Latest Buckingham Strategic Partners Stock Portfolio
Buckingham Strategic Partners Performance:
2025 Q3: 2.03%YTD: 3.89%2024: 4.38%
Performance for 2025 Q3 is 2.03%, and YTD is 3.89%, and 2024 is 4.38%.
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 $8.8 Billions as of 30 Sep, 2025.
The top stock holdings of Focus Partners Advisor Solutions, LLC are IJR, DFAC, BNDW. The fund has invested 8.1% of it's portfolio in ISHARES TR and 4.9% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off NATIONAL BK HLDGS CORP (NBHC), VANGUARD CALIF TAX FREE FDS and ATI INC (ATI) stocks. They significantly reduced their stock positions in ISHARES TR (AOA), DEERE & CO (DE) and CASEYS GEN STORES INC (CASY). Focus Partners Advisor Solutions, LLC opened new stock positions in NORTHERN LTS FD TR IV, VANGUARD WELLINGTON FD (VFLQ) and TIMOTHY PLAN (TPHD). The fund showed a lot of confidence in some stocks as they added substantially to WOODWARD INC (WWD), BLACKSTONE INC (BX) and VICTORY PORTFOLIOS II (CDC).
The top stock holdings of Focus Partners Advisor Solutions, LLC are IJR, DFAC, BNDW. The fund has invested 8.1% of it's portfolio in ISHARES TR and 4.9% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off NATIONAL BK HLDGS CORP (NBHC), VANGUARD CALIF TAX FREE FDS and ATI INC (ATI) stocks. They significantly reduced their stock positions in ISHARES TR (AOA), DEERE & CO (DE) and CASEYS GEN STORES INC (CASY). Focus Partners Advisor Solutions, LLC opened new stock positions in NORTHERN LTS FD TR IV, VANGUARD WELLINGTON FD (VFLQ) and TIMOTHY PLAN (TPHD). The fund showed a lot of confidence in some stocks as they added substantially to WOODWARD INC (WWD), BLACKSTONE INC (BX) and VICTORY PORTFOLIOS II (CDC).
Buckingham Strategic Partners Annual Return Estimates Vs S&P 500
Our best estimate is that Focus Partners Advisor Solutions, LLC made a return of 2.03% in the last quarter. In trailing 12 months, it's portfolio return was 4.59%.
New Buys
| Ticker | $ Bought |
|---|---|
| northern lts fd tr iv | 5,904,340 |
| vanguard wellington fd | 3,792,810 |
| timothy plan | 2,663,830 |
| timothy plan | 2,175,380 |
| sandisk corp | 1,921,210 |
| regeneron pharmaceuticals | 1,799,570 |
| timothy plan | 1,714,820 |
| ishares tr | 1,687,970 |
New stocks bought by Buckingham Strategic Partners
Additions
| Ticker | % Inc. |
|---|---|
| woodward inc | 7,754 |
| blackstone inc | 1,229 |
| victory portfolios ii | 832 |
| ishares tr | 821 |
| ast spacemobile inc | 805 |
| invesco exch traded fd tr ii | 797 |
| ishares tr | 558 |
| alnylam pharmaceuticals inc | 532 |
Additions to existing portfolio by Buckingham Strategic Partners
Reductions
| Ticker | % Reduced |
|---|---|
| american centy etf tr | -81.62 |
| vanguard scottsdale fds | -78.15 |
| spdr series trust | -75.11 |
| spdr series trust | -67.11 |
| vanguard intl equity index f | -57.26 |
| american centy etf tr | -50.78 |
| ishares tr | -50.5 |
| berkshire hathaway inc del | -50.00 |
Buckingham Strategic Partners reduced stake in above stock
Sold off
Sector Distribution
Focus Partners Advisor Solutions, LLC has about 82% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 82 |
| Technology | 6.2 |
| Financial Services | 2.7 |
| Industrials | 1.9 |
| Healthcare | 1.7 |
| Consumer Cyclical | 1.6 |
| Communication Services | 1.5 |
Market Cap. Distribution
Focus Partners Advisor Solutions, LLC has about 15.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 82 |
| MEGA-CAP | 8.2 |
| LARGE-CAP | 7.7 |
| MID-CAP | 1.6 |
Stocks belong to which Index?
About 13.9% of the stocks held by Focus Partners Advisor Solutions, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 85.3 |
| S&P 500 | 13.9 |
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 1128 stocks in it's portfolio. About 39.6% of the portfolio is in top 10 stocks. SYK 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: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.01 | 9,452 | 1,309,810 | reduced | -9.91 | ||
| AAPL | apple inc | 1.46 | 490,027 | 128,637,000 | added | 15.55 | ||
| AAXJ | ishares tr | 0.23 | 295,599 | 20,159,300 | reduced | -21.43 | ||
| AAXJ | ishares tr | 0.14 | 99,481 | 11,888,900 | reduced | -0.96 | ||
| AAXJ | ishares tr | 0.11 | 122,901 | 9,393,360 | added | 31.1 | ||
| AAXJ | ishares tr | 0.08 | 81,891 | 6,864,570 | added | 128 | ||
| AAXJ | ishares tr | 0.05 | 44,343 | 4,735,350 | reduced | -8.94 | ||
| AAXJ | ishares tr | 0.05 | 41,112 | 4,388,480 | reduced | -15.6 | ||
| AAXJ | ishares tr | 0.04 | 58,691 | 3,422,200 | added | 152 | ||
| AAXJ | ishares tr | 0.04 | 88,981 | 3,252,270 | reduced | -0.64 | ||
| AAXJ | ishares tr | 0.03 | 54,580 | 2,940,290 | added | 21.76 | ||
| AAXJ | ishares tr | 0.03 | 17,242 | 2,221,820 | added | 102 | ||
| AAXJ | ishares tr | 0.02 | 12,457 | 1,758,550 | added | 186 | ||
| AAXJ | ishares tr | 0.02 | 22,439 | 1,687,970 | new | |||
| AAXJ | ishares tr | 0.02 | 27,459 | 1,451,380 | added | 34.08 | ||
| AAXJ | ishares tr | 0.01 | 11,868 | 1,308,750 | added | 56.26 | ||
| AAXJ | ishares tr | 0.01 | 11,062 | 1,054,100 | reduced | -39.96 | ||
| ABBV | abbvie inc | 0.09 | 36,230 | 8,203,060 | added | 2.83 | ||
| ABNB | airbnb inc | 0.03 | 20,813 | 2,507,180 | added | 106 | ||
| ACES | alps etf tr | 0.14 | 353,581 | 12,587,500 | added | 1.66 | ||