13F Insight
DOSSIER · 13F-HR · Q3 2026

Focus Partners Advisor Solutions, LLC

$12.4B in tracked AUM across 1,384 positions as of Q3 2026.

FP
CIK 0001868872 · last filed Sep 30, 2026
Total AUM
$12.4B
as of Q3 2026
Holdings
1,384
+141 QoQ
positions
Whale Score
68
68
tracked
Activity
1490
+286 new, −145 sold
changes this Q
AI Analysis · Q3 2026

Focus Partners Advisor Solutions, LLC filed its latest 13F-HR for Q3 2026. 1490 position changes this quarter — 286 new, 145 exited, 826 added, 233 trimmed.

Quarter at a glance — Q3 2026

1490 material changes this filing.

TRIM
DFACDIMENSIONAL ETF TRUST
-17.4M sh
$-770M
0.1%
TRIM
DFATDIMENSIONAL ETF TRUST
-5.3M sh
$-373M
0.2%
NEW
DUHPDFA INVT DIMENSIONS GROUP IN
+4.1M sh
+$174M
1.4%
EXIT
DUHPDIMENSIONAL ETF TRUST
-3.9M sh
$-161M
—
ADD
ITOTISHARES TR
+673K sh
+$124M
8.7%
NEW
DFSVDFA INVT DIMENSIONS GROUP IN
+2.3M sh
+$88M
0.7%
EXIT
DFSVDIMENSIONAL ETF TRUST
-2.2M sh
$-86M
—

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$1.1B6.5M8.7%02
BSVO
EA SERIES TRUST
$616M22.0M5.0%03
VGIT
VANGUARD SCOTTSDALE FDS
$589M10.4M4.7%04
AVDV
AMERICAN CENTY ETF TR
$569M5.2M4.6%05
AVUV
AMERICAN CENTY ETF TR
$423M3.6M3.4%06
IDEV
ISHARES TR
$392M4.4M3.2%07
DFEM
DIMENSIONAL ETF TRUST
$390M9.8M3.1%08
DFIV
DIMENSIONAL ETF TRUST
$337M6.0M2.7%09
DFSD
DIMENSIONAL ETF TRUST
$330M7.1M2.7%10
DFUV
DIMENSIONAL ETF TRUST
$275M5.0M2.2%

Filing history

2026Q3Sep 30
$12.4B▲ 5.3%
1,384 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20