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 | |
|---|---|---|---|---|---|---|---|
1101
Elastic
ESTC
$8.84B
| $243K | ﹤0.01% |
4,261
-11,905
| -74% | -$638K |
2025 Q1
5 quarters
|
|
1102
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.47B
| $243K | ﹤0.01% |
5,170
-417
| -7% | -$18.8K |
2025 Q4
2 quarters
|
|
1103
Booz Allen Hamilton
BAH
$10.6B
| $243K | ﹤0.01% |
+3,999
| New | +$305K |
2026 Q2
0 quarters
|
|
1104
Columbia EM Core ex-China ETF
XCEM
$1.83B
| $242K | ﹤0.01% |
+4,577
| New | +$224K |
2026 Q2
0 quarters
|
|
1105
Woodside Energy
WDS
$40.8B
| $240K | ﹤0.01% |
12,417
+1,344
| +12% | +$29.9K |
2026 Q1
1 quarter
|
|
1106
Shinhan Financial Group
SHG
$29.2B
| $237K | ﹤0.01% |
3,744
+383
| +11% | +$25.1K |
2026 Q1
1 quarter
|
|
1107
Teradata
TDC
$3.04B
| $237K | ﹤0.01% |
+6,826
| New | +$208K |
2026 Q2
0 quarters
|
|
1108
Veracyte
VCYT
$1.93B
| $236K | ﹤0.01% |
+4,023
| New | +$169K |
2026 Q2
0 quarters
|
|
1109
Universal Technical Institute
UTI
$1.08B
| $235K | ﹤0.01% |
+5,500
| New | +$211K |
2026 Q2
0 quarters
|
|
1110
MSC Industrial Direct
MSM
$6.2B
| $235K | ﹤0.01% |
+1,973
| New | +$210K |
2026 Q2
0 quarters
|
|
1111
Webull Corp
BULL
$2.6B
| $234K | ﹤0.01% |
35,966
+9,791
| +37% | +$63.4K |
2026 Q1
1 quarter
|
|
1112
Sun Life Financial
SLF
$40.8B
| $234K | ﹤0.01% |
+2,988
| New | +$215K |
2026 Q2
0 quarters
|
|
1113
Invesco S&P 500 Revenue ETF
RWL
$10.2B
| $233K | ﹤0.01% |
1,822
-1,779
| -49% | -$221K |
2025 Q4
2 quarters
|
|
1114
Pacer Trendpilot US Mid Cap ETF
PTMC
$364M
| $233K | ﹤0.01% |
5,561
| – | – |
2026 Q1
1 quarter
|
|
1115
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.05B
| $232K | ﹤0.01% |
+1,688
| New | +$214K |
2026 Q2
0 quarters
|
|
1116
Mairs & Power Minnesota Municipal Bond ETF
MINN
$53.7M
| $231K | ﹤0.01% |
10,329
-6,226
| -38% | -$139K |
2025 Q2
4 quarters
|
|
1117
Crown Holdings
CCK
$13.2B
| $230K | ﹤0.01% |
2,061
-7,630
| -79% | -$771K |
2025 Q1
5 quarters
|
|
1118
WisdomTree US Total Dividend Fund
DTD
$1.64B
| $230K | ﹤0.01% |
+2,468
| New | +$225K |
2026 Q2
0 quarters
|
|
1119
State Street SPDR Portfolio TIPS Index ETF
SPIP
$1.06B
| $230K | ﹤0.01% |
8,943
-4,595
| -34% | -$119K |
2026 Q1
1 quarter
|
|
1120
Takeda Pharmaceutical
TAK
$67.7B
| $229K | ﹤0.01% |
14,302
+4,253
| +42% | +$70.4K |
2026 Q1
1 quarter
|
|
1121
Franklin Templeton
BEN
$16.4B
| $228K | ﹤0.01% |
+6,866
| New | +$206K |
2026 Q2
0 quarters
|
|
1122
Ferguson
FERG
$45.6B
| $228K | ﹤0.01% |
960
-2,180
| -69% | -$526K |
2025 Q1
5 quarters
|
|
1123
AAR Corp
AIR
$4.2B
| $227K | ﹤0.01% |
+1,587
| New | +$187K |
2026 Q2
0 quarters
|
|
1124
Vanguard Ultra-Short Treasury ETF
VGUS
$1.08B
| $226K | ﹤0.01% |
2,983
| – | – |
2025 Q2
4 quarters
|
|
1125
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$11.4B
| $226K | ﹤0.01% |
2,982
-292
| -9% | -$22.1K |
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.