Focus Partners Advisor Solutions Posiciones de la cartera
Focus Partners Advisor Solutions provides outsourced asset management and back-office support to independent financial advisers, and is a wholly owned indirect subsidiary of Focus Financial Partners. It was known as Buckingham Strategic Partners until January 2025, when it was renamed as part of a rebrand across the Focus group. Its services go back to 1997, under earlier names that included BAM Advisor Services and Loring Ward. It teaches the advisers it works with to build long-term portfolios using modern portfolio theory, and mainly recommends passively managed or evidence-based mutual funds and ETFs. Its sister firm Buckingham Strategic Wealth merged with The Colony Group in June 2024, and the combined firm became Focus Partners Wealth in January 2025.
Principales compras
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+USD 98.6 M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+USD 70.3 M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+USD 61.5 M |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
+USD 61.1 M |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+USD 58.1 M |
Principales ventas
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+USD 18 M |
| 2 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+USD 10.2 M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+USD 8.78 M |
| 4 |
Microsoft
MSFT
|
+USD 8.09 M |
| 5 |
Dimensional International Value ETF
DFIV
|
+USD 6.86 M |
Composición por sector
| Clasificación | Sector | Peso |
|---|---|---|
| 1 | Varios | 85.23% |
| 2 | Tecnología | 5.12% |
| 3 | Finanzas | 2.15% |
| 4 | Industriales | 1.87% |
| 5 | Consumo discrecional | 1.35% |
| Nombre | Valor de mercado | Peso en el portafolio | Acciones o capital principal |
Cambio en la participación | Flujo de capital | En cartera desde | |
|---|---|---|---|---|---|---|---|
26
Dimensional National Municipal Bond ETF
DFNM
USD 2323 M
| USD 79.6 M | 0.67% |
1,646,788
+443,437
| +37% | +USD 21.4 M |
2024 Q3
7 trimestres
|
|
27
U.S. Small Cap Portfolio ETF Class Shares
DFAS
USD 15.5 mil M
| USD 77.7 M | 0.66% |
943,404
+3,397
| +0.4% | +USD 263 k |
2021 Q4
18 trimestres
|
|
28
Vanguard Short-Term Bond ETF
BSV
USD 45.7 mil M
| USD 76.4 M | 0.65% |
980,902
+236,350
| +32% | +USD 18.4 M |
2022 Q1
17 trimestres
|
|
29
iShares Core MSCI Emerging Markets ETF
IEMG
USD 147 mil M
| USD 69.2 M | 0.59% |
836,045
-84,374
| -9% | -USD 6.73 M |
2021 Q4
18 trimestres
|
|
30
Avantis Emerging Markets Equity ETF
AVEM
USD 27 mil M
| USD 68 M | 0.58% |
704,363
+161,585
| +30% | +USD 14.9 M |
2022 Q2
16 trimestres
|
|
31
Vanguard FTSE Developed Markets ETF
VEA
USD 232 mil M
| USD 64.9 M | 0.55% |
911,024
+128,446
| +16% | +USD 8.95 M |
2022 Q1
17 trimestres
|
|
32
Dimensional Global Real Estate ETF
DFGR
USD 4042 M
| USD 62.8 M | 0.53% |
2,168,246
+391,145
| +22% | +USD 11.2 M |
2023 Q2
12 trimestres
|
|
33
Dimensional International Core Equity 2 ETF
DFIC
USD 15.5 mil M
| USD 62.4 M | 0.53% |
1,673,693
+635,414
| +61% | +USD 23.8 M |
2022 Q4
14 trimestres
|
|
34
Avantis US Large Cap Value ETF
AVLV
USD 22.9 mil M
| USD 58.6 M | 0.5% |
642,722
+295,945
| +85% | +USD 26 M |
2022 Q2
16 trimestres
|
|
|
35
Microsoft
MSFT
USD 4.13 B
| USD 57.8 M | 0.49% |
155,071
-19,992
| -11% | -USD 8.09 M |
2022 Q1
17 trimestres
|
|
36
Avantis US Equity ETF
AVUS
USD 14.8 mil M
| USD 56.7 M | 0.48% |
442,411
+61,509
| +16% | +USD 7.58 M |
2022 Q1
17 trimestres
|
|
37
Schwab US Large-Cap Value ETF
SCHV
USD 15.9 mil M
| USD 56.6 M | 0.48% |
1,627,002
+63,021
| +4% | +USD 2.08 M |
2023 Q1
13 trimestres
|
|
38
Schwab US Large-Cap Growth ETF
SCHG
USD 62.4 mil M
| USD 52.6 M | 0.45% |
1,552,951
+109,029
| +8% | +USD 3.61 M |
2023 Q2
12 trimestres
|
|
39
Dimensional Emerging Core Equity Market ETF
DFAE
USD 9277 M
| USD 52.3 M | 0.44% |
1,300,402
+68,104
| +6% | +USD 2.63 M |
2021 Q4
18 trimestres
|
|
40
Vanguard S&P 500 ETF
VOO
USD 1.04 B
| USD 48.6 M | 0.41% |
70,775
-2,329
| -3% | -USD 1.55 M |
2022 Q1
17 trimestres
|
|
41
iShares MSCI EAFE Value ETF
EFV
USD 15.6 mil M
| USD 47.2 M | 0.4% |
1,231,942
+465,914
| +61% | +USD 18 M |
2022 Q1
17 trimestres
|
|
42
Amazon
AMZN
USD 2.88 B
| USD 45.7 M | 0.39% |
191,666
+10,342
| +6% | +USD 2.6 M |
2022 Q1
17 trimestres
|
|
43
State Street SPDR S&P 500 ETF Trust
SPY
USD 811 mil M
| USD 43.6 M | 0.37% |
58,423
+24,456
| +72% | +USD 17.7 M |
2021 Q4
18 trimestres
|
|
44
Dimensional Core Fixed Income ETF
DFCF
USD 11.7 mil M
| USD 40.7 M | 0.35% |
964,946
+207,022
| +27% | +USD 8.75 M |
2023 Q1
13 trimestres
|
|
45
Schwab US Dividend Equity ETF
SCHD
USD 122 mil M
| USD 38.7 M | 0.33% |
1,221,445
-13,100
| -1% | -USD 416 k |
2022 Q1
17 trimestres
|
|
46
Avantis International Equity ETF
AVDE
USD 19.8 mil M
| USD 37 M | 0.31% |
414,689
+42,306
| +11% | +USD 3.79 M |
2023 Q3
11 trimestres
|
|
47
iShares Core S&P Small-Cap ETF
IJR
USD 107 mil M
| USD 36.9 M | 0.31% |
249,116
+201,550
| +424% | +USD 27.7 M |
2022 Q1
17 trimestres
|
|
48
Broadcom
AVGO
USD 1.55 B
| USD 35.5 M | 0.3% |
94,108
+15,489
| +20% | +USD 6.21 M |
2023 Q2
12 trimestres
|
|
49
Alphabet (Google) Class C
GOOG
USD 3.53 B
| USD 35.2 M | 0.3% |
99,533
+2,952
| +3% | +USD 1.06 M |
2021 Q4
18 trimestres
|
|
50
Alphabet (Google) Class A
GOOGL
USD 3.55 B
| USD 32.9 M | 0.28% |
92,186
+1,774
| +2% | +USD 639 k |
2021 Q4
18 trimestres
|
|
Fondos similares
Revisión del portafolio de Focus Partners Advisor Solutions en T2 2026
Al cierre de T2 2026, Focus Partners Advisor Solutions mantenía 1,437 posiciones por un valor de USD 11.8 mil M, un aumento de 19% frente a los USD 9924 M del trimestre anterior. Sus diez principales posiciones representan 44% de la cartera.
Focus Partners Advisor Solutions destinó USD 810 M de nuevo capital neto durante T2 2026, abrió 188 nuevas posiciones y aumentó 536 posiciones existentes. Su mayor nueva posición fue First Northern Community Bancorp: 383,690 acciones con un valor de USD 6.88 M.
Por sector, la cartera tiene su mayor concentración en Varios, con 85% de los activos, frente a 84% un trimestre antes; le siguen Tecnología y Finanzas.
La mayor reducción de posición fue en ExxonMobil, por un valor estimado de USD 18 M.
- La mayor compra de Focus Partners Advisor Solutions en T2 2026 fue First Northern Community Bancorp: 383,690 acciones por un valor de USD 6.88 M.
- Focus Partners Advisor Solutions fue quien más aumentó su posición en Vanguard Intermediate-Term Treasury ETF durante T2 2026, con un incremento estimado de USD 98.6 M.
- La mayor reducción de Focus Partners Advisor Solutions durante T2 2026 fue en ExxonMobil, con un recorte estimado de USD 18 M.
- Focus Partners Advisor Solutions cerró por completo su posición en United Natural Foods en T2 2026, con una venta estimada de USD 4.41 M.
- Las diez principales posiciones de Focus Partners Advisor Solutions representan 44% de su cartera de USD 11.8 mil M en T2 2026.
- Focus Partners Advisor Solutions abrió 188 posiciones nuevas y cerró 194 en T2 2026.
- El valor de la cartera de Focus Partners Advisor Solutions aumentó 19% respecto al trimestre anterior, hasta USD 11.8 mil M.
Según el Informe 13F de Focus Partners Advisor Solutions correspondiente a T2 2026, presentado el 6 ago 2026.