BS
Buckingham Strategic Wealth, LLC Historical SEC 13F Holdings & Archive (Q2 2024)
Buckingham Strategic Wealth, LLCCIK: 0001542421
Diversified strategyLong-term holder
Total reported value
$9.7B
Reporting period: 2024-06-30 · Number of holdings: 805
BUCKINGHAM STRATEGIC WEALTH, LLC disclosed 805 holdings in its latest 13F filing for the period ending 2024-06-30, with total reported value of $9.7B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 15.61
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 47.3
- Diversification
- 100
- Sizing Uniformity
- 46.26
Buckingham Strategic Wealth, LLC's disclosed holdings carry a Herfindahl concentration index of 0.039 — mathematically equivalent to about 26 equally-sized positions, well below its 805 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.37), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 13% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 805 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.45% | — | -1.20% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 6.68% | — | -1.65% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 6.15% | — | +5.43% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.86% | — | -0.55% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.85% | — | +3.94% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.39% | — | +11.82% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 4.15% | — | -1.02% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.98% | — | +9.57% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.96% | — | -2.59% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.11% | — | +0.58% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.73% | — | +13.94% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.69% | — | -0.09% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.61% | — | -1.27% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.56% | — | +11.54% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.30% | — | -4.27% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.21% | — | +8.53% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | — | -1.54% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.16% | — | -1.18% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.10% | — | +24.66% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 1.01% | — | +31.79% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | — | +2.32% | |
| 22 | DISV | Dimensional International Sm | ETF-Other | 0.88% | — | +13.00% | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.70% | — | +12.83% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | — | -1.32% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | — | +0.07% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | — | +2.84% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.64% | — | -0.65% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | — | +2.06% | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.62% | — | +18.12% | |
| 30 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.59% | — | +29.49% | |
| 31 | DIHP | Dimensional International Hi | ETF-Other | 0.57% | — | +18.46% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | — | -1.79% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | — | +0.53% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.50% | — | +2.71% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | — | +0.28% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | — | -0.83% | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.44% | — | +21.94% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.43% | — | +6.61% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | — | -0.46% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | +0.29% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | — | -3.02% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | — | +1015.30% | |
| 43 | CASS | Cass Information Systems Inc | Stock-Other | 0.35% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | — | -0.60% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | — | +0.30% | |
| 46 | DFIC | Dimensional International Co | ETF-Other | 0.34% | — | +13.66% | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.33% | — | -2.85% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | — | -3.90% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | +1.42% | |
