First seen by DFX
Sep 13, 2026
date not stated
Focus Partners Wealth, LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Focus Partners Wealth is a national wealth management RIA whose own site offers family office services to wealthy families as one of many service lines.)
First seen by DFX
Sep 12, 2026
date not stated
Focus Partners Wealth, LLC found on the SEC adviser roster (services_description)
Focus Partners Wealth reported $89,912,880,894 across 2644 13(f) positions for the quarter ended 2026-03-31
Focus Partners Wealth increased Ares Capital Corp 698,927 -> 1,163,561 shares ($14,139,316 -> $20,967,390)
Focus Partners Wealth increased Applied Optoelectronics Inc 18,485 -> 379,062 shares ($644,387 -> $32,064,861)
Focus Partners Wealth increased Apollo Global Mgmt Inc 1,404,576 -> 3,254,362 shares ($203,324,236 -> $362,601,239)
Focus Partners Wealth increased APA Corporation 57,028 -> 80,442 shares ($1,394,936 -> $3,414,011)
Focus Partners Wealth increased Ishares Tr 47,884 -> 71,895 shares ($4,903,266 -> $7,470,567)
Focus Partners Wealth exited Cyberark Software Ltd (was $20,759,737, 46,532 shares)
Focus Partners Wealth exited Vanguard Index Fds (was $6,705,400, 20,000 shares)
Focus Partners Wealth exited Vail Resorts Inc (was $7,717,788, 57,196 shares)
Focus Partners Wealth exited Tesla Inc (was $4,497,200, 10,000 shares)
Focus Partners Wealth exited Summit Hotel Pptys (was $12,946,396, 13,034,000 shares)
Focus Partners Wealth exited Southstate Bk Corp (was $2,152,766, 22,875 shares)
Focus Partners Wealth exited Simplify Exchange Traded Fun (was $6,441,815, 276,354 shares)
Focus Partners Wealth exited Spdr Series Trust (was $8,733,860, 344,939 shares)
Focus Partners Wealth exited RLX Technology Inc (was $4,537,937, 1,947,612 shares)
Focus Partners Wealth exited Proshares Tr II (was $7,912,548, 220,221 shares)
Focus Partners Wealth exited Omeros Corp (was $4,140,118, 3,238,000 shares)
Focus Partners Wealth exited Nuveen S&p 500 Buy-Write Inc (was $2,024,675, 138,187 shares)
Focus Partners Wealth exited Nvidia Corporation (was $9,101,200, 48,800 shares)
Focus Partners Wealth exited Northeast Bk Portland Me (was $3,619,182, 36,134 shares)
Focus Partners Wealth exited Microsoft Corp (was $5,078,010, 10,500 shares)
Focus Partners Wealth exited Jpmorgan Chase & Co. (was $9,666,600, 30,000 shares)
Focus Partners Wealth exited Ishares Inc (was $3,362,941, 83,303 shares)
Focus Partners Wealth exited Invesco Exch Trd Slf Idx Fd (was $3,955,898, 169,490 shares)
Focus Partners Wealth exited Invesco Exchange Traded Fd T (was $2,162,863, 37,925 shares)
Focus Partners Wealth exited Invesco Exchange Traded Fd T (was $6,816,346, 214,014 shares)
Focus Partners Wealth exited Immunic Inc (was $2,291,863, 2,622,462 shares)
Focus Partners Wealth exited Exact Sciences Corp (was $3,721,030, 3,585,000 shares)
Focus Partners Wealth exited Exact Sciences Corp (was $3,535,353, 37,116 shares)
Focus Partners Wealth exited Comerica Inc (was $10,773,494, 123,907 shares)
Focus Partners Wealth exited Coastal Finl Corp Wa (was $2,732,055, 23,842 shares)
Focus Partners Wealth exited Civitas Resources Inc (was $3,448,119, 127,283 shares)
Focus Partners Wealth exited Dayforce Inc (was $6,087,744, 88,024 shares)
Focus Partners Wealth exited Astrazeneca Plc (was $11,645,788, 127,902 shares)
Focus Partners Wealth exited Apple Inc (was $7,965,498, 29,300 shares)
Focus Partners Wealth exited Alphabet Inc (was $8,817,780, 28,100 shares)
Focus Partners Wealth opened a $30,198,073 position in Cass Information Sys Inc (686,008 shares)
Focus Partners Wealth opened a $2,057,532 position in TCW Etf Trust (21,045 shares)