Focus Partners Wealth
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Focus Partners Wealth reported 2,640 stock positions worth $87.7 billion. Its top holding was Apple (AAPL) at 2.9% of the portfolio, followed by Microsoft (MSFT, 2.4%) and Nvidia (NVDA, 2.4%). Compared with Q3 2025, it opened 599 new positions, sold out of 157, added to 1,576 and reduced 386. The biggest buy was Kovitz Core Equity ETF (EQTY, shares +49402%) and the biggest sale an exit from Doubleline Asset-Backed ETF (DABS).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0001542153
- Portfolio Value
- $87.7B (Q4 2025)
- SEC Filing
- 0001542153-26-000005 ↗ filed Feb 13, 2026
Holdings Value
Holdings 2,640 stocks · $87.7B
| AAPL Apple Inc. | 2.93% | 9,521,669 | $2.6B | Add +40.6% |
| MSFT Microsoft Corp. | 2.45% | 4,434,417 | $2.1B | Add +58.3% |
| NVDA Nvidia Corp. | 2.43% | 11,419,002 | $2.1B | Add +113.5% |
| XLK SS Technology Select Sector | 2.16% | 13,123,017 | $1.9B | Reduce -1.9% |
| DFAC Dimensional US Core Equity 2 | 1.93% | 42,704,909 | $1.7B | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 1.90% | 2,662,135 | $1.7B | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.83% | 2,853,451 | $1.6B | Add +15.9% |
| AMZN Amazon.com Inc. | 1.81% | 6,893,921 | $1.6B | Add +53.0% |
| IVV iShares Core S&P 500 ETF | 1.64% | 2,096,127 | $1.4B | Add +26.0% |
| GOOG Alphabet Inc. Class C | 1.54% | 4,333,782 | $1.4B | Add +39.0% |
| GOOGL Alphabet Inc. Class A | 1.43% | 4,054,798 | $1.3B | Add +65.8% |
| EQTY Kovitz Core Equity ETF | 1.39% | 45,042,212 | $1.2B | Add +49402.4% |
| VGT Vanguard Info Tech ETF | 1.12% | 1,297,055 | $977.6M | Add +78.8% |
| JPM JPMorgan Chase & Co. | 1.10% | 3,007,563 | $967.9M | Add +27.1% |
| ITOT iShares Core S&P Total U.S. | 1.04% | 6,150,404 | $914.5M | Add +22.7% |
| IWF iShares Russell 1000 Growth | 1.03% | 1,908,493 | $903.2M | Add +44.0% |
| AVGO Broadcom Inc. | 1.03% | 2,603,858 | $900.2M | Add +86.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.97% | 2,549,585 | $854.8M | Add +44.5% |
| BSVO EA Bridgeway Omni Sm-Cp Val | 0.97% | 36,371,177 | $847.4M | Add +5.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.94% | 4,312,622 | $823.6M | Add +34.3% |
| META Meta Platforms Inc. Class A | 0.92% | 1,219,622 | $806.4M | Add +63.6% |
| DFAT Dimensional US Target Value | 0.90% | 13,284,203 | $790.9M | Add +0.3% |
| VGIT Vanguard Intermediate-Term T | 0.86% | 12,566,508 | $753.1M | Add +32.7% |
| DUHP Dimensional US High Profi Et | 0.84% | 19,304,073 | $734.1M | Add +3.9% |
| IWB iShares Russell 1000 ETF | 0.83% | 1,955,205 | $730.1M | Add +12.4% |
| DFIV Dimensional International Va | 0.79% | 13,823,466 | $689.8M | Add +12.6% |
| DFUV Dimensional US Marketwide Va | 0.78% | 14,767,787 | $688.0M | Add +0.6% |
| DFUS Dimensional US Eq MKT ETF | 0.78% | 9,261,059 | $686.9M | Add +0.7% |
| XLF SS Financial Select Sector | 0.77% | 12,376,864 | $677.9M | Add +12.6% |
| AVUV Avantis US Small Cap Value | 0.76% | 6,542,029 | $667.2M | Add +7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 1,278,710 | $642.7M | Add +31.4% |
| XLC SS Comm Select Sector SPDR | 0.66% | 4,938,294 | $581.3M | Reduce -0.1% |
| IXUS iShares Core Intl Stock ETF | 0.64% | 6,665,623 | $563.8M | Reduce -3.0% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 944,756 | $547.4M | Add +265.1% |
