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 | |
|---|---|---|---|---|---|---|---|
426
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.81B
| $1.52M | 0.01% |
30,011
+196
| +0.7% | +$10K |
2026 Q1
1 quarter
|
|
427
iShares 1-3 Year International Treasury Bond ETF
ISHG
$835M
| $1.52M | 0.01% |
+20,497
| New | +$1.54M |
2026 Q2
0 quarters
|
|
428
Zoom
ZM
$26.2B
| $1.52M | 0.01% |
17,629
-5,914
| -25% | -$559K |
2024 Q4
6 quarters
|
|
429
Ciena
CIEN
$34.5B
| $1.52M | 0.01% |
3,101
-1,272
| -29% | -$649K |
2025 Q2
4 quarters
|
|
430
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
| $1.52M | 0.01% |
24,815
+200
| +0.8% | +$12.2K |
2025 Q4
2 quarters
|
|
431
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.35B
| $1.52M | 0.01% |
20,128
-375
| -2% | -$27K |
2022 Q1
17 quarters
|
|
432
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.39B
| $1.52M | 0.01% |
33,240
+9
| +0% | +$409 |
2026 Q1
1 quarter
|
|
433
iShares MSCI ACWI ETF
ACWI
$31.5B
| $1.51M | 0.01% |
9,608
-201
| -2% | -$30.7K |
2024 Q1
9 quarters
|
|
434
Vanguard California Tax-Exempt Bond ETF
VTEC
$3.76B
| $1.5M | 0.01% |
14,934
-9,800
| -40% | -$978K |
2026 Q1
1 quarter
|
|
435
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.74B
| $1.5M | 0.01% |
28,526
-36
| -0.1% | -$1.88K |
2026 Q1
1 quarter
|
|
436
Aon
AON
$71B
| $1.49M | 0.01% |
4,503
+656
| +17% | +$212K |
2026 Q1
1 quarter
|
|
437
Dimensional Inflation-Protected Securities ETF
DFIP
$1.13B
| $1.49M | 0.01% |
36,068
+2,903
| +9% | +$122K |
2024 Q3
7 quarters
|
|
438
Toll Brothers
TOL
$14.1B
| $1.48M | 0.01% |
8,989
-2,716
| -23% | -$386K |
2025 Q1
5 quarters
|
|
439
New York Times
NYT
$10.9B
| $1.48M | 0.01% |
21,111
-9,213
| -30% | -$710K |
2025 Q1
5 quarters
|
|
440
Datadog
DDOG
$64.6B
| $1.47M | 0.01% |
5,641
-2,245
| -28% | -$417K |
2025 Q1
5 quarters
|
|
441
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.82B
| $1.47M | 0.01% |
26,939
+17,392
| +182% | +$947K |
2025 Q3
3 quarters
|
|
442
Sysco
SYY
$37.8B
| $1.47M | 0.01% |
17,549
+5,831
| +50% | +$441K |
2023 Q2
12 quarters
|
|
443
SpaceX
SPCX
$1.82T
| $1.46M | 0.01% |
+8,548
| New | +$1.45M |
2026 Q2
0 quarters
|
|
444
iShares Russell Mid-Cap ETF
IWR
$56.8B
| $1.46M | 0.01% |
13,196
+495
| +4% | +$52.1K |
2022 Q1
17 quarters
|
|
445
Acuity Brands
AYI
$9.7B
| $1.45M | 0.01% |
3,850
+2,937
| +322% | +$871K |
2025 Q4
2 quarters
|
|
446
Burlington
BURL
$15.5B
| $1.45M | 0.01% |
4,573
-1,174
| -20% | -$379K |
2025 Q4
2 quarters
|
|
447
Exelixis
EXEL
$17B
| $1.45M | 0.01% |
26,603
-11,650
| -30% | -$567K |
2025 Q1
5 quarters
|
|
448
Toro Company
TTC
$9.9B
| $1.44M | 0.01% |
14,828
-5,564
| -27% | -$517K |
2025 Q1
5 quarters
|
|
449
Intuitive Surgical
ISRG
$160B
| $1.44M | 0.01% |
3,617
-410
| -10% | -$179K |
2021 Q4
18 quarters
|
|
450
Roblox
RBLX
$35.3B
| $1.44M | 0.01% |
26,428
+543
| +2% | +$27K |
2024 Q4
6 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.