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 | |
|---|---|---|---|---|---|---|---|
976
VanEck Green Bond ETF
GRNB
$196M
| $324K | ﹤0.01% |
13,434
-899
| -6% | -$21.6K |
2025 Q2
4 quarters
|
|
977
First Trust Dorsey Wright Focus 5 ETF
FV
$3.63B
| $324K | ﹤0.01% |
4,266
+504
| +13% | +$34.7K |
2025 Q3
3 quarters
|
|
978
WisdomTree US High Dividend Fund
DHS
$1.63B
| $323K | ﹤0.01% |
2,843
| – | – |
2024 Q1
9 quarters
|
|
979
Broadridge
BR
$21.5B
| $323K | ﹤0.01% |
2,358
-1,778
| -43% | -$269K |
2026 Q1
1 quarter
|
|
980
Ingles Markets
IMKTA
$1.56B
| $322K | ﹤0.01% |
3,634
+392
| +12% | +$35K |
2023 Q2
12 quarters
|
|
981
Hartford Multifactor Small Cap ETF
ROSC
$47.4M
| $321K | ﹤0.01% |
5,745
+23
| +0.4% | +$1.21K |
2025 Q4
2 quarters
|
|
982
Tenable Holdings
TENB
$4.4B
| $321K | ﹤0.01% |
8,710
-4,208
| -33% | -$99K |
2026 Q1
1 quarter
|
|
983
Dynatrace
DT
$12.5B
| $321K | ﹤0.01% |
+7,302
| New | +$284K |
2026 Q2
0 quarters
|
|
984
Lazard International Dynamic Equity ETF
IDEQ
$1.64B
| $320K | ﹤0.01% |
+9,123
| New | +$314K |
2026 Q2
0 quarters
|
|
985
Black Hills Corp
BKH
$6.47B
| $319K | ﹤0.01% |
4,292
-663
| -13% | -$48.8K |
2025 Q3
3 quarters
|
|
986
Innodata
INOD
$1.27B
| $318K | ﹤0.01% |
+4,213
| New | +$309K |
2026 Q2
0 quarters
|
|
987
Pacer Trendpilot 100 ETF
PTNQ
$1.12B
| $318K | ﹤0.01% |
3,589
+220
| +7% | +$18.3K |
2026 Q1
1 quarter
|
|
988
DuPont de Nemours
DD
$19.4B
| $317K | ﹤0.01% |
2,339
-5,014
| -68% | -$712K |
2024 Q1
9 quarters
|
|
989
National Health Investors
NHI
$3.5B
| $316K | ﹤0.01% |
4,146
+247
| +6% | +$18.9K |
2026 Q1
1 quarter
|
|
990
MaxLinear
MXL
$4.46B
| $315K | ﹤0.01% |
+2,463
| New | +$174K |
2026 Q2
0 quarters
|
|
991
Fabrinet
FN
$11.7B
| $315K | ﹤0.01% |
560
-141
| -20% | -$90.9K |
2026 Q1
1 quarter
|
|
992
Microchip Technology
MCHP
$31.7B
| $315K | ﹤0.01% |
+3,454
| New | +$308K |
2026 Q2
0 quarters
|
|
993
Fidelity High Dividend ETF
FDVV
$10.3B
| $315K | ﹤0.01% |
5,225
+159
| +3% | +$9.46K |
2026 Q1
1 quarter
|
|
994
Humana
HUM
$52.1B
| $314K | ﹤0.01% |
+791
| New | +$225K |
2026 Q2
0 quarters
|
|
995
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.8B
| $313K | ﹤0.01% |
3,788
+300
| +9% | +$24.1K |
2025 Q4
2 quarters
|
|
996
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.8B
| $311K | ﹤0.01% |
1,904
| – | – |
2025 Q4
2 quarters
|
|
997
Sanmina
SANM
$7.22B
| $311K | ﹤0.01% |
+1,229
| New | +$269K |
2026 Q2
0 quarters
|
|
998
Onto Innovation
ONTO
$8.5B
| $311K | ﹤0.01% |
821
-2,885
| -78% | -$816K |
2025 Q4
2 quarters
|
|
999
UBS Group
UBS
$145B
| $307K | ﹤0.01% |
+6,199
| New | +$282K |
2026 Q2
0 quarters
|
|
1000
ONE Gas
OGS
$5.09B
| $307K | ﹤0.01% |
3,980
+778
| +24% | +$64.7K |
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.