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 | |
|---|---|---|---|---|---|---|---|
1201
Nuveen New York Quality Municipal Income Fund
NAN
$338M
| $125K | ﹤0.01% |
+10,680
| New | +$122K |
2026 Q2
0 quarters
|
|
1202
Bloomin' Brands
BLMN
$896M
| $125K | ﹤0.01% |
13,642
+1,563
| +13% | +$11.4K |
2026 Q1
1 quarter
|
|
1203
Medical Properties Trust
MPT
$1.12B
| $124K | ﹤0.01% |
26,784
-4,161
| -13% | -$20.6K |
2025 Q2
4 quarters
|
|
1204
Asana
ASAN
$2.56B
| $121K | ﹤0.01% |
17,280
+6,065
| +54% | +$40.7K |
2026 Q1
1 quarter
|
|
1205
Grocery Outlet
GO
$1.3B
| $121K | ﹤0.01% |
+12,076
| New | +$99.4K |
2026 Q2
0 quarters
|
|
1206
CION Investment
CION
$325M
| $120K | ﹤0.01% |
19,229
+715
| +4% | +$5K |
2025 Q1
5 quarters
|
|
1207
Snap
SNAP
$8.74B
| $119K | ﹤0.01% |
+26,807
| New | +$147K |
2026 Q2
0 quarters
|
|
1208
JetBlue
JBLU
$1.32B
| $115K | ﹤0.01% |
+19,985
| New | +$102K |
2026 Q2
0 quarters
|
|
1209
MannKind Corp
MNKD
$1.21B
| $111K | ﹤0.01% |
25,957
+7,690
| +42% | +$25K |
2024 Q4
6 quarters
|
|
1210
American Battery Technology Co
ABAT
$170M
| $106K | ﹤0.01% |
+37,629
| New | +$120K |
2026 Q2
0 quarters
|
|
1211
Beyond Meat
BYND
$111M
| $101K | ﹤0.01% |
4,501
-3,109
| -41% | -$72.4K |
2026 Q1
1 quarter
|
|
1212
Lucid Motors
LCID
$1.17B
| $96.5K | ﹤0.01% |
+14,418
| New | +$93.1K |
2026 Q2
0 quarters
|
|
1213
Vanda Pharmaceuticals
VNDA
$217M
| $96.3K | ﹤0.01% |
15,740
+3,380
| +27% | +$22.1K |
2026 Q1
1 quarter
|
|
1214
Coursera
COUR
$992M
| $83.2K | ﹤0.01% |
14,756
-4,877
| -25% | -$27.7K |
2025 Q3
3 quarters
|
|
1215
Rackspace Technology
RXT
$607M
| $81.2K | ﹤0.01% |
12,432
-29,766
| -71% | -$116K |
2026 Q1
1 quarter
|
|
1216
ZoomInfo Technologies
GTM
$1.02B
| $80.1K | ﹤0.01% |
27,335
-2,925
| -10% | -$13.1K |
2025 Q1
5 quarters
|
|
1217
Burford Capital
BUR
$870M
| $76K | ﹤0.01% |
+18,533
| New | +$84.7K |
2026 Q2
0 quarters
|
|
1218
INmune Bio
INMB
$36.4M
| $71K | ﹤0.01% |
43,556
+531
| +1% | +$735 |
2025 Q1
5 quarters
|
|
1219
Satellogic
SATL
$444M
| $69.9K | ﹤0.01% |
12,213
+378
| +3% | +$2.77K |
2026 Q1
1 quarter
|
|
1220
Peloton Interactive
PTON
$2.48B
| $64.8K | ﹤0.01% |
+10,958
| New | +$59.1K |
2026 Q2
0 quarters
|
|
1221
ProFrac Holding
ACDC
$494M
| $62.4K | ﹤0.01% |
10,746
-1,178
| -10% | -$7.94K |
2026 Q1
1 quarter
|
|
|
WEAV
1222
DELISTED
Weave Communications
WEAV
| $59.9K | ﹤0.01% |
+10,000
| New | +$54.5K |
2026 Q2
0 quarters
|
|
1223
Ovid Therapeutics
OVID
$504M
| $53.8K | ﹤0.01% |
20,000
| – | – |
2026 Q1
1 quarter
|
|
1224
Brandywine Realty Trust
BDN
$539M
| $53K | ﹤0.01% |
16,734
+2,295
| +16% | +$6.9K |
2026 Q1
1 quarter
|
|
1225
Repay Holdings
RPAY
$378M
| $49.2K | ﹤0.01% |
11,706
-7,779
| -40% | -$27K |
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.