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Home > Institutional Investor > Focus Partners Wealth > Profile

Instuitional Investor - Focus Partners Wealth

Fund Profile
Filing Period:
Fund Name: Focus Partners Wealth
Portfolio Value $38,512,581,973
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 5,043,820 $1,405,810,956 3.65%
2.
Dimensional Etf Trust
 37,858,097 $1,343,142,265 3.48%
3.
Microsoft Corp
 MSFT 2,464,171 $1,101,523,624 2.86%
4.
Amazon Com Inc
 AMZN 3,840,730 $877,968,979 2.27%
5.
Vanguard Index Fds
 1,429,854 $788,612,977 2.04%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)