| DISV Dimensional International SM | 0.60% | 13,780,968 | $523.7M | Add +3.5% |
| VEA Vanguard Ftse Developed ETF | 0.56% | 7,879,679 | $491.9M | Add +43.8% |
| XLV SS Health Care Select Sector | 0.55% | 3,098,148 | $479.6M | Add +13.1% |
| QUAL iShares MSCI USA Quality Fac | 0.54% | 2,386,956 | $474.1M | Add +11.2% |
| DIHP Dimensional International Hi | 0.52% | 14,498,056 | $459.1M | Add +7.8% |
| V Visa Inc. Class A | 0.50% | 1,238,994 | $434.5M | Add +138.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.47% | 8,228,884 | $416.2M | Add +25009.5% |
| AMD Advanced Micro Devices | 0.46% | 1,895,562 | $403.8M | Add +219.2% |
| MA Mastercard Inc. Class A | 0.45% | 687,542 | $392.5M | Add +14.1% |
| WMT Walmart Inc. | 0.44% | 3,520,855 | $389.4M | Add +41.5% |
| AVDV Avantis Intl S/C Value ETF | 0.44% | 4,118,742 | $387.0M | Add +9.4% |
| XLY SS Consumer Disc Select Sect | 0.42% | 3,046,790 | $363.9M | Add +0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.41% | 1,874,285 | $359.0M | Add +44.5% |
| ICE Intercontinental Exchange Inc. | 0.41% | 2,210,948 | $358.1M | Add +569.8% |
| OEF iShares S&P 100 ETF | 0.41% | 1,042,292 | $357.5M | Add +36.0% |
| XOM Exxon Mobil Corp. | 0.40% | 2,948,433 | $354.7M | Add +21.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.40% | 2,032,514 | $353.5M | Reduce -1.4% |
| DFAX Dimensional World Ex US Core | 0.40% | 10,675,346 | $349.4M | Reduce -2.7% |
| LRCX Lam Research Corp. | 0.39% | 2,046,824 | $343.4M | Add +355.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 706,264 | $340.7M | Add +23.8% |
| JNJ Johnson & Johnson | 0.37% | 1,598,938 | $328.4M | Add +23.5% |
| XLI SS Industrial Select Sector | 0.37% | 2,078,231 | $322.4M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.36% | 2,171,849 | $311.3M | Add +14.1% |
| COST Costco Wholesale Corp. | 0.35% | 348,598 | $303.2M | Add +24.7% |
| IWD iShares Russell 1000 Value E | 0.34% | 1,412,808 | $297.2M | Add +151.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.33% | 3,516,695 | $290.1M | Add +3.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.33% | 597,337 | $287.0M | Add +3.9% |
| KEYS Keysight Technologies Inc. | 0.33% | 1,406,286 | $285.7M | Add +3941.3% |
| PEP Pepsico Inc. | 0.32% | 1,960,580 | $281.4M | Add +68.3% |
| DFEM Dimensional Emrg MRKT Core | 0.32% | 8,361,969 | $276.6M | Add +13.7% |
| SMH Vaneck Semiconductor ETF | 0.31% | 745,768 | $268.6M | Add +906.5% |
| TSLA Tesla Inc. | 0.31% | 596,315 | $267.7M | Add +38.6% |
| CVX Chevron Corp. | 0.30% | 1,722,170 | $262.5M | Add +19.2% |
| DFSD Dimensional Short Duration | 0.30% | 5,445,744 | $261.1M | Add +16.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 2,945,065 | $260.0M | Add +37.9% |
| IVE iShares S&P 500 Value ETF | 0.30% | 1,225,078 | $259.8M | Add +134.3% |
| LOW Lowe's Cos Inc. | 0.30% | 1,076,594 | $259.7M | Add +311.4% |
| PM Philip Morris International | 0.29% | 1,592,622 | $255.6M | Add +188.1% |
| DFAS Dimensional US Small Cap ETF | 0.28% | 3,517,043 | $245.0M | Add +3.4% |
| GS Goldman Sachs Group Inc. | 0.27% | 274,311 | $241.0M | Reduce -22.8% |
| ACN Accenture PLC Class A | 0.27% | 889,356 | $238.6M | Add +120.4% |
| HD Home Depot Inc. | 0.27% | 687,479 | $238.6M | Add +29.4% |
| LLY Eli Lilly & Co. | 0.27% | 222,242 | $237.5M | Add +35.6% |
