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Latest Buckingham Strategic Partners Stock Portfolio

$9.92Billion | No. of Holdings #1245

Buckingham Strategic Partners Performance

2026 Q1+0.42%
YTD+0.42%
2025+14.33%

About Buckingham Strategic Partners and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Focus Partners Advisor Solutions, LLC reported an equity portfolio of $9.9 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Focus Partners Advisor Solutions, LLC are IJR, DFAC, BOB. The fund has invested 7.8% of it's portfolio in ISHARES TR and 7% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off ISHARES TR (AMPS), ISHARES TR (IBCE) and ISHARES TR (ACWF) stocks. They significantly reduced their stock positions in FORD MTR CO (F), LYFT INC (LYFT) and M & T BK CORP (MTB). Focus Partners Advisor Solutions, LLC opened new stock positions in SPDR SERIES TRUST (BIL), PIMCO ETF TR (BOND) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AAXJ) and INVESCO EXCHANGE TRADED FD T (CSD).
Buckingham Strategic Partners Equity Portfolio Value
Last Reported on: 13 May, 2026
$9.92Billion
  as of May 13, 2026

Buckingham Strategic Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Focus Partners Advisor Solutions, LLC made a return of 0.42% in the last quarter. In trailing 12 months, it's portfolio return was 16.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust12,324,600
pimco etf tr7,999,970
j p morgan exchange traded f7,417,080
vanguard scottsdale fds7,145,860
first tr exch traded fd iii6,862,360
vanguard malvern fds5,442,420
schwab strategic tr4,614,580
new york life invts active e4,557,170
New stocks bought by Buckingham Strategic Partners

Additions

Ticker% Inc.
dimensional etf trust14,206
ishares tr5,139
dimensional etf trust2,498
invesco exchange traded fd t1,556
j p morgan exchange traded f1,478
vanguard scottsdale fds1,410
ishares tr1,408
ishares tr1,166
Additions to existing portfolio by Buckingham Strategic Partners

Reductions

Ticker% Reduced
ishares tr-55.69
walmart inc-48.02
amgen inc-46.81
general dynamics corp-45.96
best buy inc-45.89
roblox corp-45.7
ishares tr-45.48
zoom communications inc-44.87
Buckingham Strategic Partners reduced stake in above stock

Sold off

None of the stocks were completely sold off by Buckingham Strategic Partners

Sector Distribution

Focus Partners Advisor Solutions, LLC has about 84.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Communication Services
Sector%
Others84.5
Technology4.9
Industrials1.9
Financial Services1.9
Consumer Cyclical1.6
Healthcare1.5
Communication Services1.1

Market Cap. Distribution

Focus Partners Advisor Solutions, LLC has about 14.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED84.5
MEGA-CAP7.8
LARGE-CAP6.5

Stocks belong to which Index?

About 12.5% of the stocks held by Focus Partners Advisor Solutions, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others86.7
S&P 50012.5
Top 5 Winners (%)%
sandisk corp
145.2 %
PBF
pbf energy inc
70.8 %
OIS
oil sts intl inc
66.8 %
noble corp plc
62.9 %
PTEN
patterson-uti energy inc
61.2 %
Top 5 Winners ($)$
BOB
ea series trust
41.0 M
AEMB
american centy etf tr
23.3 M
AEMB
american centy etf tr
18.9 M
DFAC
dimensional etf trust
17.0 M
DFAC
dimensional etf trust
16.0 M
Top 5 Losers (%)%
ALDX
aldeyra therapeutics inc
-62.6 %
ALIT
alight inc
-57.1 %
MNKD
mannkind corp
-54.8 %
KD
kyndryl hldgs inc
-49.5 %
fortrea hldgs inc
-43.9 %
Top 5 Losers ($)$
IJR
ishares tr
-33.2 M
MSFT
microsoft corp
-18.7 M
DFAC
dimensional etf trust
-12.3 M
AAPL
apple inc
-9.7 M
DFAC
dimensional etf trust
-8.0 M

Buckingham Strategic Partners Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buckingham Strategic Partners

Focus Partners Advisor Solutions, LLC has 1245 stocks in it's portfolio. About 44.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. BOB was the most profitable stock for Focus Partners Advisor Solutions, LLC last quarter.

$9.57BTotal Value
500Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Buckingham Strategic Partners, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.29%383,014
$28.48M
0.29%
decreased 6.02 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.11%94,670
$11.23M
0.11%
increased 5139.07 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.07%69,954
$7.43M
0.07%
increased 639.55 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.05%86,681
$4.61M
0.05%
increased 146.72 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.04%38,518
$4.10M
0.04%
increased 1408.73 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.04%92,710
$3.95M
0.04%
increased 0.47 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.04%50,272
$3.94M
0.04%
decreased 45.48 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.03%29,300
$2.44M
0.03%
decreased 39.73 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.02%34,051
$2.01M
0.02%
increased 6.87 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.02%17,721
$1.97M
0.02%
decreased 20.42 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.02%19,297
$1.83M
0.02%
increased 145.23 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.01%25,191
$1.43M
0.01%
increased 331.43 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.01%11,367
$1.38M
0.01%
increased 0.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.01%9,809
$1.36M
0.01%
increased 3.67 percentadded