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 | |
|---|---|---|---|---|---|---|---|
1226
Stitch Fix
SFIX
$366M
| $45.1K | ﹤0.01% |
10,970
-2,452
| -18% | -$8.92K |
2026 Q1
1 quarter
|
|
1227
LG Display
LPL
$2.49B
| $44.1K | ﹤0.01% |
+11,348
| New | +$52.1K |
2026 Q2
0 quarters
|
|
1228
Wipro
WIT
$21.4B
| $41.2K | ﹤0.01% |
+18,298
| New | +$38.9K |
2026 Q2
0 quarters
|
|
1229
Rocket Pharmaceuticals
RCKT
$267M
| $40.6K | ﹤0.01% |
11,877
-12,776
| -52% | -$42.5K |
2026 Q1
1 quarter
|
|
1230
Fate Therapeutics
FATE
$222M
| $32.5K | ﹤0.01% |
12,033
-3,188
| -21% | -$5.9K |
2026 Q1
1 quarter
|
|
1231
Nextdoor Holdings, Inc. Class A Common Stock
NXDR
$820M
| $31.9K | ﹤0.01% |
14,069
-11,852
| -46% | -$22.1K |
2025 Q2
4 quarters
|
|
1232
High Tide
HITI
$234M
| $29.1K | ﹤0.01% |
+12,755
| New | +$30.3K |
2026 Q2
0 quarters
|
|
1233
Ready Capital
RC
$177M
| $26.1K | ﹤0.01% |
+14,904
| New | +$26.2K |
2026 Q2
0 quarters
|
|
1234
Galiano Gold
GAU
$555M
| $25K | ﹤0.01% |
13,360
| – | – |
2025 Q3
3 quarters
|
|
1235
AMC Entertainment Holdings
AMC
$2.75B
| $22K | ﹤0.01% |
+11,596
| New | +$20K |
2026 Q2
0 quarters
|
|
1236
Optimum Communications Inc
OPTU
$217M
| $21.5K | ﹤0.01% |
+14,845
| New | +$18.5K |
2026 Q2
0 quarters
|
|
1237
Nouveau Monde Graphite
NMG
$265M
| $19.2K | ﹤0.01% |
12,791
| – | – |
2026 Q1
1 quarter
|
|
1238
Alight
ALIT
$339M
| $18K | ﹤0.01% |
1,604
-5,466
| -77% | -$77.4K |
2025 Q2
4 quarters
|
|
1239
JELD-WEN Holding
JELD
$87.6M
| $15.3K | ﹤0.01% |
+10,172
| New | +$15.7K |
2026 Q2
0 quarters
|
|
1240
MediciNova
MNOV
$71.4M
| $13.2K | ﹤0.01% |
+10,000
| New | +$13.7K |
2026 Q2
0 quarters
|
|
1241
Eightco Holdings
ORBS
$301M
| $9.21K | ﹤0.01% |
13,248
-5,616
| -30% | -$5.05K |
2026 Q1
1 quarter
|
|
1242
Research Frontiers
REFR
$12.9M
| $7.33K | ﹤0.01% |
14,091
| – | – |
2026 Q1
1 quarter
|
|
1243
Gossamer Bio
GOSS
$57.6M
| $4.49K | ﹤0.01% |
341
+13
| +4% | +$290 |
2026 Q1
1 quarter
|
|
1244
Ameris Bancorp
ABCB
$5.48B
| – | – |
-3,597
| Closed | -$280K | – |
|
1245
Arch Capital
ACGL
$36B
| – | – |
-3,672
| Closed | -$352K | – |
|
1246
Aecom
ACM
$8.59B
| – | – |
-2,726
| Closed | -$231K | – |
|
1247
American Eagle Outfitters
AEO
$3.41B
| – | – |
-10,045
| Closed | -$168K | – |
|
1248
Affirm
AFRM
$23.5B
| – | – |
-5,570
| Closed | -$254K | – |
|
1249
DELISTED
Air Lease Corp
AL
| – | – |
-6,182
| Closed | -$401K | – |
|
1250
Aldeyra Therapeutics
ALDX
$37.2M
| – | – |
-17,026
| Closed | -$28.8K | – |
|
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.