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 | |
|---|---|---|---|---|---|---|---|
1176
CleanSpark
CLSK
$1.46B
| $196K | ﹤0.01% |
+13,471
| New | +$190K |
2026 Q2
0 quarters
|
|
1177
Hayward Holdings
HAYW
$3.41B
| $195K | ﹤0.01% |
11,266
-8,042
| -42% | -$117K |
2025 Q1
5 quarters
|
|
1178
Dr. Reddy's Laboratories
RDY
$12.1B
| $193K | ﹤0.01% |
13,190
+687
| +5% | +$9.27K |
2025 Q3
3 quarters
|
|
1179
NatWest
NWG
$63B
| $192K | ﹤0.01% |
10,864
-1,196
| -10% | -$19.2K |
2025 Q4
2 quarters
|
|
1180
Hudson Pacific Properties
HPP
$475M
| $189K | ﹤0.01% |
+12,445
| New | +$136K |
2026 Q2
0 quarters
|
|
1181
Lumen Technologies, Inc. Common Stock
LUMN
$4.1B
| $175K | ﹤0.01% |
22,776
+7,532
| +49% | +$66K |
2026 Q1
1 quarter
|
|
1182
Nuveen Municipal Value Fund
NUV
$1.76B
| $173K | ﹤0.01% |
18,793
-3,750
| -17% | -$34.2K |
2026 Q1
1 quarter
|
|
1183
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.13B
| $172K | ﹤0.01% |
14,619
-6,456
| -31% | -$74.2K |
2026 Q1
1 quarter
|
|
1184
DELISTED
ACV Auctions
ACVA
| $170K | ﹤0.01% |
+23,713
| New | +$134K |
2026 Q2
0 quarters
|
|
1185
PagerDuty
PD
$1.28B
| $170K | ﹤0.01% |
17,652
+7,017
| +66% | +$53.1K |
2026 Q1
1 quarter
|
|
1186
Phreesia
PHR
$789M
| $169K | ﹤0.01% |
16,448
+4,406
| +37% | +$40.9K |
2026 Q1
1 quarter
|
|
1187
FMC
FMC
$944M
| $160K | ﹤0.01% |
13,949
-7,966
| -36% | -$111K |
2026 Q1
1 quarter
|
|
1188
Infosys
INFY
$51.8B
| $153K | ﹤0.01% |
+14,588
| New | +$183K |
2026 Q2
0 quarters
|
|
1189
Gilat Satellite Networks
GILT
$515M
| $153K | ﹤0.01% |
11,471
| – | – |
2026 Q1
1 quarter
|
|
1190
Nomura Holdings
NMR
$27.8B
| $151K | ﹤0.01% |
17,182
-1,515
| -8% | -$12.6K |
2025 Q1
5 quarters
|
|
1191
NIO
NIO
$8.02B
| $150K | ﹤0.01% |
29,605
+4,406
| +17% | +$25.7K |
2026 Q1
1 quarter
|
|
1192
loanDepot
LDI
$212M
| $150K | ﹤0.01% |
119,753
-2,171
| -2% | -$2.93K |
2025 Q4
2 quarters
|
|
1193
Kura Oncology
KURA
$605M
| $145K | ﹤0.01% |
13,173
-2,392
| -15% | -$22.6K |
2025 Q3
3 quarters
|
|
1194
Nokia
NOK
$41.8B
| $144K | ﹤0.01% |
10,848
-1,749
| -14% | -$22.5K |
2025 Q1
5 quarters
|
|
1195
Ironwood Pharmaceuticals
IRWD
$666M
| $142K | ﹤0.01% |
33,624
-28,448
| -46% | -$110K |
2025 Q1
5 quarters
|
|
1196
Capitol Federal Financial
CFFN
$1.05B
| $141K | ﹤0.01% |
16,588
-9,887
| -37% | -$77.2K |
2024 Q4
6 quarters
|
|
1197
Aegon
AEG
$12.3B
| $133K | ﹤0.01% |
15,748
+1,301
| +9% | +$10.7K |
2025 Q4
2 quarters
|
|
1198
Douglas Emmett
DEI
$1.75B
| $130K | ﹤0.01% |
+11,041
| New | +$124K |
2026 Q2
0 quarters
|
|
1199
Newsmax Inc
NMAX
$958M
| $126K | ﹤0.01% |
+15,252
| New | +$109K |
2026 Q2
0 quarters
|
|
1200
ThredUp
TDUP
$193M
| $126K | ﹤0.01% |
+18,333
| New | +$85.8K |
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.