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 | |
|---|---|---|---|---|---|---|---|
676
Garmin
GRMN
$55B
| $735K | 0.01% |
3,094
-690
| -18% | -$168K |
2024 Q2
8 quarters
|
|
677
WisdomTree Floating Rate Treasury Fund
USFR
$21.3B
| $732K | 0.01% |
14,537
-4,057
| -22% | -$204K |
2026 Q1
1 quarter
|
|
678
Republic Services
RSG
$75.2B
| $732K | 0.01% |
3,433
+558
| +19% | +$117K |
2026 Q1
1 quarter
|
|
679
Howmet Aerospace
HWM
$81.8B
| $730K | 0.01% |
2,715
-581
| -18% | -$149K |
2024 Q3
7 quarters
|
|
680
CBRE Group
CBRE
$39.1B
| $729K | 0.01% |
5,413
+3,116
| +136% | +$429K |
2025 Q1
5 quarters
|
|
681
DaVita
DVA
$12B
| $725K | 0.01% |
3,259
+1,436
| +79% | +$261K |
2026 Q1
1 quarter
|
|
682
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.83B
| $719K | 0.01% |
14,628
+109
| +0.8% | +$5.06K |
2025 Q4
2 quarters
|
|
683
PPL Corp
PPL
$26.9B
| $719K | 0.01% |
19,789
+13,890
| +235% | +$513K |
2026 Q1
1 quarter
|
|
684
Lamar Advertising Co
LAMR
$15.8B
| $719K | 0.01% |
4,611
+213
| +5% | +$30.8K |
2025 Q1
5 quarters
|
|
685
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
| $719K | 0.01% |
14,138
-20,407
| -59% | -$1.02M |
2023 Q1
13 quarters
|
|
686
Duolingo
DUOL
$7.57B
| $718K | 0.01% |
+6,242
| New | +$683K |
2026 Q2
0 quarters
|
|
687
Fidelity Low Volatility Factor ETF
FDLO
$1.51B
| $718K | 0.01% |
10,500
+104
| +1% | +$7.13K |
2023 Q3
11 quarters
|
|
688
Qnity Electronics Inc
Q
$24.5B
| $717K | 0.01% |
4,389
+70
| +2% | +$10.3K |
2025 Q4
2 quarters
|
|
689
ITT
ITT
$18.3B
| $714K | 0.01% |
3,610
-5,330
| -60% | -$1.08M |
2024 Q4
6 quarters
|
|
690
Solstice Advanced Materials
SOLS
$9.12B
| $713K | 0.01% |
8,044
+2,259
| +39% | +$186K |
2025 Q4
2 quarters
|
|
691
iShares New York Muni Bond ETF
NYF
$1.77B
| $710K | 0.01% |
13,170
-874
| -6% | -$46.8K |
2026 Q1
1 quarter
|
|
692
Uber
UBER
$140B
| $708K | 0.01% |
9,807
-15,297
| -61% | -$1.12M |
2025 Q1
5 quarters
|
|
693
Brookfield
BN
$92.4B
| $705K | 0.01% |
16,564
-4,876
| -23% | -$218K |
2024 Q1
9 quarters
|
|
694
Crane Co
CR
$11.6B
| $704K | 0.01% |
3,158
+323
| +11% | +$60.9K |
2025 Q3
3 quarters
|
|
695
WESCO International
WCC
$14.2B
| $702K | 0.01% |
2,031
-549
| -21% | -$186K |
2025 Q1
5 quarters
|
|
696
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.77B
| $698K | 0.01% |
5,952
-5,820
| -49% | -$645K |
2025 Q2
4 quarters
|
|
697
Freshworks
FRSH
$3.18B
| $686K | 0.01% |
67,798
+34,685
| +105% | +$309K |
2025 Q4
2 quarters
|
|
698
Lamb Weston
LW
$7.61B
| $683K | 0.01% |
15,816
+1,870
| +13% | +$80.6K |
2026 Q1
1 quarter
|
|
699
iShares MSCI India ETF
INDA
$6.25B
| $679K | 0.01% |
13,745
+1,917
| +16% | +$93.5K |
2025 Q3
3 quarters
|
|
700
ATI
ATI
$23.9B
| $678K | 0.01% |
3,438
-31,773
| -90% | -$5.39M |
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.