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 | |
|---|---|---|---|---|---|---|---|
701
Hanover Insurance
THG
$8.35B
| $677K | 0.01% |
3,163
+266
| +9% | +$50.4K |
2025 Q2
4 quarters
|
|
702
Nucor
NUE
$55.6B
| $671K | 0.01% |
3,014
-4,273
| -59% | -$967K |
2023 Q3
11 quarters
|
|
703
SEI Investments
SEIC
$12.5B
| $670K | 0.01% |
7,644
-4,500
| -37% | -$393K |
2024 Q4
6 quarters
|
|
704
BJs Wholesale Club
BJ
$13.8B
| $666K | 0.01% |
+7,640
| New | +$699K |
2026 Q2
0 quarters
|
|
705
Dover
DOV
$27.1B
| $664K | 0.01% |
2,961
-3,570
| -55% | -$778K |
2024 Q4
6 quarters
|
|
706
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
| $663K | 0.01% |
6,882
-148
| -2% | -$14K |
2021 Q4
18 quarters
|
|
707
Vanguard ESG International Stock ETF
VSGX
$6.38B
| $662K | 0.01% |
8,037
+782
| +11% | +$62K |
2023 Q2
12 quarters
|
|
708
SBA Communications
SBAC
$19.8B
| $658K | 0.01% |
3,730
+803
| +27% | +$166K |
2025 Q2
4 quarters
|
|
709
Alibaba
BABA
$272B
| $658K | 0.01% |
6,856
+3,910
| +133% | +$490K |
2024 Q2
8 quarters
|
|
710
Landstar System
LSTR
$4.83B
| $656K | 0.01% |
3,171
+62
| +2% | +$11.9K |
2026 Q1
1 quarter
|
|
711
Manhattan Associates
MANH
$14.7B
| $655K | 0.01% |
4,706
-2,168
| -32% | -$299K |
2025 Q1
5 quarters
|
|
712
Ally Financial
ALLY
$11.5B
| $648K | 0.01% |
14,101
+4,712
| +50% | +$204K |
2026 Q1
1 quarter
|
|
713
Darden Restaurants
DRI
$25.6B
| $646K | 0.01% |
3,138
+1,114
| +55% | +$223K |
2025 Q4
2 quarters
|
|
714
CVS Health
CVS
$107B
| $646K | 0.01% |
6,242
-7,578
| -55% | -$676K |
2025 Q1
5 quarters
|
|
715
VanEck Uranium + Nuclear Energy ETF
NLR
$2.97B
| $643K | 0.01% |
5,545
+1,918
| +53% | +$256K |
2026 Q1
1 quarter
|
|
716
Barrick Mining
B
$66.8B
| $643K | 0.01% |
17,497
-836
| -5% | -$34.3K |
2024 Q1
9 quarters
|
|
717
JPMorgan Equity Focus ETF
JPEF
$1.95B
| $641K | 0.01% |
+7,982
| New | +$626K |
2026 Q2
0 quarters
|
|
718
American International
AIG
$40.3B
| $640K | 0.01% |
8,589
+5,410
| +170% | +$411K |
2024 Q2
8 quarters
|
|
719
Insulet
PODD
$10.2B
| $640K | 0.01% |
4,203
+646
| +18% | +$108K |
2026 Q1
1 quarter
|
|
720
VanEck Junior Gold Miners ETF
GDXJ
$7.98B
| $640K | 0.01% |
6,511
+2,563
| +65% | +$297K |
2026 Q1
1 quarter
|
|
721
H&R Block
HRB
$6.45B
| $638K | 0.01% |
+16,766
| New | +$584K |
2026 Q2
0 quarters
|
|
722
Unilever
UL
$142B
| $638K | 0.01% |
10,610
+1,109
| +12% | +$64.1K |
2024 Q1
9 quarters
|
|
723
iShares Global Tech ETF
IXN
$8.14B
| $638K | 0.01% |
4,413
-6
| -0.1% | -$774 |
2025 Q4
2 quarters
|
|
724
Fidelity National Financial
FNF
$11.8B
| $634K | 0.01% |
13,451
+3,052
| +29% | +$148K |
2025 Q1
5 quarters
|
|
725
Welltower
WELL
$180B
| $630K | 0.01% |
2,777
-474
| -15% | -$100K |
2023 Q4
10 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.