| CRM Salesforce Inc. | 0.27% | 895,329 | $237.1M | Add +256.3% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 1,920,546 | $236.7M | Add +81.0% |
| DLN Wisdomtree US Largecap Divid | 0.26% | 2,579,158 | $227.2M | Add +4.7% |
| CAT Caterpillar Inc. | 0.26% | 395,641 | $226.6M | Add +24.4% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 2,256,061 | $226.5M | Add +127.3% |
| AVUS Avantis U.S. Equity ETF | 0.25% | 1,979,602 | $221.3M | Add +2.7% |
| SCHG Schwab US Large-Cap Growth | 0.25% | 6,602,251 | $215.3M | Add +655.4% |
| QCOM Qualcomm Inc. | 0.24% | 1,249,957 | $213.8M | Add +37.9% |
| VTIP Vanguard Short-Term Tips | 0.24% | 4,254,717 | $210.4M | Add +18.7% |
| SCHW Schwab (charles) Corp. | 0.24% | 2,101,463 | $209.9M | Add +716.5% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 1,745,654 | $209.8M | Add +63.4% |
| ABBV Abbvie Inc. | 0.24% | 912,360 | $208.4M | Add +40.4% |
| CSCO Cisco Systems Inc. | 0.24% | 2,705,154 | $208.3M | Add +62.4% |
| BX Blackstone Inc. | 0.23% | 1,324,168 | $204.2M | Add +476.1% |
| APO Apollo Global Management Inc. | 0.23% | 1,404,576 | $203.3M | Add +2560.3% |
| ABT Abbott Laboratories | 0.23% | 1,576,873 | $197.6M | Add +197.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 3,545,279 | $195.0M | Add +29.9% |
| PH Parker Hannifin Corp. | 0.22% | 221,010 | $194.1M | Add +1535.3% |
| AON Aon PLC Class A | 0.22% | 546,204 | $192.8M | Add +396.1% |
| VXF Vanguard Extended Market ETF | 0.22% | 920,011 | $192.3M | Add +4.6% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 3,512,625 | $188.4M | Add +7.6% |
| IEMG iShares Core MSCI Emerging | 0.21% | 2,801,924 | $187.7M | Add +29.3% |
| MCD McDonald's Corp. | 0.21% | 604,086 | $184.5M | Add +26.6% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $75.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SPECIAL OPPORTUNITY FUND (SPE 2.75 01/27/27 C) | 2.75% CNV PFD C | 1,147,664 | $28.4M | New |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 20,046 | $24.3M | Add +10.9% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 13,392 | $16.7M | Reduce -5.3% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 83,047 | $5.7M | Reduce -1.7% |
| TNONW Tenon Medical Inc.-28 | *W EXP 06/16/202 | 61,887 | $52K | New |
Total filed on the 13F, all lines: $87.7B.
Portfolio Sells Q3 2025 → Q4 2025
| DABS Doubleline Asset-Backed ETF | Sold out | 0.00% | −1.02 |
| XLK SS Technology Select Sector | Reduce -1.9% | 2.16% | −0.89 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -76.9% | 0.08% | −0.39 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -99.1% | 0.00% | −0.38 |
| XLC SS Comm Select Sector SPDR | Reduce -0.1% | 0.66% | −0.28 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.0% | 0.64% | −0.28 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -1.4% | 0.40% | −0.17 |
| DFAX Dimensional World Ex US Core | Reduce -2.7% | 0.40% | −0.16 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -81.1% | 0.02% | −0.10 |
| GLOB Globant SA | Reduce -88.8% | 0.00% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.6% | 0.17% | −0.07 |
| CSGP Costar Group Inc. | Reduce -15.7% | 0.06% | −0.07 |
| AAP Advance Auto Parts Inc. | Reduce -93.4% | 0.00% | −0.07 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.1% | 0.15% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.4% | 0.12% | −0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.7% | 0.14% | −0.06 |
