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 | |
|---|---|---|---|---|---|---|---|
726
BioMarin Pharmaceuticals
BMRN
$10.9B
| $624K | 0.01% |
10,899
-12,431
| -53% | -$681K |
2025 Q1
5 quarters
|
|
727
Mohawk Industries
MHK
$8.75B
| $623K | 0.01% |
5,137
-6,165
| -55% | -$648K |
2025 Q2
4 quarters
|
|
728
MDU Resources
MDU
$3.92B
| $615K | 0.01% |
28,987
-1,132
| -4% | -$24.6K |
2024 Q3
7 quarters
|
|
729
Vanguard US Minimum Volatility ETF
VFMV
$474M
| $612K | 0.01% |
4,388
+1,170
| +36% | +$163K |
2025 Q1
5 quarters
|
|
730
Unlimited HFEQ Equity Long/Short ETF
HFEQ
$17.3M
| $611K | 0.01% |
24,846
| – | – |
2026 Q1
1 quarter
|
|
731
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
| $610K | 0.01% |
5,594
+3,720
| +199% | +$405K |
2022 Q1
17 quarters
|
|
732
iShares Floating Rate Bond ETF
FLOT
$11.6B
| $609K | 0.01% |
11,927
-443
| -4% | -$22.6K |
2024 Q1
9 quarters
|
|
733
National Fuel Gas
NFG
$6.98B
| $607K | 0.01% |
7,866
+4,160
| +112% | +$344K |
2024 Q3
7 quarters
|
|
734
Innovator Equity Managed Floor ETF
SFLR
$2.18B
| $606K | 0.01% |
15,700
| – | – |
2025 Q4
2 quarters
|
|
735
Distillate US Fundamental Stability & Value ETF
DSTL
$2.14B
| $601K | 0.01% |
10,028
-838
| -8% | -$49.6K |
2025 Q4
2 quarters
|
|
736
Lennar Class A
LEN
$21.1B
| $599K | 0.01% |
6,621
-1,054
| -14% | -$94.2K |
2026 Q1
1 quarter
|
|
737
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $599K | 0.01% |
6,212
+71
| +1% | +$6.8K |
2026 Q1
1 quarter
|
|
738
HP
HPQ
$25.7B
| $597K | 0.01% |
27,228
-12,153
| -31% | -$269K |
2023 Q1
13 quarters
|
|
739
iShares Preferred and Income Securities ETF
PFF
$11.6B
| $593K | 0.01% |
19,435
-2,856
| -13% | -$89K |
2022 Q1
17 quarters
|
|
740
Darling Ingredients
DAR
$7.92B
| $590K | 0.01% |
10,810
-5,065
| -32% | -$302K |
2026 Q1
1 quarter
|
|
741
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.33B
| $588K | 0.01% |
19,366
-222
| -1% | -$7.5K |
2026 Q1
1 quarter
|
|
742
Knight Transportation
KNX
$9.5B
| $585K | 0.01% |
7,510
+1,438
| +24% | +$100K |
2025 Q1
5 quarters
|
|
743
Evergy
EVRG
$20.2B
| $585K | 0.01% |
+6,767
| New | +$560K |
2026 Q2
0 quarters
|
|
744
Huntington Ingalls Industries
HII
$11.4B
| $583K | ﹤0.01% |
2,082
-3,973
| -66% | -$1.33M |
2025 Q2
4 quarters
|
|
745
F5
FFIV
$17.7B
| $582K | ﹤0.01% |
+1,399
| New | +$497K |
2026 Q2
0 quarters
|
|
746
Manulife Financial
MFC
$71.4B
| $581K | ﹤0.01% |
14,349
-1,020
| -7% | -$39.5K |
2024 Q2
8 quarters
|
|
747
FT Vest US Equity Deep Buffer ETF February
DFEB
$450M
| $581K | ﹤0.01% |
11,508
| – | – |
2025 Q1
5 quarters
|
|
748
Corcept Therapeutics
CORT
$7.87B
| $581K | ﹤0.01% |
+6,677
| New | +$403K |
2026 Q2
0 quarters
|
|
749
Sony
SONY
$158B
| $580K | ﹤0.01% |
28,924
+7,533
| +35% | +$159K |
2024 Q4
6 quarters
|
|
750
Reinsurance Group of America
RGA
$17.1B
| $579K | ﹤0.01% |
2,724
-3,238
| -54% | -$676K |
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.