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, BSVO, AVDV, DFAT, and represent 30.91% of Focus Partners Advisor Solutions's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$189M), BSVO (+$99M), DFAT (+$55M), DFIV (+$49M), DFUV (+$40M), DFEM (+$33M), ITOT (+$33M), DFUS (+$28M), SPYM (+$18M), WMT (+$17M).
- Started 163 new stock positions in LEA, MLM, FRSH, WK, TER, BAI, AEG, ZECP, KKR, AGL.
- Reduced shares in these 10 stocks: VGIT (-$276M), DFSD (-$188M), VTIP (-$131M), AVLV (-$88M), VTI (-$52M), DFAU (-$45M), AVIG (-$41M), DFNM (-$40M), AVIV (-$39M), MSFT (-$36M).
- Sold out of its positions in AMLP, ASTS, GLTR, ACM, AFRM, ARE, ALSN, ALLY, AMX, AVLC.
- Focus Partners Advisor Solutions was a net seller of stock by $-802M.
- Focus Partners Advisor Solutions has $8.2B in assets under management (AUM), dropping by -7.54%.
- Central Index Key (CIK): 0001868872
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Portfolio Holdings for Focus Partners Advisor Solutions
Focus Partners Advisor Solutions holds 1088 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Focus Partners Advisor Solutions has 1088 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Focus Partners Advisor Solutions Dec. 31, 2025 positions
- Download the Focus Partners Advisor Solutions December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 9.2 | $750M | +4% | 5.0M | 148.69 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 7.7 | $631M | +42% | 16M | 39.59 |
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 5.6 | $457M | +27% | 20M | 23.30 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 4.5 | $367M | -3% | 3.9M | 93.97 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.9 | $315M | +21% | 5.3M | 59.54 |
|
| Ishares Tr Core Msci Intl (IDEV) | 3.6 | $295M | -8% | 3.6M | 82.48 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 3.5 | $288M | +20% | 5.8M | 49.90 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.8 | $232M | +16% | 7.0M | 33.08 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.6 | $216M | +22% | 4.6M | 46.59 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.5 | $205M | -10% | 2.0M | 101.98 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 2.1 | $173M | +19% | 2.3M | 74.17 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $168M | -23% | 502k | 335.27 |
|
| Apple (AAPL) | 1.7 | $137M | +2% | 502k | 271.86 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.4 | $113M | +13% | 3.4M | 32.73 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.3 | $109M | -71% | 1.8M | 59.93 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.3 | $106M | +11% | 2.8M | 38.03 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.2 | $100M | +15% | 2.6M | 38.00 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $87M | +19% | 469k | 186.50 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 1.0 | $85M | +12% | 2.7M | 31.66 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.9 | $76M | -37% | 1.6M | 46.80 |
|
| Microsoft Corporation (MSFT) | 0.9 | $75M | -32% | 155k | 483.62 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.8 | $68M | -23% | 1.8M | 38.11 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.8 | $64M | +26% | 1.9M | 32.89 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $63M | -7% | 939k | 67.22 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.7 | $59M | 840k | 69.67 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.7 | $55M | -77% | 1.1M | 47.95 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $55M | -70% | 1.1M | 49.46 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $51M | +5% | 1.6M | 32.62 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $49M | -7% | 1.6M | 29.61 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $44M | +6% | 701k | 62.47 |
|
| Amazon (AMZN) | 0.5 | $42M | -2% | 180k | 230.82 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $36M | 1.3M | 27.43 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $36M | -33% | 57k | 627.13 |
|
| Lpl Financial Holdings (LPLA) | 0.4 | $36M | -49% | 100k | 357.17 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.4 | $35M | +75% | 460k | 77.02 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.4 | $34M | +50% | 306k | 111.78 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.4 | $34M | +45% | 982k | 34.46 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $34M | 1.0M | 32.57 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $32M | +113% | 291k | 111.41 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $29M | +37% | 408k | 71.41 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $29M | -34% | 92k | 313.80 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $28M | +2% | 134k | 211.79 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $28M | +15% | 41k | 684.96 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $27M | +3% | 54k | 502.66 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.3 | $26M | +48% | 318k | 82.50 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.3 | $25M | -77% | 333k | 75.77 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $25M | -19% | 80k | 313.00 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $24M | -7% | 1.0M | 24.04 |