| CTKB Cytek Biosciences Inc. | Reduce -52.5% | 0.00% | −0.05 |
| JHMM John Hancock Multi Fact Mid | Reduce -30.0% | 0.05% | −0.05 |
| CW Curtiss-Wright Corp. | Reduce -81.1% | 0.01% | −0.05 |
| GFI Gold Fields Ltd.-Spons ADR | Reduce -98.8% | 0.00% | −0.05 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -1.5% | 0.11% | −0.05 |
| PTGX Protagonist Therapeutics Inc. | Sold out | 0.00% | −0.05 |
| ADTN Adtran Holdings Inc. | Sold out | 0.00% | −0.04 |
| ALAB Astera Labs Inc. | Reduce -0.9% | 0.06% | −0.04 |
| HYD Vaneck High Yield Muni ETF | Reduce -8.6% | 0.07% | −0.04 |
| AMKR Amkor Technology Inc. | Reduce -93.1% | 0.00% | −0.04 |
| DFAI Dimensional International Co. | Reduce -2.3% | 0.10% | −0.04 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -8.8% | 0.13% | −0.03 |
| RTX RTX Corp. | Reduce -34.4% | 0.03% | −0.03 |
| SBUX Starbucks Corp. | Reduce -4.3% | 0.07% | −0.03 |
| COIN Coinbase Global Inc. Class A | Reduce -67.5% | 0.01% | −0.03 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.03 |
| CCNE CNB Financial Corp. | Sold out | 0.00% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -54.7% | 0.01% | −0.03 |
| TPL Texas Pacific Land Corp. | Reduce -43.6% | 0.07% | −0.03 |
| TTWO Take-Two Interactive Softwre | Reduce -1.1% | 0.07% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -22.8% | 0.27% | −0.03 |
| UYLD Angel Oak Ultrashort Income | Reduce -0.4% | 0.07% | −0.03 |
| FISV Fiserv Inc. | Reduce -30.4% | 0.01% | −0.03 |
| VONG Vanguard Russell 1000 Growth | Reduce -84.0% | 0.00% | −0.03 |
| APPLE INC | Reduce -65.8% | 0.01% | −0.03 |
| CACI Caci International Inc. Class A | Reduce -1.6% | 0.08% | −0.03 |
| ISCG iShares Morningstar Small-Ca | Reduce -2.4% | 0.06% | −0.03 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −0.03 |
| AVES Avantis Emerging Markets Val | Reduce -7.9% | 0.05% | −0.03 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -0.9% | 0.05% | −0.02 |
| GDEN Golden Entertainment Inc. | Sold out | 0.00% | −0.02 |
| ISCV iShares Morningstar Small-Ca | Reduce -31.0% | 0.02% | −0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -1.2% | 0.06% | −0.02 |
| FFIV F5 Inc. | Reduce -91.1% | 0.00% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| EQTY Kovitz Core Equity ETF | Add +49402.4% | 1.39% | +1.38 |
| NVDA Nvidia Corp. | Add +113.5% | 2.43% | +0.81 |
| GOOGL Alphabet Inc. Class A | Add +65.8% | 1.43% | +0.47 |
| JAAA Janus Henderson Aaa Clo ETF | Add +25009.5% | 0.47% | +0.47 |
| TMO Thermo Fisher Scientific Inc. | Add +265.1% | 0.62% | +0.42 |
| ICE Intercontinental Exchange Inc. | Add +569.8% | 0.41% | +0.32 |
| GOOG Alphabet Inc. Class C | Add +39.0% | 1.54% | +0.32 |
| KEYS Keysight Technologies Inc. | Add +3941.3% | 0.33% | +0.32 |
| AMD Advanced Micro Devices | Add +219.2% | 0.46% | +0.30 |
| LRCX Lam Research Corp. | Add +355.2% | 0.39% | +0.29 |
| AVGO Broadcom Inc. | Add +86.8% | 1.03% | +0.28 |
| SMH Vaneck Semiconductor ETF | Add +906.5% | 0.31% | +0.27 |
| VGT Vanguard Info Tech ETF | Add +78.8% | 1.12% | +0.24 |
| APO Apollo Global Management Inc. | Add +2560.3% | 0.23% | +0.22 |
| AMZN Amazon.com Inc. | Add +53.0% | 1.81% | +0.21 |
| V Visa Inc. Class A | Add +138.4% | 0.50% | +0.21 |
