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 | |
|---|---|---|---|---|---|---|---|
901
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
| $390K | ﹤0.01% |
6,940
-1,998
| -22% | -$108K |
2021 Q4
18 quarters
|
|
902
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.7B
| $390K | ﹤0.01% |
15,805
+934
| +6% | +$23.1K |
2025 Q1
5 quarters
|
|
903
Sprott
SII
$2.93B
| $389K | ﹤0.01% |
+3,466
| New | +$454K |
2026 Q2
0 quarters
|
|
904
Vanguard Short Duration Bond ETF
VSDB
$999M
| $389K | ﹤0.01% |
5,100
| – | – |
2025 Q4
2 quarters
|
|
905
Vanguard Energy ETF
VDE
$10.3B
| $389K | ﹤0.01% |
2,592
-1,351
| -34% | -$219K |
2023 Q1
13 quarters
|
|
906
Regions Financial
RF
$24.1B
| $389K | ﹤0.01% |
12,884
+2,006
| +18% | +$56.3K |
2023 Q2
12 quarters
|
|
907
Vornado Realty Trust
VNO
$6.7B
| $389K | ﹤0.01% |
+9,899
| New | +$320K |
2026 Q2
0 quarters
|
|
908
Roper Technologies
ROP
$47.2B
| $388K | ﹤0.01% |
1,147
-3,172
| -73% | -$1.08M |
2025 Q4
2 quarters
|
|
909
Global X SuperDividend US ETF
DIV
$756M
| $386K | ﹤0.01% |
20,260
+1
| +0% | +$19 |
2025 Q4
2 quarters
|
|
910
Jazz Pharmaceuticals
JAZZ
$15.1B
| $385K | ﹤0.01% |
1,599
-627
| -28% | -$137K |
2025 Q4
2 quarters
|
|
911
Church & Dwight Co
CHD
$25.8B
| $385K | ﹤0.01% |
+3,973
| New | +$380K |
2026 Q2
0 quarters
|
|
912
NXP Semiconductors
NXPI
$62.6B
| $385K | ﹤0.01% |
+1,369
| New | +$377K |
2026 Q2
0 quarters
|
|
913
Schwab 1000 Index ETF
SCHK
$5.53B
| $385K | ﹤0.01% |
10,671
+1
| +0% | +$35 |
2025 Q4
2 quarters
|
|
914
WisdomTree International Quality Dividend Growth Fund
IQDG
$677M
| $384K | ﹤0.01% |
+8,910
| New | +$379K |
2026 Q2
0 quarters
|
|
915
Akre Focus ETF
AKRE
$5.39B
| $383K | ﹤0.01% |
7,205
| – | – |
2025 Q4
2 quarters
|
|
916
Scorpio Tankers
STNG
$4.13B
| $383K | ﹤0.01% |
5,532
-2,899
| -34% | -$227K |
2025 Q2
4 quarters
|
|
917
VanEck IG Floating Rate ETF
FLTR
$3.64B
| $382K | ﹤0.01% |
14,931
-2,807
| -16% | -$71.6K |
2026 Q1
1 quarter
|
|
918
Vanguard Consumer Staples ETF
VDC
$8.29B
| $382K | ﹤0.01% |
1,695
-551
| -25% | -$126K |
2025 Q1
5 quarters
|
|
|
KVUE
919
DELISTED
Kenvue
KVUE
| $381K | ﹤0.01% |
+19,921
| New | +$351K |
2026 Q2
0 quarters
|
|
920
Bright Horizons
BFAM
$2.57B
| $379K | ﹤0.01% |
5,351
-4,528
| -46% | -$328K |
2025 Q1
5 quarters
|
|
921
Victoria's Secret
VSXY
$8.62B
| $379K | ﹤0.01% |
+4,539
| New | +$272K |
2026 Q2
0 quarters
|
|
922
Veralto
VLTO
$28.5B
| $377K | ﹤0.01% |
4,252
+609
| +17% | +$52.9K |
2025 Q2
4 quarters
|
|
923
Varonis Systems
VRNS
$5.63B
| $377K | ﹤0.01% |
+8,984
| New | +$263K |
2026 Q2
0 quarters
|
|
924
GoDaddy
GDDY
$13.9B
| $375K | ﹤0.01% |
+4,417
| New | +$373K |
2026 Q2
0 quarters
|
|
925
Fluor
FLR
$6.22B
| $374K | ﹤0.01% |
7,137
-7,374
| -51% | -$361K |
2025 Q2
4 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.