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 | |
|---|---|---|---|---|---|---|---|
951
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.11B
| $342K | ﹤0.01% |
+7,208
| New | +$342K |
2026 Q2
0 quarters
|
|
952
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.32B
| $341K | ﹤0.01% |
1,911
-107
| -5% | -$17.3K |
2026 Q1
1 quarter
|
|
953
Alnylam Pharmaceuticals
ALNY
$20.9B
| $341K | ﹤0.01% |
1,133
-449
| -28% | -$135K |
2024 Q4
6 quarters
|
|
954
Mercury Insurance
MCY
$4.58B
| $341K | ﹤0.01% |
3,195
-1,136
| -26% | -$112K |
2025 Q2
4 quarters
|
|
955
Spotify
SPOT
$124B
| $340K | ﹤0.01% |
740
-765
| -51% | -$365K |
2025 Q1
5 quarters
|
|
956
Nebius Group N.V.
NBIS
$35.2B
| $337K | ﹤0.01% |
+1,222
| New | +$242K |
2026 Q2
0 quarters
|
|
957
Vanguard Consumer Discretionary ETF
VCR
$6.03B
| $337K | ﹤0.01% |
849
-496
| -37% | -$193K |
2023 Q1
13 quarters
|
|
958
Clorox
CLX
$12.1B
| $336K | ﹤0.01% |
3,521
-275
| -7% | -$26.4K |
2026 Q1
1 quarter
|
|
959
VistaShares Artificial Intelligence Supercycle ETF
AIS
$824M
| $335K | ﹤0.01% |
+3,926
| New | +$262K |
2026 Q2
0 quarters
|
|
960
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.41B
| $333K | ﹤0.01% |
2,770
+255
| +10% | +$30.8K |
2025 Q1
5 quarters
|
|
961
HubSpot
HUBS
$9.8B
| $331K | ﹤0.01% |
1,815
-1,310
| -42% | -$274K |
2025 Q1
5 quarters
|
|
962
SouthState Bank Corp
SSB
$10.1B
| $331K | ﹤0.01% |
3,310
+822
| +33% | +$79.2K |
2025 Q3
3 quarters
|
|
963
ING
ING
$90.4B
| $330K | ﹤0.01% |
10,516
-181
| -2% | -$5.35K |
2025 Q2
4 quarters
|
|
964
Kulicke & Soffa
KLIC
$3.35B
| $329K | ﹤0.01% |
2,460
-2,287
| -48% | -$224K |
2025 Q4
2 quarters
|
|
965
DELISTED
Electronic Arts
EA
| $328K | ﹤0.01% |
1,599
-1,969
| -55% | -$399K |
2025 Q1
5 quarters
|
|
966
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.47B
| $328K | ﹤0.01% |
8,283
+3
| +0% | +$133 |
2026 Q1
1 quarter
|
|
967
Americold
COLD
$4.57B
| $327K | ﹤0.01% |
+20,817
| New | +$286K |
2026 Q2
0 quarters
|
|
968
AerCap
AER
$25.8B
| $327K | ﹤0.01% |
2,244
+553
| +33% | +$78.5K |
2026 Q1
1 quarter
|
|
969
Ultragenyx Pharmaceutical
RARE
$1.57B
| $327K | ﹤0.01% |
+9,791
| New | +$243K |
2026 Q2
0 quarters
|
|
970
Envista
NVST
$4.04B
| $327K | ﹤0.01% |
12,401
+1,422
| +13% | +$35.9K |
2025 Q4
2 quarters
|
|
971
Alerian Energy Infrastructure ETF
ENFR
$506M
| $327K | ﹤0.01% |
8,576
| – | – |
2026 Q1
1 quarter
|
|
972
iShares Expanded Tech-Software Sector ETF
IGV
$13B
| $326K | ﹤0.01% |
+3,597
| New | +$320K |
2026 Q2
0 quarters
|
|
973
Valmont Industries
VMI
$7.74B
| $325K | ﹤0.01% |
563
-811
| -59% | -$408K |
2025 Q2
4 quarters
|
|
974
Teva Pharmaceutical Industries Limited
TEVA
$49.7B
| $325K | ﹤0.01% |
9,587
+523
| +6% | +$17.4K |
2025 Q4
2 quarters
|
|
975
iShares US Infrastructure ETF
IFRA
$3.9B
| $325K | ﹤0.01% |
5,152
-614
| -11% | -$37.5K |
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.