— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Focus Partners Advisor Solutions, LLC

Q3 2025 · Filed 2025-11-12
Market Value
$8.8B
+17.7%
Holdings
1,286
+125
New Purchases
207
Added To
645
Closed
168
Reduced
260
Top 10 Concentration
39.7%
Turnover
29.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITOT 8.06% 7.47% +0.59% $711M
AVLV 1.24% 0.76% +0.48% $109M
IDEV 3.59% 3.18% +0.41% $316M
AAPL 1.46% 1.16% +0.30% $129M
LPLA 0.85% 0.56% +0.29% $75M
DFSD 2.77% 2.50% +0.27% $244M
MSFT 1.33% 1.06% +0.27% $117M
VOO 0.61% 0.35% +0.26% $54M
GOOG 0.44% 0.19% +0.25% $39M
WWD 0.26% 0.00% +0.25% $23M
AVIG 0.46% 0.25% +0.22% $41M
AVIV 0.57% 0.36% +0.21% $50M
DFAU 1.35% 1.17% +0.18% $119M
GOOGL 0.30% 0.13% +0.17% $27M
AVUV 2.52% 2.35% +0.17% $222M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFAC 4.89% 7.45% -2.56% $431M
BSVO 3.95% 4.80% -0.85% $348M
DFIV 2.52% 3.19% -0.67% $222M
DFUV 1.92% 2.56% -0.65% $169M
DFAT 2.88% 3.50% -0.62% $254M
DFAX 1.09% 1.44% -0.36% $96M
AVEM 0.22% 0.43% -0.21% $20M
VGSH 0.05% 0.25% -0.20% $4M
DFUS 1.62% 1.81% -0.19% $143M
DISV 0.92% 1.11% -0.19% $81M
DFEM 2.22% 2.38% -0.16% $196M
AVUS 0.25% 0.42% -0.16% $22M
AVDE 0.12% 0.26% -0.15% $10M
DFIC 0.25% 0.37% -0.12% $22M
DFGR 0.30% 0.41% -0.12% $26M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $1.3B 15.1%
Large Cap 690 $5.8B 65.5%
Mid Cap 305 $1.4B 15.7%
Small Cap 165 $305M 3.5%
Micro Cap 48 $21M 0.2%

Portfolio Analytics

Avg Market Cap
$75.8B
Median Market Cap
$13.8B
Avg P/E
30.8
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
811
# ETFs / Funds
475

