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 | |
|---|---|---|---|---|---|---|---|
1076
WisdomTree US High Dividend Fund
DHS
USD 1669 M
| USD 318 k | ﹤0.01% |
2,843
| – | – |
2024 Q1
10 trimestres
|
|
1077
Deutsche Bank
DB
USD 67.9 mil M
| USD 317 k | ﹤0.01% |
+8,832
| Nuevas | +USD 331 k |
2026 Q3
0 trimestres
|
|
1078
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
USD 1419 M
| USD 316 k | ﹤0.01% |
2,633
+261
| +11% | +USD 31.3 k |
2024 Q4
7 trimestres
|
|
1079
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
USD 2825 M
| USD 316 k | ﹤0.01% |
19,551
-13,880
| -42% | -USD 229 k |
2026 Q2
1 trimestre
|
|
1080
International Seaways
INSW
USD 5383 M
| USD 314 k | ﹤0.01% |
+2,855
| Nuevas | +USD 276 k |
2026 Q3
0 trimestres
|
|
1081
AES
AES
USD 10.6 mil M
| USD 314 k | ﹤0.01% |
21,087
+1,177
| +6% | +USD 17.4 k |
2026 Q2
1 trimestre
|
|
1082
First Trust Dorsey Wright Focus 5 ETF
FV
USD 3784 M
| USD 313 k | ﹤0.01% |
4,266
| – | – |
2025 Q3
4 trimestres
|
|
1083
GRAIL Inc
GRAL
USD 5211 M
| USD 312 k | ﹤0.01% |
+2,222
| Nuevas | +USD 176 k |
2026 Q3
0 trimestres
|
|
1084
Murphy Oil
MUR
USD 5279 M
| USD 311 k | ﹤0.01% |
+8,396
| Nuevas | +USD 305 k |
2026 Q3
0 trimestres
|
|
1085
KeyCorp
KEY
USD 22.7 mil M
| USD 311 k | ﹤0.01% |
15,473
-21,905
| -59% | -USD 487 k |
2023 Q3
12 trimestres
|
|
1086
Liberty Media Corporation Series C Common Stock
FWONK
USD 27.8 mil M
| USD 310 k | ﹤0.01% |
+3,351
| Nuevas | +USD 331 k |
2026 Q3
0 trimestres
|
|
1087
iShares MSCI Global Min Vol Factor ETF
ACWV
USD 3473 M
| USD 309 k | ﹤0.01% |
2,520
-250
| -9% | -USD 31.2 k |
2025 Q1
6 trimestres
|
|
1088
Hartford Multifactor Small Cap ETF
ROSC
USD 49.7 M
| USD 309 k | ﹤0.01% |
5,775
+30
| +0.5% | +USD 1.67 k |
2025 Q4
3 trimestres
|
|
1089
Brookfield Asset Management
BAM
USD 82.3 mil M
| USD 309 k | ﹤0.01% |
+6,928
| Nuevas | +USD 338 k |
2026 Q3
0 trimestres
|
|
1090
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
USD 268 M
| USD 308 k | ﹤0.01% |
+12,540
| Nuevas | +USD 307 k |
2026 Q3
0 trimestres
|
|
1091
Corsair Gaming
CRSR
USD 1287 M
| USD 308 k | ﹤0.01% |
+22,797
| Nuevas | +USD 264 k |
2026 Q3
0 trimestres
|
|
1092
State Street SPDR Portfolio High Yield Bond Index ETF
SPHY
USD 12.2 mil M
| USD 307 k | ﹤0.01% |
+13,592
| Nuevas | +USD 315 k |
2026 Q3
0 trimestres
|
|
1093
Insperity
NSP
USD 1923 M
| USD 305 k | ﹤0.01% |
+6,552
| Nuevas | +USD 328 k |
2026 Q3
0 trimestres
|
|
1094
MaxLinear
MXL
USD 5059 M
| USD 304 k | ﹤0.01% |
3,365
+902
| +37% | +USD 68.4 k |
2026 Q2
1 trimestre
|
|
1095
BondBloxx Private Credit CLO ETF
PCMM
USD 258 M
| USD 303 k | ﹤0.01% |
6,053
+244
| +4% | +USD 12.2 k |
2026 Q1
2 trimestres
|
|
1096
iShares International Equity Factor ETF
INTF
USD 3761 M
| USD 302 k | ﹤0.01% |
7,277
+198
| +3% | +USD 8.36 k |
2025 Q4
3 trimestres
|
|
1097
Douglas Dynamics
PLOW
USD 864 M
| USD 301 k | ﹤0.01% |
7,668
+2,530
| +49% | +USD 108 k |
2026 Q1
2 trimestres
|
|
1098
Pacer Trendpilot 100 ETF
PTNQ
USD 1155 M
| USD 300 k | ﹤0.01% |
3,369
-220
| -6% | -USD 19 k |
2026 Q1
2 trimestres
|
|
1099
State Street Real Estate Select Sector SPDR ETF
XLRE
USD 8388 M
| USD 299 k | ﹤0.01% |
7,320
-2,549
| -26% | -USD 113 k |
2022 Q2
17 trimestres
|
|
1100
Vanguard Russell 2000 ETF
VTWO
USD 16.6 mil M
| USD 299 k | ﹤0.01% |
2,665
+437
| +20% | +USD 51.9 k |
2025 Q1
6 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.