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 | |
|---|---|---|---|---|---|---|---|
851
Commault Systems
CVLT
$6.48B
| $445K | ﹤0.01% |
+3,140
| New | +$337K |
2026 Q2
0 quarters
|
|
852
TCW Transform 500 ETF
VOTE
$1.08B
| $445K | ﹤0.01% |
5,043
+68
| +1% | +$5.8K |
2023 Q4
10 quarters
|
|
853
Agnico Eagle Mines
AEM
$96.8B
| $444K | ﹤0.01% |
2,865
-67
| -2% | -$12.4K |
2025 Q1
5 quarters
|
|
854
Comcast
CMCSA
$86.6B
| $444K | ﹤0.01% |
18,091
-37,535
| -67% | -$969K |
2021 Q4
18 quarters
|
|
855
Lear
LEA
$5.31B
| $443K | ﹤0.01% |
3,307
+137
| +4% | +$18.3K |
2025 Q4
2 quarters
|
|
856
State Street Utilities Select Sector SPDR ETF
XLU
$24.2B
| $443K | ﹤0.01% |
9,775
+2,196
| +29% | +$99.5K |
2024 Q3
7 quarters
|
|
857
Stifel
SF
$10.6B
| $443K | ﹤0.01% |
6,349
-15,268
| -71% | -$1.14M |
2025 Q1
5 quarters
|
|
858
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.52B
| $442K | ﹤0.01% |
+22,513
| New | +$442K |
2026 Q2
0 quarters
|
|
859
Federated Hermes MDT Large Cap Core ETF
FLCC
$176M
| $440K | ﹤0.01% |
12,533
-1,537
| -11% | -$52.5K |
2025 Q4
2 quarters
|
|
860
Vanguard Utilities ETF
VPU
$8.38B
| $438K | ﹤0.01% |
2,236
-534
| -19% | -$105K |
2024 Q3
7 quarters
|
|
861
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$2.99B
| $437K | ﹤0.01% |
+22,397
| New | +$438K |
2026 Q2
0 quarters
|
|
862
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.31B
| $435K | ﹤0.01% |
9,869
-13,091
| -57% | -$576K |
2022 Q2
16 quarters
|
|
863
VanEck Long/Flat Trend ETF
LFEQ
$26.4M
| $431K | ﹤0.01% |
7,246
| – | – |
2024 Q4
6 quarters
|
|
864
Unum
UNM
$11.9B
| $430K | ﹤0.01% |
+4,806
| New | +$398K |
2026 Q2
0 quarters
|
|
865
Nuveen ESG Large-Cap Value ETF
NULV
$2.56B
| $430K | ﹤0.01% |
+8,591
| New | +$425K |
2026 Q2
0 quarters
|
|
866
United States Oil Fund
USO
$1.7B
| $429K | ﹤0.01% |
4,031
+2,400
| +147% | +$314K |
2026 Q1
1 quarter
|
|
867
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.56B
| $429K | ﹤0.01% |
+20,895
| New | +$430K |
2026 Q2
0 quarters
|
|
868
VF Corp
VFC
$8.01B
| $428K | ﹤0.01% |
25,668
-38,175
| -60% | -$682K |
2025 Q3
3 quarters
|
|
869
SiriusXM
SIRI
$10.9B
| $428K | ﹤0.01% |
14,483
-5,024
| -26% | -$135K |
2025 Q1
5 quarters
|
|
870
CoreWeave
CRWV
$25.6B
| $423K | ﹤0.01% |
+4,252
| New | +$459K |
2026 Q2
0 quarters
|
|
871
MarketAxess Holdings
MKTX
$5.83B
| $421K | ﹤0.01% |
3,707
-8,201
| -69% | -$1.17M |
2025 Q1
5 quarters
|
|
872
Vanguard Russell 2000 Growth ETF
VTWG
$1.37B
| $420K | ﹤0.01% |
1,459
-6
| -0.4% | -$1.6K |
2025 Q2
4 quarters
|
|
873
Everpure Inc
P
$32.2B
| $418K | ﹤0.01% |
5,310
-5,484
| -51% | -$402K |
2025 Q2
4 quarters
|
|
874
Healthcare Realty
HR
$6.5B
| $417K | ﹤0.01% |
20,677
+7,651
| +59% | +$149K |
2026 Q1
1 quarter
|
|
875
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.38B
| $417K | ﹤0.01% |
2,300
+193
| +9% | +$40.8K |
2026 Q1
1 quarter
|
|
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.