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 | |
|---|---|---|---|---|---|---|---|
876
First Trust Capital Strength ETF
FTCS
$7.95B
| $415K | ﹤0.01% |
4,418
+63
| +1% | +$5.89K |
2025 Q3
3 quarters
|
|
877
Suncor Energy
SU
$79.1B
| $411K | ﹤0.01% |
7,664
-233
| -3% | -$14.8K |
2026 Q1
1 quarter
|
|
878
GSK
GSK
$101B
| $411K | ﹤0.01% |
7,840
+379
| +5% | +$20K |
2025 Q2
4 quarters
|
|
879
iShares MSCI Global Gold Miners ETF
RING
$2.35B
| $406K | ﹤0.01% |
6,284
-8,236
| -57% | -$630K |
2026 Q1
1 quarter
|
|
880
M&T Bank
MTB
$31.3B
| $406K | ﹤0.01% |
1,704
+463
| +37% | +$101K |
2024 Q1
9 quarters
|
|
881
Canadian Pacific Kansas City
CP
$80.1B
| $403K | ﹤0.01% |
4,654
-105
| -2% | -$9K |
2024 Q2
8 quarters
|
|
882
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.74B
| $403K | ﹤0.01% |
4,708
| – | – |
2023 Q4
10 quarters
|
|
883
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.3B
| $403K | ﹤0.01% |
8,288
+235
| +3% | +$11.7K |
2025 Q1
5 quarters
|
|
884
Canadian Imperial Bank of Commerce
CM
$105B
| $403K | ﹤0.01% |
3,503
+235
| +7% | +$25.8K |
2025 Q3
3 quarters
|
|
885
T. Rowe Price US Equity Research ETF
TSPA
$4.47B
| $403K | ﹤0.01% |
8,473
+2,694
| +47% | +$124K |
2025 Q4
2 quarters
|
|
886
Nuveen ESG Large-Cap Growth ETF
NULG
$2.75B
| $403K | ﹤0.01% |
3,439
+69
| +2% | +$7.41K |
2023 Q1
13 quarters
|
|
887
Sotera Health
SHC
$4.57B
| $401K | ﹤0.01% |
22,579
+1,675
| +8% | +$26.4K |
2025 Q4
2 quarters
|
|
888
Enova International
ENVA
$4.22B
| $401K | ﹤0.01% |
1,664
+114
| +7% | +$19.6K |
2026 Q1
1 quarter
|
|
889
American Water Works
AWK
$29.9B
| $400K | ﹤0.01% |
+3,039
| New | +$391K |
2026 Q2
0 quarters
|
|
890
Trex
TREX
$5.47B
| $399K | ﹤0.01% |
7,982
-7,281
| -48% | -$302K |
2025 Q4
2 quarters
|
|
891
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$389M
| $399K | ﹤0.01% |
14,356
-473
| -3% | -$13.6K |
2025 Q4
2 quarters
|
|
892
Vanguard S&P 500 Value ETF
VOOV
$6.77B
| $397K | ﹤0.01% |
+1,813
| New | +$391K |
2026 Q2
0 quarters
|
|
893
iShares Russell Top 200 Growth ETF
IWY
$14.3B
| $397K | ﹤0.01% |
1,367
+232
| +20% | +$65.5K |
2025 Q4
2 quarters
|
|
894
American Financial Group
AFG
$12.8B
| $397K | ﹤0.01% |
+2,836
| New | +$376K |
2026 Q2
0 quarters
|
|
895
SAP
SAP
$269B
| $397K | ﹤0.01% |
2,574
+925
| +56% | +$158K |
2025 Q1
5 quarters
|
|
896
DELISTED
AvalonBay Communities
AVB
| $395K | ﹤0.01% |
+2,095
| New | +$379K |
2026 Q2
0 quarters
|
|
897
Sonida Senior Living
SNDA
$1.58B
| $395K | ﹤0.01% |
9,685
-2,329
| -19% | -$83.4K |
2026 Q1
1 quarter
|
|
898
Aehr Test Systems
AEHR
$1.75B
| $394K | ﹤0.01% |
+4,097
| New | +$374K |
2026 Q2
0 quarters
|
|
899
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$371M
| $393K | ﹤0.01% |
10,694
+3,317
| +45% | +$120K |
2026 Q1
1 quarter
|
|
900
Mitsubishi UFJ Financial
MUFG
$236B
| $391K | ﹤0.01% |
19,637
+4,102
| +26% | +$77.3K |
2025 Q3
3 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.