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Vincent J. Gratch

Focus Partners Wealth

Assets Managed
$89.913B
Holdings
2644
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
2.48%(2Q avg: 22.01%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Focus Partners Wealth's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2644 positions.

Assets under management

The assets under management (AUM) of Focus Partners Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 89.913B in assets, with a quarterly growth rate of 2.48% and a 2-quarter average growth rate of 22.01%. The portfolio is managed by Vincent J. Gratch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 5.43%
2.83%
$2.54B
10.038M shares@ $253.09 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 6.05%
2.36%
$2.116B
12.109M shares@ $174.71 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 19.94%
2.2%
$1.971B
5.318M shares@ $370.52 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -1.08%
1.92%
$1.725B
12.981M shares@ $132.92 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.28%
1.85%
$1.66B
42.584M shares@ $38.99 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 11.44%
1.79%
$1.603B
7.682M shares@ $208.64 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.37%
1.78%
$1.597B
2.672M shares@ $597.67 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -14.86%
1.64%
$1.466B
2.429M shares@ $603.28 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.14%
1.61%
$1.44B
2.204M shares@ $653.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 18.59%
1.55%
$1.385B
4.808M shares@ $288.08 avg price

1-10 of 2644