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 | |
|---|---|---|---|---|---|---|---|
751
Wabtec
WAB
$47.6B
| $576K | ﹤0.01% |
2,136
-2,348
| -52% | -$621K |
2024 Q2
8 quarters
|
|
752
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.9B
| $575K | ﹤0.01% |
14,495
+2,362
| +19% | +$95.5K |
2025 Q1
5 quarters
|
|
753
U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
$3.46B
| $574K | ﹤0.01% |
7,004
+1,452
| +26% | +$115K |
2026 Q1
1 quarter
|
|
754
PBF Energy
PBF
$7.97B
| $573K | ﹤0.01% |
12,581
+3,180
| +34% | +$132K |
2025 Q3
3 quarters
|
|
755
Bath & Body Works
BBWI
$4.31B
| $572K | ﹤0.01% |
24,720
-24,257
| -50% | -$464K |
2023 Q2
12 quarters
|
|
756
Sixth Street Specialty
TSLX
$1.69B
| $570K | ﹤0.01% |
33,218
+1,730
| +5% | +$30.9K |
2025 Q1
5 quarters
|
|
757
Knife River
KNF
$3.2B
| $567K | ﹤0.01% |
6,781
+1,060
| +19% | +$87.6K |
2024 Q4
6 quarters
|
|
758
10x Genomics
TXG
$7.72B
| $567K | ﹤0.01% |
14,787
-4,131
| -22% | -$108K |
2025 Q2
4 quarters
|
|
759
Graphic Packaging
GPK
$3.31B
| $566K | ﹤0.01% |
+53,557
| New | +$546K |
2026 Q2
0 quarters
|
|
760
BlackRock Flexible Income ETF
BINC
$16.9B
| $560K | ﹤0.01% |
10,703
-22,290
| -68% | -$1.16M |
2026 Q1
1 quarter
|
|
761
Shopify
SHOP
$192B
| $560K | ﹤0.01% |
4,905
+751
| +18% | +$85.7K |
2024 Q1
9 quarters
|
|
762
Sprott Physical Silver Trust
PSLV
$10.6B
| $559K | ﹤0.01% |
29,650
+228
| +0.8% | +$5.37K |
2026 Q1
1 quarter
|
|
763
Global X Defense Tech ETF
SHLD
$6.04B
| $559K | ﹤0.01% |
9,368
+1,033
| +12% | +$68.7K |
2025 Q4
2 quarters
|
|
764
Vanguard Russell 1000 ETF
VONE
$8.64B
| $557K | ﹤0.01% |
1,643
+3
| +0.2% | +$983 |
2023 Q2
12 quarters
|
|
765
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.82B
| $556K | ﹤0.01% |
+33,431
| New | +$558K |
2026 Q2
0 quarters
|
|
766
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
| $555K | ﹤0.01% |
5,176
-708
| -12% | -$80.7K |
2024 Q1
9 quarters
|
|
767
Tradeweb Markets
TW
$26.9B
| $554K | ﹤0.01% |
5,563
-4,983
| -47% | -$541K |
2025 Q2
4 quarters
|
|
768
OGE Energy
OGE
$10.5B
| $553K | ﹤0.01% |
+11,373
| New | +$544K |
2026 Q2
0 quarters
|
|
769
Dimensional International Core Fixed Income ETF
DFGX
$1.95B
| $552K | ﹤0.01% |
10,303
+537
| +5% | +$28.4K |
2025 Q1
5 quarters
|
|
770
First Trust Smith Unconstrained Bond ETF
UCON
$3.13B
| $551K | ﹤0.01% |
22,144
| – | – |
2026 Q1
1 quarter
|
|
771
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.54B
| $550K | ﹤0.01% |
+27,000
| New | +$551K |
2026 Q2
0 quarters
|
|
772
Steris
STE
$24.6B
| $550K | ﹤0.01% |
2,611
+59
| +2% | +$12.6K |
2025 Q1
5 quarters
|
|
773
Toronto Dominion Bank
TD
$200B
| $549K | ﹤0.01% |
4,524
+352
| +8% | +$38.5K |
2025 Q2
4 quarters
|
|
774
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
| $549K | ﹤0.01% |
6,609
+302
| +5% | +$25.2K |
2024 Q1
9 quarters
|
|
775
The Gap Inc
GAP
$7.55B
| $548K | ﹤0.01% |
29,360
-21,265
| -42% | -$490K |
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.