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CIK: 0001868872
Total reported value
$11.8B
$11.8B
1099 檔
17.9%
As reported in its official Q2 2025 Form 13F filing, Focus Partners Advisor Solutions, LLC's tracked investment portfolio stood at $11.8B with 1099 total positions.
During Q2 2025, Focus Partners Advisor Solutions, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1099 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.46% | +0.39% | +1.81% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.44% | -0.37% | -4.97% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 4.80% | +0.07% | -0.28% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.37% | +0.04% | +0.96% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.03% | -0.04% | +5.73% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 3.50% | -0.26% | -1.13% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 3.18% | -0.50% | -0.42% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.18% | -0.16% | +2.37% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.56% | -0.09% | -2.50% | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 2.50% | +0.10% | +11.86% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.43% | — | +40.80% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.38% | +0.36% | -1.56% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.35% | +0.41% | +30.35% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.09% | +0.03% | -2.87% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.81% | +0.06% | +3.19% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.44% | -0.19% | -7.74% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.17% | -0.05% | +118.57% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.16% | — | -4.65% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 1.11% | -0.09% | +8.09% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.08% | +0.14% | +9.43% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.16% | +19.20% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.90% | -0.03% | +55.29% | |
| 23 | DIHP | Dimensional International Hi | ETF-Other | 0.88% | +0.06% | +9.30% | |
| 24 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.76% | +0.22% | +220.94% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.06% | -0.57% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.67% | -0.01% | -0.83% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | -0.06% | +0.65% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.65% | -0.01% | +69.15% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.64% | — | -10.15% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.60% | +0.06% | -6.72% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | +0.03% | -14.29% | |
| 32 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.56% | -0.06% | -0.86% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | +0.05% | -2.94% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.05% | -12.18% | |
| 35 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.44% | +0.09% | -9.55% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.43% | +0.14% | +22.14% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.42% | +0.05% | -0.74% | |
| 38 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.41% | +0.06% | -1.38% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | -7.23% | |
| 40 | DFIC | Dimensional International Co | ETF-Other | 0.37% | +0.16% | +6.33% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.37% | +0.02% | +34.69% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.36% | -0.05% | -0.68% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.36% | -0.07% | -1.47% | |
| 44 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.36% | +0.01% | +148.24% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.03% | +40.15% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.32% | +0.11% | +1.94% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.30% | — | +454.39% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.03% | -6.99% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.29% | +0.02% | -4.70% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | +19.23% |
According to official SEC Form 13F filings, Focus Partners Advisor Solutions, LLC reported a total U.S. public equity portfolio value of $11.8B across 1099 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, DFAC, BSVO) accounted for 17.9% of total reported equity market value during Q2 2025.
During Q2 2025, Focus Partners Advisor Solutions, LLC's top holdings by market value included ITOT (7.5%)、DFAC (7.4%)、BSVO (4.8%). The largest single position, ITOT, represented 7.5% of total portfolio value.
In Q2 2025, Focus Partners Advisor Solutions, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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