Focus Financial Network, Inc.

Q3 2026 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
772
Total value ($000)
$3,302,950
Net value change ($000)
+72,315 (2.2%)
New positions
36
Sold out positions
37
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 44,305 13.9%
XLE 21,256 364.7%
AAPL 15,664 16.1%
SCHG 9,497 6.4%
MSFT 8,448 37.4%
VTV 4,372 6.8%
FLTR 4,097 96.0%
SNDK 3,987 9.0%
EXXONMOBIL HOLDINGS CORP 3,711 NEW
IVV 3,573 3.9%
Top Reduces (Value $000, Stocks/ETFs)
QUBT -8,601 -97.3%
SPCE -6,819 -99.1%
TER -5,013 -84.9%
MBB -4,029 -86.9%
SPMO -4,002 -83.4%
SCHM -2,855 -16.6%
SPSM -2,757 -29.8%
XMMO -2,617 -12.3%
XSMO -2,533 -12.3%
AKRE -2,466 -20.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type