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 | |
|---|---|---|---|---|---|---|---|
301
Goldman Sachs
GS
$250B
| $2.77M | 0.02% |
2,740
+817
| +42% | +$797K |
2023 Q3
11 quarters
|
|
302
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
| $2.77M | 0.02% |
8,052
+481
| +6% | +$160K |
2023 Q2
12 quarters
|
|
303
Dell
DELL
$209B
| $2.76M | 0.02% |
6,399
-679
| -10% | -$196K |
2024 Q2
8 quarters
|
|
304
PGIM Jennison Focused International Equity ETF
PJIO
$54.5M
| $2.74M | 0.02% |
39,409
+614
| +2% | +$39K |
2025 Q4
2 quarters
|
|
305
iShares Core US REIT ETF
USRT
$4.38B
| $2.71M | 0.02% |
40,796
+6,745
| +20% | +$435K |
2024 Q1
9 quarters
|
|
306
Timothy Plan US Small Cap Core ETF
TPSC
$348M
| $2.68M | 0.02% |
55,914
+6,500
| +13% | +$295K |
2025 Q3
3 quarters
|
|
307
AT&T
T
$146B
| $2.67M | 0.02% |
128,979
+5,706
| +5% | +$142K |
2021 Q4
18 quarters
|
|
308
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.44B
| $2.67M | 0.02% |
+52,937
| New | +$2.67M |
2026 Q2
0 quarters
|
|
309
Eversource Energy
ES
$26.3B
| $2.64M | 0.02% |
36,529
+19,326
| +112% | +$1.34M |
2025 Q3
3 quarters
|
|
310
VanEck Semiconductor ETF
SMH
$59.4B
| $2.63M | 0.02% |
4,007
+138
| +4% | +$75.3K |
2024 Q4
6 quarters
|
|
311
Illumina
ILMN
$32.2B
| $2.63M | 0.02% |
14,946
-6,053
| -29% | -$886K |
2025 Q1
5 quarters
|
|
312
Morgan Stanley
MS
$284B
| $2.62M | 0.02% |
12,523
+3,305
| +36% | +$654K |
2025 Q3
3 quarters
|
|
313
Charles Schwab
SCHW
$158B
| $2.61M | 0.02% |
28,312
+9,476
| +50% | +$864K |
2024 Q4
6 quarters
|
|
314
Royal Bank of Canada
RY
$278B
| $2.61M | 0.02% |
12,609
+352
| +3% | +$65.3K |
2023 Q2
12 quarters
|
|
315
Emcor
EME
$26.6B
| $2.61M | 0.02% |
3,141
-1,432
| -31% | -$1.21M |
2024 Q3
7 quarters
|
|
316
Expedia Group
EXPE
$30.8B
| $2.59M | 0.02% |
10,107
-710
| -7% | -$169K |
2024 Q4
6 quarters
|
|
317
Danaher
DHR
$162B
| $2.56M | 0.02% |
13,430
-4,917
| -27% | -$893K |
2022 Q2
16 quarters
|
|
318
iShares ESG Aware MSCI EM ETF
ESGE
$6.08B
| $2.56M | 0.02% |
46,725
+6,341
| +16% | +$331K |
2022 Q4
14 quarters
|
|
319
Unlimited HFGM Global Macro ETF
HFGM
$136M
| $2.54M | 0.02% |
83,178
+14,889
| +22% | +$488K |
2025 Q4
2 quarters
|
|
320
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
| $2.49M | 0.02% |
52,012
+249
| +0.5% | +$11.9K |
2026 Q1
1 quarter
|
|
321
General Mills
GIS
$19B
| $2.49M | 0.02% |
71,557
+54,458
| +318% | +$1.88M |
2025 Q4
2 quarters
|
|
322
United Parcel Service
UPS
$92.2B
| $2.48M | 0.02% |
23,053
-10,441
| -31% | -$1.09M |
2022 Q1
17 quarters
|
|
323
Molina Healthcare
MOH
$10.9B
| $2.48M | 0.02% |
10,829
+2,236
| +26% | +$405K |
2026 Q1
1 quarter
|
|
324
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.71B
| $2.46M | 0.02% |
57,921
+10,778
| +23% | +$457K |
2026 Q1
1 quarter
|
|
325
FS KKR Capital
FSK
$3.23B
| $2.42M | 0.02% |
230,514
+22,359
| +11% | +$240K |
2022 Q1
17 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.