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Focus Partners Advisor Solutions, LLC

Portfolio Manager
Focus Partners Advisor Solutions, LLC
Performance
+2.47% (2025 Q4)
AUM (13F)
$9.92B
# of Holdings
1249
Performance Rank
Allocation (Top 20)
61.08%

Focus Partners Advisor Solutions, LLC Holdings Map

Top 50 Focus Partners Advisor Solutions, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ITOT
ISHARES TR
7.77%5.42M$770.9M
+7.39%(+372.80K)
2025-Q1: 4.07M shares2025-Q2: 4.14M shares2025-Q3: 4.82M shares2025-Q4: 5.04M shares2026-Q1: 5.42M shares
$117.61(+38.77%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
6.99%17.85M$693.5M
+11.97%(+1.91M)
2025-Q1: 16.37M shares2025-Q2: 15.56M shares2025-Q3: 11.16M shares2025-Q4: 15.94M shares2026-Q1: 17.85M shares
$33.12(+31.31%)
2026-03-31
BSVO
EA SERIES TRUST
5.15%20.14M$510.7M
+2.57%(+505.17K)
2025-Q1: 17.68M shares2025-Q2: 17.63M shares2025-Q3: 15.38M shares2025-Q4: 19.63M shares2026-Q1: 20.14M shares
$20.85(+31.14%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
4.76%7.93M$472.4M
+335.34%(+6.11M)
2025-Q1: 5.43M shares2025-Q2: 5.48M shares2025-Q3: 6.43M shares2025-Q4: 1.82M shares2026-Q1: 7.93M shares
$59.69(-1.29%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
4.14%4.12M$410.9M
+5.45%(+212.98K)
2025-Q1: 3.60M shares2025-Q2: 3.81M shares2025-Q3: 4.04M shares2025-Q4: 3.90M shares2026-Q1: 4.12M shares
$67.42(+63.34%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
3.6%5.72M$356.9M
+7.96%(+421.32K)
2025-Q1: 4.92M shares2025-Q2: 4.86M shares2025-Q3: 4.38M shares2025-Q4: 5.29M shares2026-Q1: 5.72M shares
$50.88(+30.21%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
3.22%6.06M$319.6M
+4.86%(+280.73K)
2025-Q1: 5.59M shares2025-Q2: 5.57M shares2025-Q3: 4.79M shares2025-Q4: 5.77M shares2026-Q1: 6.06M shares
$37.15(+49.53%)
2026-03-31
IDEV
ISHARES TR
3.18%3.78M$315.6M
+5.78%(+206.46K)
2025-Q1: 3.06M shares2025-Q2: 3.14M shares2025-Q3: 3.91M shares2025-Q4: 3.57M shares2026-Q1: 3.78M shares
$67.40(+32.60%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
2.76%2.48M$274.3M
+23.65%(+475.14K)
2025-Q1: 1.48M shares2025-Q2: 1.93M shares2025-Q3: 2.24M shares2025-Q4: 2.01M shares2026-Q1: 2.48M shares
$92.68(+28.15%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
2.68%7.70M$266.0M
+9.76%(+685.04K)
2025-Q1: 6.11M shares2025-Q2: 6.01M shares2025-Q3: 6.02M shares2025-Q4: 7.02M shares2026-Q1: 7.70M shares
$27.36(+47.99%)
2026-03-31

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