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Buckingham Strategic Partners

Latest statistics and disclosures from Focus Partners Advisor Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, DFAC, VGIT, AVDV, BSVO, and represent 25.37% of Focus Partners Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: ITOT (+$101M), IDEV (+$63M), VGIT (+$57M), DFSD (+$56M), AVLV (+$49M), MSFT (+$36M), LPLA (+$33M), VTIP (+$32M), AVUV (+$31M), VOO (+$25M).
Started 211 new stock positions in ARTY, LEVI, AVSE, ETHA, AMX, CGNX, DECK, CAG, W, GFI.
Reduced shares in these 10 stocks: DFAC (-$170M), BSVO (-$51M), DFIV (-$36M), DFUV (-$34M), DFAT (-$28M), DFAX (-$20M), AVEM (-$16M), VGSH (-$14M), AVUS (-$12M), AVDE (-$11M).
Sold out of its positions in ENFR, AMTD, AEG, ATI, LNT, BBLU, AFG, AWK, NLY, AMAT.
Focus Partners Advisor Solutions was a net buyer of stock by $778M.
Focus Partners Advisor Solutions has $8.8B in assets under management (AUM), dropping by 17.68%.
Central Index Key (CIK): 0001868872

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Positions held by Buckingham Strategic Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Focus Partners Advisor Solutions

Focus Partners Advisor Solutions holds 1131 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Focus Partners Advisor Solutions has 1131 total positions. Only the first 250 positions are shown.

Sign up to view all of the Focus Partners Advisor Solutions Sept. 30, 2025 positions
Download the Focus Partners Advisor Solutions September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	8.1	$711M	+16%	4.8M	147.33	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.9	$431M	-28%	11M	38.59	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.4	$386M	+17%	6.4M	60.03	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.1	$362M	+6%	4.0M	89.42	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	3.9	$348M	-12%	15M	22.65	View chart
Ishares Tr Core Msci Intl (IDEV)	3.6	$316M	+24%	3.9M	80.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.9	$254M	-9%	4.4M	58.11	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.8	$244M	+29%	5.1M	48.22	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.5	$222M	-14%	4.8M	46.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.5	$222M	+16%	2.2M	98.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$219M	+9%	657k	332.59	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.2	$196M		6.0M	32.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.1	$188M	+20%	3.7M	50.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.9	$169M	-16%	3.8M	44.72	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$143M	-3%	2.0M	72.79	View chart
Apple (AAPL)	1.5	$129M	+15%	490k	262.51	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.4	$119M	+24%	2.6M	46.22	View chart
Microsoft Corporation (MSFT)	1.3	$117M	+43%	230k	510.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.2	$109M	+79%	1.5M	73.20	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$96M	-17%	3.0M	31.46	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.1	$94M	+9%	2.5M	37.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$86M	+19%	2.3M	36.73	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$81M	-9%	2.3M	35.70	View chart
NVIDIA Corporation (NVDA)	0.9	$76M	+9%	393k	193.16	View chart
Lpl Financial Holdings (LPLA)	0.8	$75M	+77%	199k	375.59	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.8	$73M	+7%	2.4M	30.57	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$69M	+25%	1.0M	67.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$58M	+8%	852k	68.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$57M	+24%	718k	78.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$54M	+86%	86k	624.92	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$52M	+2%	1.8M	29.11	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$50M	+67%	727k	68.80	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$49M	-8%	1.5M	31.80	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$47M	+2%	1.5M	31.95	View chart
Amazon (AMZN)	0.5	$43M	+30%	184k	236.19	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$41M	+118%	975k	41.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$40M	+5%	659k	60.50	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$40M	+19%	831k	47.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$39M	+75%	139k	279.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$36M	+3%	1.3M	27.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$32M	+5%	1.0M	31.82	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$32M	+111%	849k	37.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$28M	+49%	111k	255.17	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.3	$28M	+96%	635k	44.42	View chart
Broadcom (AVGO)	0.3	$28M	+63%	83k	336.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$27M	-6%	131k	207.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$27M	+74%	99k	269.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$26M	+15%	480k	54.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$26M	+45%	351k	74.65	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$26M	-16%	959k	27.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$26M	+12%	52k	499.75	View chart
Stryker Corporation (SYK)	0.3	$26M	+2%	70k	368.81	View chart
Meta Platforms Cl A (META)	0.3	$26M	+38%	37k	694.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$25M	+11%	1.1M	23.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$25M	+39%	41k	616.32	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$24M	+66%	416k	58.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$24M	+19%	36k	680.34	View chart
JPMorgan Chase & Co. (JPM)	0.3	$24M	+14%	75k	316.09	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$24M	+56%	35k	676.59	View chart
Woodward Governor Company (WWD)	0.3	$23M	+7754%	84k	271.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$22M	-34%	204k	109.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$22M	+27%	245k	90.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$22M	-25%	675k	32.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$22M	+52%	293k	74.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$21M	+17%	114k	186.91	View chart
Tesla Motors (TSLA)	0.2	$21M	+27%	47k	444.98	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$20M	-21%	296k	68.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$20M	-44%	262k	75.26	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$20M	+23%	459k	42.71	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$19M	+98%	406k	46.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$18M	-6%	38k	487.42	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$17M	+47%	237k	73.21	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$17M	-30%	213k	80.66	View chart
Oracle Corporation (ORCL)	0.2	$17M	+30%	64k	265.81	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$17M	+35%	392k	42.80	View chart
Exxon Mobil Corporation (XOM)	0.2	$17M	+15%	143k	115.41	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$15M	+84%	24k	596.51	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.2	$15M		417k	34.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$14M	+30%	185k	78.02	View chart
Pepsi (PEP)	0.2	$14M	+25%	102k	140.95	View chart
Wal-Mart Stores (WMT)	0.2	$14M	+23%	136k	102.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$13M	-15%	60k	216.05	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	0.1	$13M		354k	35.60	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$13M	+51%	88k	141.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$12M	+16%	26k	472.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$12M	+7%	65k	188.82	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$12M	+88%	390k	30.88	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$12M	+3%	483k	24.93	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$12M		100k	119.51	View chart
Eli Lilly & Co. (LLY)	0.1	$12M	-3%	13k	882.06	View chart
Chevron Corporation (CVX)	0.1	$11M	+23%	70k	155.42	View chart
Home Depot (HD)	0.1	$11M	+24%	27k	392.87	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$11M	+88%	119k	88.99	View chart
Visa Com Cl A (V)	0.1	$11M	-8%	31k	338.30	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$10M	-50%	131k	79.37	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$10M	+558%	103k	100.70	View chart
Johnson & Johnson (JNJ)	0.1	$10M	+21%	55k	187.15	View chart
Ge Aerospace Com New (GE)	0.1	$10M	+30%	34k	306.78	View chart
General Dynamics Corporation (GD)	0.1	$9.8M	+79%	28k	347.98	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$9.6M	+168%	164k	58.17	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$9.4M	+31%	123k	76.43	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$9.4M	+16%	23k	412.56	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$9.2M	-22%	212k	43.43	View chart
International Business Machines (IBM)	0.1	$9.2M	+6%	32k	290.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$9.0M	-11%	30k	297.78	View chart
Palantir Technologies Cl A (PLTR)	0.1	$8.9M	+40%	47k	188.72	View chart
Merck & Co (MRK)	0.1	$8.9M	+37%	104k	85.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$8.9M	+42%	116k	76.94	View chart
Procter & Gamble Company (PG)	0.1	$8.9M	+31%	59k	149.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$8.8M	+57%	30k	291.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$8.6M		44k	195.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$8.5M	+44%	85k	100.17	View chart
Bank of America Corporation (BAC)	0.1	$8.5M	+37%	161k	52.47	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$8.2M	+832%	162k	50.81	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$8.2M	+160%	248k	33.08	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$8.2M	+80%	170k	48.27	View chart
Abbvie (ABBV)	0.1	$8.2M	+2%	36k	226.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$8.1M		142k	57.10	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$8.0M	-21%	224k	35.72	View chart
Caterpillar (CAT)	0.1	$8.0M	+63%	16k	503.45	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$7.8M		87k	89.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.8M	+67%	119k	65.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.7M	+51%	54k	141.02	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$7.7M	+7%	54k	142.32	View chart
Uber Technologies (UBER)	0.1	$7.6M	+87%	80k	94.33	View chart
Roblox Corp Cl A (RBLX)	0.1	$7.4M	+54%	64k	115.28	View chart
Costco Wholesale Corporation (COST)	0.1	$7.2M	+3%	7.9k	922.91	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$7.2M	+123%	148k	48.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$7.2M	+61%	145k	49.64	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$7.1M	+92%	161k	44.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$7.1M	+22%	89k	79.69	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$7.1M	+15%	85k	82.85	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$7.0M	+11%	128k	54.80	View chart
Eaton Corp SHS (ETN)	0.1	$7.0M	-6%	19k	377.97	View chart
Ishares Tr Residential Mult (REZ)	0.1	$6.9M	+128%	82k	83.83	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$6.7M		122k	55.38	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$6.6M	-4%	130k	50.70	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$6.5M	+35%	17k	384.43	View chart
Dimensional Etf Trust International (DFSI)	0.1	$6.5M	+51%	158k	41.32	View chart
Intel Corporation (INTC)	0.1	$6.3M	+52%	173k	36.45	View chart
Walt Disney Company (DIS)	0.1	$6.3M	+10%	55k	113.51	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$6.2M	+84%	124k	50.36	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$6.2M	+65%	63k	98.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.2M		13k	488.09	View chart
3M Company (MMM)	0.1	$6.2M	+60%	38k	164.02	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$6.1M	-13%	49k	125.06	View chart
PNC Financial Services (PNC)	0.1	$6.1M		31k	195.27	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$5.9M	+56%	76k	78.20	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$5.9M	+8%	42k	139.64	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.1	$5.9M	NEW	24k	251.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.9M		24k	243.53	View chart
Philip Morris International (PM)	0.1	$5.9M	+21%	37k	159.14	View chart
Cisco Systems (CSCO)	0.1	$5.9M	+18%	84k	69.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$5.9M	+29%	21k	286.34	View chart
Netflix (NFLX)	0.1	$5.8M	+11%	5.0k	1168.86	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.7M	-23%	33k	174.58	View chart
Raytheon Technologies Corp (RTX)	0.1	$5.7M	+270%	33k	171.29	View chart
Verizon Communications (VZ)	0.1	$5.7M	+32%	135k	42.23	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$5.7M	+54%	46k	123.73	View chart
Palo Alto Networks (PANW)	0.1	$5.6M	+25%	27k	211.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.6M	+94%	47k	118.96	View chart
UnitedHealth (UNH)	0.1	$5.5M	+78%	16k	334.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$5.4M	+43%	58k	93.73	View chart
Fs Kkr Capital Corp (FSK)	0.1	$5.3M	+105%	348k	15.36	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$5.3M	+61%	113k	47.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$5.3M	+32%	26k	204.77	View chart
Ge Vernova (GEV)	0.1	$5.3M	+25%	8.8k	598.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$5.2M	+4%	42k	122.64	View chart
Wells Fargo & Company (WFC)	0.1	$5.1M	+26%	59k	85.62	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$5.0M	-7%	205k	24.30	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.0M	-32%	8.9k	561.73	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$4.9M	+12%	157k	31.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$4.9M	-12%	210k	23.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$4.9M	+73%	107k	46.12	View chart
At&t (T)	0.1	$4.9M	+16%	185k	26.57	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$4.9M	+75%	92k	53.02	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$4.9M	+2%	52k	94.26	View chart
Snowflake Com Shs (SNOW)	0.1	$4.8M	+13%	19k	252.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.8M	-30%	58k	82.68	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$4.7M	-8%	44k	106.79	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$4.7M	-50%	27k	176.85	View chart
Us Bancorp Del Com New (USB)	0.1	$4.7M	-10%	97k	48.23	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$4.7M	+805%	68k	68.63	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$4.6M	+92%	92k	50.69	View chart
TJX Companies (TJX)	0.1	$4.5M	+34%	31k	145.58	View chart
Chubb (CB)	0.1	$4.5M	+253%	16k	285.84	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$4.5M	+89%	49k	91.93	View chart
Comfort Systems USA (FIX)	0.1	$4.5M	+37%	4.9k	918.33	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.5M	-20%	171k	26.15	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$4.5M	+53%	44k	101.24	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$4.5M	-20%	101k	44.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$4.4M	+21%	12k	371.35	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$4.4M	+28%	92k	47.80	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$4.4M	-15%	41k	106.74	View chart
General Motors Company (GM)	0.0	$4.3M	+28%	64k	67.40	View chart
Phillips 66 (PSX)	0.0	$4.3M	+164%	31k	138.10	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$4.2M	+54%	90k	47.02	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$4.2M	+51%	396k	10.61	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$4.2M	-3%	82k	50.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$4.2M	-29%	48k	87.64	View chart
Booking Holdings (BKNG)	0.0	$4.2M	+29%	806.00	5165.16	View chart
Arista Networks Com Shs (ANET)	0.0	$4.1M	+23%	29k	140.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$4.1M	+2%	5.4k	768.17	View chart
ConocoPhillips (COP)	0.0	$4.0M	+18%	44k	91.47	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$4.0M	-78%	69k	58.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$4.0M	+26%	19k	208.91	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$4.0M	+10%	77k	52.08	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$4.0M	+75%	16k	245.39	View chart
Adobe Systems Incorporated (ADBE)	0.0	$4.0M	+35%	12k	340.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$4.0M	+80%	63k	62.66	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$4.0M	+81%	49k	80.92	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$4.0M	+16%	87k	45.29	View chart
Pfizer (PFE)	0.0	$3.9M	+4%	156k	25.18	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$3.9M	+68%	69k	57.12	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$3.9M	+284%	2.2k	1815.20	View chart
Expedia Group Com New (EXPE)	0.0	$3.9M	+87%	16k	244.86	View chart
Citigroup Com New (C)	0.0	$3.9M	+41%	38k	101.49	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$3.9M	+71%	139k	28.00	View chart
Altria (MO)	0.0	$3.9M	+33%	61k	63.49	View chart
Micron Technology (MU)	0.0	$3.9M	+107%	18k	214.23	View chart
Travelers Companies (TRV)	0.0	$3.8M	+41%	14k	281.19	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$3.8M	NEW	37k	101.92	View chart
Verisign (VRSN)	0.0	$3.8M	+41%	15k	259.60	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$3.8M	+67%	44k	85.66	View chart
Incyte Corporation (INCY)	0.0	$3.7M	+29%	38k	97.06	View chart
Servicenow (NOW)	0.0	$3.6M	+40%	4.1k	888.75	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$3.6M	+433%	73k	48.97	View chart
Duke Energy Corp Com New (DUK)	0.0	$3.5M	+10%	29k	123.37	View chart
Coca-Cola Company (KO)	0.0	$3.5M	-18%	53k	66.78	View chart
Northrop Grumman Corporation (NOC)	0.0	$3.5M	+66%	5.9k	588.37	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$3.4M	+16%	23k	149.15	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$3.4M	+152%	59k	58.31	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$3.4M		68k	50.50	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$3.4M	+65%	28k	120.79	View chart
Bristol Myers Squibb (BMY)	0.0	$3.3M	+129%	71k	46.73	View chart
Automatic Data Processing (ADP)	0.0	$3.3M	+12%	12k	279.56	View chart
Zscaler Incorporated (ZS)	0.0	$3.3M	+131%	10k	320.94	View chart
salesforce (CRM)	0.0	$3.3M	+83%	14k	238.68	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$3.3M	+99%	69k	47.72	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$3.3M	+33%	24k	138.88	View chart
Union Pacific Corporation (UNP)	0.0	$3.3M	+9%	14k	231.94	View chart
PG&E Corporation (PCG)	0.0	$3.3M	+357%	202k	16.25	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.0	$3.3M	+797%	29k	114.31	View chart
UMB Financial Corporation (UMBF)	0.0	$3.3M	+6%	28k	117.82	View chart
Blackrock (BLK)	0.0	$3.3M	+7%	2.9k	1142.69	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$3.3M	-29%	138k	23.67	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$3.3M		89k	36.55	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$3.2M	+7%	68k	47.74	View chart
Danaher Corporation (DHR)	0.0	$3.2M	+105%	16k	204.08	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$3.2M	+14%	24k	130.50	View chart

