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 | |
|---|---|---|---|---|---|---|---|
376
Carnival Corporation Ltd
CCL
$39.8B
| $1.91M | 0.02% |
66,811
+54,889
| +460% | +$1.5M |
2026 Q1
1 quarter
|
|
377
Trane Technologies
TT
$87.9B
| $1.91M | 0.02% |
3,882
+1,509
| +64% | +$706K |
2022 Q2
16 quarters
|
|
378
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
| $1.89M | 0.02% |
3,619
+366
| +11% | +$183K |
2022 Q2
16 quarters
|
|
379
US Commodity Index
USCI
$400M
| $1.89M | 0.02% |
20,377
+7,767
| +62% | +$755K |
2025 Q3
3 quarters
|
|
380
BP
BP
$115B
| $1.89M | 0.02% |
51,047
+5,577
| +12% | +$245K |
2022 Q1
17 quarters
|
|
381
Atlassian
TEAM
$38.9B
| $1.88M | 0.02% |
24,184
+11,211
| +86% | +$917K |
2025 Q1
5 quarters
|
|
382
Western Alliance Bancorporation
WAL
$8.13B
| $1.88M | 0.02% |
22,835
+11,546
| +102% | +$912K |
2025 Q4
2 quarters
|
|
383
Parker-Hannifin
PH
$116B
| $1.87M | 0.02% |
1,916
+932
| +95% | +$854K |
2025 Q4
2 quarters
|
|
384
Hilton Worldwide Holdings Inc. Common Stock
HLT
$82.4B
| $1.87M | 0.02% |
+5,672
| New | +$1.86M |
2026 Q2
0 quarters
|
|
385
Blackstone
BX
$95.6B
| $1.87M | 0.02% |
15,899
-2,334
| -13% | -$280K |
2024 Q1
9 quarters
|
|
386
Qualcomm
QCOM
$177B
| $1.84M | 0.02% |
9,979
+2,055
| +26% | +$384K |
2022 Q1
17 quarters
|
|
387
Linde
LIN
$237B
| $1.84M | 0.02% |
3,542
-1,121
| -24% | -$568K |
2023 Q4
10 quarters
|
|
388
American Express
AXP
$215B
| $1.84M | 0.02% |
5,429
+31
| +0.6% | +$9.9K |
2023 Q3
11 quarters
|
|
389
Schwab High Yield Bond ETF
SCYB
$2.79B
| $1.82M | 0.02% |
69,528
+3,426
| +5% | +$89.7K |
2025 Q2
4 quarters
|
|
390
Texas Roadhouse
TXRH
$12.1B
| $1.81M | 0.02% |
9,375
-1,990
| -18% | -$339K |
2025 Q1
5 quarters
|
|
391
T-Mobile US
TMUS
$172B
| $1.79M | 0.02% |
10,660
+5,372
| +102% | +$1.02M |
2024 Q2
8 quarters
|
|
392
Adobe
ADBE
$93.1B
| $1.77M | 0.02% |
8,637
-3,673
| -30% | -$870K |
2021 Q4
18 quarters
|
|
393
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.55B
| $1.76M | 0.02% |
11,938
+5,833
| +96% | +$825K |
2024 Q1
9 quarters
|
|
394
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.27B
| $1.76M | 0.01% |
18,012
-101
| -0.6% | -$9.6K |
2024 Q2
8 quarters
|
|
395
HEICO Corp Class A
HEI.A
$35B
| $1.76M | 0.01% |
6,804
+1,866
| +38% | +$426K |
2025 Q4
2 quarters
|
|
396
Avantis All Equity Markets ETF
AVGE
$1.24B
| $1.75M | 0.01% |
17,700
+772
| +5% | +$74.3K |
2024 Q1
9 quarters
|
|
397
Alpha Architect 1-3 Month Box ETF
BOXX
$14.5B
| $1.72M | 0.01% |
14,718
-20,479
| -58% | -$2.39M |
2026 Q1
1 quarter
|
|
398
Hewlett Packard
HPE
$59.4B
| $1.72M | 0.01% |
38,112
-14,826
| -28% | -$535K |
2024 Q1
9 quarters
|
|
399
iShares MSCI KLD 400 Social ETF
DSI
$5.18B
| $1.72M | 0.01% |
12,068
+701
| +6% | +$96.1K |
2024 Q4
6 quarters
|
|
400
Oshkosh
OSK
$8.19B
| $1.71M | 0.01% |
11,172
+1,001
| +10% | +$141K |
2025 Q1
5 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.