.0M	776,400	1.37%	SOLE
11	ISHARES TR	7-10 YR TRSY BD	$36.6M	383,634	1.32%	SOLE
12	PROSHARES TR	PSHS ULTRA QQQ	$36.6M	599,468	1.32%	SOLE
13	VANGUARD STAR FDS	VG TL INTL STK F	$36.1M	468,336	1.30%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$35.5M	343,103	1.28%	SOLE
15	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$35.4M	239,077	1.28%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$28.6M	59,767	1.03%	SOLE
17	ALPHABET INC	CAP STK CL A	$28.6M	99,434	1.03%	SOLE
18	FIDELITY COVINGTON TRUST	ENHANCED SMALL	$27.7M	727,780	1.00%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$27.1M	423,017	0.98%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$25.3M	38,873	0.91%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$23.5M	109,276	0.85%	SOLE
22	MICROSOFT CORP	COM	$23.1M	62,326	0.83%	SOLE
23	ISHARES TR	RUS MID CAP ETF	$21.6M	221,855	0.78%	SOLE
24	PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$20.7M	391,859	0.75%	SOLE
25	SCHWAB STRATEGIC TR	US LCAP VA ETF	$19.4M	636,842	0.70%	SOLE
26	ISHARES INC	MSCI EMRG CHN	$18.5M	234,802	0.67%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$18.1M	240,986	0.65%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET TEC	$18.1M	136,016	0.65%	SOLE
29	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$18.0M	123,954	0.65%	SOLE
30	SCHWAB STRATEGIC TR	US BRD MKT ETF	$17.6M	699,691	0.63%	SOLE
31	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$17.5M	323,729	0.63%	SOLE
32	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$16.9M	222,013	0.61%	SOLE
33	ISHARES TR	S&P 500 GRWT ETF	$16.7M	147,235	0.60%	SOLE
34	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$16.4M	415,114	0.59%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$16.3M	213,084	0.59%	SOLE
36	ETFS GOLD TR	PHYSCL GOLD SHS	$16.0M	358,416	0.58%	SOLE
37	SCHWAB STRATEGIC TR	US LRG CAP ETF	$15.7M	613,359	0.57%	SOLE
38	WISDOMTREE TR	US QTLY DIV GRT	$15.6M	177,659	0.56%	SOLE
39	SCHWAB STRATEGIC TR	US MID-CAP ETF	$15.0M	485,586	0.54%	SOLE
40	ISHARES TR	MSCI USA QLT FCT	$14.9M	77,824	0.54%	SOLE
41	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$14.2M	59,805	0.51%	SOLE
42	VANGUARD INDEX FDS	SML CP GRW ETF	$14.2M	46,866	0.51%	SOLE
43	SPDR GOLD TR	GOLD SHS	$12.9M	30,094	0.47%	SOLE
44	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$12.8M	272,616	0.46%	SOLE
45	ISHARES TR	MSCI INTL MOMENT	$12.5M	259,419	0.45%	SOLE
46	ISHARES TR	CORE LT USDB ETF	$12.4M	254,176	0.45%	SOLE
47	SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.2M	492,472	0.44%	SOLE
48	SCHWAB STRATEGIC TR	US SML CAP ETF	$12.0M	414,071	0.43%	SOLE
49	ISHARES TR	MSCI INTL QUALTY	$11.6M	250,607	0.42%	SOLE
50	BLACKROCK ETF TRUST	ISHARES US EQUIT	$11.3M	194,808	0.41%	SOLE

1–50 of 720

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.