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 | |
|---|---|---|---|---|---|---|---|
576
Chemed
CHE
$6.84B
| $998K | 0.01% |
2,142
+1,541
| +256% | +$648K |
2025 Q3
3 quarters
|
|
577
Invesco S&P MidCap 400 Pure Value ETF
RFV
$329M
| $997K | 0.01% |
6,973
-4,604
| -40% | -$641K |
2023 Q3
11 quarters
|
|
578
AstraZeneca
AZN
$289B
| $990K | 0.01% |
5,223
+114
| +2% | +$21.4K |
2023 Q3
11 quarters
|
|
579
Everus Construction Group
ECG
$3.91B
| $987K | 0.01% |
5,947
-333
| -5% | -$48.8K |
2025 Q2
4 quarters
|
|
580
Sempra
SRE
$51.1B
| $982K | 0.01% |
10,596
+5,086
| +92% | +$473K |
2026 Q1
1 quarter
|
|
581
MKS Inc
MKSI
$13B
| $981K | 0.01% |
2,206
-47
| -2% | -$14.7K |
2026 Q1
1 quarter
|
|
582
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.74B
| $981K | 0.01% |
8,753
+959
| +12% | +$102K |
2024 Q4
6 quarters
|
|
583
iShares S&P 100 ETF
OEF
$19.5B
| $980K | 0.01% |
2,679
-2,279
| -46% | -$816K |
2024 Q4
6 quarters
|
|
584
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.04B
| $978K | 0.01% |
3,447
+905
| +36% | +$245K |
2025 Q2
4 quarters
|
|
585
IQVIA
IQV
$44.8B
| $976K | 0.01% |
5,053
-100
| -2% | -$17.4K |
2025 Q1
5 quarters
|
|
586
The Mosaic Company
MOS
$7.11B
| $974K | 0.01% |
45,987
+16,808
| +58% | +$389K |
2026 Q1
1 quarter
|
|
587
Analog Devices
ADI
$176B
| $973K | 0.01% |
2,450
-1,690
| -41% | -$669K |
2024 Q1
9 quarters
|
|
588
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
| $971K | 0.01% |
22,323
+1,957
| +10% | +$85.3K |
2026 Q1
1 quarter
|
|
589
AutoNation
AN
$5.88B
| $966K | 0.01% |
5,198
+443
| +9% | +$86.6K |
2025 Q1
5 quarters
|
|
590
eBay
EBAY
$53.5B
| $963K | 0.01% |
8,621
+1,594
| +23% | +$170K |
2025 Q2
4 quarters
|
|
591
Stanley Black & Decker
SWK
$17.1B
| $957K | 0.01% |
10,171
+771
| +8% | +$60.4K |
2024 Q1
9 quarters
|
|
592
Avantis Responsible US Equity ETF
AVSU
$468M
| $955K | 0.01% |
10,788
-132
| -1% | -$11.1K |
2025 Q3
3 quarters
|
|
593
Golub Capital BDC
GBDC
$3.31B
| $955K | 0.01% |
74,107
+4,291
| +6% | +$55.9K |
2025 Q1
5 quarters
|
|
594
Nasdaq
NDAQ
$59.9B
| $954K | 0.01% |
12,107
-1,946
| -14% | -$171K |
2025 Q1
5 quarters
|
|
595
Royal Gold
RGLD
$22.5B
| $949K | 0.01% |
4,753
+100
| +2% | +$23.2K |
2025 Q1
5 quarters
|
|
596
VanEck Gold Miners ETF
GDX
$27B
| $937K | 0.01% |
12,421
+2,063
| +20% | +$182K |
2026 Q1
1 quarter
|
|
597
Waste Management
WM
$93.9B
| $935K | 0.01% |
4,194
-9,363
| -69% | -$2.08M |
2022 Q2
16 quarters
|
|
598
Akamai
AKAM
$11.9B
| $932K | 0.01% |
7,884
+3,730
| +90% | +$464K |
2025 Q4
2 quarters
|
|
599
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.79B
| $931K | 0.01% |
13,780
-1,759
| -11% | -$118K |
2026 Q1
1 quarter
|
|
600
iShares MSCI ACWI ex US ETF
ACWX
$17.4B
| $931K | 0.01% |
12,230
+1,280
| +12% | +$95.2K |
2025 Q4
2 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.