Top Holdings (1,286 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ITOT 8.06% 4,822,896 $711M $147.33 $151M +682,197 +16.5%
2 DFAC 4.89% 11,163,173 $431M $38.59 -$127M -4,396,305 -28.2%
3 VGIT 4.38% 6,429,313 $386M $60.03 $58M +947,798 +17.3%
4 AVDV 4.10% 4,043,766 $362M $89.42 $60M +236,023 +6.2%
5 BSVO 3.95% 15,378,760 $348M $22.65 -$11M -2,253,915 -12.8%
6 IDEV 3.59% 3,911,429 $316M $80.90 $78M +776,263 +24.8%
7 DFAT 2.88% 4,375,367 $254M $58.11 -$8M -484,474 -10.0%
8 DFSD 2.77% 5,061,981 $244M $48.22 $57M +1,165,194 +29.9%
9 DFIV 2.52% 4,785,357 $222M $46.42 -$16M -783,333 -14.1%
10 AVUV 2.52% 2,241,212 $222M $98.99 $46M +309,349 +16.0%
11 VTI 2.48% 657,016 $219M $332.59 $36M +56,687 +9.4%
12 DFEM 2.22% 6,015,750 $196M $32.54 $17M +1,527 +0.0%
13 VTIP 2.14% 3,743,743 $188M $50.33 $32M +628,505 +20.2%
14 DFUV 1.92% 3,778,650 $169M $44.72 -$23M -759,525 -16.7%
15 DFUS 1.62% 1,958,115 $143M $72.79 $7M -65,265 -3.2%
16 AAPL 1.46% 490,027 $129M $262.51 $42M +65,943 +15.6%
17 DFAU 1.35% 2,580,178 $119M $46.22 $31M +505,608 +24.4%
18 MSFT 1.33% 229,780 $117M $510.68 $38M +69,807 +43.6%
19 AVLV 1.24% 1,495,138 $109M $73.20 $53M +664,213 +79.9%
20 DFAX 1.09% 3,046,252 $96M $31.46 -$12M -632,916 -17.2%
21 DUHP 1.07% 2,493,329 $94M $37.81 $14M +223,419 +9.8%
22 DFAI 0.97% 2,335,916 $86M $36.73 $18M +388,725 +20.0%
23 DISV 0.92% 2,268,424 $81M $35.70 -$2M -252,035 -10.0%
24 NVDA 0.86% 392,627 $76M $193.16 $19M +35,242 +9.9%
25 LPLA 0.85% 198,980 $75M $375.59 $33M +87,011 +77.7%
26 DIHP 0.83% 2,383,549 $73M $30.57 $7M +159,410 +7.2%
27 IEMG 0.78% 1,018,708 $69M $67.54 $20M +205,088 +25.2%
28 DFAS 0.66% 851,692 $58M $68.40 $8M +68,465 +8.7%
29 BSV 0.64% 717,783 $57M $78.82 $11M +142,144 +24.7%
30 VOO 0.61% 85,854 $54M $624.92 $27M +39,782 +86.3%
31 SCHV 0.59% 1,779,169 $52M $29.11 $4M +46,228 +2.7%
32 AVIV 0.57% 726,967 $50M $68.80 $23M +293,804 +67.8%
33 DFSV 0.55% 1,524,023 $48M $31.80 -$355K -134,938 -8.1%
34 SCHG 0.54% 1,480,156 $47M $31.95 $5M +32,134 +2.2%
35 AMZN 0.49% 183,693 $43M $236.19 $13M +42,862 +30.4%
36 AVIG 0.46% 975,121 $41M $41.99 $22M +527,876 +118.0%
37 VEA 0.45% 659,372 $40M $60.50 $4M +34,045 +5.4%
38 DFNM 0.45% 830,728 $40M $47.98 $7M +136,333 +19.6%
39 GOOG 0.44% 139,395 $39M $279.68 $25M +60,023 +75.6%
40 SCHD 0.41% 1,329,461 $36M $27.21 $2M +48,719 +3.8%
41 DFAE 0.37% 1,013,879 $32M $31.82 $4M +50,208 +5.2%
42 USHY 0.36% 848,610 $32M $37.44 $17M +447,402 +111.5%
43 VB 0.32% 111,121 $28M $255.17 $11M +36,887 +49.7%
44 AVRE 0.32% 634,648 $28M $44.42 $14M +312,084 +96.8%
45 AVGO 0.32% 83,233 $28M $336.74 $14M +32,272 +63.3%
46 VBR 0.31% 130,556 $27M $207.77 -$96K -9,036 -6.5%
47 GOOGL 0.30% 99,000 $27M $269.33 $17M +42,314 +74.7%
48 VWO 0.30% 479,751 $26M $54.77 $6M +65,705 +15.9%
49 VXUS 0.30% 351,187 $26M $74.65 $10M +109,546 +45.3%
50 DFGR 0.30% 958,623 $26M $27.30 -$5M -194,290 -16.9%
51 BRK-B 0.30% 52,147 $26M $499.75 $4M +5,915 +12.8%
52 SYK 0.29% 69,948 $26M $368.81 -$1M +1,533 +2.2%
53 META 0.29% 37,004 $26M $694.83 $6M +10,296 +38.5%