Past Filings by Focus Partners Advisor Solutions

SEC 13F filings are viewable for Focus Partners Advisor Solutions going back to 2021

Focus Partners Advisor Solutions 2025 Q3 filed Nov. 12, 2025
Focus Partners Advisor Solutions 2025 Q2 filed July 31, 2025
Focus Partners Advisor Solutions 2025 Q1 filed May 15, 2025
Focus Partners Advisor Solutions 2024 Q4 filed Feb. 18, 2025
Buckingham Strategic Partners 2024 Q3 filed Nov. 14, 2024
Buckingham Strategic Partners 2024 Q1 filed May 15, 2024
Buckingham Strategic Partners 2023 Q4 filed Feb. 14, 2024
Buckingham Strategic Partners 2023 Q3 filed Nov. 15, 2023
Buckingham Strategic Partners 2023 Q2 filed Aug. 14, 2023
Buckingham Strategic Partners 2023 Q1 filed May 15, 2023
Buckingham Strategic Partners 2022 Q4 filed Feb. 14, 2023
Buckingham Strategic Partners 2022 Q3 filed Nov. 14, 2022
Buckingham Strategic Partners 2022 Q2 filed Aug. 12, 2022
Buckingham Strategic Partners 2022 Q1 filed May 10, 2022
Buckingham Strategic Partners 2021 Q4 filed Feb. 10, 2022

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