|
| Stryker Corporation (SYK) | 0.3 | $24M | -3% | 68k | 351.47 |
|
| Tesla Motors (TSLA) | 0.3 | $23M | +10% | 52k | 449.73 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $23M | +112% | 278k | 82.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $22M | -8% | 69k | 322.22 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $22M | -7% | 32k | 681.93 |
|
| Meta Platforms Cl A (META) | 0.3 | $21M | -12% | 33k | 660.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $21M | -25% | 83k | 257.95 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $21M | +71% | 45k | 473.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $21M | -15% | 34k | 614.32 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $21M | -63% | 263k | 78.81 |
|
| Broadcom (AVGO) | 0.3 | $21M | -28% | 59k | 346.11 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $21M | -22% | 271k | 75.44 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $20M | +8% | 41k | 487.87 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $20M | +14% | 163k | 120.34 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $19M | -10% | 102k | 190.99 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $19M | +1130% | 239k | 80.22 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $18M | -29% | 336k | 53.76 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $18M | +21% | 16k | 1074.72 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $17M | -13% | 399k | 43.43 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $16M | +22% | 73k | 219.78 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $16M | +5% | 439k | 35.92 |
|
| Pepsi (PEP) | 0.2 | $15M | +3% | 105k | 143.52 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $14M | +58% | 70k | 198.62 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $14M | +62% | 77k | 177.75 |
|
| Alps Etf Tr Intl Sec Dv Dog (IDOG) | 0.2 | $14M | 354k | 38.56 |
|
|
| American Centy Etf Tr International Lr (AVIV) | 0.2 | $13M | -74% | 184k | 71.23 |
|
| Johnson & Johnson (JNJ) | 0.2 | $13M | +12% | 62k | 206.95 |
|
| Woodward Governor Company (WWD) | 0.2 | $12M | -51% | 41k | 302.32 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $12M | +30% | 275k | 44.41 |
|
| Oracle Corporation (ORCL) | 0.1 | $12M | -3% | 62k | 194.91 |
|
| Abbvie (ABBV) | 0.1 | $12M | +38% | 50k | 228.49 |
|
| Merck & Co (MRK) | 0.1 | $11M | +2% | 107k | 105.26 |
|
| Visa Com Cl A (V) | 0.1 | $11M | +2% | 32k | 350.72 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $11M | -41% | 236k | 46.04 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $11M | +122% | 60k | 181.21 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $11M | +26% | 282k | 38.05 |
|
| Chevron Corporation (CVX) | 0.1 | $11M | 69k | 152.41 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $11M | -37% | 247k | 42.56 |
|
| PNC Financial Services (PNC) | 0.1 | $10M | +57% | 49k | 208.73 |
|
| Ge Aerospace Com New (GE) | 0.1 | $9.6M | -6% | 31k | 308.04 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $9.6M | +4% | 32k | 302.11 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $9.5M | -22% | 50k | 191.56 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $9.4M | +20% | 66k | 143.52 |
|
| International Business Machines (IBM) | 0.1 | $9.4M | 32k | 296.21 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $9.3M | -57% | 125k | 74.07 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $9.0M | +194% | 99k | 90.97 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $8.9M | +33% | 65k | 136.73 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $8.8M | +559% | 149k | 58.74 |
|
| Home Depot (HD) | 0.1 | $8.5M | -9% | 25k | 344.11 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $8.5M | +68% | 15k | 570.89 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $8.5M | +38% | 18k | 483.69 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $8.3M | +81% | 182k | 45.45 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $8.0M | -15% | 19k | 412.78 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $7.8M | -47% | 13k | 603.29 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $7.4M | -57% | 101k | 73.56 |
|
| Bank of America Corporation (BAC) | 0.1 | $7.4M | -16% | 135k | 55.00 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $7.3M | +39% | 59k | 123.26 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $7.2M | +88% | 134k | 53.94 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $7.2M | -15% | 211k | 34.21 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $7.1M | -24% | 92k | 77.53 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $7.1M | -4% | 52k | 136.94 |
|
| Procter & Gamble Company (PG) | 0.1 | $7.0M | -17% | 49k | 143.31 |
|
| General Dynamics Corporation (GD) | 0.1 | $6.9M | -27% | 21k | 336.67 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $6.8M | +38% | 81k | 84.64 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $6.8M | -13% | 103k | 66.00 |
|
| Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.1 | $6.7M | -18% | 132k | 50.84 |
