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 | |
|---|---|---|---|---|---|---|---|
476
Prudential Financial
PRU
$40.9B
| $1.33M | 0.01% |
12,351
+4,469
| +57% | +$454K |
2024 Q1
9 quarters
|
|
477
Jefferies Financial Group
JEF
$10.9B
| $1.33M | 0.01% |
26,583
-273
| -1% | -$14.1K |
2025 Q3
3 quarters
|
|
478
Curtiss-Wright
CW
$17.1B
| $1.33M | 0.01% |
1,749
-1,041
| -37% | -$763K |
2024 Q4
6 quarters
|
|
479
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$18.3B
| $1.32M | 0.01% |
13,111
+4,232
| +48% | +$426K |
2026 Q1
1 quarter
|
|
480
Mercantile Bank Corp
MBWM
$1.05B
| $1.31M | 0.01% |
22,731
-705
| -3% | -$37.2K |
2023 Q1
13 quarters
|
|
481
MongoDB
MDB
$25.2B
| $1.3M | 0.01% |
3,873
-1,435
| -27% | -$430K |
2025 Q2
4 quarters
|
|
482
Schwab Emerging Markets Equity ETF
SCHE
$12B
| $1.3M | 0.01% |
35,856
+23,478
| +190% | +$838K |
2024 Q1
9 quarters
|
|
483
KKR & Co
KKR
$86.6B
| $1.3M | 0.01% |
14,148
-8,317
| -37% | -$807K |
2025 Q4
2 quarters
|
|
484
Copart
CPRT
$29.6B
| $1.3M | 0.01% |
46,043
+6,473
| +16% | +$209K |
2024 Q1
9 quarters
|
|
485
United Microelectronic
UMC
$34.7B
| $1.3M | 0.01% |
47,685
-111
| -0.2% | -$1.9K |
2024 Q3
7 quarters
|
|
486
State Street SPDR Portfolio Long Term Treasury Index ETF
SPTL
$11.6B
| $1.29M | 0.01% |
49,347
-113
| -0.2% | -$2.95K |
2026 Q1
1 quarter
|
|
487
Fidelity MSCI Information Technology Index ETF
FTEC
$19.2B
| $1.29M | 0.01% |
4,520
-1,513
| -25% | -$396K |
2025 Q2
4 quarters
|
|
488
Vanguard US Momentum Factor ETF
VFMO
$1.71B
| $1.29M | 0.01% |
5,173
-502
| -9% | -$114K |
2023 Q2
12 quarters
|
|
489
Northern Trust
NTRS
$31.3B
| $1.29M | 0.01% |
7,422
-229
| -3% | -$37.7K |
2025 Q3
3 quarters
|
|
490
Vanguard Health Care ETF
VHT
$20.6B
| $1.29M | 0.01% |
4,307
-641
| -13% | -$178K |
2022 Q4
14 quarters
|
|
491
McKesson
MCK
$122B
| $1.29M | 0.01% |
1,702
-258
| -13% | -$205K |
2022 Q2
16 quarters
|
|
492
Veeva Systems
VEEV
$49.2B
| $1.29M | 0.01% |
7,241
-768
| -10% | -$127K |
2025 Q1
5 quarters
|
|
493
McCormick & Company Non-Voting
MKC
$13B
| $1.28M | 0.01% |
25,362
+10,395
| +69% | +$510K |
2023 Q1
13 quarters
|
|
494
Ventas
VTR
$46.9B
| $1.27M | 0.01% |
14,344
-4,152
| -22% | -$354K |
2024 Q1
9 quarters
|
|
495
D.R. Horton
DHI
$41.3B
| $1.27M | 0.01% |
7,819
-2,242
| -22% | -$335K |
2025 Q1
5 quarters
|
|
496
Expand Energy Corp
EXE
$19.5B
| $1.27M | 0.01% |
13,898
-568
| -4% | -$53.9K |
2025 Q2
4 quarters
|
|
497
Commerce Bancshares
CBSH
$7.82B
| $1.26M | 0.01% |
21,896
+12,098
| +123% | +$635K |
2025 Q1
5 quarters
|
|
498
Archer Daniels Midland
ADM
$33.3B
| $1.26M | 0.01% |
16,501
-3,217
| -16% | -$245K |
2026 Q1
1 quarter
|
|
499
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.6B
| $1.26M | 0.01% |
22,558
-240
| -1% | -$12.2K |
2025 Q4
2 quarters
|
|
500
Ford
F
$49.7B
| $1.25M | 0.01% |
90,212
+78,649
| +680% | +$1.06M |
2022 Q1
17 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.