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 | |
|---|---|---|---|---|---|---|---|
276
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$580M
| $3.23M | 0.03% |
46,343
+505
| +1% | +$33.3K |
2024 Q3
7 quarters
|
|
277
Tapestry
TPR
$26.4B
| $3.22M | 0.03% |
22,006
-9,285
| -30% | -$1.33M |
2024 Q4
6 quarters
|
|
278
Capital One
COF
$121B
| $3.21M | 0.03% |
16,021
+1,899
| +13% | +$363K |
2024 Q4
6 quarters
|
|
279
US Bancorp
USB
$92.6B
| $3.21M | 0.03% |
53,109
-14,019
| -21% | -$786K |
2024 Q1
9 quarters
|
|
280
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
| $3.2M | 0.03% |
33,503
-22,897
| -41% | -$2.16M |
2022 Q4
14 quarters
|
|
281
Vanguard International Dividend Appreciation ETF
VIGI
$9.14B
| $3.17M | 0.03% |
33,903
+2,184
| +7% | +$202K |
2024 Q4
6 quarters
|
|
282
Schwab Fundamental US Small Company Index ETF
FNDA
$8.78B
| $3.15M | 0.03% |
82,702
-87,342
| -51% | -$3.12M |
2022 Q1
17 quarters
|
|
283
Vanguard FTSE Pacific ETF
VPL
$8B
| $3.15M | 0.03% |
27,197
-1,427
| -5% | -$158K |
2024 Q2
8 quarters
|
|
284
Travelers Companies
TRV
$81B
| $3.14M | 0.03% |
9,521
-1,501
| -14% | -$455K |
2024 Q2
8 quarters
|
|
285
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$815M
| $3.11M | 0.03% |
65,544
-718
| -1% | -$33.3K |
2025 Q4
2 quarters
|
|
286
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$572M
| $3.1M | 0.03% |
63,340
+8,200
| +15% | +$392K |
2023 Q1
13 quarters
|
|
287
Carpenter Technology
CRS
$13.8B
| $3.1M | 0.03% |
5,018
+1,776
| +55% | +$836K |
2025 Q1
5 quarters
|
|
288
Illinois Tool Works
ITW
$79.8B
| $3.06M | 0.03% |
11,314
+1,053
| +10% | +$273K |
2022 Q3
15 quarters
|
|
289
Timothy Plan International ETF
TPIF
$265M
| $3M | 0.03% |
80,360
+9,485
| +13% | +$355K |
2025 Q3
3 quarters
|
|
290
Berkshire Hathaway Class A
BRK.A
$1.22T
| $3M | 0.03% |
4
-1
| -20% | -$721K |
2024 Q4
6 quarters
|
|
291
iShares Select Dividend ETF
DVY
$23.3B
| $2.99M | 0.03% |
19,151
+2,664
| +16% | +$410K |
2022 Q2
16 quarters
|
|
292
Marriott International
MAR
$107B
| $2.97M | 0.03% |
8,022
-1,944
| -20% | -$717K |
2022 Q2
16 quarters
|
|
293
Global X US Infrastructure Development ETF
PAVE
$13.2B
| $2.91M | 0.02% |
49,445
+24,316
| +97% | +$1.36M |
2026 Q1
1 quarter
|
|
294
Schwab US Large- Cap ETF
SCHX
$71.3B
| $2.91M | 0.02% |
98,925
-3,892
| -4% | -$111K |
2022 Q3
15 quarters
|
|
295
Vanguard Total World Stock ETF
VT
$78.7B
| $2.9M | 0.02% |
18,457
-62
| -0.3% | -$9.46K |
2022 Q1
17 quarters
|
|
296
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.38B
| $2.82M | 0.02% |
43,776
-15,946
| -27% | -$915K |
2023 Q2
12 quarters
|
|
297
Vanguard Global ex-US Real Estate ETF
VNQI
$3.33B
| $2.82M | 0.02% |
62,866
-4,111
| -6% | -$189K |
2026 Q1
1 quarter
|
|
298
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$571M
| $2.8M | 0.02% |
52,462
-783
| -1% | -$42.2K |
2026 Q1
1 quarter
|
|
299
Newmont
NEM
$126B
| $2.79M | 0.02% |
29,918
-14,930
| -33% | -$1.63M |
2024 Q2
8 quarters
|
|
300
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.99B
| $2.79M | 0.02% |
52,329
+3,106
| +6% | +$162K |
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.