Focus Partners Advisor Solutions Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$98.6M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$70.3M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+$61.5M |
| 4 |
Avantis International Small Cap Value ETF
AVDV
|
+$61.1M |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$58.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$18M |
| 2 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$10.2M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$8.78M |
| 4 |
Microsoft
MSFT
|
+$8.09M |
| 5 |
Dimensional International Value ETF
DFIV
|
+$6.86M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 85.23% |
| 2 | Technology | 5.12% |
| 3 | Financials | 2.15% |
| 4 | Industrials | 1.87% |
| 5 | Consumer Discretionary | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
251
iShares Core Universal USD Bond ETF
IUSB
$50.2B
| $3.65M | 0.03% |
79,105
+293
| +0.4% | +$13.5K |
2024 Q3
7 quarters
|
|
252
Vert Global Sustainable Real Estate ETF
VGSR
$500M
| $3.61M | 0.03% |
317,422
-34,288
| -10% | -$383K |
2023 Q4
10 quarters
|
|
253
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$605M
| $3.61M | 0.03% |
48,590
+1,759
| +4% | +$128K |
2025 Q4
2 quarters
|
|
254
iShares MSCI USA Momentum Factor ETF
MTUM
$3.98B
| $3.6M | 0.03% |
42,048
+1,340
| +3% | +$100K |
2021 Q4
18 quarters
|
|
255
FedEx
FDX
$72.2B
| $3.56M | 0.03% |
11,354
-3,678
| -24% | -$1.34M |
2024 Q1
9 quarters
|
|
256
Pfizer
PFE
$168B
| $3.5M | 0.03% |
145,419
+23,735
| +20% | +$621K |
2022 Q1
17 quarters
|
|
257
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
| $3.47M | 0.03% |
24,469
+535
| +2% | +$73.9K |
2024 Q1
9 quarters
|
|
258
TechnipFMC
FTI
$24.7B
| $3.47M | 0.03% |
52,342
-25,732
| -33% | -$1.82M |
2024 Q4
6 quarters
|
|
259
Avantis Short-Term Fixed Income ETF
AVSF
$643M
| $3.44M | 0.03% |
73,955
-257
| -0.3% | -$12K |
2023 Q1
13 quarters
|
|
260
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$10.4B
| $3.43M | 0.03% |
17,907
+6,730
| +60% | +$1.26M |
2025 Q2
4 quarters
|
|
261
ConocoPhillips
COP
$161B
| $3.39M | 0.03% |
32,617
-7,163
| -18% | -$849K |
2021 Q4
18 quarters
|
|
262
Freeport-McMoran
FCX
$85.3B
| $3.38M | 0.03% |
53,796
-5,582
| -9% | -$359K |
2024 Q4
6 quarters
|
|
263
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
| $3.37M | 0.03% |
70,116
+27,288
| +64% | +$1.35M |
2022 Q2
16 quarters
|
|
264
iShares Bitcoin Trust
IBIT
$60.8B
| $3.36M | 0.03% |
100,879
+3,763
| +4% | +$153K |
2024 Q3
7 quarters
|
|
265
iShares Russell 1000 ETF
IWB
$46.8B
| $3.35M | 0.03% |
8,175
+17
| +0.2% | +$6.74K |
2022 Q1
17 quarters
|
|
266
Arista Networks
ANET
$216B
| $3.33M | 0.03% |
19,574
-18,121
| -48% | -$2.85M |
2024 Q1
9 quarters
|
|
267
Schwab U.S Small- Cap ETF
SCHA
$21.6B
| $3.32M | 0.03% |
91,905
+35,030
| +62% | +$1.16M |
2024 Q1
9 quarters
|
|
268
Johnson Controls International
JCI
$81.8B
| $3.28M | 0.03% |
22,456
+426
| +2% | +$60.2K |
2025 Q1
5 quarters
|
|
269
Snowflake
SNOW
$97.3B
| $3.28M | 0.03% |
12,875
-3,721
| -22% | -$685K |
2024 Q4
6 quarters
|
|
270
Incyte
INCY
$24.4B
| $3.26M | 0.03% |
28,722
-8,993
| -24% | -$892K |
2025 Q1
5 quarters
|
|
271
Blackrock
BLK
$182B
| $3.25M | 0.03% |
3,381
-281
| -8% | -$291K |
2023 Q4
10 quarters
|
|
272
Amphenol
APH
$184B
| $3.24M | 0.03% |
36,786
-19,774
| -35% | -$1.43M |
2025 Q1
5 quarters
|
|
273
Target
TGT
$72B
| $3.24M | 0.03% |
24,803
-1,045
| -4% | -$133K |
2024 Q2
8 quarters
|
|
274
Fortinet
FTNT
$87.3B
| $3.24M | 0.03% |
21,084
-20,655
| -49% | -$2.39M |
2024 Q2
8 quarters
|
|
275
Valero Energy
VLO
$96.6B
| $3.23M | 0.03% |
12,419
+712
| +6% | +$175K |
2024 Q1
9 quarters
|
|
Similar funds
Focus Partners Advisor Solutions's Q2 2026 Portfolio in Review
As of Q2 2026, Focus Partners Advisor Solutions held 1,437 positions worth $11.8B, up 19% from $9.9B the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Focus Partners Advisor Solutions deployed $810M of net new capital in Q2 2026, opening 188 new positions and adding to 536 existing holdings. Its largest new stake was First Northern Community Bancorp: 383,690 shares worth $6.88M.
By sector, the portfolio is most concentrated in Miscellaneous at 85% of assets, up from 84% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was ExxonMobil, an estimated $18M trimmed.
- Focus Partners Advisor Solutions's largest Q2 2026 buy was First Northern Community Bancorp: 383,690 shares worth $6.88M.
- Focus Partners Advisor Solutions added most to Vanguard Intermediate-Term Treasury ETF in Q2 2026, an estimated $98.6M increase.
- Focus Partners Advisor Solutions's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $18M.
- Focus Partners Advisor Solutions fully exited United Natural Foods in Q2 2026, selling an estimated $4.41M.
- Focus Partners Advisor Solutions's ten largest holdings make up 44% of its $11.8B portfolio in Q2 2026.
- Focus Partners Advisor Solutions opened 188 new positions and closed 194 in Q2 2026.
- Focus Partners Advisor Solutions's portfolio value rose 19% quarter-over-quarter to $11.8B.
Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.