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 | |
|---|---|---|---|---|---|---|---|
626
AXIS Capital
AXS
$7.6B
| $852K | 0.01% |
7,928
-5,560
| -41% | -$557K |
2024 Q4
6 quarters
|
|
627
Sun Communities
SUI
$14.4B
| $850K | 0.01% |
7,086
-2,865
| -29% | -$358K |
2023 Q1
13 quarters
|
|
628
FedEx Freight
FDXF
$18.5B
| $849K | 0.01% |
+5,624
| New | +$921K |
2026 Q2
0 quarters
|
|
629
Vertex Pharmaceuticals
VRTX
$139B
| $849K | 0.01% |
1,708
+811
| +90% | +$359K |
2026 Q1
1 quarter
|
|
630
Amkor Technology
AMKR
$8.13B
| $848K | 0.01% |
9,833
+1,228
| +14% | +$87.5K |
2025 Q3
3 quarters
|
|
631
Iron Mountain
IRM
$31.7B
| $843K | 0.01% |
6,674
-42
| -0.6% | -$5.15K |
2026 Q1
1 quarter
|
|
632
Prologis
PLD
$121B
| $843K | 0.01% |
6,219
-678
| -10% | -$96.1K |
2023 Q4
10 quarters
|
|
633
Ulta Beauty
ULTA
$27.6B
| $842K | 0.01% |
1,867
-1,686
| -47% | -$856K |
2025 Q1
5 quarters
|
|
634
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.75B
| $832K | 0.01% |
16,444
+1,012
| +7% | +$51.1K |
2025 Q3
3 quarters
|
|
635
First Trust Rising Dividend Achievers ETF
RDVY
$25B
| $827K | 0.01% |
10,201
-1,127
| -10% | -$84.8K |
2024 Q1
9 quarters
|
|
636
Dominion Energy
D
$60.3B
| $825K | 0.01% |
+12,077
| New | +$785K |
2026 Q2
0 quarters
|
|
637
DELISTED
Warner Bros
WBD
| $823K | 0.01% |
30,878
+6,299
| +26% | +$170K |
2025 Q3
3 quarters
|
|
638
Match Group
MTCH
$8.88B
| $822K | 0.01% |
21,613
-22,931
| -51% | -$813K |
2025 Q3
3 quarters
|
|
639
Thermo Fisher Scientific
TMO
$257B
| $818K | 0.01% |
+1,631
| New | +$783K |
2026 Q2
0 quarters
|
|
640
News Corp Class A
NWSA
$14.2B
| $818K | 0.01% |
32,932
+10,857
| +49% | +$281K |
2025 Q1
5 quarters
|
|
641
Chesapeake Utilities
CPK
$3.54B
| $813K | 0.01% |
6,638
+1,064
| +19% | +$133K |
2025 Q4
2 quarters
|
|
642
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.69B
| $813K | 0.01% |
14,535
+3,020
| +26% | +$157K |
2025 Q1
5 quarters
|
|
643
Enterprise Products Partners
EPD
$79.9B
| $807K | 0.01% |
21,951
-13,999
| -39% | -$528K |
2026 Q1
1 quarter
|
|
644
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.99B
| $806K | 0.01% |
17,603
-1,131
| -6% | -$51.5K |
2026 Q1
1 quarter
|
|
645
Old Republic International
ORI
$9.5B
| $802K | 0.01% |
19,596
-7,434
| -28% | -$295K |
2023 Q2
12 quarters
|
|
646
Tenet Healthcare
THC
$22.5B
| $801K | 0.01% |
4,281
-2,834
| -40% | -$521K |
2025 Q2
4 quarters
|
|
647
iShares International Country Rotation Active ETF
CORO
$12.4B
| $801K | 0.01% |
21,882
+2,251
| +11% | +$79.5K |
2026 Q1
1 quarter
|
|
648
Conagra Brands
CAG
$7.28B
| $801K | 0.01% |
+59,482
| New | +$831K |
2026 Q2
0 quarters
|
|
649
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.94B
| $797K | 0.01% |
19,400
-14,876
| -43% | -$588K |
2025 Q4
2 quarters
|
|
650
United Therapeutics
UTHR
$23.9B
| $795K | 0.01% |
1,467
-1,790
| -55% | -$1.01M |
2025 Q2
4 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.