| GXO Gxo Logistics Inc. | New | 0.21% | +0.21 |
| PH Parker Hannifin Corp. | Add +1535.3% | 0.22% | +0.20 |
| SCHG Schwab US Large-Cap Growth | Add +655.4% | 0.25% | +0.20 |
| SCHW Schwab (charles) Corp. | Add +716.5% | 0.24% | +0.20 |
| LOW Lowe's Cos Inc. | Add +311.4% | 0.30% | +0.19 |
| BDX Becton Dickinson and Co. | Add +1566.6% | 0.20% | +0.18 |
| CRM Salesforce Inc. | Add +256.3% | 0.27% | +0.17 |
| BX Blackstone Inc. | Add +476.1% | 0.23% | +0.17 |
| AJG Arthur J Gallagher & Co. | Add +1368.1% | 0.19% | +0.17 |
| AON Aon PLC Class A | Add +396.1% | 0.22% | +0.16 |
| IWD iShares Russell 1000 Value E | Add +151.8% | 0.34% | +0.15 |
| AAPL Apple Inc. | Add +40.6% | 2.93% | +0.15 |
| PCAR Paccar Inc. | Add +17292.6% | 0.15% | +0.15 |
| PM Philip Morris International | Add +188.1% | 0.29% | +0.15 |
| JMBS Janus Henderson Mortg Backed | New | 0.15% | +0.15 |
| ZBRA Zebra Technologies Corp. Class A | Add +2635.4% | 0.15% | +0.14 |
| CPRT Copart Inc. | Add +1663.5% | 0.15% | +0.13 |
| DGRW Wisdomtree U.S. Quality Divi | Add +3151.0% | 0.14% | +0.13 |
| MSI Motorola Solutions Inc. | Add +3666.3% | 0.14% | +0.13 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.13% | +0.13 |
| AMAT Applied Materials Inc. | Add +365.2% | 0.16% | +0.12 |
| IVE iShares S&P 500 Value ETF | Add +134.3% | 0.30% | +0.12 |
| ADI Analog Devices Inc. | Add +421.1% | 0.16% | +0.12 |
| COO The Cooper Cos Inc. | Add +39754.6% | 0.12% | +0.12 |
| IEF iShares 7-10 Year Treasury B | Add +606.5% | 0.15% | +0.12 |
| WAT Waters Corp. | Add +3158.5% | 0.12% | +0.11 |
| ACN Accenture PLC Class A | Add +120.4% | 0.27% | +0.11 |
| ABT Abbott Laboratories | Add +197.0% | 0.23% | +0.11 |
| J Jacobs Solutions Inc. | Add +246.3% | 0.20% | +0.11 |
| MSFT Microsoft Corp. | Add +58.3% | 2.45% | +0.11 |
| ASTS Ast Spacemobile Inc. | Add +8016.7% | 0.10% | +0.10 |
| PNC PNC Financial Services Group | Add +233.3% | 0.17% | +0.10 |
| SGOV iShares 0-3 Month Treasury B | Add +127.3% | 0.26% | +0.10 |
| JQUA JPMorgan US Quality Factor | Add +4153.4% | 0.10% | +0.10 |
Notes & Other Activity Q3 2025 → Q4 2025
| SPECIAL OPPORTUNITY FUND (SPE 2.75 01/27/27 C) | 2.75% CNV PFD C | New | 1,147,664 | $28.4M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +10.9% | 20,046 | $24.3M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -5.3% | 13,392 | $16.7M |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -1.7% | 83,047 | $5.7M |
| TNONW Tenon Medical Inc.-28 | *W EXP 06/16/202 | New | 61,887 | $52K |
| AISPW Airship AI Holdings Inc.-CW28 | *W EXP 12/21/202 | Sold out | 13,000 | $22Kbefore exit |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 29,422 | $2Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,753 | $97.5B | AAPL, NVDA, XLK, MSFT, DFAC |
| Q1 2026 | 2,633 | $89.8B | AAPL, NVDA, MSFT, XLK, DFAC |
| Q4 2025 | 2,640 | $87.7B | AAPL, MSFT, NVDA, XLK, DFAC |
| Q3 2025 | 2,195 | $61.9B | XLK, AAPL, DFAC, VOO, MSFT |
| Q2 2025 | 2,025 | $46.1B | DFAC, MSFT, AAPL, AMZN, VOO |
| Q1 2025Amended | 1,890 | $39.8B | DFAC, AAPL, MSFT, AMZN, VOO |
| Q4 2024Amended | 1,845 | $38.4B | AAPL, DFAC, MSFT, AMZN, VOO |
| Q3 2024 | 1,550 | $31.3B | DFAC, AAPL, MSFT, VOO, DFAT |
| Q2 2024 | 1,235 | $29.7B | MSFT, VOO, AAPL, AMZN, IVV |
| Q1 2024 | 981 | $12.3B | MSFT, VOO, IXUS, AAPL, BRK.A |