|
| Caterpillar (CAT) | 0.1 | $6.7M | -26% | 12k | 572.87 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $6.7M | -3% | 118k | 56.81 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $6.6M | +11% | 27k | 246.17 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $6.3M | -49% | 199k | 31.51 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $6.2M | +45% | 69k | 89.46 |
|
| Intel Corporation (INTC) | 0.1 | $6.1M | -3% | 166k | 36.90 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $6.1M | -12% | 112k | 54.71 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $6.1M | +18% | 186k | 32.94 |
|
| Eaton Corp SHS (ETN) | 0.1 | $6.1M | +3% | 19k | 318.52 |
|
| Micron Technology (MU) | 0.1 | $6.0M | +16% | 21k | 285.42 |
|
| Walt Disney Company (DIS) | 0.1 | $6.0M | -5% | 52k | 113.77 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $6.0M | -58% | 77k | 77.88 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.9M | -4% | 20k | 303.89 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $5.9M | +5% | 49k | 120.18 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $5.9M | 42k | 141.05 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $5.8M | -45% | 65k | 89.43 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $5.8M | -41% | 96k | 60.17 |
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $5.6M | -16% | 131k | 42.85 |
|
| Cisco Systems (CSCO) | 0.1 | $5.6M | -13% | 73k | 77.03 |
|
| Ge Vernova (GEV) | 0.1 | $5.6M | -3% | 8.5k | 653.63 |
|
| Advanced Micro Devices (AMD) | 0.1 | $5.5M | +65% | 26k | 214.16 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $5.5M | -74% | 62k | 88.49 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $5.5M | -10% | 30k | 183.40 |
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.1 | $5.4M | -77% | 93k | 58.31 |
|
| Chubb (CB) | 0.1 | $5.4M | +8% | 17k | 312.13 |
|
| Philip Morris International (PM) | 0.1 | $5.3M | -10% | 33k | 160.40 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $5.3M | +33% | 103k | 51.60 |
|
| Centene Corporation (CNC) | 0.1 | $5.3M | +76% | 128k | 41.15 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $5.3M | +53% | 35k | 148.98 |
|
| At&t (T) | 0.1 | $5.2M | +14% | 211k | 24.84 |
|
| Netflix (NFLX) | 0.1 | $5.2M | +1012% | 55k | 93.76 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $5.1M | +34% | 39k | 131.03 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $5.1M | +14% | 195k | 26.23 |
|
| Comfort Systems USA (FIX) | 0.1 | $5.0M | +8% | 5.3k | 933.37 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $4.9M | +22% | 6.5k | 753.83 |
|
| Pfizer (PFE) | 0.1 | $4.9M | +26% | 198k | 24.90 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $4.9M | +19% | 23k | 212.07 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $4.9M | -61% | 34k | 143.33 |
|
| TJX Companies (TJX) | 0.1 | $4.9M | +2% | 32k | 153.61 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $4.9M | +233% | 30k | 162.14 |
|
| 3M Company (MMM) | 0.1 | $4.8M | -19% | 30k | 160.10 |
|
| General Motors Company (GM) | 0.1 | $4.8M | -7% | 59k | 81.32 |
|
| Expedia Group Com New (EXPE) | 0.1 | $4.7M | +4% | 17k | 283.31 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.7M | -14% | 51k | 93.20 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.7M | +14% | 13k | 350.00 |
|
| PG&E Corporation (PCG) | 0.1 | $4.6M | +41% | 286k | 16.07 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.6M | -47% | 16k | 290.24 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $4.6M | -44% | 95k | 48.09 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.5M | +145% | 15k | 305.65 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $4.5M | +67% | 40k | 113.10 |
|
| Verizon Communications (VZ) | 0.1 | $4.5M | -18% | 110k | 40.73 |
|
| Boeing Company (BA) | 0.1 | $4.5M | +48% | 21k | 217.12 |
|
| Booking Holdings (BKNG) | 0.1 | $4.4M | 817.00 | 5355.30 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $4.4M | -33% | 11k | 386.87 |
|
| ConocoPhillips (COP) | 0.1 | $4.4M | +5% | 47k | 93.61 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $4.3M | +658% | 71k | 60.81 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $4.3M | -12% | 45k | 94.19 |
|
| Edison International (EIX) | 0.1 | $4.2M | +70% | 71k | 60.02 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $4.2M | -23% | 44k | 94.16 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.2M | -55% | 51k | 81.17 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.2M | -4% | 16k | 268.30 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $4.2M | -38% | 4.8k | 862.39 |
|
| Allegheny Technologies Incorporated (ATI) | 0.1 | $4.2M | NEW | 36k | 114.76 |
|
| National Bk Hldgs Corp Cl A (NBHC) | 0.1 | $4.1M | NEW | 109k | 38.01 |
|
| Palo Alto Networks (PANW) | 0.1 | $4.1M | -15% | 22k | 184.21 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.1M | -51% | 41k | 99.88 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $4.1M | -20% | 77k | 53.36 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $4.1M | -24% | 20k | 210.35 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $4.1M | -43% | 84k | 48.75 |
