Focus Financial Network, Inc. Portfolio Holdings

Focus Financial Network, Inc.

$2.53 Trillion
Q2 2025

Focus Financial Network, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.53 Trillion distributed in 704 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $262B, Schwab Strategic Tr Us Large C with a value of $141B, Invesco Qqq Trust, Series 1 with a value of $91.7B, Schwab Strategic Tr Us Dividen with a value of $85.6B, and Apple Inc. with a value of $74B.

Examining the 13F form we can see an increase of $87B in the current position value, from $2.45T to 2.53T.

Focus Financial Network, Inc. is based out at Minneapolis, MN

Below you can find more details about Focus Financial Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.53 Trillion

Technology: $442 Billion

Consumer Cyclical: $92.8 Billion

Financial Services: $79.9 Billion

Industrials: $61 Billion

Healthcare: $48.1 Billion

Consumer Defensive: $33.3 Billion

Communication Services: $31.7 Billion

Utilities: $13.7 Billion

Other: $40.3 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp Technology	$409B	$262 Billion 10.36% of portfolio	1,659,989	Q2 2025 Reduced 12.5%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$141 Billion 5.55% of portfolio	4,814,801	Q2 2025 Added 5.11%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$91.7 Billion 3.62% of portfolio	166,170	Q2 2025 Added 1.75%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$85.6 Billion 3.38% of portfolio	3,231,634	Q2 2025 Reduced 0.95%
AAPL Apple Inc. Technology	$3.35T	$74 Billion 2.92% of portfolio	360,470	Q2 2025 Reduced 7.03%
AMZN Amazon Com Inc Consumer Cyclical	$2.3T	$68 Billion 2.69% of portfolio	310,108	Q2 2025 Reduced 4.01%
IVV Ishares Core S&P 500 ETF ETFs	$0	$66.8 Billion 2.64% of portfolio	107,628	Q2 2025 Reduced 43.29%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$49.3 Billion 1.95% of portfolio	496,895	Q2 2025 Reduced 22.81%
QLD Proshares Ultra Qqq ETFs	$0	$35.3 Billion 1.39% of portfolio	299,166	Q2 2025 Added 0.03%
MSFT Microsoft Corp Technology	$3.75T	$33.6 Billion 1.32% of portfolio	67,452	Q2 2025 Reduced 15.96%
IEF Ishares Barclays ETFs	$0	$32.2 Billion 1.27% of portfolio	335,791	Q2 2025 Added 6.73%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$31.1 Billion 1.23% of portfolio	450,685	Q2 2025 Added 1.59%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$30.6 Billion 1.21% of portfolio	311,483	Q2 2025 Added 2.97%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$30.5 Billion 1.21% of portfolio	716,623	Q2 2025 Added 17.57%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$30.2 Billion 1.19% of portfolio	48,916	Q2 2025 Added 9.56%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$631B	$30 Billion 1.18% of portfolio	61,689	Q2 2025 Reduced 1.12%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$28.2 Billion 1.11% of portfolio	211,569	Q2 2025 Reduced 1.39%
FNDF Schwab Fundamental Intl Large ETFs	$0	$25.2 Billion 1.0% of portfolio	630,320	Q2 2025 Added 4.59%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$22.9 Billion 0.9% of portfolio	827,972	Q2 2025 Reduced 18.82%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$21.9 Billion 0.87% of portfolio	238,479	Q2 2025 Reduced 1.38%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$19.9 Billion 0.79% of portfolio	109,047	Q2 2025 Added 2.3%
VIG Vanguard Dividend Appreciation ETFs	$0	$19.9 Billion 0.79% of portfolio	96,855	Q2 2025 Reduced 1.25%
NOW Service Now, Inc. Technology	$194B	$19.8 Billion 0.78% of portfolio	19,289	Q2 2025 Reduced 6.57%
VEA Vanguard Ftse Developed Market ETFs	$0	$19.6 Billion 0.77% of portfolio	343,008	Q2 2025 Added 8.82%
XLK Technology Sector Spdr ETFs	$0	$18.7 Billion 0.74% of portfolio	73,843	Q2 2025 Added 0.07%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$17.9 Billion 0.71% of portfolio	162,247	Q2 2025 Reduced 13.94%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$17.3 Billion 0.68% of portfolio	76,385	Q2 2025 Added 3.76%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$16.9 Billion 0.67% of portfolio	231,974	Q2 2025 Reduced 31.15%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$16.7 Billion 0.66% of portfolio	234,262	Q2 2025 Added 7.99%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$16.4 Billion 0.65% of portfolio	688,588	Q2 2025 Reduced 26.32%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$16 Billion 0.63% of portfolio	654,506	Q2 2025 Added 1.54%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$15.4 Billion 0.61% of portfolio	310,699	Q2 2025 Added 5.61%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$15.4 Billion 0.61% of portfolio	119,851	Q2 2025 Added 0.0%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$14.6 Billion 0.58% of portfolio	174,262	Q2 2025 Added 2.67%
GTO Invesco Actively Managed ETF T ETFs	$0	$14.1 Billion 0.56% of portfolio	299,941	Q2 2025 Reduced 19.85%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$14.1 Billion 0.56% of portfolio	399,417	Q2 2025 Added 7.42%
XSMO Invesco S&P Smallcap Momentum ETFs	$0	$13.9 Billion 0.55% of portfolio	204,723	Q2 2025 Added 1.73%
GOOGL Alphabet Inc. Communication Services	$1.07T	$13 Billion 0.51% of portfolio	73,913	Q2 2025 Reduced 13.81%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$12.5 Billion 0.49% of portfolio	445,594	Q2 2025 Added 3.27%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$12.1 Billion 0.48% of portfolio	153,399	Q2 2025 Added 5.0%
UNH Unitedhealth Group Inc Healthcare	$281B	$12.1 Billion 0.48% of portfolio	38,941	Q2 2025 Reduced 9.18%
IVE Ishares S&P 500 Value ETF ETFs	$0	$11.6 Billion 0.46% of portfolio	59,382	Q2 2025 Added 2.44%
ILTB Ishares Core 10+ Year Usd Bond ETFs	$0	$11.5 Billion 0.45% of portfolio	232,559	Q2 2025 Reduced 30.31%
EFV Msci Eafe Value ETF ETFs	$0	$10.9 Billion 0.43% of portfolio	172,394	Q2 2025 Added 40.28%
COST Costco Wholesale Corp Consumer Defensive	$434B	$10.9 Billion 0.43% of portfolio	10,962	Q2 2025 Reduced 4.29%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$10.9 Billion 0.43% of portfolio	431,489	Q2 2025 Added 5.18%
SGOL Abrdn Gold ETF Trust ETFs	$4.61B	$10 Billion 0.39% of portfolio	316,907	Q2 2025 Added 2.17%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$9.72 Billion 0.38% of portfolio	178,407	Q2 2025 Added 2.41%
VTI Vanguard Total Stock Market Et ETFs	$0	$9.68 Billion 0.38% of portfolio	31,757	Q2 2025 Reduced 1.13%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$9.34 Billion 0.37% of portfolio	422,570	Q2 2025 Added 8.2%

Summary

Portfolio
No. of Stocks 704
Current Value $2.53 Trillion
Prior Value $2.45 Trillion
Filing
Period Q2 2025
Filing Date July 09, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 51 stocks
Additional Purchases 362 stocks
Sold out of 0 stocks
Reduced holdings in 255 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Focus Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Focus Financial Network, Inc. with notifications on news.

Account

Focus Financial Network, Inc. Portfolio Holdings