Q3 2026 13F · SEC CIK 2010942

Focus Financial Network, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.3B
Reported positions: 772
Top holdings a year, 3 yrs: +19.5%
Assets under management: $6.8B

Focus Financial Network, Inc. is a wealth manager that reported 772 positions worth $3.3B in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Nvidia Corporation (NVDA, 11.0%), Schwab Strategic Tr (SCHG, 4.8%), Invesco Qqq Tr (QQQ, 3.7%). A portfolio copying its top holdings returned 19.5% a year over the last 3 years, against 17.8% for the S&P 500.

Focus Financial Network, Inc. holdings largest 50 of 772 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Focus Financial Network, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	11.0%	9.9%	1,592,916	-0.4%	$364.2M
SCHGSchwab Strategic Tr	4.8%	4.6%	4,371,875	+0.2%	$157.1M
QQQInvesco Qqq Tr	3.7%	3.7%	163,415	+1.5%	$120.9M
AAPLApple Inc	3.4%	3.0%	339,213	+0.9%	$113.0M
IVVIshares Tr	2.9%	2.9%	125,423	+1.6%	$96.1M
AMZNAmazon Com Inc	2.2%	2.2%	289,543	-3.0%	$72.1M
VTVVanguard Index Fds	2.1%	2.0%	318,979	+7.7%	$68.9M
AGGIshares Tr	1.9%	2.0%	679,072	+5.8%	$64.2M
SCHDSchwab Strategic Tr	1.8%	1.8%	1,855,405	+2.0%	$60.4M
QLDProshares Tr	1.7%	1.8%	600,015	+0.0%	$57.4M
SNDKSandisk Corp	1.5%	1.4%	27,785	+42.4%	$48.3M
FNDFSchwab Strategic Tr	1.4%	1.3%	848,099	+3.2%	$45.6M
VXUSVanguard Star Fds	1.3%	1.3%	489,199	+1.6%	$41.6M
IEFIshares Tr	1.2%	1.2%	443,067	+9.2%	$39.6M
XMHQInvesco Exchange Traded Fd T	1.2%	1.2%	349,457	+0.2%	$39.0M
FESMFidelity Covington Trust	1.1%	1.2%	783,107	+1.5%	$35.2M
VYMVanguard Whitehall Fds	1.0%	1.1%	221,781	+0.6%	$34.4M
VEAVanguard Ftse Developed Markets Index Fu	1.0%	1.0%	460,325	+3.3%	$32.5M
MSFTMicrosoft Corp	0.9%	0.7%	60,568	-0.1%	$31.1M
GOOGLAlphabet Inc	0.9%	1.0%	88,182	-2.1%	$30.3M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	58,379	+0.5%	$29.1M
SPYState Str Spdr S&p 500 ETF T	0.9%	0.9%	36,868	-6.2%	$28.1M
XLKSelect Sector Spdr Tr	0.8%	0.8%	143,441	+4.1%	$28.1M
XLESelect Sector Spdr Tr	0.8%	—	440,388	—	$27.1M
VIGVanguard Specialized Funds	0.8%	0.8%	113,020	+0.0%	$26.4M
SPLGSpdr Series Trust	0.7%	0.8%	275,757	-1.0%	$24.8M
TBUXT Rowe Price Exchange-Traded	0.7%	0.7%	477,557	+4.0%	$23.7M
IWRIshares Tr	0.7%	0.7%	215,963	-0.6%	$23.0M
IVWIshares Tr	0.6%	0.6%	145,118	-0.6%	$20.6M
SCHBSchwab Strategic Tr	0.6%	0.6%	700,692	-1.3%	$20.5M
SCHVSchwab Strategic Tr	0.6%	0.6%	602,727	+0.4%	$20.1M
VWOVanguard Intl Equity Index F	0.6%	0.6%	333,293	+1.6%	$19.8M
QQQMInvesco Exch Traded Fd Tr II	0.6%	0.6%	62,485	-3.9%	$19.0M
SPHQInvesco Exchange Traded Fd T	0.6%	0.6%	225,172	+3.5%	$18.9M
XMMOInvesco Exchange Traded Fd T	0.6%	0.7%	127,536	+1.7%	$18.7M
SDVYFirst Tr Exchange Traded Fd	0.6%	0.6%	452,688	+2.4%	$18.4M
XSMOInvesco Exchange Traded Fd T	0.5%	0.6%	222,313	+0.7%	$18.1M
SCHXSchwab Strategic Tr	0.5%	0.6%	586,016	-4.1%	$17.6M
EMXCIshares Inc	0.5%	0.5%	174,128	+6.0%	$17.3M
VBKVanguard Index Fds	0.5%	0.5%	49,635	+3.5%	$16.8M
DGRWWisdomtree Tr	0.5%	0.5%	168,945	-0.1%	$16.4M
IUSBIshares Tr	0.5%	0.4%	354,210	+24.5%	$15.6M
SCHFSchwab Strategic Tr	0.4%	0.5%	531,498	-0.8%	$14.6M
SCHMSchwab Strategic Tr	0.4%	0.5%	420,179	-9.7%	$14.3M
IMTMIshares Tr	0.4%	0.4%	265,880	+0.6%	$14.0M
46090A804Invesco Actively Managed Exc	0.4%	0.4%	298,313	+1.4%	$13.3M
FGDFirst Tr Exchange-Traded Fd	0.4%	0.4%	399,854	+2.6%	$13.3M
SCHASchwab Strategic Tr	0.4%	0.4%	381,031	-1.6%	$12.4M
DYNFBlackrock ETF Trust	0.4%	0.4%	178,620	-0.6%	$12.4M
UNHUnitedhealth Group Inc	0.4%	0.4%	33,275	+0.9%	$12.2M

