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 | |
|---|---|---|---|---|---|---|---|
326
Camtek
CAMT
$4.53B
| $2.42M | 0.02% |
14,837
| – | – |
2021 Q4
18 quarters
|
|
327
iShares MSCI EAFE Growth ETF
EFG
$4.89B
| $2.41M | 0.02% |
58,218
+5,055
| +10% | +$203K |
2024 Q1
9 quarters
|
|
328
Avantis Core Fixed Income ETF
AVIG
$2.02B
| $2.4M | 0.02% |
57,893
+7,163
| +14% | +$297K |
2026 Q1
1 quarter
|
|
329
McDonald's
MCD
$196B
| $2.39M | 0.02% |
8,854
-1,011
| -10% | -$290K |
2022 Q1
17 quarters
|
|
330
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.02B
| $2.38M | 0.02% |
+47,307
| New | +$2.38M |
2026 Q2
0 quarters
|
|
331
American Electric Power
AEP
$68.9B
| $2.38M | 0.02% |
17,388
-529
| -3% | -$69.7K |
2022 Q3
15 quarters
|
|
332
iShares US Treasury Bond ETF
GOVT
$43.1B
| $2.37M | 0.02% |
104,014
+11,091
| +12% | +$253K |
2023 Q1
13 quarters
|
|
333
United Airlines
UAL
$36.6B
| $2.37M | 0.02% |
17,423
+2,455
| +16% | +$254K |
2024 Q1
9 quarters
|
|
334
Amgen
AMGN
$249B
| $2.36M | 0.02% |
6,527
+1,060
| +19% | +$363K |
2022 Q1
17 quarters
|
|
335
State Street SPDR S&P Dividend ETF
SDY
$23.9B
| $2.36M | 0.02% |
15,480
+9,737
| +170% | +$1.45M |
2024 Q1
9 quarters
|
|
336
Invesco FTSE RAFI US 1000 ETF
PRF
$9.9B
| $2.34M | 0.02% |
43,269
+2,653
| +7% | +$138K |
2023 Q1
13 quarters
|
|
337
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.9B
| $2.33M | 0.02% |
49,821
-513
| -1% | -$24K |
2024 Q4
6 quarters
|
|
338
Viking Holdings
VIK
$39.1B
| $2.33M | 0.02% |
22,264
+690
| +3% | +$59.7K |
2025 Q4
2 quarters
|
|
339
Waste Connections
WCN
$47.3B
| $2.31M | 0.02% |
+13,887
| New | +$2.2M |
2026 Q2
0 quarters
|
|
340
Schwab Fundamental International Small Company Index ETF
FNDC
$2.99B
| $2.31M | 0.02% |
47,583
-2,554
| -5% | -$126K |
2022 Q1
17 quarters
|
|
341
iShares A.I. Innovation and Tech Active ETF
BAI
$10.5B
| $2.31M | 0.02% |
43,747
+4,965
| +13% | +$226K |
2025 Q4
2 quarters
|
|
342
ServiceNow
NOW
$106B
| $2.29M | 0.02% |
23,071
-11,304
| -33% | -$1.12M |
2024 Q1
9 quarters
|
|
343
Automatic Data Processing
ADP
$120B
| $2.27M | 0.02% |
10,155
+712
| +8% | +$152K |
2022 Q1
17 quarters
|
|
344
Vanguard FTSE Europe ETF
VGK
$29.8B
| $2.26M | 0.02% |
25,473
-4,317
| -14% | -$378K |
2024 Q2
8 quarters
|
|
345
Wheaton Precious Metals
WPM
$61.9B
| $2.26M | 0.02% |
20,080
+504
| +3% | +$65.6K |
2024 Q1
9 quarters
|
|
346
Abbott
ABT
$190B
| $2.25M | 0.02% |
24,814
+7,742
| +45% | +$707K |
2022 Q1
17 quarters
|
|
347
EOG Resources
EOG
$77.2B
| $2.21M | 0.02% |
17,002
+6,065
| +55% | +$826K |
2023 Q4
10 quarters
|
|
348
Ross Stores
ROST
$73.8B
| $2.19M | 0.02% |
10,306
+470
| +5% | +$106K |
2024 Q1
9 quarters
|
|
349
VeriSign
VRSN
$27.7B
| $2.19M | 0.02% |
8,699
+506
| +6% | +$141K |
2024 Q4
6 quarters
|
|
350
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.47B
| $2.17M | 0.02% |
24,765
+334
| +1% | +$30.3K |
2023 Q2
12 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.