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 | |
|---|---|---|---|---|---|---|---|
401
Schwab US Mid-Cap ETF
SCHM
$14.6B
| $1.71M | 0.01% |
46,333
+1,299
| +3% | +$44.7K |
2022 Q3
15 quarters
|
|
402
Rubrik
RBRK
$21.9B
| $1.7M | 0.01% |
+21,152
| New | +$1.33M |
2026 Q2
0 quarters
|
|
403
Huntington Bancshares
HBAN
$31.2B
| $1.69M | 0.01% |
95,545
+28,158
| +42% | +$465K |
2024 Q1
9 quarters
|
|
404
ASE Group
ASX
$69.8B
| $1.69M | 0.01% |
37,372
+1,967
| +6% | +$66.1K |
2025 Q3
3 quarters
|
|
405
Medpace
MEDP
$18.3B
| $1.69M | 0.01% |
3,182
-1,534
| -33% | -$708K |
2024 Q4
6 quarters
|
|
406
Halliburton
HAL
$26.3B
| $1.68M | 0.01% |
49,347
+5,615
| +13% | +$219K |
2025 Q1
5 quarters
|
|
407
Biogen
BIIB
$36.7B
| $1.66M | 0.01% |
7,689
-1,322
| -15% | -$253K |
2025 Q1
5 quarters
|
|
408
Constellation Energy
CEG
$88.6B
| $1.66M | 0.01% |
6,678
+2,055
| +44% | +$579K |
2022 Q3
15 quarters
|
|
409
Ameriprise Financial
AMP
$43.5B
| $1.65M | 0.01% |
3,587
-400
| -10% | -$183K |
2024 Q1
9 quarters
|
|
410
Kinder Morgan
KMI
$66.7B
| $1.64M | 0.01% |
51,451
-7,125
| -12% | -$230K |
2024 Q1
9 quarters
|
|
411
Ameren
AEE
$31.2B
| $1.64M | 0.01% |
14,481
+3,996
| +38% | +$442K |
2024 Q1
9 quarters
|
|
412
Take-Two Interactive
TTWO
$40.2B
| $1.62M | 0.01% |
6,478
+2,244
| +53% | +$495K |
2025 Q1
5 quarters
|
|
413
First Horizon
FHN
$10.9B
| $1.62M | 0.01% |
63,013
-11,616
| -16% | -$283K |
2025 Q1
5 quarters
|
|
414
S&P Global
SPGI
$136B
| $1.62M | 0.01% |
3,966
-3,610
| -48% | -$1.52M |
2024 Q4
6 quarters
|
|
415
iShares US Financial Services ETF
IYG
$2.26B
| $1.6M | 0.01% |
17,727
+1,977
| +13% | +$173K |
2025 Q4
2 quarters
|
|
416
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
| $1.6M | 0.01% |
15,556
+946
| +6% | +$96.1K |
2022 Q2
16 quarters
|
|
417
Dollar General
DG
$29.5B
| $1.6M | 0.01% |
13,859
-7,460
| -35% | -$848K |
2025 Q1
5 quarters
|
|
418
Moody's
MCO
$87.2B
| $1.59M | 0.01% |
3,499
+1,355
| +63% | +$609K |
2026 Q1
1 quarter
|
|
419
Honeywell
HON
$69.7B
| $1.57M | 0.01% |
7,020
-7,369
| -51% | -$1.64M |
2022 Q1
17 quarters
|
|
420
Evercore
EVR
$10.8B
| $1.57M | 0.01% |
4,592
-478
| -9% | -$164K |
2025 Q1
5 quarters
|
|
421
Duke Energy
DUK
$100B
| $1.56M | 0.01% |
12,304
+4,073
| +49% | +$514K |
2021 Q4
18 quarters
|
|
422
WisdomTree International SmallCap Dividend Fund
DLS
$1B
| $1.55M | 0.01% |
18,524
-18,598
| -50% | -$1.6M |
2022 Q1
17 quarters
|
|
|
HONA
423
Honeywell Aerospace
HONA
$48.5B
| $1.55M | 0.01% |
+6,993
| New | +$1.54M |
2026 Q2
0 quarters
|
|
424
Truist Financial
TFC
$59.2B
| $1.53M | 0.01% |
30,736
-11,520
| -27% | -$567K |
2023 Q2
12 quarters
|
|
425
Schwab Short-Term US Treasury ETF
SCHO
$15.7B
| $1.53M | 0.01% |
63,181
+910
| +1% | +$22K |
2024 Q3
7 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.