StockDrifts LogoStockDrifts

Focus Financial Network, Inc.

Portfolio Manager
Focus Financial Network, Inc.
Performance
-4.83% (2026 Q1)
AUM (13F)
$2.79B
# of Holdings
729
Performance Rank
Allocation (Top 20)
45.45%

Focus Financial Network, Inc. Holdings Map

Top 50 Focus Financial Network, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
10.14%1.62M$282.9M
-0.40%(-6.54K)
2025-Q1: 1.90M shares2025-Q2: 1.66M shares2025-Q3: 1.64M shares2025-Q4: 1.63M shares2026-Q1: 1.62M shares
$45.49(+331.94%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
4.94%4.73M$137.8M
-0.64%(-30.26K)
2025-Q1: 4.58M shares2025-Q2: 4.81M shares2025-Q3: 4.74M shares2025-Q4: 4.76M shares2026-Q1: 4.73M shares
$13.60(+144.22%)
2026-03-31
QQQ
INVESCO QQQ TR
3.3%159.4K$92.0M
-3.97%(-6.59K)
2025-Q1: 163.3K shares2025-Q2: 166.2K shares2025-Q3: 167.7K shares2025-Q4: 166.0K shares2026-Q1: 159.4K shares
$321.77(+111.83%)
2026-03-31
AAPL
APPLE INC
3.09%339.3K$86.1M
-1.03%(-3.53K)
2025-Q1: 387.7K shares2025-Q2: 360.5K shares2025-Q3: 353.7K shares2025-Q4: 342.8K shares2026-Q1: 339.3K shares
$138.46(+105.24%)
2026-03-31
IVV
ISHARES TR
2.65%113.0K$73.8M
+6.22%(+6.62K)
2025-Q1: 189.8K shares2025-Q2: 107.6K shares2025-Q3: 105.8K shares2025-Q4: 106.3K shares2026-Q1: 113.0K shares
$449.04(+61.90%)
2026-03-31
AMZN
AMAZON COM INC
2.29%306.9K$63.9M
-0.83%(-2.58K)
2025-Q1: 323.1K shares2025-Q2: 310.1K shares2025-Q3: 303.4K shares2025-Q4: 309.5K shares2026-Q1: 306.9K shares
$147.05(+86.02%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
2.18%1.98M$60.8M
-9.18%(-200.46K)
2025-Q1: 3.26M shares2025-Q2: 3.23M shares2025-Q3: 3.20M shares2025-Q4: 2.18M shares2026-Q1: 1.98M shares
$26.05(+21.66%)
2026-03-31
AGG
ISHARES TR
2.17%608.4K$60.4M
+3.82%(+22.39K)
2025-Q1: 643.7K shares2025-Q2: 496.9K shares2025-Q3: 544.4K shares2025-Q4: 586.0K shares2026-Q1: 608.4K shares
$98.86(-0.09%)
2026-03-31
VTV
VANGUARD INDEX FDS
1.95%277.2K$54.4M
+19.92%(+46.05K)
2025-Q1: 45.1K shares2025-Q2: 50.7K shares2025-Q3: 62.9K shares2025-Q4: 231.1K shares2026-Q1: 277.2K shares
$183.70(+12.42%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
1.36%776.4K$38.0M
+18.15%(+119.26K)
2025-Q1: 602.6K shares2025-Q2: 630.3K shares2025-Q3: 615.3K shares2025-Q4: 657.1K shares2026-Q1: 776.4K shares
$35.35(+47.31%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Focus Financial Network, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all