Latest Buckingham Strategic Partners Stock Portfolio

Buckingham Strategic Partners Performance:

2025 Q2: 2.93%YTD: 1.6%2024: 5.09%

Performance for 2025 Q2 is 2.93%, and YTD is 1.6%, and 2024 is 5.09%.

About Buckingham Strategic Partners and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Focus Partners Advisor Solutions, LLC reported an equity portfolio of $7.5 Billions as of 30 Jun, 2025.

The top stock holdings of Focus Partners Advisor Solutions, LLC are IJR, DFAC, BOB. The fund has invested 7.5% of it's portfolio in ISHARES TR and 7.4% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off VANGUARD WELLINGTON FD (VFLQ), COLUMBIA BKG SYS INC (COLB) and ONEOK INC NEW (OKE) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), BLACKSTONE INC (BX) and CAPITOL FED FINL INC (CFFN). Focus Partners Advisor Solutions, LLC opened new stock positions in ISHARES TR (BGRN), VANGUARD CALIF TAX FREE FDS and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), VANGUARD SCOTTSDALE FDS (BNDW) and PUBLIC STORAGE OPER CO (PSA).

Buckingham Strategic Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Focus Partners Advisor Solutions, LLC made a return of 2.93% in the last quarter. In trailing 12 months, it's portfolio return was 3.62%.

New Buys

Ticker	$ Bought
ishares tr	15,049,300
vanguard calif tax free fds	3,806,790
vanguard scottsdale fds	1,584,120
enterprise prods partners l	1,539,030
innovator etfs trust	1,491,680
invesco exch traded fd tr ii	1,219,170
innovator etfs trust	1,137,580
first ctzns bancshares inc n	1,095,740

New stocks bought by Buckingham Strategic Partners

Additions

Ticker	% Inc.
american centy etf tr	5,333
vanguard scottsdale fds	1,356
vanguard scottsdale fds	800
public storage oper co	496
american centy etf tr	464
spdr series trust	454
agilent technologies inc	426
veeva sys inc	423

Additions to existing portfolio by Buckingham Strategic Partners

Reductions

Ticker	% Reduced
ishares tr	-89.72
rtx corporation	-65.92
ishares tr	-64.88
marriott intl inc new	-56.41
thermo fisher scientific inc	-55.59
spdr series trust	-55.41
ishares tr	-51.16
american express co	-46.97

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 85% of it's holdings in Others sector.

Sector	%
Others	85
Technology	4.9
Financial Services	2.3
Industrials	1.5
Healthcare	1.5
Consumer Cyclical	1.4

Market Cap. Distribution

Focus Partners Advisor Solutions, LLC has about 13.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.1
LARGE-CAP	6.8
MEGA-CAP	6.7
MID-CAP	1.1

Stocks belong to which Index?

About 12% of the stocks held by Focus Partners Advisor Solutions, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	87.4
S&P 500	12

Top 5 Winners (%)		%
AMPS	ishares tr	737.4 %
LXRX	lexicon pharmaceuticals inc	93.2 %
HOOD	robinhood mkts inc	89.7 %
ASTS	ast spacemobile inc	81.4 %
TMC	tmc the metals company inc	81.3 %

Top 5 Winners ($)		$
IJR	ishares tr	53.5 M
AMPS	ishares tr	34.1 M
NVDA	nvidia corporation	17.7 M
MSFT	microsoft corp	17.6 M
AVGO	broadcom inc	6.7 M

Top 5 Losers (%)		%
INMB	inmune bio inc	-69.1 %
CMBM	cambium networks corp	-42.6 %
UNH	unitedhealth group inc	-40.4 %
PEGA	pegasystems inc	-37.5 %
LESL	leslies inc	-33.3 %

Top 5 Losers ($)		$
AAPL	apple inc	-7.7 M
UNH	unitedhealth group inc	-2.8 M
PEP	pepsico inc	-1.5 M
XOM	exxon mobil corp	-1.4 M
CVX	chevron corp new	-1.4 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 1095 stocks in it's portfolio. About 43% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Focus Partners Advisor Solutions, LLC last quarter.

Last Reported on: 31 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	7.46	4,140,700	559,145,000	added	1.81
Historical Trend of ISHARES TR Position Held By Buckingham Strategic Partners What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	DFAC	dimensional etf trust	7.44	15,559,500	557,652,000	reduced	-4.97

	BOB	ea series trust	4.80	17,632,700	359,354,000	reduced	-0.28

	BNDW	vanguard scottsdale fds	4.38	5,481,520	327,849,000	added	0.96

	AEMB	american centy etf tr	4.03	3,807,740	301,871,000	added	5.73

	DFAC	dimensional etf trust	3.50	4,859,840	262,237,000	reduced	-1.13

	DFAC	dimensional etf trust	3.18	5,568,690	238,499,000	reduced	-0.42

	AGT	ishares tr	3.18	3,135,170	238,376,000	added	2.37

	DFAC	dimensional etf trust	2.56	4,538,180	191,874,000	reduced	-2.5

	DFAC	dimensional etf trust	2.50	3,896,790	187,083,000	added	11.86

	VB	vanguard index fds	2.44	600,329	182,458,000	added	40.8

	DFAC	dimensional etf trust	2.38	6,014,220	178,501,000	reduced	-1.56

	AEMB	american centy etf tr	2.35	1,931,860	175,992,000	added	30.35

	VTIP	vanguard malvern fds	2.09	3,115,240	156,603,000	reduced	-2.87

	DFAC	dimensional etf trust	1.81	2,023,380	135,588,000	added	3.19

	DFAC	dimensional etf trust	1.44	3,679,170	108,057,000	reduced	-7.74

	DFAC	dimensional etf trust	1.17	2,074,570	87,878,800	added	118

	AAPL	apple inc	1.16	424,084	86,977,400	reduced	-4.65

	DFAC	dimensional etf trust	1.11	2,520,460	82,948,300	added	8.09

	DFAC	dimensional etf trust	1.08	2,269,910	80,717,900	added	9.43