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 | |
|---|---|---|---|---|---|---|---|
1001
iShares Core Conservative Allocation ETF
AOK
$848M
| $306K | ﹤0.01% |
7,382
-87
| -1% | -$3.57K |
2025 Q2
4 quarters
|
|
1002
FB Bancorp
FBLA
$245M
| $306K | ﹤0.01% |
20,294
+159
| +0.8% | +$2.25K |
2025 Q1
5 quarters
|
|
1003
Revolution Medicines
RVMD
$41.6B
| $305K | ﹤0.01% |
+1,631
| New | +$238K |
2026 Q2
0 quarters
|
|
1004
Murphy USA
MUSA
$9.45B
| $305K | ﹤0.01% |
+566
| New | +$307K |
2026 Q2
0 quarters
|
|
1005
Fulton Financial
FULT
$4.5B
| $304K | ﹤0.01% |
12,576
+1,560
| +14% | +$34.2K |
2026 Q1
1 quarter
|
|
1006
Elbit Systems
ESLT
$32B
| $303K | ﹤0.01% |
400
+29
| +8% | +$24.1K |
2025 Q3
3 quarters
|
|
1007
Biohaven
BHVN
$2.19B
| $303K | ﹤0.01% |
20,388
+5,663
| +38% | +$61K |
2025 Q4
2 quarters
|
|
1008
Flex
FLEX
$25.8B
| $303K | ﹤0.01% |
+1,871
| New | +$227K |
2026 Q2
0 quarters
|
|
1009
Global X MSCI Colombia ETF
COLO
$173M
| $303K | ﹤0.01% |
7,280
+2,180
| +43% | +$87.4K |
2026 Q1
1 quarter
|
|
1010
Celestica
CLS
$26.1B
| $302K | ﹤0.01% |
827
-22
| -3% | -$8.26K |
2025 Q3
3 quarters
|
|
1011
Texas Capital Bancshares
TCBI
$4.39B
| $301K | ﹤0.01% |
2,911
-1,188
| -29% | -$119K |
2025 Q3
3 quarters
|
|
1012
UGI
UGI
$7.94B
| $300K | ﹤0.01% |
+8,686
| New | +$307K |
2026 Q2
0 quarters
|
|
1013
Invesco Total Return Bond ETF
GTO
$2.59B
| $299K | ﹤0.01% |
+6,385
| New | +$300K |
2026 Q2
0 quarters
|
|
1014
Fidelity National Information Services
FIS
$14.8B
| $299K | ﹤0.01% |
7,686
-11,066
| -59% | -$479K |
2025 Q1
5 quarters
|
|
1015
Global Payments
GPN
$25.8B
| $298K | ﹤0.01% |
4,119
-3,635
| -47% | -$250K |
2024 Q3
7 quarters
|
|
1016
Brinker International
EAT
$8.58B
| $298K | ﹤0.01% |
1,774
-1,127
| -39% | -$167K |
2025 Q4
2 quarters
|
|
1017
iShares US Healthcare ETF
IYH
$4.63B
| $298K | ﹤0.01% |
4,440
| – | – |
2023 Q2
12 quarters
|
|
1018
HDFC Bank
HDB
$129B
| $297K | ﹤0.01% |
11,503
+1,626
| +16% | +$40.7K |
2024 Q4
6 quarters
|
|
1019
Scotiabank
BNS
$112B
| $297K | ﹤0.01% |
3,419
-2,504
| -42% | -$197K |
2025 Q2
4 quarters
|
|
1020
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$330M
| $297K | ﹤0.01% |
1,920
-1,255
| -40% | -$185K |
2025 Q1
5 quarters
|
|
1021
Nutrien
NTR
$33.9B
| $295K | ﹤0.01% |
4,680
+537
| +13% | +$37.6K |
2025 Q2
4 quarters
|
|
1022
VanEck Oil Services ETF
OIH
$1.71B
| $293K | ﹤0.01% |
788
+102
| +15% | +$42.7K |
2026 Q1
1 quarter
|
|
1023
United States Natural Gas Fund
UNG
$503M
| $293K | ﹤0.01% |
25,000
+15,000
| +150% | +$168K |
2026 Q1
1 quarter
|
|
1024
AES
AES
$10.6B
| $292K | ﹤0.01% |
+19,910
| New | +$289K |
2026 Q2
0 quarters
|
|
1025
Vanguard Industrials ETF
VIS
$7.82B
| $290K | ﹤0.01% |
804
-810
| -50% | -$275K |
2024 Q2
8 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.