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 | |
|---|---|---|---|---|---|---|---|
1051
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.53B
| $280K | ﹤0.01% |
5,555
+24
| +0.4% | +$1.21K |
2026 Q1
1 quarter
|
|
1052
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$1.86B
| $279K | ﹤0.01% |
+12,203
| New | +$279K |
2026 Q2
0 quarters
|
|
1053
Constellium
CSTM
$2.93B
| $279K | ﹤0.01% |
8,757
-4,552
| -34% | -$147K |
2025 Q4
2 quarters
|
|
1054
Capital Group Dividend Value ETF
CGDV
$37.8B
| $279K | ﹤0.01% |
5,654
-289
| -5% | -$13.6K |
2025 Q4
2 quarters
|
|
1055
SiteOne Landscape Supply
SITE
$4.86B
| $279K | ﹤0.01% |
2,435
-6,601
| -73% | -$797K |
2025 Q4
2 quarters
|
|
1056
Douglas Dynamics
PLOW
$839M
| $277K | ﹤0.01% |
5,138
-214
| -4% | -$9.9K |
2026 Q1
1 quarter
|
|
1057
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.11B
| $277K | ﹤0.01% |
4,030
+4
| +0.1% | +$267 |
2026 Q1
1 quarter
|
|
1058
Zacks Earnings Consistent Portfolio ETF
ZECP
$387M
| $276K | ﹤0.01% |
7,302
+1,388
| +23% | +$50.6K |
2025 Q4
2 quarters
|
|
1059
iShares US Industrials ETF
IYJ
$1.79B
| $275K | ﹤0.01% |
1,653
| – | – |
2026 Q1
1 quarter
|
|
1060
Harmonic Inc
HLIT
$1.04B
| $275K | ﹤0.01% |
16,829
-2,941
| -15% | -$37.5K |
2025 Q4
2 quarters
|
|
1061
iShares Core Moderate Allocation ETF
AOM
$1.86B
| $273K | ﹤0.01% |
5,466
-185
| -3% | -$9.09K |
2026 Q1
1 quarter
|
|
1062
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
| $271K | ﹤0.01% |
2,313
+112
| +5% | +$13.1K |
2025 Q4
2 quarters
|
|
1063
Grayscale Bitcoin Trust
GBTC
$11.3B
| $271K | ﹤0.01% |
5,959
+1,602
| +37% | +$89.3K |
2026 Q1
1 quarter
|
|
1064
Vanguard Russell 2000 ETF
VTWO
$16.3B
| $271K | ﹤0.01% |
2,228
-98
| -4% | -$11.1K |
2025 Q1
5 quarters
|
|
1065
iShares US Utilities ETF
IDU
$1.41B
| $270K | ﹤0.01% |
2,353
+1
| +0% | +$114 |
2025 Q4
2 quarters
|
|
1066
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.91B
| $269K | ﹤0.01% |
+7,102
| New | +$270K |
2026 Q2
0 quarters
|
|
1067
Lloyds Banking Group
LYG
$72.7B
| $269K | ﹤0.01% |
46,100
-471
| -1% | -$2.55K |
2025 Q1
5 quarters
|
|
1068
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$898M
| $268K | ﹤0.01% |
6,173
+809
| +15% | +$35.2K |
2026 Q1
1 quarter
|
|
1069
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.31B
| $268K | ﹤0.01% |
10,737
-6,172
| -37% | -$154K |
2021 Q4
18 quarters
|
|
1070
Canadian Natural Resources
CNQ
$100B
| $267K | ﹤0.01% |
6,767
-138
| -2% | -$6.27K |
2025 Q3
3 quarters
|
|
1071
WisdomTree US Value Fund
WTV
$3.3B
| $265K | ﹤0.01% |
2,609
+68
| +3% | +$6.79K |
2025 Q3
3 quarters
|
|
1072
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.6B
| $264K | ﹤0.01% |
5,083
-404
| -7% | -$20K |
2022 Q1
17 quarters
|
|
1073
Invitation Homes
INVH
$15.6B
| $264K | ﹤0.01% |
8,729
-4,151
| -32% | -$117K |
2025 Q2
4 quarters
|
|
1074
ADT
ADT
$7.2B
| $263K | ﹤0.01% |
40,453
-71,547
| -64% | -$491K |
2024 Q4
6 quarters
|
|
1075
iShares Future Exponential Technologies ETF
XT
$3.8B
| $261K | ﹤0.01% |
+3,161
| New | +$247K |
2026 Q2
0 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.