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Asset Manager ← All Institutions

Focus Partners Advisor Solutions, LLC

Q4 2025 · Filed 2026-02-11
Market Value
$8.1B
-7.5%
Holdings
1,271
-15
New Purchases
153
Added To
395
Closed
200
Reduced
515
Top 10 Concentration
46.1%
Turnover
27.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFAC 7.74% 4.89% +2.86% $631M
BSVO 5.61% 3.95% +1.66% $457M
ITOT 9.20% 8.06% +1.14% $750M
DFIV 3.54% 2.52% +1.02% $288M
DFAT 3.87% 2.88% +0.98% $315M
DFUV 2.65% 1.92% +0.73% $216M
DFEM 2.85% 2.22% +0.63% $232M
DFUS 2.12% 1.62% +0.51% $173M
AVDV 4.50% 4.10% +0.40% $367M
DISV 1.22% 0.92% +0.30% $100M
DFAX 1.38% 1.09% +0.30% $113M
WMT 0.40% 0.16% +0.24% $32M
DUHP 1.30% 1.07% +0.23% $106M
DFSV 0.78% 0.55% +0.23% $64M
DIHP 1.05% 0.83% +0.22% $85M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VGIT 1.34% 4.38% -3.04% $109M
DFSD 0.67% 2.77% -2.09% $55M
VTIP 0.67% 2.14% -1.47% $54M
AVLV 0.31% 1.24% -0.93% $25M
AVIG 0.00% 0.46% -0.46% $0
DFNM 0.00% 0.45% -0.45% $405K
DFAU 0.93% 1.35% -0.43% $76M
VTI 2.06% 2.48% -0.42% $168M
MSFT 0.92% 1.33% -0.41% $75M
LPLA 0.44% 0.85% -0.41% $36M
AVIV 0.16% 0.57% -0.41% $13M
BSV 0.25% 0.64% -0.39% $21M
USHY 0.00% 0.36% -0.36% $0
AVRE 0.02% 0.32% -0.30% $2M
DFGR 0.02% 0.30% -0.27% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.2B 15.1%
Large Cap 671 $5.5B 67.4%
Mid Cap 318 $1.3B 15.7%
Small Cap 158 $129M 1.6%
Micro Cap 45 $14M 0.2%

Portfolio Analytics

Avg Market Cap
$76.3B
Median Market Cap
$13.6B
Avg P/E
31.6
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
800
# ETFs / Funds
471

