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 | |
|---|---|---|---|---|---|---|---|
151
Vanguard Information Technology ETF
VGT
USD 138 mil M
| USD 9.7 M | 0.08% |
77,497
+3,155
| +4% | +USD 375 k |
2022 Q4
15 trimestres
|
|
152
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
USD 18.3 mil M
| USD 9.5 M | 0.08% |
94,930
+81,819
| +624% | +USD 8.23 M |
2026 Q1
2 trimestres
|
|
153
Western Digital
WDC
USD 111 mil M
| USD 9.47 M | 0.08% |
20,831
+7,826
| +60% | +USD 3.8 M |
2025 Q2
5 trimestres
|
|
154
Vanguard Morningstar Mega Cap Growth ETF
MGK
USD 32.4 mil M
| USD 9.43 M | 0.08% |
101,794
+13,633
| +15% | +USD 1.22 M |
2023 Q1
14 trimestres
|
|
155
Vanguard Total Bond Market
BND
USD 165 mil M
| USD 9.42 M | 0.08% |
134,262
+13,004
| +11% | +USD 937 k |
2022 Q1
18 trimestres
|
|
156
iShares National Muni Bond ETF
MUB
USD 54.4 mil M
| USD 9.35 M | 0.08% |
92,503
+18,150
| +24% | +USD 1.91 M |
2022 Q1
18 trimestres
|
|
157
SPDR Gold Trust
GLD
USD 130 mil M
| USD 9.17 M | 0.07% |
24,087
+12,674
| +111% | +USD 4.96 M |
2021 Q4
19 trimestres
|
|
158
Atlassian
TEAM
USD 38 mil M
| USD 9.12 M | 0.07% |
50,880
+26,696
| +110% | +USD 3.85 M |
2025 Q1
6 trimestres
|
|
159
TSMC
TSM
USD 2.07 B
| USD 9.12 M | 0.07% |
19,981
-3,743
| -16% | -USD 1.59 M |
2023 Q1
14 trimestres
|
|
160
UnitedHealth
UNH
USD 365 mil M
| USD 8.99 M | 0.07% |
24,479
+6,674
| +37% | +USD 2.69 M |
2021 Q4
19 trimestres
|
|
161
Citigroup
C
USD 205 mil M
| USD 8.94 M | 0.07% |
69,044
+40,940
| +146% | +USD 5.51 M |
2023 Q2
13 trimestres
|
|
162
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
USD 67.6 mil M
| USD 8.7 M | 0.07% |
111,138
+6,787
| +7% | +USD 549 k |
2026 Q1
2 trimestres
|
|
163
Dimensional International Small Cap ETF
DFIS
USD 5765 M
| USD 8.57 M | 0.07% |
236,375
+25,870
| +12% | +USD 945 k |
2022 Q4
15 trimestres
|
|
164
iShares S&P Small-Cap 600 Value ETF
IJS
USD 7700 M
| USD 8.5 M | 0.07% |
66,319
+7,775
| +13% | +USD 1.06 M |
2022 Q1
18 trimestres
|
|
165
Abbott
ABT
USD 188 mil M
| USD 8.33 M | 0.07% |
84,329
+59,515
| +240% | +USD 6.21 M |
2022 Q1
18 trimestres
|
|
166
Capital One
COF
USD 117 mil M
| USD 8.27 M | 0.07% |
42,833
+26,812
| +167% | +USD 5.63 M |
2024 Q4
7 trimestres
|
|
167
iShares Core S&P US Value ETF
IUSV
USD 28.9 mil M
| USD 8.22 M | 0.07% |
74,498
+1,506
| +2% | +USD 170 k |
2022 Q2
17 trimestres
|
|
168
Mastercard
MA
USD 576 mil M
| USD 8.19 M | 0.07% |
14,853
+1,918
| +15% | +USD 1.08 M |
2021 Q4
19 trimestres
|
|
169
Marathon Petroleum
MPC
USD 113 mil M
| USD 8.15 M | 0.07% |
20,616
+5,775
| +39% | +USD 2 M |
2021 Q4
19 trimestres
|
|
170
Freedom 100 Emerging Markets ETF
FRDM
USD 3171 M
| USD 8.14 M | 0.07% |
+116,405
| Nuevas | +USD 7.95 M |
2026 Q3
0 trimestres
|
|
171
Invesco S&P 500 High Beta ETF
SPHB
USD 800 M
| USD 8.05 M | 0.06% |
53,408
+4,106
| +8% | +USD 602 k |
2025 Q2
5 trimestres
|
|
172
iShares MSCI Emerging Markets ETF
EEM
USD 28.2 mil M
| USD 7.97 M | 0.06% |
119,310
+20,544
| +21% | +USD 1.36 M |
2022 Q1
18 trimestres
|
|
173
Snowflake
SNOW
USD 103 mil M
| USD 7.91 M | 0.06% |
23,280
+10,405
| +81% | +USD 3.21 M |
2024 Q4
7 trimestres
|
|
174
Newmont
NEM
USD 118 mil M
| USD 7.9 M | 0.06% |
68,535
+38,617
| +129% | +USD 4.32 M |
2024 Q2
9 trimestres
|
|
175
iShares Russell Mid-Cap Growth ETF
IWP
USD 18.2 mil M
| USD 7.89 M | 0.06% |
57,332
+13,462
| +31% | +USD 1.89 M |
2023 Q4
11 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.