SEC Form 13F · Q1 2026

Focus Partners Wealth

Institutional Holdings Report

13F-HRMO
$89.9B
Portfolio Value
2,644
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Focus Partners Wealth
CIK
1542153
Accession No.
0001542153-26-000015
Location
ST LOUIS, MO
Form Type
13F-HR
Portfolio Value
$89.9B
Holdings Reported
2,644
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

Focus Partners Wealth is an institutional investment manager based in ST LOUIS, MO reporting approximately $89.9B in 13(f) securities across 2,644 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.