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CIK: 0001868872
Total reported value
$11.8B
$11.8B
1249 檔
24.2%
According to the latest 13F quarterly dataset, Focus Partners Advisor Solutions, LLC managed an equity portfolio of $11.8B at the end of Q1 2026, spanning 1249 distinct U.S. exchange-listed positions.
In Q1 2026, Focus Partners Advisor Solutions, LLC displayed an active expansion posture, initiating 36 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.77% | +0.39% | +7.39% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.99% | -0.37% | +11.97% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 5.15% | +0.07% | +2.57% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.76% | +0.04% | +335.34% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.14% | -0.04% | +5.45% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 3.60% | -0.26% | +7.96% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 3.22% | -0.50% | +4.86% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.18% | -0.16% | +5.78% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.76% | +0.41% | +23.65% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.68% | +0.36% | +9.76% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 2.47% | +0.10% | +347.33% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.42% | -0.09% | +6.76% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.10% | +0.03% | +279.69% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.93% | — | +18.88% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.81% | +0.06% | +8.77% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.43% | — | +11.69% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.28% | -0.19% | +8.28% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.22% | +0.14% | +18.25% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 1.15% | -0.09% | +9.93% | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 1.02% | +0.06% | +17.00% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 0.87% | -0.03% | +24.63% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.83% | -0.05% | +13.13% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | -0.06% | -0.96% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.07% | +179.73% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.74% | -0.01% | +9.21% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.67% | -0.01% | +11.97% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.16% | +13.30% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | -0.06% | -1.95% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.59% | +0.06% | +182.78% | |
| 30 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.58% | +0.09% | +14206.87% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | +0.05% | +11.61% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.48% | — | -5.01% | |
| 33 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.47% | +0.06% | +2498.63% | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.44% | +0.14% | +17.93% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.03% | +28.21% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.43% | +0.05% | +24.46% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.42% | +0.03% | -7.32% | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.42% | +0.02% | +19.45% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.38% | -0.05% | -5.61% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.01% | +0.87% | |
| 41 | DFIC | Dimensional International Co | ETF-Other | 0.37% | +0.16% | +5.75% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.32% | +0.03% | +206.85% | |
| 43 | AVDE | Avantis International Equity | ETF-Other | 0.32% | -0.01% | +34.06% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.29% | -0.05% | -1.30% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.29% | +0.11% | -6.02% | |
| 46 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.28% | +0.22% | +4.23% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.02% | +5.38% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.03% | +4.86% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.02% | +12.89% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.22% | -9.51% |
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 1249 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, DFAC, BSVO) accounted for 24.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
HYMB
市值: $12.3M
Top Position Liquidated / Trimmed
QLTA
前期市值: $4.6M
During Q1 2026, Focus Partners Advisor Solutions, LLC's top holdings by market value included ITOT (7.8%)、DFAC (7.0%)、BSVO (5.2%). The largest single position, ITOT, represented 7.8% of total portfolio value.
In Q1 2026, Focus Partners Advisor Solutions, LLC made 200 total portfolio adjustments, initiating 36 new buys, adding to 107 positions, trimming 50 holdings, and fully liquidating 7 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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