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 | |
|---|---|---|---|---|---|---|---|
1126
Northern Trust Morningstar US Market Factor Tilt ETF
TILT
$2.13B
| $226K | ﹤0.01% |
+817
| New | +$217K |
2026 Q2
0 quarters
|
|
1127
Astronics
ATRO
$2.27B
| $225K | ﹤0.01% |
+2,771
| New | +$189K |
2026 Q2
0 quarters
|
|
1128
Barclays
BCS
$75.9B
| $224K | ﹤0.01% |
+8,351
| New | +$201K |
2026 Q2
0 quarters
|
|
1129
Sabine Royalty Trust
SBR
$960M
| $224K | ﹤0.01% |
3,058
| – | – |
2026 Q1
1 quarter
|
|
1130
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.22B
| $224K | ﹤0.01% |
+1,154
| New | +$204K |
2026 Q2
0 quarters
|
|
1131
First Hawaiian
FHB
$3.06B
| $223K | ﹤0.01% |
+7,607
| New | +$207K |
2026 Q2
0 quarters
|
|
1132
Agilon Health
AGL
$1.91B
| $223K | ﹤0.01% |
+2,077
| New | +$136K |
2026 Q2
0 quarters
|
|
1133
iShares Ethereum Trust ETF
ETHA
$7.03B
| $223K | ﹤0.01% |
6,240
+1,050
| +20% | +$48.9K |
2026 Q1
1 quarter
|
|
1134
Hartford Municipal Opportunities ETF
HMOP
$836M
| $222K | ﹤0.01% |
5,681
| – | – |
2026 Q1
1 quarter
|
|
1135
Blue Owl Capital
OWL
$6.85B
| $222K | ﹤0.01% |
+25,351
| New | +$241K |
2026 Q2
0 quarters
|
|
|
BZH
1136
DELISTED
Beazer Homes USA
BZH
| $221K | ﹤0.01% |
+7,872
| New | +$186K |
2026 Q2
0 quarters
|
|
1137
Kyndryl
KD
$3.52B
| $220K | ﹤0.01% |
19,489
-10,208
| -34% | -$127K |
2025 Q1
5 quarters
|
|
1138
iShares Core MSCI Pacific ETF
IPAC
$2.58B
| $219K | ﹤0.01% |
+2,672
| New | +$217K |
2026 Q2
0 quarters
|
|
1139
GE HealthCare
GEHC
$37.9B
| $219K | ﹤0.01% |
+3,419
| New | +$225K |
2026 Q2
0 quarters
|
|
1140
Motley Fool 100 Index ETF
TMFC
$1.98B
| $219K | ﹤0.01% |
+2,869
| New | +$214K |
2026 Q2
0 quarters
|
|
1141
John Hancock Disciplined Value International Select ETF
JDVI
$794M
| $218K | ﹤0.01% |
+5,640
| New | +$217K |
2026 Q2
0 quarters
|
|
1142
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$277M
| $217K | ﹤0.01% |
4,711
-334
| -7% | -$14.9K |
2025 Q1
5 quarters
|
|
1143
iShares MSCI USA Quality GARP ETF
GARP
$3.27B
| $217K | ﹤0.01% |
+2,624
| New | +$199K |
2026 Q2
0 quarters
|
|
1144
Armstrong World Industries
AWI
$7.13B
| $215K | ﹤0.01% |
1,342
-3,293
| -71% | -$538K |
2025 Q1
5 quarters
|
|
1145
iShares Latin America 40 ETF
ILF
$3.36B
| $215K | ﹤0.01% |
+6,365
| New | +$226K |
2026 Q2
0 quarters
|
|
1146
Axalta
AXTA
$7.78B
| $214K | ﹤0.01% |
6,248
-25,095
| -80% | -$755K |
2025 Q4
2 quarters
|
|
1147
Strategic Education
STRA
$1.3B
| $213K | ﹤0.01% |
2,780
-220
| -7% | -$17.4K |
2026 Q1
1 quarter
|
|
1148
Riot Platforms
RIOT
$5.54B
| $213K | ﹤0.01% |
+7,773
| New | +$175K |
2026 Q2
0 quarters
|
|
1149
Jackson Financial
JXN
$8.77B
| $212K | ﹤0.01% |
2,068
-1,254
| -38% | -$136K |
2025 Q3
3 quarters
|
|
1150
Marathon Digital Holdings
MARA
$2.27B
| $211K | ﹤0.01% |
+15,224
| New | +$190K |
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.