13F Insight
DOSSIER · 13F-HR · Q2 2026

Focus Partners Advisor Solutions, LLC

$11.8B in tracked AUM across 1,243 positions as of Q2 2026.

FP
CIK 0001868872 · last filed Jun 30, 2026
Total AUM
$11.8B
as of Q2 2026
Holdings
1,243
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Focus Partners Advisor Solutions, LLC reported $9.9B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in ITOT, DFAC, BSVO. Notable moves this quarter: VGIT INCREASED (+$363.2M); DFSD INCREASED (+$190.5M). 6 new positions initiated, 6 closed out, reflecting 56 total changes from the prior quarter.

Focus Partners Advisor Solutions, LLC entered 2026-03-31 with $9.9B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$962M5.9M8.2%02
DFAC
DIMENSIONAL ETF TRUST
$781M17.6M6.6%03
BSVO
EA SERIES TRUST
$616M21.1M5.2%04
VGIT
VANGUARD SCOTTSDALE FDS
$566M9.6M4.8%05
AVDV
AMERICAN CENTY ETF TR
$484M4.7M4.1%06
DFAT
DIMENSIONAL ETF TRUST
$394M5.6M3.3%07
AVUV
AMERICAN CENTY ETF TR
$374M3.0M3.2%08
DFEM
DIMENSIONAL ETF TRUST
$359M8.8M3.0%09
IDEV
ISHARES TR
$356M4.0M3.0%10
DFIV
DIMENSIONAL ETF TRUST
$320M5.9M2.7%

Filing history

2026Q2Jun 30
$11.8B▲ 18.9%
1,243 positionsView →2026Q1Mar 31
$9.9B▲ 21.7%
1,249 positionsView →2025Q4Dec 31
$8.2B▲ 67.0%
1,088 positionsView →2025Q3Sep 30
$4.9B▲ 10.7%
588 positionsView →2025Q2Jun 30
$4.4B▼ 32.9%
554 positionsLocked2025Q1Mar 31
$6.6B▲ 11.0%
973 positionsLocked2024Q4Dec 31
$5.9B▲ 24.8%
770 positionsLocked2024Q3Sep 30
$4.7B▲ 24.7%
752 positionsLocked2024Q2Jun 30
$3.8B▲ 10.1%
638 positionsLocked2024Q1Mar 31
$3.5B▲ 65.9%
603 positionsLocked2023Q4Dec 31
$2.1B▲ 1.0%
413 positionsLocked2023Q3Sep 30
$2.1B▲ 14.9%
443 positionsLocked
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