54 SCHF 0.29% 1,086,924 $25M $23.34 $4M +109,062 +11.2%
55 QQQ 0.28% 40,591 $25M $616.32 $9M +11,442 +39.2%
56 AVES 0.28% 415,994 $24M $58.43 $11M +166,545 +66.8%
57 IVV 0.28% 35,638 $24M $680.34 $6M +5,732 +19.2%
58 JPM 0.27% 75,332 $24M $316.09 $5M +9,409 +14.3%
59 SPY 0.27% 34,666 $23M $676.59 $10M +12,573 +56.9%
60 WWD 0.26% 83,731 $23M $271.36 $22M +82,665 +7754.7%
61 AVUS 0.25% 203,779 $22M $109.48 -$9M -105,241 -34.1%
62 VNQ 0.25% 245,018 $22M $90.73 $5M +53,245 +27.8%
63 DFIC 0.25% 674,889 $22M $32.86 -$6M -226,500 -25.1%
64 BND 0.25% 292,632 $22M $74.31 $8M +101,099 +52.8%
65 VTV 0.24% 113,570 $21M $186.91 $4M +16,834 +17.4%
66 TSLA 0.24% 46,893 $21M $444.98 $9M +10,067 +27.3%
67 EFV 0.23% 295,599 $20M $68.20 -$4M -80,608 -21.4%
68 AVEM 0.22% 261,608 $20M $75.26 -$13M -210,624 -44.6%
69 DFSU 0.22% 459,267 $20M $42.71 $5M +86,729 +23.3%
70 FBND 0.21% 405,736 $19M $46.34 $9M +201,119 +98.3%
71 VUG 0.21% 37,526 $18M $487.42 $700K -2,599 -6.5%
72 VEU 0.20% 237,196 $17M $73.21 $7M +76,798 +47.9%
73 SPTM 0.20% 213,251 $17M $80.66 -$6M -91,786 -30.1%
74 ORCL 0.19% 63,800 $17M $265.81 $6M +14,886 +30.4%
75 DFCF 0.19% 392,231 $17M $42.80 $5M +103,428 +35.8%
76 XOM 0.19% 143,143 $17M $115.41 $3M +19,095 +15.4%
77 MDY 0.17% 24,440 $15M $596.51 $7M +11,200 +84.6%
78 CWI 0.17% 417,209 $15M $34.92 $688K -7,818 -1.8%
79 BIV 0.16% 185,020 $14M $78.02 $3M +43,277 +30.5%
80 PEP 0.16% 101,591 $14M $140.95 $4M +20,730 +25.6%
81 WMT 0.16% 136,072 $14M $102.70 $3M +25,687 +23.3%
82 VIG 0.15% 59,787 $13M $216.05 -$1M -10,607 -15.1%
83 IDOG 0.14% 353,581 $13M $35.60 $790K +5,790 +1.7%
84 VSS 0.14% 88,228 $13M $141.97 $5M +29,999 +51.5%
85 IWF 0.14% 26,270 $12M $472.66 $3M +3,730 +16.6%
86 RSP 0.14% 64,576 $12M $188.82 $1M +4,335 +7.2%
87 FNDA 0.14% 390,210 $12M $30.88 $6M +183,044 +88.4%
88 HYMB 0.14% 483,064 $12M $24.93 $497K +17,110 +3.7%
89 IEI 0.13% 99,481 $12M $119.51 -$74K -969 -1.0%
90 LLY 0.13% 13,410 $12M $882.06 $940K -552 -4.0%
91 CVX 0.12% 69,742 $11M $155.42 $3M +13,167 +23.3%
92 HD 0.12% 27,445 $11M $392.87 $3M +5,339 +24.1%
93 DGRW 0.12% 118,762 $11M $88.99 $5M +55,794 +88.6%
94 V 0.12% 30,994 $10M $338.30 -$2M -2,973 -8.8%
95 AVDE 0.12% 130,848 $10M $79.37 -$9M -134,992 -50.8%
96 SGOV 0.12% 102,602 $10M $100.70 $9M +87,031 +558.9%
97 JNJ 0.12% 55,102 $10M $187.15 $3M +9,921 +22.0%
98 GE 0.12% 33,496 $10M $306.78 $4M +7,879 +30.8%
99 GD 0.11% 28,236 $10M $347.98 $5M +12,518 +79.6%
100 COWZ 0.11% 164,377 $10M $58.17 $6M +103,206 +168.7%

New Positions

SymbolValue% Port
PTL $6M 0.07%
VTES $4M 0.04%
TPIF $3M 0.03%
TPSC $2M 0.02%
SNDK $2M 0.02%
REGN $2M 0.02%
TPHD $2M 0.02%
ISHG $2M 0.02%
CHWY $2M 0.02%
TFX $1M 0.02%
GSST $1M 0.01%
MTCH $1M 0.01%
AVSU $1M 0.01%
PNFP $1M 0.01%
MGM $1M 0.01%

Sold Out Positions

SymbolValue% Port
PAC —%
PDI —%
CDE —%
ATI —%
AFG —%
WU —%
AUB —%
KEYS —%
CARR —%
GPC —%
LYB —%
FMC —%
TROX —%
BJ —%
TWLO —%
View SEC EDGAR Filings for Focus Partners Advisor Solutions, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms