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 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+USD 112 M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+USD 73.6 M |
| 3 |
Avantis International Small Cap Value ETF
AVDV
|
+USD 54.9 M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+USD 46.5 M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+USD 39 M |
Principales ventas
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+USD 781 M |
| 2 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+USD 375 M |
| 3 |
U.S. Small Cap Portfolio ETF Class Shares
DFAS
|
+USD 60.2 M |
| 4 |
First Northern Community Bancorp
FNRN
|
+USD 6.88 M |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+USD 4.65 M |
Composición por sector
| Clasificación | Sector | Peso |
|---|---|---|
| 1 | Varios | 77.97% |
| 2 | Tecnología | 7.8% |
| 3 | Finanzas | 2.88% |
| 4 | Industriales | 2.47% |
| 5 | Salud | 2.32% |
| Nombre | Valor de mercado | Peso en el portafolio | Acciones o capital principal |
Cambio en la participación | Flujo de capital | En cartera desde | |
|---|---|---|---|---|---|---|---|
76
iShares 3-7 Year Treasury Bond ETF
IEI
USD 16.8 mil M
| USD 20 M | 0.16% |
175,990
+73,800
| +72% | +USD 8.55 M |
2024 Q3
8 trimestres
|
|
77
Stryker
SYK
USD 119 mil M
| USD 18.9 M | 0.15% |
68,797
+5,718
| +9% | +USD 1.8 M |
2022 Q1
18 trimestres
|
|
78
Merck
MRK
USD 362 mil M
| USD 18.7 M | 0.15% |
128,466
+42,377
| +49% | +USD 5.86 M |
2021 Q4
19 trimestres
|
|
79
Johnson & Johnson
JNJ
USD 683 mil M
| USD 18.6 M | 0.15% |
70,070
+22,901
| +49% | +USD 6.04 M |
2022 Q1
18 trimestres
|
|
80
Advanced Micro Devices
AMD
USD 960 mil M
| USD 18.4 M | 0.15% |
30,095
+6,810
| +29% | +USD 3.5 M |
2022 Q1
18 trimestres
|
|
81
Visa
V
USD 784 mil M
| USD 18.3 M | 0.15% |
50,893
+8,279
| +19% | +USD 3.03 M |
2021 Q4
19 trimestres
|
|
82
Vanguard Intermediate-Term Bond ETF
BIV
USD 28.4 mil M
| USD 18.2 M | 0.15% |
249,815
-46,543
| -16% | -USD 3.5 M |
2022 Q1
18 trimestres
|
|
83
Vanguard Short-Term Treasury ETF
VGSH
USD 36.5 mil M
| USD 18 M | 0.14% |
312,632
+3,530
| +1% | +USD 205 k |
2022 Q1
18 trimestres
|
|
84
LPL Financial
LPLA
USD 22.8 mil M
| USD 17.9 M | 0.14% |
58,396
-6,047
| -9% | -USD 2.06 M |
2024 Q2
9 trimestres
|
|
85
Vanguard Real Estate ETF
VNQ
USD 38.6 mil M
| USD 17.7 M | 0.14% |
197,161
+10,960
| +6% | +USD 1.06 M |
2022 Q1
18 trimestres
|
|
86
AbbVie
ABBV
USD 520 mil M
| USD 16.8 M | 0.14% |
64,299
+24,814
| +63% | +USD 6.36 M |
2021 Q4
19 trimestres
|
|
87
Oracle
ORCL
USD 396 mil M
| USD 16.1 M | 0.13% |
116,963
+61,583
| +111% | +USD 8.69 M |
2021 Q4
19 trimestres
|
|
|
88
U.S. Small Cap Portfolio ETF Class Shares
DFAS
USD 15.3 mil M
| USD 15.7 M | 0.13% |
202,873
-740,531
| -78% | -USD 60.2 M |
2021 Q4
19 trimestres
|
|
89
Palantir
PLTR
USD 413 mil M
| USD 15.4 M | 0.12% |
82,596
+36,260
| +78% | +USD 5.78 M |
2024 Q1
10 trimestres
|
|
90
ALPS International Sector Dividend Dogs ETF
IDOG
USD 571 M
| USD 15 M | 0.12% |
356,266
+4,125
| +1% | +USD 179 k |
2024 Q4
7 trimestres
|
|
91
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
USD 40.9 mil M
| USD 14.7 M | 0.12% |
293,063
+35,827
| +14% | +USD 1.82 M |
2021 Q4
19 trimestres
|
|
92
