account_balance

Investment manager · 13F filer · SEC CIK 1868872

Focus Advisor Solutions, LLC

Reported value$12.4Bas of Sep 30, 2026
Positions1,384 279 new, 138 sold out
Top 10 weight40.3%ITOT alone is 9%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 8.7% Added +11%
BSVO Ea Series Trust 5.0% Added +4%
VGIT Vanguard Scottsdale FDS 4.7% Added +8%
AVDV American Centy ETF Tr 4.6% Added +11%
AVUV American Centy ETF Tr 3.4% Added +20%
IDEV iShares Tr 3.2% Added +10%
DFEM Dimensional ETF Trust 3.1% Added +11%
DFIV Dimensional ETF Trust 2.7% Held
DFSD Dimensional ETF Trust 2.7% Added +12%
DFUV Dimensional ETF Trust 2.2% Held
VTIP Vanguard Malvern FDS 2.2% Added +11%
VTI Vanguard Index FDS 2.0% Added +9%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • FRDM $8.14M
  • HYS $5.89M
  • ZS $4.62M
  • QVAL $4.41M
arrow_upwardAdded
arrow_downwardTrimmed
  • VTV −8%
  • DFGR −7%
  • VB −7%
remove_circleSold out
  • FNRN $6.88M
  • QLTA $4.65M
  • ISTB $4.11M
  • SPTS $2.08M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K).

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