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 | |
|---|---|---|---|---|---|---|---|
826
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$38.8M
| $486K | ﹤0.01% |
13,779
-5,446
| -28% | -$181K |
2025 Q1
5 quarters
|
|
827
iShares 20+ Year Treasury Bond ETF
TLT
$47.7B
| $485K | ﹤0.01% |
5,611
+287
| +5% | +$24.6K |
2024 Q2
8 quarters
|
|
828
Sanofi
SNY
$113B
| $484K | ﹤0.01% |
11,354
-971
| -8% | -$43.4K |
2024 Q4
6 quarters
|
|
829
State Street
STT
$45B
| $484K | ﹤0.01% |
2,855
+598
| +26% | +$92.2K |
2025 Q2
4 quarters
|
|
830
Applovin
APP
$130B
| $484K | ﹤0.01% |
938
-667
| -42% | -$322K |
2024 Q3
7 quarters
|
|
831
Deckers Outdoor
DECK
$11.6B
| $484K | ﹤0.01% |
4,870
-10,162
| -68% | -$1.07M |
2025 Q3
3 quarters
|
|
832
ICICI Bank
IBN
$122B
| $479K | ﹤0.01% |
16,510
-5,388
| -25% | -$146K |
2024 Q4
6 quarters
|
|
833
Generac Holdings
GNRC
$10.4B
| $478K | ﹤0.01% |
+1,632
| New | +$409K |
2026 Q2
0 quarters
|
|
834
Fidelity MSCI Communication Services Index ETF
FCOM
$1.56B
| $477K | ﹤0.01% |
6,871
-484
| -7% | -$35.1K |
2026 Q1
1 quarter
|
|
835
Everest Group
EG
$15.2B
| $477K | ﹤0.01% |
1,336
+84
| +7% | +$28.8K |
2025 Q2
4 quarters
|
|
836
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.1B
| $471K | ﹤0.01% |
10,918
-732
| -6% | -$30.5K |
2025 Q4
2 quarters
|
|
837
Global X Cybersecurity ETF
BUG
$1.97B
| $469K | ﹤0.01% |
12,275
-1,951
| -14% | -$60.1K |
2025 Q4
2 quarters
|
|
838
Permian Resources
PR
$18.2B
| $460K | ﹤0.01% |
24,995
-6,178
| -20% | -$124K |
2026 Q1
1 quarter
|
|
839
DELISTED
Janus Henderson
JHG
| $459K | ﹤0.01% |
8,834
-10,507
| -54% | -$543K |
2025 Q2
4 quarters
|
|
840
NRG Energy
NRG
$18.6B
| $459K | ﹤0.01% |
+3,142
| New | +$452K |
2026 Q2
0 quarters
|
|
841
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
| $458K | ﹤0.01% |
9,063
+479
| +6% | +$24.2K |
2026 Q1
1 quarter
|
|
842
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$3.1B
| $457K | ﹤0.01% |
+24,601
| New | +$458K |
2026 Q2
0 quarters
|
|
843
Coca-Cola Consolidated
COKE
$13.8B
| $452K | ﹤0.01% |
2,369
+96
| +4% | +$17.9K |
2025 Q3
3 quarters
|
|
844
Nordson
NDSN
$17.3B
| $452K | ﹤0.01% |
1,499
+318
| +27% | +$90.2K |
2026 Q1
1 quarter
|
|
845
MGIC Investment
MTG
$5.69B
| $452K | ﹤0.01% |
16,031
-12,714
| -44% | -$339K |
2025 Q2
4 quarters
|
|
846
Schwab Government Money Market ETF
SGVT
$930M
| $452K | ﹤0.01% |
4,487
-1,911
| -30% | -$192K |
2025 Q3
3 quarters
|
|
847
Rambus
RMBS
$7.98B
| $451K | ﹤0.01% |
3,400
+6
| +0.2% | +$780 |
2025 Q1
5 quarters
|
|
848
Principal Financial Group
PFG
$23.6B
| $449K | ﹤0.01% |
4,161
-4,640
| -53% | -$471K |
2024 Q1
9 quarters
|
|
849
Versant Media Group
VSNT
$4.61B
| $448K | ﹤0.01% |
12,449
+419
| +3% | +$16.8K |
2026 Q1
1 quarter
|
|
850
W.P. Carey
WPC
$15B
| $446K | ﹤0.01% |
6,235
-8,026
| -56% | -$588K |
2023 Q2
12 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.