Top 50 Focus Partners Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.83% | 10.04M | $2.54B | +5.42%(+516.12K) | $224.34(+33.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.35% | 12.11M | $2.12B | +6.04%(+690.16K) | $157.70(+42.88%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.19% | 5.32M | $1.97B | +19.93%(+883.98K) | $445.82(-5.36%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 1.92% | 12.98M | $1.73B | -1.08%(-142.06K) | $127.48(+38.27%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.85% | 42.58M | $1.66B | -0.28%(-120.79K) | $33.39(+28.70%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.78% | 7.68M | $1.60B | +11.44%(+788.52K) | $204.41(+29.22%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.78% | 2.67M | $1.60B | +0.37%(+9.82K) | $522.13(+30.13%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.63% | 2.43M | $1.47B | -14.86%(-424.08K) | $610.30(+21.12%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.6% | 2.20M | $1.44B | +5.13%(+107.58K) | $619.74(+19.80%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.54% | 4.81M | $1.39B | +18.59%(+753.68K) | $223.40(+77.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.53% | +35.02% |
| Top 20 Holdings Unweighted | +12.28% | +41.55% |
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