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 | |
|---|---|---|---|---|---|---|---|
351
Bank OZK
OZK
$5.49B
| $2.16M | 0.02% |
41,441
+7,373
| +22% | +$359K |
2023 Q2
12 quarters
|
|
352
Marsh
MRSH
$97.4B
| $2.15M | 0.02% |
12,917
-6,740
| -34% | -$1.13M |
2024 Q1
9 quarters
|
|
353
State Street Health Care Select Sector SPDR ETF
XLV
$48.7B
| $2.15M | 0.02% |
13,562
-609
| -4% | -$90.6K |
2024 Q1
9 quarters
|
|
354
iShares Russell 2000 Growth ETF
IWO
$13.6B
| $2.15M | 0.02% |
5,455
+658
| +14% | +$240K |
2022 Q3
15 quarters
|
|
355
Marvell Technology
MRVL
$127B
| $2.15M | 0.02% |
7,203
-5,540
| -43% | -$1.11M |
2023 Q3
11 quarters
|
|
356
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.85B
| $2.12M | 0.02% |
115,007
-1,781
| -2% | -$31.9K |
2026 Q1
1 quarter
|
|
357
Natera
NTRA
$45B
| $2.09M | 0.02% |
7,701
-2,587
| -25% | -$552K |
2024 Q4
6 quarters
|
|
358
Vanguard ESG US Stock ETF
ESGV
$12.8B
| $2.09M | 0.02% |
15,776
+5,315
| +51% | +$678K |
2024 Q1
9 quarters
|
|
359
State Street SPDR Portfolio Short Term Treasury Index ETF
SPTS
$7.31B
| $2.08M | 0.02% |
+71,532
| New | +$2.08M |
2026 Q2
0 quarters
|
|
360
Timothy Plan High Dividend Stock ETF
TPHD
$387M
| $2.06M | 0.02% |
48,663
+5,522
| +13% | +$231K |
2025 Q3
3 quarters
|
|
361
DraftKings
DKNG
$9.19B
| $2.04M | 0.02% |
80,711
+10,342
| +15% | +$255K |
2025 Q1
5 quarters
|
|
362
HEICO Corp
HEI
$46.5B
| $2.02M | 0.02% |
5,679
+648
| +13% | +$197K |
2025 Q4
2 quarters
|
|
363
iShares Global REIT ETF
REET
$4.91B
| $2.02M | 0.02% |
73,009
+1,649
| +2% | +$44.7K |
2026 Q1
1 quarter
|
|
364
Ametek
AME
$52.4B
| $2.02M | 0.02% |
8,331
-5,451
| -40% | -$1.26M |
2024 Q1
9 quarters
|
|
365
Nutanix
NTNX
$15.9B
| $2M | 0.02% |
39,249
-4,025
| -9% | -$182K |
2025 Q1
5 quarters
|
|
366
CrowdStrike
CRWD
$222B
| $1.99M | 0.02% |
10,424
+2,684
| +35% | +$381K |
2024 Q1
9 quarters
|
|
367
Colgate-Palmolive
CL
$76.8B
| $1.98M | 0.02% |
21,631
+16,473
| +319% | +$1.44M |
2026 Q1
1 quarter
|
|
368
State Street Financial Select Sector SPDR ETF
XLF
$53.3B
| $1.98M | 0.02% |
36,989
+1,303
| +4% | +$67.7K |
2022 Q3
15 quarters
|
|
369
SPDR Gold MiniShares Trust
GLDM
$30.7B
| $1.97M | 0.02% |
24,835
-1,369
| -5% | -$122K |
2026 Q1
1 quarter
|
|
370
Mueller Industries
MLI
$11.5B
| $1.97M | 0.02% |
32,086
-14,240
| -31% | -$934K |
2024 Q4
6 quarters
|
|
371
Schwab Fundamental US Large Company Index ETF
FNDX
$27.9B
| $1.96M | 0.02% |
63,050
-11,317
| -15% | -$342K |
2022 Q4
14 quarters
|
|
372
iShares MBS ETF
MBB
$35.8B
| $1.96M | 0.02% |
20,742
+1,445
| +7% | +$137K |
2022 Q4
14 quarters
|
|
373
Synopsys
SNPS
$86.3B
| $1.96M | 0.02% |
4,389
+3,737
| +573% | +$1.76M |
2026 Q1
1 quarter
|
|
374
Neurocrine Biosciences
NBIX
$16.7B
| $1.93M | 0.02% |
11,434
-7,184
| -39% | -$1.07M |
2025 Q2
4 quarters
|
|
375
NextEra Energy
NEE
$182B
| $1.91M | 0.02% |
21,766
-5,928
| -21% | -$536K |
2021 Q4
18 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.