Top Holdings (1,271 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ITOT 9.20% 5,043,151 $750M $148.69 $39M +220,255 +4.6%
2 DFAC 7.74% 15,939,127 $631M $39.59 $200M +4,775,954 +42.8%
3 BSVO 5.61% 19,630,402 $457M $23.30 $109M +4,251,642 +27.6%
4 AVDV 4.50% 3,904,993 $367M $93.97 $5M -138,773 -3.4%
5 DFAT 3.87% 5,294,823 $315M $59.54 $61M +919,456 +21.0%
6 IDEV 3.62% 3,573,434 $295M $82.48 -$22M -337,995 -8.6%
7 DFIV 3.54% 5,774,671 $288M $49.90 $66M +989,314 +20.7%
8 DFEM 2.85% 7,017,528 $232M $33.08 $36M +1,001,778 +16.6%
9 DFUV 2.65% 4,636,422 $216M $46.59 $47M +857,772 +22.7%
10 AVUV 2.51% 2,009,379 $205M $101.98 -$17M -231,833 -10.3%
11 DFUS 2.12% 2,331,722 $173M $74.17 $30M +373,607 +19.1%
12 VTI 2.06% 501,579 $168M $335.27 -$50M -155,437 -23.7%
13 AAPL 1.68% 502,446 $137M $271.86 $8M +12,419 +2.5%
14 DFAX 1.38% 3,442,846 $113M $32.73 $17M +396,594 +13.0%
15 VGIT 1.34% 1,822,246 $109M $59.93 -$277M -4,607,067 -71.7%
16 DUHP 1.30% 2,791,435 $106M $38.03 $12M +298,106 +12.0%
17 DISV 1.22% 2,624,226 $100M $38.00 $19M +355,802 +15.7%
18 NVDA 1.07% 468,822 $87M $186.50 $12M +76,195 +19.4%
19 DIHP 1.05% 2,689,539 $85M $31.67 $12M +305,990 +12.8%
20 DFAU 0.93% 1,614,046 $76M $46.80 -$44M -966,132 -37.4%
21 MSFT 0.92% 154,516 $75M $483.62 -$43M -75,264 -32.8%
22 DFAI 0.83% 1,783,798 $68M $38.11 -$18M -552,118 -23.6%
23 DFSV 0.78% 1,930,943 $64M $32.89 $15M +406,920 +26.7%
24 IEMG 0.77% 938,688 $63M $67.22 -$6M -80,020 -7.9%
25 DFAS 0.72% 839,534 $58M $69.67 $238K -12,158 -1.4%
26 DFSD 0.67% 1,146,111 $55M $47.95 -$189M -3,915,870 -77.4%
27 VTIP 0.67% 1,101,118 $54M $49.46 -$134M -2,642,625 -70.6%
28 SCHG 0.62% 1,557,983 $51M $32.62 $4M +77,827 +5.3%
29 SCHV 0.60% 1,646,493 $49M $29.61 -$3M -132,676 -7.5%
30 VEA 0.54% 701,166 $44M $62.47 $4M +41,794 +6.3%
31 AMZN 0.51% 179,760 $41M $230.82 -$2M -3,933 -2.1%
32 SCHD 0.44% 1,307,883 $36M $27.43 -$294K -21,578 -1.6%
33 VOO 0.44% 57,021 $36M $627.13 -$18M -28,833 -33.6%
34 LPLA 0.44% 99,810 $36M $357.17 -$39M -99,170 -49.8%
35 AVEM 0.44% 460,255 $35M $77.02 $16M +198,647 +75.9%
36 AVUS 0.42% 306,043 $34M $111.78 $12M +102,264 +50.2%
37 DFIC 0.42% 981,778 $34M $34.46 $12M +306,889 +45.5%
38 DFAE 0.41% 1,031,607 $34M $32.57 $1M +17,728 +1.8%
39 WMT 0.40% 291,146 $32M $111.41 $18M +155,074 +114.0%
40 EFV 0.36% 407,562 $29M $71.41 $9M +111,963 +37.9%
41 GOOG 0.35% 91,654 $29M $313.80 -$10M -47,741 -34.2%
42 VBR 0.35% 133,619 $28M $211.79 $1M +3,063 +2.4%
43 IVV 0.35% 41,306 $28M $684.96 $4M +5,668 +15.9%
44 BRK-B 0.33% 54,232 $27M $502.66 $1M +2,085 +4.0%
45 SPTM 0.32% 317,613 $26M $82.50 $9M +104,362 +48.9%
46 AVLV 0.31% 332,703 $25M $75.77 -$84M -1,162,435 -77.8%
47 GOOGL 0.31% 80,085 $25M $313.00 -$2M -18,915 -19.1%
48 SCHF 0.30% 1,007,458 $24M $24.04 -$1M -79,466 -7.3%
49 SYK 0.29% 67,842 $24M $351.47 -$2M -2,106 -3.0%
50 TSLA 0.29% 51,639 $23M $449.73 $2M +4,746 +10.1%
51 AVDE 0.28% 277,783 $23M $82.32 $12M +146,935 +112.3%
52 JPM 0.27% 69,267 $22M $322.22 -$1M -6,065 -8.1%
53 SPY 0.27% 31,926 $22M $681.93 -$2M -2,740 -7.9%
