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Showing Q4 2023 data
FOCUS FINANCIAL NETWORK INC /ADV's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
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
Other60.8%
Technology14.5%
ETF6.9%
Consumer4.9%
Healthcare4.8%
Financial3.8%
Industrial2.6%
Consumer Staples0.6%