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 | |
|---|---|---|---|---|---|---|---|
1276
CME Group
CME
$110B
| – | – |
-3,474
| Closed | -$1.03M | – |
|
1277
Core & Main
CNM
$8.66B
| – | – |
-4,808
| Closed | -$238K | – |
|
1278
Concentrix
CNXC
$1.9B
| – | – |
-9,753
| Closed | -$267K | – |
|
1279
Coherent
COHR
$33.4B
| – | – |
-1,305
| Closed | -$309K | – |
|
1280
Compass
COMP
$7.08B
| – | – |
-13,922
| Closed | -$102K | – |
|
1281
Coupang
CPNG
$29.4B
| – | – |
-15,960
| Closed | -$301K | – |
|
1282
California Resources
CRC
$4.03B
| – | – |
-3,157
| Closed | -$219K | – |
|
1283
CRH
CRH
$63.5B
| – | – |
-8,301
| Closed | -$872K | – |
|
1284
Cintas
CTAS
$89.9B
| – | – |
-1,571
| Closed | -$266K | – |
|
1285
DELISTED
Coterra Energy
CTRA
| – | – |
-8,090
| Closed | -$284K | – |
|
1286
Corteva
CTVA
$8.03B
| – | – |
-16,973
| Closed | -$1.42M | – |
|
1287
Calvert International Responsible Index ETF
CVIE
$485M
| – | – |
-2,971
| Closed | -$216K | – |
|
1288
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$966M
| – | – |
-4,221
| Closed | -$338K | – |
|
1289
Carvana
CVNA
$79.5B
| – | – |
-13,995
| Closed | -$880K | – |
|
1290
Diamondrock Hospitality Co
DRH
$2.86B
| – | – |
-15,542
| Closed | -$146K | – |
|
1291
DoubleVerify
DV
$2.12B
| – | – |
-32,955
| Closed | -$313K | – |
|
1292
Devon Energy
DVN
$47.2B
| – | – |
-25,777
| Closed | -$1.3M | – |
|
1293
Encore Capital Group
ECPG
$2.63B
| – | – |
-3,430
| Closed | -$241K | – |
|
1294
Editas Medicine
EDIT
$392M
| – | – |
-14,806
| Closed | -$36.6K | – |
|
1295
8x8 Inc
EGHT
$328M
| – | – |
-23,967
| Closed | -$39.8K | – |
|
|
ELME
1296
DELISTED
Elme Communities
ELME
| – | – |
-10,130
| Closed | -$20.4K | – |
|
1297
Emerson Electric
EMR
$90.7B
| – | – |
-2,350
| Closed | -$308K | – |
|
1298
Equinor
EQNR
$101B
| – | – |
-5,285
| Closed | -$223K | – |
|
1299
Essent Group
ESNT
$6.17B
| – | – |
-4,629
| Closed | -$270K | – |
|
1300
Etsy
ETSY
$7.89B
| – | – |
-7,151
| Closed | -$357K | – |
|
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.