54 META 0.26% 32,460 $21M $660.10 -$4M -4,544 -12.3%
55 VB 0.26% 83,002 $21M $257.95 -$7M -28,119 -25.3%
56 IWF 0.26% 45,134 $21M $473.30 $9M +18,864 +71.8%
57 QQQ 0.26% 34,152 $21M $614.32 -$4M -6,439 -15.9%
58 BSV 0.25% 263,298 $21M $78.81 -$36M -454,485 -63.3%
59 AVGO 0.25% 59,207 $20M $346.11 -$8M -24,026 -28.9%
60 VXUS 0.25% 271,210 $20M $75.44 -$6M -79,977 -22.8%
61 VUG 0.24% 40,581 $20M $487.87 $2M +3,055 +8.1%
62 XOM 0.24% 163,245 $20M $120.34 $3M +20,102 +14.0%
63 VTV 0.24% 101,548 $19M $190.99 -$2M -12,022 -10.6%
64 SPLG 0.24% 239,228 $19M $80.22 $18M +219,783 +1130.3%
65 VWO 0.22% 335,932 $18M $53.76 -$8M -143,819 -30.0%
66 LLY 0.21% 16,238 $17M $1,074.72 $6M +2,828 +21.1%
67 DFSU 0.21% 398,715 $17M $43.43 -$2M -60,552 -13.2%
68 VIG 0.20% 73,101 $16M $219.78 $3M +13,314 +22.3%
69 CWI 0.19% 438,792 $16M $35.92 $1M +21,583 +5.2%
70 PEP 0.19% 105,180 $15M $143.52 $776K +3,589 +3.5%
71 QUAL 0.17% 69,858 $14M $198.62 $5M +25,746 +58.4%
72 PLTR 0.17% 76,782 $14M $177.75 $5M +29,490 +62.4%
73 IDOG 0.17% 353,540 $14M $38.56 $1M -41 -0.0%
74 AVIV 0.16% 184,037 $13M $71.23 -$37M -542,930 -74.7%
75 JNJ 0.16% 62,134 $13M $206.95 $3M +7,032 +12.8%
76 WWD 0.15% 40,813 $12M $302.32 -$10M -42,918 -51.3%
77 SPDW 0.15% 275,440 $12M $44.41 $3M +63,885 +30.2%
78 ORCL 0.15% 61,532 $12M $194.91 -$5M -2,268 -3.5%
79 ABBV 0.14% 50,223 $11M $228.49 $3M +13,993 +38.6%
80 MRK 0.14% 107,183 $11M $105.26 $2M +3,035 +2.9%
81 V 0.14% 31,781 $11M $350.72 $661K +787 +2.5%
82 FBND 0.13% 235,939 $11M $46.04 -$8M -169,797 -41.9%
83 IWN 0.13% 59,585 $11M $181.21 $6M +32,865 +123.0%
84 IVLU 0.13% 282,098 $11M $38.05 $3M +58,620 +26.2%
85 CVX 0.13% 69,339 $11M $152.41 -$271K -403 -0.6%
86 DFCF 0.13% 247,002 $11M $42.56 -$6M -145,229 -37.0%
87 PNC 0.13% 49,094 $10M $208.73 $4M +17,835 +57.1%
88 GE 0.12% 31,252 $10M $308.04 -$649K -2,244 -6.7%
89 VBK 0.12% 31,654 $10M $302.11 $518K +1,280 +4.2%
90 RSP 0.12% 49,793 $10M $191.56 -$3M -14,783 -22.9%
91 VYM 0.12% 65,550 $9M $143.52 $2M +11,147 +20.5%
92 IBM 0.12% 31,702 $9M $296.21 $220K +188 +0.6%
93 BND 0.11% 125,238 $9M $74.07 -$12M -167,394 -57.2%
94 SLYV 0.11% 98,476 $9M $90.97 $6M +65,013 +194.3%
95 VLUE 0.11% 65,310 $9M $136.73 $3M +16,326 +33.3%
96 AVSC 0.11% 149,255 $9M $58.74 $7M +126,607 +559.0%
97 HD 0.10% 24,822 $9M $344.11 -$2M -2,623 -9.6%
98 MA 0.10% 14,954 $9M $570.89 $4M +6,095 +68.8%
99 LMT 0.10% 17,530 $8M $483.69 $2M +4,902 +38.8%
100 IQLT 0.10% 181,985 $8M $45.45 $4M +81,512 +81.1%

New Positions

SymbolValue% Port
ATI $4M 0.05%
NBHC $4M 0.05%
AMAT $2M 0.03%
XLG $2M 0.03%
EWX $2M 0.02%
CHD $2M 0.02%
HEI-A $2M 0.02%
HEI $2M 0.02%
IYG $1M 0.02%
FDS $1M 0.02%
GIS $1M 0.02%
ROK $1M 0.02%
TCAF $1M 0.02%
TER $1M 0.01%
GRNY $1M 0.01%

Sold Out Positions

SymbolValue% Port
CCS —%
NVT —%
HRB —%
ALSN —%
HLI —%
HMC —%
CODI —%
SGOV —%
D —%
DLR —%
BRSP —%
ARE —%
ZBH —%
FRT —%
BKU —%
View SEC EDGAR Filings for Focus Partners Advisor Solutions, LLC →

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