| 50 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.31% | — | +1.36% |
1–50 of 200
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q3 2026
+0.7%
Performance Last 4 Quarters
+17.1%
- Stdev
- +11.4%
- Beta
- +0.82
- Alpha
- +0.2%
- Max Drawdown
- -7.2%
- Annualized Perf
- +18.8%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.28
- Stutzer
- +0.46
- Treynor
- +0.22
- Sterling
- +1.22
- Calmar
- +2.61
- Information Ratio
- -0.64
- Tracking Error
- +5.6%
- Stdev Down
- +5.5%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +32.3%
- Worst 12 Months
- +4.1%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.57
- Stdev Sectors
- +7.8%
- Skewness
- -0.07
- Kurtosis
- -0.57
- Upside Potential
- +4.91
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2024 Q2 | 805 | $9.7B | 0 | ||
| 2024 Q1 | 762 | $9.5B | 0 | ||
| 2023 Q4 | 724 | $8.4B | 0 | ||
| 2023 Q3 | 686 | $7.1B | 0 | ||
| 2023 Q2 | 698 | $7.0B | 0 | ||
| 2023 Q1 | 628 | $5.5B | 0 | ||
| 2022 Q4 | 631 | $5.5B | 0 | ||
| 2022 Q3 | 611 | $4.9B | 0 | ||
| 2022 Q2 | 613 | $5.1B | 0 | ||
| 2022 Q1 | 604 | $5.1B | 0 | ||
| 2021 Q4 | 599 | $5.2B | 0 | ||
| 2021 Q3 | 591 | $4.9B | 0 | ||
| 2021 Q2 | 589 | $4.1B | 66 | ||
| 2021 Q1 | 542 | $2.0B | 18 | ||
| 2020 Q4 | 531 | $1.9B | 47 | ||
| 2020 Q3 | 476 | $1.3B | 30 | ||
| 2020 Q2 | 406 | $1.1B | 31 | ||
| 2020 Q1 | 460 | $1.0B | 37 | ||
| 2019 Q4 | 464 | $1.0B | 16 | ||
| 2019 Q3 | 430 | $922.5M | 13 | ||
| 2019 Q2 | 438 | $920.0M | 28 | ||
| 2019 Q1 | 420 | $793.4M | 33 | ||
| 2018 Q4 | 352 | $655.2M | 29 | ||
| 2018 Q3 | 362 | $651.6M | 16 | ||
| 2018 Q2 | 358 | $617.9M | 27 | ||
| 2018 Q1 | 311 | $513.5M | 34 | ||
| 2017 Q4 | 318 | $479.6M | 19 | ||
| 2017 Q3 | 290 | $420.4M | 12 | ||
| 2017 Q2 | 299 | $425.7M | 30 | ||
| 2017 Q1 | 261 | $343.8M | 22 | ||
| 2016 Q4 | 230 | $310.4M | 18 | ||
| 2016 Q3 | 227 | $295.5M | 13 | ||
| 2016 Q2 | 247 | $294.1M | 23 | ||
| 2016 Q1 | 237 | $302.2M | 28 | ||
| 2015 Q4 | 210 | $298.3M | 17 | ||
| 2015 Q3 | 213 | $283.5M | 16 | ||
| 2015 Q2 | 226 | $304.9M | 23 | ||
| 2015 Q1 | 222 | $265.7M | 17 | ||
| 2014 Q4 | 206 | $258.6M | 18 | ||
| 2014 Q3 | 186 | $242.6M | 17 | ||
| 2014 Q2 | 176 | $229.2M | 14 | ||
| 2014 Q1 | 154 | $216.0M | 11 | ||
| 2013 Q4 | 158 | $212.2M | 24 | ||
| 2013 Q3 | 140 | $188.7M | 22 | ||
| 2013 Q2 | 131 | $177.4M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Buckingham Strategic Wealth, LLC and what type of investor is it?
Buckingham Strategic Wealth, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-06-30), the firm manages a tracked equity portfolio valued at approximately $9.7B, spread across 805 disclosed positions.
What are Buckingham Strategic Wealth, LLC's largest equity positions?
Based on the latest 13F filing, Buckingham Strategic Wealth, LLC's top holdings by market value are:
1. Dimensional US Core Equity 2 (DFAC) — $1.2B (12.4%)
2. Dimensional US Target Value (DFAT) — $645.1M (6.7%)
3. EA Bridgeway Omni Sm-Cp Val (BSVO) — $594.1M (6.2%)
4. Dimensional US Marketwide Va (DFUV) — $566.6M (5.9%)
5. Dimensional US Eq Mkt ETF (DFUS) — $468.3M (4.8%)
What changes did Buckingham Strategic Wealth, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Buckingham Strategic Wealth, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Buckingham Strategic Wealth, LLC focus on?
Buckingham Strategic Wealth, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.5%
• Communication Services: 15.0%
• Consumer Discretionary: 11.1%
• Health Care: 10.5%
• Industrials: 9.2%
• Consumer Staples: 8.3%
Investment Profile
Buckingham Strategic Wealth, LLC returned an annualized 18.8% over the trailing 36 months — outperforming the S&P 500 by 0.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.82 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
Its concentration score has risen from 0 to 16 over the past 4 quarters — a shift toward higher-conviction positions.
It has added to its DFUS position over the past two quarters (+$155.2M, now $468.3M), while trimming TSLA over the same stretch (-$7.1M, still holding $16.0M).
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