Focus Partners Wealth
All 13F Filings
- Location
- St Louis, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 97,628,782
- Description
- Focus Partners Wealth provides personalized wealth-management advice and investment services. Its work addresses clients' financial goals through advisory relationships. The firm's 13F record reports qualifying managed securities positions and should not be mistaken for a complete statement of each household's financial assets or financial plan.
- Website
- https://www.focuspartners.com/
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 2,759 | 97,628,782 | 13F-HR | Focus Partners Wealth |
| Q1 2026 | 5/14/2026 | 2,644 | 89,912,881 | 13F-HR | Focus Partners Wealth |
| Q4 2025 | 2/13/2026 | 2,645 | 87,743,004 | 13F-HR | Focus Partners Wealth |
| Q3 2025 | 11/14/2025 | 2,200 | 61,989,704 | 13F-HR | Focus Partners Wealth |
| Q2 2025 | 8/14/2025 | 2,028 | 46,160,928 | 13F-HR | Focus Partners Wealth |
| Q1 2025 | 5/20/2025 | 1,898 | 39,915,243 | 13F-HR/A - RESTATEMENT | Focus Partners Wealth |
| Q1 2025 | 5/15/2025 | 1,898 | 39,915,243 | 13F-HR | Focus Partners Wealth |
| Q4 2024 | 5/29/2025 | 1,893 | 38,513,984 | 13F-HR/A - NEW HOLDINGS | Focus Partners Wealth |
| Q4 2024 | 5/20/2025 | 1,880 | 38,512,582 | 13F-HR/A - RESTATEMENT | Focus Partners Wealth |
| Q4 2024 | 2/14/2025 | 1,880 | 38,512,582 | 13F-HR | Focus Partners Wealth |
| Q3 2024 | 11/14/2024 | 1,567 | 31,390,086 | 13F-HR | Colony Group, LLC |
| Q2 2024 | 8/15/2024 | 1,237 | 29,707,600 | 13F-HR | Colony Group, LLC |
| Q1 2024 | 5/16/2024 | 981 | 12,316,597 | 13F-HR | Colony Group, LLC |
| Q4 2023 | 2/15/2024 | 774 | 7,633,481 | 13F-HR | Colony Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.33 M | 49.5% | 187.4 K | 0 | 187.4 K |
| ETFs | 48.73 M | 49.9% | 7.571 M | 0 | 7.571 M |
| Debt | 483.1 K | 0.5% | 0 | 94.44 K | -94.44 K |
| Other | 36.54 K | 0.0% | 10.79 K | 0 | 10.79 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
97,628,782
Holdings
2759
QoQ value change ($000)
7,715,901
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.