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Home > Institutional Investor > Focus Partners Wealth > Profile

Instuitional Investor - Focus Partners Wealth

Fund Profile
Filing Period:
Fund Name: Focus Partners Wealth
Portfolio Value $39,915,243,295
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 40,316,550 $1,330,043,006 3.33%
2.
Apple Inc.
 AAPL 5,699,371 $1,265,981,046 3.17%
3.
Microsoft Corp
 MSFT 2,682,264 $1,006,822,256 2.52%
4.
Amazon Com Inc
 AMZN 4,109,074 $781,757,191 1.96%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 1,430,680 $735,191,026 1.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)