Focus Partners Wealth
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationboston, MA
- CIK0001542153
- Alternate namesColony Group, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,898 | $39.92 B | DFAC, AAPL, MSFT, AMZN | RESTATEMENT | May 20, 2025 | 000108514625003391 | ||
1,893 | $38.51 B | AAPL, DFAC, MSFT, AMZN | NEW HOLDINGS | May 29, 2025 | 000108514625003414 | ||
1,880 | $38.51 B | AAPL, DFAC, MSFT, AMZN | RESTATEMENT | May 20, 2025 | 000108514625003390 | ||
1,567 | $31.39 B | DFAC, AAPL, MSFT, VOO | 13F-HR | Nov 14, 2024 | 000154215324000013 | ||
1,237 | $29.71 M | MSFT, VOO, AAPL, AMZN | 13F-HR | Aug 15, 2024 | 000154215324000009 | ||
981 | $12.32 M | MSFT, VOO, IXUS, AAPL | 13F-HR | May 16, 2024 | 000154215324000006 | ||
774 | $7.63 M | VOO, IXUS, MSFT, BRK.A | 13F-HR | Feb 15, 2024 | 000154215324000004 |