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 | |
|---|---|---|---|---|---|---|---|
926
WEC Energy
WEC
$38.1B
| $374K | ﹤0.01% |
+3,201
| New | +$365K |
2026 Q2
0 quarters
|
|
927
Leidos
LDOS
$16.2B
| $372K | ﹤0.01% |
3,612
+1,637
| +83% | +$217K |
2023 Q1
13 quarters
|
|
928
Vanguard Russell 2000 Value ETF
VTWV
$1.3B
| $371K | ﹤0.01% |
1,898
| – | – |
2025 Q4
2 quarters
|
|
929
NVR
NVR
$16.7B
| $368K | ﹤0.01% |
+54
| New | +$343K |
2026 Q2
0 quarters
|
|
930
British American Tobacco
BTI
$131B
| $368K | ﹤0.01% |
5,954
+358
| +6% | +$21.6K |
2025 Q2
4 quarters
|
|
931
Essential Utilities
WTRG
$13B
| $366K | ﹤0.01% |
+9,543
| New | +$364K |
2026 Q2
0 quarters
|
|
932
Kimberly-Clark
KMB
$66.5B
| $364K | ﹤0.01% |
3,313
+1,236
| +60% | +$122K |
2022 Q2
16 quarters
|
|
933
Aptiv
APTV
$7.98B
| $359K | ﹤0.01% |
5,841
-769
| -12% | -$47K |
2025 Q2
4 quarters
|
|
934
Masco
MAS
$15.8B
| $357K | ﹤0.01% |
+4,390
| New | +$306K |
2026 Q2
0 quarters
|
|
935
FirstEnergy
FE
$26.9B
| $357K | ﹤0.01% |
7,508
+2,571
| +52% | +$122K |
2026 Q1
1 quarter
|
|
936
BHP
BHP
$203B
| $356K | ﹤0.01% |
4,271
+1,202
| +39% | +$100K |
2026 Q1
1 quarter
|
|
937
KB Financial Group
KB
$38.6B
| $354K | ﹤0.01% |
3,378
+455
| +16% | +$48.1K |
2025 Q2
4 quarters
|
|
938
National Grid
NGG
$83.6B
| $354K | ﹤0.01% |
4,274
+1,092
| +34% | +$92.8K |
2025 Q3
3 quarters
|
|
939
Chunghwa Telecom
CHT
$38.7B
| $354K | ﹤0.01% |
7,989
+1,696
| +27% | +$74.4K |
2026 Q1
1 quarter
|
|
940
Texas Pacific Land
TPL
$18.8B
| $352K | ﹤0.01% |
+805
| New | +$326K |
2026 Q2
0 quarters
|
|
941
Inspire 100 ETF
BIBL
$483M
| $352K | ﹤0.01% |
6,084
+1,214
| +25% | +$64.8K |
2025 Q4
2 quarters
|
|
942
Rocket Lab Corp
RKLB
$33.9B
| $351K | ﹤0.01% |
+3,455
| New | +$344K |
2026 Q2
0 quarters
|
|
943
Eagle Materials
EXP
$5.66B
| $350K | ﹤0.01% |
+1,557
| New | +$326K |
2026 Q2
0 quarters
|
|
944
Novo Nordisk
NVO
$178B
| $350K | ﹤0.01% |
7,299
-74
| -1% | -$3.18K |
2025 Q1
5 quarters
|
|
945
First Trust Dow Jones Select MicroCap Index Fund
FDM
$264M
| $347K | ﹤0.01% |
+3,722
| New | +$326K |
2026 Q2
0 quarters
|
|
946
Autodesk
ADSK
$54.7B
| $346K | ﹤0.01% |
1,777
-593
| -25% | -$135K |
2025 Q1
5 quarters
|
|
947
CSX Corp
CSX
$91B
| $345K | ﹤0.01% |
+7,249
| New | +$327K |
2026 Q2
0 quarters
|
|
948
TG Therapeutics
TGTX
$9.16B
| $344K | ﹤0.01% |
+6,261
| New | +$256K |
2026 Q2
0 quarters
|
|
949
Newell Brands
NWL
$2.33B
| $344K | ﹤0.01% |
55,989
-8,869
| -14% | -$37.5K |
2025 Q1
5 quarters
|
|
950
Fortrea Holdings
FTRE
$2.12B
| $344K | ﹤0.01% |
19,755
-10,630
| -35% | -$144K |
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.