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 | |
|---|---|---|---|---|---|---|---|
526
Ecolab
ECL
$84.3B
| $1.16M | 0.01% |
4,160
-1,894
| -31% | -$499K |
2024 Q3
7 quarters
|
|
527
Fidelity Limited Term Bond ETF
FLTB
$490M
| $1.15M | 0.01% |
22,959
+44
| +0.2% | +$2.21K |
2025 Q1
5 quarters
|
|
528
Schwab US TIPS ETF
SCHP
$17.4B
| $1.15M | 0.01% |
43,341
-10,379
| -19% | -$277K |
2026 Q1
1 quarter
|
|
529
American Tower
AMT
$87.6B
| $1.15M | 0.01% |
+7,018
| New | +$1.26M |
2026 Q2
0 quarters
|
|
530
L3Harris
LHX
$48.4B
| $1.15M | 0.01% |
3,941
+1,655
| +72% | +$526K |
2022 Q2
16 quarters
|
|
531
Lumentum
LITE
$48.8B
| $1.14M | 0.01% |
1,332
-586
| -31% | -$523K |
2026 Q1
1 quarter
|
|
532
Invesco
IVZ
$11.9B
| $1.14M | 0.01% |
43,316
-6,737
| -13% | -$179K |
2024 Q4
6 quarters
|
|
533
SentinelOne
S
$7.58B
| $1.14M | 0.01% |
67,322
-687
| -1% | -$10.6K |
2025 Q3
3 quarters
|
|
534
iShares U.S. Thematic Rotation Active ETF
THRO
$7.04B
| $1.14M | 0.01% |
26,355
-4,138
| -14% | -$171K |
2025 Q2
4 quarters
|
|
535
Accenture
ACN
$154B
| $1.13M | 0.01% |
9,097
-3,102
| -25% | -$539K |
2021 Q4
18 quarters
|
|
536
Occidental Petroleum
OXY
$56.4B
| $1.13M | 0.01% |
23,257
+1,666
| +8% | +$94.6K |
2026 Q1
1 quarter
|
|
537
Bank of New York Mellon
BNY
$99.4B
| $1.13M | 0.01% |
7,799
-5,507
| -41% | -$753K |
2024 Q1
9 quarters
|
|
538
CarMax
KMX
$7.31B
| $1.13M | 0.01% |
21,323
-21,281
| -50% | -$926K |
2024 Q4
6 quarters
|
|
539
iShares Semiconductor ETF
SOXX
$12.6B
| $1.12M | 0.01% |
5,250
+1,239
| +31% | +$210K |
2023 Q2
12 quarters
|
|
540
Dimensional World Equity ETF
DFAW
$1.67B
| $1.12M | 0.01% |
13,497
+3,716
| +38% | +$300K |
2025 Q2
4 quarters
|
|
541
DTE Energy
DTE
$28.1B
| $1.12M | 0.01% |
+7,326
| New | +$1.07M |
2026 Q2
0 quarters
|
|
542
Factset
FDS
$11.6B
| $1.11M | 0.01% |
4,834
+3,410
| +239% | +$783K |
2025 Q4
2 quarters
|
|
543
Vanguard Extended Market ETF
VXF
$29.3B
| $1.11M | 0.01% |
4,512
+1,403
| +45% | +$322K |
2024 Q2
8 quarters
|
|
544
Dow Inc
DOW
$22.7B
| $1.11M | 0.01% |
40,430
-13,633
| -25% | -$495K |
2026 Q1
1 quarter
|
|
545
Pacer Trendpilot US Large Cap ETF
PTLC
$3.15B
| $1.11M | 0.01% |
18,982
+237
| +1% | +$13.4K |
2024 Q4
6 quarters
|
|
546
iShares ESG Aware MSCI USA Value ETF
EVUS
$386M
| $1.11M | 0.01% |
31,479
+1,348
| +4% | +$46.3K |
2025 Q1
5 quarters
|
|
547
Vulcan Materials
VMC
$36.3B
| $1.1M | 0.01% |
3,739
-1,181
| -24% | -$339K |
2024 Q4
6 quarters
|
|
548
Textron
TXT
$14.2B
| $1.1M | 0.01% |
12,010
-7,978
| -40% | -$725K |
2025 Q2
4 quarters
|
|
549
MetLife
MET
$62B
| $1.1M | 0.01% |
13,008
+524
| +4% | +$42.3K |
2025 Q1
5 quarters
|
|
550
Lincoln Electric
LECO
$14.9B
| $1.1M | 0.01% |
4,144
-2,827
| -41% | -$740K |
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.