|
| Capital One Financial (COF) | 0.0 | $4.1M | +40% | 17k | 242.37 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $4.1M | -43% | 91k | 44.47 |
|
| Ishares Tr Residential Mult (REZ) | 0.0 | $4.0M | -40% | 49k | 82.64 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $4.0M | +87% | 40k | 99.85 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $4.0M | -4% | 18k | 219.37 |
|
| Tapestry (TPR) | 0.0 | $4.0M | +22% | 31k | 127.77 |
|
| UnitedHealth (UNH) | 0.0 | $3.9M | -27% | 12k | 330.14 |
|
| Incyte Corporation (INCY) | 0.0 | $3.9M | +3% | 40k | 98.77 |
|
| Servicenow (NOW) | 0.0 | $3.9M | +527% | 26k | 153.19 |
|
| Citigroup Com New (C) | 0.0 | $3.9M | -12% | 34k | 116.69 |
|
| Coca-Cola Company (KO) | 0.0 | $3.9M | +5% | 55k | 69.91 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $3.9M | -25% | 48k | 81.03 |
|
| FedEx Corporation (FDX) | 0.0 | $3.7M | +39% | 13k | 288.87 |
|
| United Parcel Service CL B (UPS) | 0.0 | $3.7M | +14% | 38k | 99.19 |
|
| Phillips 66 (PSX) | 0.0 | $3.7M | -7% | 29k | 129.04 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $3.7M | -36% | 21k | 177.37 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $3.7M | +331% | 53k | 69.42 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $3.7M | +45% | 43k | 86.29 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $3.6M | +3% | 92k | 39.45 |
|
| Deere & Company (DE) | 0.0 | $3.6M | +904% | 7.8k | 465.59 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $3.6M | +29% | 51k | 69.40 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $3.5M | +24% | 26k | 135.72 |
|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 0.0 | $3.5M | -39% | 14k | 248.19 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $3.5M | +227% | 24k | 143.97 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $3.5M | +17% | 12k | 279.16 |
|
| Union Pacific Corporation (UNP) | 0.0 | $3.4M | +4% | 15k | 231.32 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $3.4M | +169% | 11k | 310.25 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $3.4M | +51% | 4.4k | 771.93 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $3.4M | -21% | 72k | 46.81 |
|
| Amgen (AMGN) | 0.0 | $3.4M | +42% | 10k | 327.31 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $3.4M | 28k | 119.32 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $3.4M | +450% | 74k | 45.21 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $3.3M | +1326% | 13k | 252.93 |
|
| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.0 | $3.3M | -38% | 70k | 47.09 |
|
| Nextera Energy (NEE) | 0.0 | $3.3M | +30% | 41k | 80.28 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $3.2M | -54% | 41k | 79.73 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $3.2M | -28% | 32k | 102.54 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $3.2M | -4% | 19k | 171.19 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $3.2M | -47% | 40k | 81.01 |
|
| Altria (MO) | 0.0 | $3.2M | -9% | 55k | 57.66 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $3.2M | -20% | 69k | 45.53 |
|
| Travelers Companies (TRV) | 0.0 | $3.2M | -20% | 11k | 290.07 |
|
| Medpace Hldgs (MEDP) | 0.0 | $3.1M | +24% | 5.6k | 561.65 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $3.1M | +2% | 23k | 135.14 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $3.1M | -3% | 24k | 132.37 |
|
| First Horizon National Corporation (FHN) | 0.0 | $3.1M | +3% | 130k | 23.90 |
|
| Southern Company (SO) | 0.0 | $3.1M | +53% | 36k | 87.20 |
|
| Western Digital (WDC) | 0.0 | $3.0M | +72% | 18k | 172.28 |
|
| UMB Financial Corporation (UMBF) | 0.0 | $3.0M | -5% | 26k | 115.04 |
|
| Illumina (ILMN) | 0.0 | $3.0M | +6% | 23k | 131.16 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $3.0M | +100% | 4.00 | 754800.00 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $3.0M | -57% | 37k | 82.82 |
|
| Danaher Corporation (DHR) | 0.0 | $3.0M | -17% | 13k | 228.92 |
|
| Ametek (AME) | 0.0 | $3.0M | +2% | 14k | 205.31 |
|
| Technipfmc (FTI) | 0.0 | $3.0M | +19% | 66k | 44.56 |
|
| Waste Management (WM) | 0.0 | $3.0M | +12% | 13k | 219.71 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $2.9M | +12% | 15k | 194.35 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.9M | +119% | 21k | 141.07 |
|
| Illinois Tool Works (ITW) | 0.0 | $2.9M | 12k | 246.31 |
|
|
| Verisign (VRSN) | 0.0 | $2.9M | -19% | 12k | 242.95 |
|
| Cummins (CMI) | 0.0 | $2.8M | +4% | 5.6k | 510.51 |
|
| Honeywell International (HON) | 0.0 | $2.8M | +29% | 14k | 195.09 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $2.8M | -64% | 31k | 91.45 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $2.8M | -43% | 61k | 45.51 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $2.7M | -41% | 54k | 50.70 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $2.7M | -47% | 183k | 14.81 |
|
| Fortinet (FTNT) | 0.0 | $2.7M | +36% | 34k | 79.41 |
|
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 Q4 filed Feb. 11, 2026
- 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