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 | |
|---|---|---|---|---|---|---|---|
451
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.2B
| $1.43M | 0.01% |
12,155
-191
| -2% | -$21.2K |
2022 Q1
17 quarters
|
|
452
Northrop Grumman
NOC
$74.6B
| $1.43M | 0.01% |
2,802
-155
| -5% | -$89.4K |
2022 Q2
16 quarters
|
|
453
FundStrat Granny Shots US Large Cap ETF
GRNY
$4B
| $1.42M | 0.01% |
51,306
+4,703
| +10% | +$125K |
2025 Q4
2 quarters
|
|
454
iShares BB Rated Corporate Bond ETF
HYBB
$369M
| $1.42M | 0.01% |
30,316
-2,489
| -8% | -$116K |
2024 Q3
7 quarters
|
|
455
Viatris
VTRS
$22.9B
| $1.41M | 0.01% |
88,753
-52,804
| -37% | -$818K |
2025 Q2
4 quarters
|
|
456
AutoZone
AZO
$51.8B
| $1.41M | 0.01% |
440
+144
| +49% | +$478K |
2024 Q2
8 quarters
|
|
457
Vanguard Russell 1000 Growth ETF
VONG
$42B
| $1.4M | 0.01% |
10,964
+464
| +4% | +$57.6K |
2025 Q1
5 quarters
|
|
458
State Street Industrial Select Sector SPDR ETF
XLI
$30.1B
| $1.4M | 0.01% |
7,533
+2,717
| +56% | +$472K |
2024 Q1
9 quarters
|
|
459
Inspire Small/Mid Cap Impact ETF
ISMD
$325M
| $1.39M | 0.01% |
27,900
+2,635
| +10% | +$120K |
2025 Q3
3 quarters
|
|
460
Booking.com
BKNG
$119B
| $1.39M | 0.01% |
7,824
-13,401
| -63% | -$2.29M |
2024 Q1
9 quarters
|
|
461
JPMorgan US Quality Factor ETF
JQUA
$9.27B
| $1.39M | 0.01% |
19,251
+12,153
| +171% | +$826K |
2024 Q4
6 quarters
|
|
462
iShares Silver Trust
SLV
$25.2B
| $1.39M | 0.01% |
25,996
+589
| +2% | +$39.1K |
2024 Q3
7 quarters
|
|
463
Avantis Responsible International Equity ETF
AVSD
$375M
| $1.39M | 0.01% |
17,374
+1,337
| +8% | +$105K |
2025 Q1
5 quarters
|
|
464
Ralph Lauren
RL
$22.4B
| $1.39M | 0.01% |
3,455
-2,454
| -42% | -$913K |
2025 Q1
5 quarters
|
|
465
Citizens Financial Group
CFG
$26.5B
| $1.38M | 0.01% |
19,746
-8,047
| -29% | -$519K |
2024 Q4
6 quarters
|
|
466
Norfolk Southern
NSC
$71.9B
| $1.38M | 0.01% |
4,374
+3,483
| +391% | +$1.07M |
2026 Q1
1 quarter
|
|
467
First Trust Value Line Dividend Fund
FVD
$8.12B
| $1.37M | 0.01% |
28,502
+1,441
| +5% | +$68.7K |
2023 Q2
12 quarters
|
|
468
Equinix
EQIX
$100B
| $1.37M | 0.01% |
1,312
+17
| +1% | +$18.2K |
2025 Q3
3 quarters
|
|
469
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.88B
| $1.36M | 0.01% |
29,842
-18
| -0.1% | -$817 |
2024 Q1
9 quarters
|
|
470
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.56B
| $1.36M | 0.01% |
21,037
-14,327
| -41% | -$920K |
2022 Q1
17 quarters
|
|
471
Boston Scientific
BSX
$62B
| $1.36M | 0.01% |
31,754
+5,502
| +21% | +$299K |
2022 Q3
15 quarters
|
|
472
Regeneron Pharmaceuticals
REGN
$93.6B
| $1.35M | 0.01% |
2,165
-3,125
| -59% | -$2.13M |
2025 Q3
3 quarters
|
|
473
Cloudflare
NET
$95.7B
| $1.35M | 0.01% |
5,498
+2,675
| +95% | +$585K |
2025 Q2
4 quarters
|
|
474
LyondellBasell Industries
LYB
$19.6B
| $1.34M | 0.01% |
25,525
+18,113
| +244% | +$1.25M |
2026 Q1
1 quarter
|
|
475
Arrow Electronics
ARW
$9.22B
| $1.34M | 0.01% |
6,291
+882
| +16% | +$176K |
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.