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 | |
|---|---|---|---|---|---|---|---|
1151
HealthEquity
HQY
$8.56B
| $211K | ﹤0.01% |
+2,338
| New | +$198K |
2026 Q2
0 quarters
|
|
1152
World Kinect Corp
WKC
$1.87B
| $211K | ﹤0.01% |
+6,408
| New | +$178K |
2026 Q2
0 quarters
|
|
1153
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.95B
| $210K | ﹤0.01% |
4,156
-955
| -19% | -$48.3K |
2026 Q1
1 quarter
|
|
1154
WesBanco
WSBC
$3.71B
| $210K | ﹤0.01% |
5,383
-1,052
| -16% | -$37K |
2025 Q3
3 quarters
|
|
1155
Genuine Parts
GPC
$17.2B
| $209K | ﹤0.01% |
1,768
-2,442
| -58% | -$255K |
2025 Q4
2 quarters
|
|
1156
CVB Financial
CVBF
$4.01B
| $209K | ﹤0.01% |
+9,247
| New | +$190K |
2026 Q2
0 quarters
|
|
1157
Invesco S&P 500 Pure Growth ETF
RPG
$1.63B
| $208K | ﹤0.01% |
+3,265
| New | +$185K |
2026 Q2
0 quarters
|
|
1158
Vanguard Total World Bond ETF
BNDW
$1.93B
| $207K | ﹤0.01% |
3,025
| – | – |
2026 Q1
1 quarter
|
|
1159
WisdomTree US MidCap Fund
EZM
$922M
| $207K | ﹤0.01% |
+2,735
| New | +$198K |
2026 Q2
0 quarters
|
|
1160
PIMCO New York Municipal Income Fund II
PNI
$156M
| $207K | ﹤0.01% |
29,202
| – | – |
2026 Q1
1 quarter
|
|
1161
World Acceptance Corp
WRLD
$697M
| $206K | ﹤0.01% |
+922
| New | +$148K |
2026 Q2
0 quarters
|
|
1162
US Foods
USFD
$23.1B
| $206K | ﹤0.01% |
2,009
-5,599
| -74% | -$499K |
2024 Q4
6 quarters
|
|
1163
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.1B
| $205K | ﹤0.01% |
+1,986
| New | +$198K |
2026 Q2
0 quarters
|
|
1164
Fidelity Stocks for Inflation ETF
FCPI
$277M
| $205K | ﹤0.01% |
+3,750
| New | +$200K |
2026 Q2
0 quarters
|
|
1165
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$432M
| $204K | ﹤0.01% |
13,159
-3,472
| -21% | -$53K |
2026 Q1
1 quarter
|
|
1166
Philips
PHG
$29.8B
| $204K | ﹤0.01% |
+7,505
| New | +$199K |
2026 Q2
0 quarters
|
|
1167
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
| $203K | ﹤0.01% |
5,004
-48
| -1% | -$1.96K |
2026 Q1
1 quarter
|
|
1168
International Paper
IP
$18.1B
| $203K | ﹤0.01% |
+5,327
| New | +$182K |
2026 Q2
0 quarters
|
|
1169
Noble Corp
NE
$6.37B
| $203K | ﹤0.01% |
5,440
-3,611
| -40% | -$173K |
2025 Q2
4 quarters
|
|
1170
Franco-Nevada
FNV
$48.4B
| $202K | ﹤0.01% |
971
+102
| +12% | +$23.8K |
2026 Q1
1 quarter
|
|
1171
Becton Dickinson
BDX
$58.2B
| $200K | ﹤0.01% |
1,323
-4,070
| -75% | -$609K |
2024 Q1
9 quarters
|
|
1172
Ecopetrol
EC
$31.9B
| $200K | ﹤0.01% |
14,038
-830
| -6% | -$12K |
2026 Q1
1 quarter
|
|
1173
Liberty Global Class A
LBTYA
$3.23B
| $200K | ﹤0.01% |
17,571
+2,487
| +16% | +$29.7K |
2025 Q3
3 quarters
|
|
1174
Silvercorp Metals
SVM
$1.84B
| $197K | ﹤0.01% |
19,497
+972
| +5% | +$11.7K |
2025 Q4
2 quarters
|
|
1175
FNB Corp
FNB
$6.27B
| $196K | ﹤0.01% |
+10,273
| New | +$183K |
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.