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Showing Q4 2023 data
HedgeTrack has imported Q4 2025 data overall, but FOCUS FINANCIAL NETWORK INC /ADV's latest available filing here is Q4 2023.
FOCUS FINANCIAL NETWORK INC /ADV
•CIK: 925208•Filing: Q4 2023
FOCUS FINANCIAL NETWORK INC /ADV manages $2.7B across a diverse portfolio of 710 positions. The fund exhibits significant concentration in mega-cap technology and growth sectors, with top holdings including AAPL at $127.9M and SCHG at $121.8M. Notable allocations also include IVV ($107.8M), SCHD ($95.8M), and NDQ ($92.5M). This structure suggests a core strategy focused on established market leaders and broad market exposure within growth equities.
Total AUM
$2.7B
QoQ Performance
N/A
Positions
389
Top 10 Concentration
36.3%
Latest Filing
Q4 2023
Top Holdings Allocation
AAPL4.8%
SCHG4.6%
IVV4.1%
SCHD3.6%
NDQ3.5%
NVDA3.1%
AMZN2.4%
SCHV2.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other60.9%
Technology14.5%
ETF6.9%
Consumer5.4%
Healthcare4.8%
Financial2.8%
Industrial2.6%
Energy0.8%
Changes from Q3 2023
NEW200 new positions
Historical Filings
Q4 2023Q3 2023