StockDriftsStockDriftsTop 50 Focus Partners Advisor Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 8.16% | 5.86M | $962.4M | +8.18%(+443.07K) | $120.15(+41.14%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.62% | 17.61M | $781.1M | -1.34%(-238.99K) | $33.12(+38.85%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 5.22% | 21.10M | $616.0M | +4.80%(+966.35K) | $21.13(+41.21%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.8% | 9.60M | $566.3M | +21.03%(+1.67M) | $59.61(-2.09%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.1% | 4.69M | $483.5M | +13.95%(+574.31K) | $71.38(+53.80%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.34% | 5.63M | $393.7M | -1.46%(-83.67K) | $50.88(+41.87%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.17% | 3.00M | $374.3M | +20.74%(+515.38K) | $96.78(+31.71%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.04% | 8.82M | $358.6M | +14.56%(+1.12M) | $28.59(+37.85%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.02% | 4.00M | $356.4M | +5.93%(+224.29K) | $68.26(+36.73%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.72% | 5.93M | $320.4M | -2.06%(-124.83K) | $37.15(+55.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.98% | +52.03% | — | — | +42.22% |
| Top 20 Holdings Unweighted | +14.50% | +50.11% | — | — | +41.04% |
Focus Partners Advisor Solutions, LLC reports $11.80B in US-listed equity holdings across 1,243 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (8.2%), DFAC (6.6%) and BSVO (5.2%). The top 20 holdings account for 61.04% of reported assets. Its disclosed equity book has returned +52.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Focus Partners Advisor Solutions, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1868872). View Focus Partners Advisor Solutions, LLC’s 13F filings on SEC