Focus Partners Wealth
All 13F Filings
- Location
- St Louis, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 87,743,004
- Description
- St Louis Missouri based fiduciary portfolio advisory practice with an independent operating structure and a governance centered and selective investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for planning centered advisory portfolios. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through policy aligned investment process and mandate continuity.
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.53 M | 82.7% | 21.9 M | 0 | 21.9 M |
| ETFs | 14.48 M | 16.5% | 3.705 M | 0 | 3.705 M |
| Debt | 542.9 K | 0.6% | 126.6 K | 0 | 126.6 K |
| Other | 128 K | 0.1% | 15.71 K | 0 | 15.71 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
87,743,004
Holdings
2645
QoQ value change ($000)
25,753,300
(41.5%)
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.