Focus Partners Wealth EQTY — VALUED ADVISERS TR

Ownership history in Focus Partners Wealth  ·  6 quarters on record

AI Ownership Summary

Focus Partners Wealth reported VALUED ADVISERS TR (EQTY) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.39% in 2025 Q4. The latest visible filing shows EQTY at 1.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EQTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Partners Wealth's position in VALUED ADVISERS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EQTY was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EQTY stock page Focus Partners Wealth fund profile Focus Partners Wealth full holdings
How Focus Partners Wealth held EQTY — position size vs. price
% of Fund (quarterly)    EQTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 45,042,212 +44,951,222 +49402.4% 1.39% $1.22B 2026-02-14 (Est.) $26.90
2025 Q3 UNCHANGED — — — 90,990 — 0% 0.00% $2.3M 2025-11-14 $25.77
2025 Q2 REDUCED — — — 90,990 -1 -0.0% 0.00% $2.3M 2025-08-14 $25.98
2025 Q1 ADDED — — — 90,991 +223 +0.2% 0.01% $2.1M 2025-05-15 $23.83
2024 Q4 REDUCED — — — 90,768 -2 -0.0% 0.01% $2.2M 2025-02-14 $24.95
2024 Q3 INITIATED — — — 90,770 — — 0.01% $2.1M 2024-11-14 $23.99

🏢 Other funds also holding EQTY

As of 2026 Q1 — sorted by position size

Delta Wealth Advisors LLC 2.21% Stratos Wealth Advisors, LLC 3Y 7Y 0.09% Basepoint Wealth LLC 0.04% Eukles Asset Management 3Y 7Y 0.03% Chicago Partners Investment Group LLC 3Y 7Y 0.01% MML INVESTORS SERVICES, LLC 3Y 7Y 0.01% Darwin Wealth Management, LLC 3Y 7Y 0.01% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Focus Partners Wealth and EQTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focus Partners Wealth reported owning EQTY?

Focus Partners Wealth reported EQTY across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported EQTY position in Focus Partners Wealth's portfolio?

The largest reported portfolio weight for EQTY was 1.39% in 2025 Q4.

What is the latest reported EQTY position on this page?

The most recent filing on this page is 2025 Q4, when Focus Partners Wealth reported 45,042,212 shares, equal to 1.39% of portfolio, with an estimated market value of $1.22B.

What does the chart on this EQTY ownership page compare?

The chart compares Focus Partners Wealth's quarterly EQTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Focus Partners Wealth time their EQTY position?

Based on 13F filing dates vs. subsequent EQTY price moves, Focus Partners Wealth correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on EQTY relative to SPY over the holding period was -3.1%.

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