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 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$112M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+$73.6M |
| 3 |
Avantis International Small Cap Value ETF
AVDV
|
+$54.9M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$46.5M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$39M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$781M |
| 2 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+$375M |
| 3 |
U.S. Small Cap Portfolio ETF Class Shares
DFAS
|
+$60.2M |
| 4 |
First Northern Community Bancorp
FNRN
|
+$6.88M |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$4.65M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 77.97% |
| 2 | Technology | 7.8% |
| 3 | Financials | 2.88% |
| 4 | Industrials | 2.47% |
| 5 | Healthcare | 2.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1251
Americold
COLD
$4.59B
| $218K | ﹤0.01% |
15,588
-5,229
| -25% | -$77.8K |
2026 Q2
1 quarter
|
|
1252
Diamondrock Hospitality Co
DRH
$3.01B
| $218K | ﹤0.01% |
+17,611
| New | +$219K |
2026 Q3
0 quarters
|
|
1253
Axalta
AXTA
$7.95B
| $218K | ﹤0.01% |
6,765
+517
| +8% | +$17.9K |
2025 Q4
3 quarters
|
|
1254
SPX Corp
SPXC
$7.68B
| $218K | ﹤0.01% |
+1,283
| New | +$261K |
2026 Q3
0 quarters
|
|
1255
Pacer Trendpilot US Mid Cap ETF
PTMC
$376M
| $217K | ﹤0.01% |
5,561
| – | – |
2026 Q1
2 quarters
|
|
1256
Progress Software
PRGS
$1.81B
| $215K | ﹤0.01% |
+5,381
| New | +$222K |
2026 Q3
0 quarters
|
|
1257
DELISTED
Kenvue
KVUE
| $215K | ﹤0.01% |
12,177
-7,744
| -39% | -$146K |
2026 Q2
1 quarter
|
|
1258
ARK Genomic Revolution ETF
ARKG
$2.02B
| $215K | ﹤0.01% |
+3,960
| New | +$178K |
2026 Q3
0 quarters
|
|
1259
MSC Income Fund Inc
MSIF
$567M
| $214K | ﹤0.01% |
+18,215
| New | +$219K |
2026 Q3
0 quarters
|
|
1260
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19.1B
| $214K | ﹤0.01% |
+3,398
| New | +$225K |
2026 Q3
0 quarters
|
|
1261
STMicroelectronics
STM
$41.6B
| $214K | ﹤0.01% |
4,011
+546
| +16% | +$30.3K |
2026 Q2
1 quarter
|
|
1262
ManpowerGroup
MAN
$2.15B
| $213K | ﹤0.01% |
+3,841
| New | +$208K |
2026 Q3
0 quarters
|
|
1263
Mairs & Power Minnesota Municipal Bond ETF
MINN
$54.9M
| $213K | ﹤0.01% |
10,323
-6
| -0.1% | -$131 |
2025 Q2
5 quarters
|
|
1264
Cimpress
CMPR
$1.35B
| $213K | ﹤0.01% |
+2,765
| New | +$254K |
2026 Q3
0 quarters
|
|
1265
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$275M
| $213K | ﹤0.01% |
+3,858
| New | +$216K |
2026 Q3
0 quarters
|
|
1266
Sabine Royalty Trust
SBR
$935M
| $211K | ﹤0.01% |
3,058
| – | – |
2026 Q1
2 quarters
|
|
1267
WisdomTree US Quality Growth Fund
QGRW
$3.2B
| $211K | ﹤0.01% |
+3,076
| New | +$205K |
2026 Q3
0 quarters
|
|
1268
Braze
BRZE
$5.28B
| $211K | ﹤0.01% |
+8,415
| New | +$226K |
2026 Q3
0 quarters
|
|
1269
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.9B
| $211K | ﹤0.01% |
4,189
+33
| +0.8% | +$1.66K |
2026 Q1
2 quarters
|
|
1270
Hudson Pacific Properties
HPP
$475M
| $210K | ﹤0.01% |
18,237
+5,792
| +47% | +$79.7K |
2026 Q2
1 quarter
|
|
1271
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
| $210K | ﹤0.01% |
1,986
| – | – |
2026 Q2
1 quarter
|
|
1272
Fidelity Stocks for Inflation ETF
FCPI
$285M
| $210K | ﹤0.01% |
3,750
| – | – |
2026 Q2
1 quarter
|
|
1273
Hartford Municipal Opportunities ETF
HMOP
$835M
| $209K | ﹤0.01% |
5,681
| – | – |
2026 Q1
2 quarters
|
|
1274
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.9B
| $209K | ﹤0.01% |
+725
| New | +$205K |
2026 Q3
0 quarters
|
|
1275
DELISTED
Roku
ROKU
| $209K | ﹤0.01% |
1,373
-711
| -34% | -$107K |
2025 Q2
5 quarters
|
|
Similar funds
Focus Partners Advisor Solutions's Q3 2026 Portfolio in Review
As of Q3 2026, Focus Partners Advisor Solutions held 1,521 positions worth $12.4B, up 5.3% from $11.8B the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Focus Partners Advisor Solutions deployed $647M of net new capital in Q3 2026, opening 278 new positions and adding to 834 existing holdings. Its largest new stake was Freedom 100 Emerging Markets ETF: 116,405 shares worth $8.14M.
By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, down from 85% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was U.S. Core Equity 2 Portfolio ETF Class Shares, an estimated $781M trimmed.
- Focus Partners Advisor Solutions's largest Q3 2026 buy was Freedom 100 Emerging Markets ETF: 116,405 shares worth $8.14M.
- Focus Partners Advisor Solutions added most to iShares Core S&P Total US Stock Market ETF in Q3 2026, an estimated $112M increase.
- Focus Partners Advisor Solutions's biggest Q3 2026 reduction was U.S. Core Equity 2 Portfolio ETF Class Shares, cutting an estimated $781M.
- Focus Partners Advisor Solutions fully exited First Northern Community Bancorp in Q3 2026, selling an estimated $6.88M.
- Focus Partners Advisor Solutions's ten largest holdings make up 40% of its $12.4B portfolio in Q3 2026.
- Focus Partners Advisor Solutions opened 278 new positions and closed 137 in Q3 2026.
- Focus Partners Advisor Solutions's portfolio value rose 5.3% quarter-over-quarter to $12.4B.
Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.