GE Aerospace
GE
USD 343 mil M
| USD 14.4 M | 0.12% |
46,268
+13,705
| +42% | +USD 4.75 M |
2022 Q1
18 trimestres
|
|
93
iShares Core MSCI EAFE ETF
IEFA
USD 191 mil M
| USD 14.3 M | 0.11% |
147,205
-9,771
| -6% | -USD 965 k |
2021 Q4
19 trimestres
|
|
94
Invesco S&P 500 Momentum ETF
SPMO
USD 20.8 mil M
| USD 14 M | 0.11% |
92,324
-1,289
| -1% | -USD 192 k |
2023 Q2
13 trimestres
|
|
95
Dimensional International Sustainability Core 1 ETF
DFSI
USD 1191 M
| USD 13.9 M | 0.11% |
308,632
+123,760
| +67% | +USD 5.73 M |
2023 Q1
14 trimestres
|
|
96
Vanguard High Dividend Yield ETF
VYM
USD 83.9 mil M
| USD 13.7 M | 0.11% |
88,369
+23,215
| +36% | +USD 3.76 M |
2022 Q1
18 trimestres
|
|
97
Phillips 66
PSX
USD 103 mil M
| USD 13.6 M | 0.11% |
53,444
+23,083
| +76% | +USD 5.27 M |
2023 Q3
12 trimestres
|
|
98
Philip Morris
PM
USD 307 mil M
| USD 13.6 M | 0.11% |
71,454
+28,172
| +65% | +USD 5.32 M |
2022 Q1
18 trimestres
|
|
99
Vanguard Morningstar Small-Cap Growth ETF
VBK
USD 22.3 mil M
| USD 13.5 M | 0.11% |
40,048
+8,018
| +25% | +USD 2.8 M |
2023 Q4
11 trimestres
|
|
100
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
USD 3816 M
| USD 13.5 M | 0.11% |
573,867
+81,661
| +17% | +USD 2.02 M |
2026 Q1
2 trimestres
|
|
Fondos similares
Revisión del portafolio de Focus Partners Advisor Solutions en T3 2026
Al cierre de T3 2026, Focus Partners Advisor Solutions mantenía 1,521 posiciones por un valor de USD 12.4 mil M, un aumento de 5.3% frente a los USD 11.8 mil M del trimestre anterior. Sus diez principales posiciones representan 40% de la cartera.
Focus Partners Advisor Solutions destinó USD 647 M de nuevo capital neto durante T3 2026, abrió 278 nuevas posiciones y aumentó 834 posiciones existentes. Su mayor nueva posición fue Freedom 100 Emerging Markets ETF: 116,405 acciones con un valor de USD 8.14 M.
Por sector, la mayor concentración de la cartera está en Varios, con 78% de los activos, por debajo del 85% del trimestre anterior. Le siguen Tecnología y Finanzas.
La mayor reducción de posición fue en U.S. Core Equity 2 Portfolio ETF Class Shares, por un valor estimado de USD 781 M.
- La mayor compra de Focus Partners Advisor Solutions en T3 2026 fue Freedom 100 Emerging Markets ETF: 116,405 acciones por un valor de USD 8.14 M.
- Focus Partners Advisor Solutions fue quien más aumentó su posición en iShares Core S&P Total US Stock Market ETF durante T3 2026, con un incremento estimado de USD 112 M.
- La mayor reducción de Focus Partners Advisor Solutions durante T3 2026 fue en U.S. Core Equity 2 Portfolio ETF Class Shares, con un recorte estimado de USD 781 M.
- Focus Partners Advisor Solutions cerró por completo su posición en First Northern Community Bancorp en T3 2026, con una venta estimada de USD 6.88 M.
- Las diez principales posiciones de Focus Partners Advisor Solutions representan 40% de su cartera de USD 12.4 mil M en T3 2026.
- Focus Partners Advisor Solutions abrió 278 posiciones nuevas y cerró 137 en T3 2026.
- El valor de la cartera de Focus Partners Advisor Solutions aumentó 5.3% respecto al trimestre anterior, hasta USD 12.4 mil M.
Según el Informe 13F de Focus Partners Advisor Solutions correspondiente a T3 2026, presentado el 10 nov 2026.