What Focus Financial Network, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.1% /yr; S&P 500 +11.7%
3 years: +19.5% /yr; S&P 500 +17.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$3.3B	772
Q2 2026	$3.2B	764
Q1 2026	$2.8B	729
Q4 2025	$2.9B	725
Q3 2025	$2.8B	738
Q2 2025	$2.5B	704
Q1 2025	$2.4B	684
Q4 2024	$2.5B	665
Q3 2024	$2.4B	668
Q2 2024	$2.3B	657
Q1 2024	$2.1B	626

Questions about Focus Financial Network, Inc.'s portfolio

What stocks does Focus Financial Network, Inc. own?

Focus Financial Network, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 772 positions worth $3.3B. The largest are Nvidia Corporation (NVDA) at 11.0%, Schwab Strategic Tr (SCHG) at 4.8%, Invesco Qqq Tr (QQQ) at 3.7%, Apple Inc (AAPL) at 3.4% and Ishares Tr (IVV) at 2.9%.

What did Focus Financial Network, Inc. buy last quarter?

In Q3 2026, Focus Financial Network, Inc. added Sandisk Corp (SNDK) (+42.4% shares), Ishares Tr (IUSB) (+24.5% shares) and Ishares Tr (IEF) (+9.2% shares), compared with its Q2 2026 filing.

What did Focus Financial Network, Inc. sell last quarter?

In Q3 2026, Focus Financial Network, Inc. cut from its top 50 Vanguard Index Fds (VTI), Schwab Strategic Tr (SCHM) (-9.7% shares) and State Str Spdr S&p 500 ETF T (SPY) (-6.2% shares), compared with its Q2 2026 filing.

How has Focus Financial Network, Inc.'s portfolio performed?

A portfolio copying Focus Financial Network, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.5% a year over the last 3 years, against +17.8% for the S&P 500. Over 1 year: +7.1% against +11.7%.

When is Focus Financial Network, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Focus Financial Network, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Focus Financial Network, Inc. manage?

Focus Financial Network, Inc. reported $6.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.3B.