DOSSIER · 13F-HR · Q3 2026

Focus Financial Network, Inc.

$3.3B in tracked AUM across 772 positions as of Q3 2026.

FF
CIK 0002010942 · last filed Sep 30, 2026
Total AUM
$3.3B
as of Q3 2026
Holdings
772
+8 QoQ
positions
Whale Score
57
57
tracked
Activity
749
+45 new, −37 sold
changes this Q
AI Analysis · Q3 2026

Focus Financial Network, Inc. filed its latest 13F-HR for Q3 2026. 749 position changes this quarter — 45 new, 37 exited, 385 added, 282 trimmed.

Quarter at a glance — Q3 2026

749 material changes this filing.

TRIM
NVDANVIDIA CORPORATION
-6K sh
+$44M
11.0%
ADD
XLESELECT SECTOR SPDR TR
+331K sh
+$21M
0.8%
ADD
AAPLAPPLE INC
+3K sh
+$16M
3.4%
ADD
SCHGSCHWAB STRATEGIC TR
+11K sh
+$9M
4.8%
TRIM
QUBTQUANTUM COMPUTING INC
-883K sh
$-9M
0.0%
TRIM
MSFTMICROSOFT CORP
-67 sh
+$8M
0.9%
TRIM
SPCEVIRGIN GALACTIC HOLDINGS INC
-2.4M sh
$-7M
0.0%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$364M1.6M11.0%
02
SCHG
SCHWAB STRATEGIC TR
$157M4.4M4.8%
03
QQQ
INVESCO QQQ TR
$121M163K3.7%
04
AAPL
APPLE INC
$113M339K3.4%
05
IVV
ISHARES TR
$96M125K2.9%
06
AMZN
AMAZON COM INC
$72M290K2.2%
07
VTV
VANGUARD INDEX FDS
$69M319K2.1%
08
AGG
ISHARES TR
$64M679K1.9%
09
SCHD
SCHWAB STRATEGIC TR
$60M1.9M1.8%
10
QLD
PROSHARES TR
$57M600K1.7%

Filing history

2026Q3Sep 30
$3.3B▲ 2.2%
772 positionsView →
2026Q2Jun 30
$3.2B▲ 15.8%
764 positionsView →
2026Q1Mar 31
$2.8B▼ 2.9%
729 positionsView →
2025Q4Dec 31
$2.9B▲ 2.4%
725 positionsView →
2025Q3Sep 30
$2.8B▲ 10.7%
738 positionsLocked
2025Q2Jun 30
$2.5B▲ 3.6%
704 positionsLocked
2025Q1Mar 31
$2.4B▼ 2.8%
684 positionsLocked
2024Q4Dec 31
$2.5B▲ 2.7%
665 positionsLocked
2024Q3Sep 30
$2.4B▲ 4.6%
668 positionsLocked
2024Q2Jun 30
$2.3B▲ 14.1%
657 positionsLocked
2024Q1Mar 31
$2.1B▲ 15.8%
626 positionsLocked
2023Q3Sep 30
$1.8B▼ 1.6%
586 positionsLocked
Showing 12 of 30