Institutional manager
Focus Partners Wealth
Holds positions in 472 of the S&P 500, worth $45.4bn as reported for the quarter ended 31-mar-2026.
Positions held472of 488 index companies covered
Reported value$45.4bnS&P 500 positions only
Top ten weight45%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 472 held. The rest are smaller than every one of these.
State Street CorporationSTT53.5m$6.43bnFinancialsAlphabet Inc. (Class A)GOOGL9.0m$2.58bnCommunication ServicesApple Inc.AAPL10.0m$2.54bnInformation TechnologyNvidiaNVDA12.1m$2.12bnInformation TechnologyMicrosoftMSFT5.3m$1.97bnInformation TechnologyAmazonAMZN7.7m$1.60bnConsumer DiscretionaryBroadcomAVGO3.2m$998mInformation TechnologyJPMorgan ChaseJPM3.1m$915mFinancialsBerkshire HathawayBRK.B1.3m$747mFinancialsMeta PlatformsMETA1.2m$689mCommunication ServicesVisa Inc.V1.9m$587mFinancialsThermo Fisher ScientificTMO1.1m$561mHealth CareAdvanced Micro DevicesAMD2.7m$545mInformation TechnologyLam ResearchLRCX2.5m$542mInformation TechnologyExxonMobilXOM3.0m$503mEnergyIntercontinental ExchangeICE2.9m$456mFinancialsPepsiCoPEP2.8m$431mConsumer StaplesWalmartWMT3.4m$421mConsumer StaplesKeysight TechnologiesKEYS1.4m$392mInformation TechnologyJohnson & JohnsonJNJ1.6m$392mHealth CareChevron CorporationCVX1.8m$365mEnergyApollo Global ManagementAPO3.3m$363mFinancialsCostcoCOST356,731$355mConsumer StaplesParker HannifinPH394,782$353mIndustrialsLowe'sLOW1.5m$353mConsumer DiscretionaryMastercardMA665,028$332mFinancialsProcter & GamblePG2.2m$325mConsumer StaplesGoldman SachsGS695,649$306mFinancialsArthur J. Gallagher & Co.AJG1.4m$299mFinancialsAccentureACN1.5m$298mInformation TechnologyBlackstone Inc.BX2.5m$289mFinancialsVerisk AnalyticsVRSK1.4m$275mIndustrialsPhilip Morris InternationalPM1.7m$275mConsumer StaplesAbbott LaboratoriesABT2.5m$259mHealth CareCiscoCSCO3.2m$248mInformation TechnologyTesla, Inc.TSLA654,689$244mConsumer DiscretionaryCaterpillar Inc.CAT338,031$240mIndustrialsZebra TechnologiesZBRA1.1m$237mInformation TechnologyHome Depot (The)HD698,865$230mConsumer DiscretionaryPNC Financial ServicesPNC1.1m$225mFinancialsLilly (Eli)LLY237,125$218mHealth CareCharles Schwab CorporationSCHW2.3m$212mFinancialsAon plcAON630,805$204mFinancialsMcDonald'sMCD635,056$197mConsumer DiscretionaryDanaher CorporationDHR1.0m$195mHealth CareAbbVieABBV894,467$194mHealth CareKLA CorporationKLAC128,240$189mInformation TechnologyBlackRockBLK187,523$180mFinancialsSalesforceCRM947,077$177mInformation TechnologyJacobs SolutionsJ1.4m$175mIndustrialsKinder MorganKMI5.2m$173mEnergyMerck & Co.MRK1.4m$173mHealth CareBank of AmericaBAC3.5m$170mFinancialsApplied MaterialsAMAT478,855$164mInformation TechnologyMicron TechnologyMU474,727$162mInformation TechnologyQualcommQCOM1.2m$159mInformation TechnologyDuke EnergyDUK1.1m$150mUtilitiesLockheed MartinLMT247,406$149mIndustrialsBecton DickinsonBDX949,473$149mHealth CareNetflixNFLX1.5m$148mCommunication Services
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.