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Focus Partners Advisor Solutions, LLC

Q2 2025 · Filed 2025-07-31
Market Value
$7.5B
+13.8%
Holdings
1,161
+127
New Purchases
196
Added To
505
Closed
82
Reduced
355
Top 10 Concentration
43.1%
Turnover
23.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 2.44% 1.78% +0.66% $182M
DFAU 1.17% 0.55% +0.62% $88M
AVLV 0.76% 0.26% +0.50% $57M
AVUV 2.35% 1.96% +0.39% $176M
DFAI 0.90% 0.60% +0.30% $67M
MSFT 1.06% 0.77% +0.30% $80M
SPTM 0.31% 0.06% +0.25% $23M
AVIG 0.25% 0.01% +0.24% $19M
DFSV 0.65% 0.42% +0.23% $49M
AVDV 4.03% 3.82% +0.21% $302M
AVIV 0.36% 0.15% +0.21% $27M
USHY 0.20% 0.00% +0.20% $15M
NVDA 0.75% 0.59% +0.16% $56M
AVRE 0.19% 0.04% +0.15% $14M
AVES 0.18% 0.07% +0.11% $13M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFAC 7.45% 8.21% -0.76% $558M
VGIT 4.38% 4.90% -0.52% $328M
BSVO 4.80% 5.23% -0.43% $359M
DFUV 2.56% 2.92% -0.35% $192M
DFAT 3.50% 3.85% -0.34% $262M
VTIP 2.09% 2.43% -0.34% $157M
AAPL 1.16% 1.50% -0.34% $87M
SGOV 0.02% 0.23% -0.21% $2M
SCHD 0.45% 0.62% -0.17% $34M
DFIV 3.19% 3.35% -0.16% $238M
DFAX 1.44% 1.59% -0.14% $108M
SCHV 0.64% 0.78% -0.14% $48M
BSV 0.61% 0.73% -0.13% $45M
DFNM 0.44% 0.56% -0.12% $33M
BRK-B 0.30% 0.40% -0.10% $22M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $954M 12.8%
Large Cap 661 $5.1B 67.9%
Mid Cap 253 $1.3B 16.9%
Small Cap 133 $176M 2.3%
Micro Cap 38 $10M 0.1%

Portfolio Analytics

Avg Market Cap
$83.0B
Median Market Cap
$16.9B
Avg P/E
31.1
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
728
# ETFs / Funds
433

Top Holdings (1,161 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ITOT 7.47% 4,140,699 $559M $135.04 $63M +73,655 +1.8%
2 DFAC 7.45% 15,559,478 $558M $35.84 $17M -814,395 -5.0%
3 BSVO 4.80% 17,632,675 $359M $20.38 $16M -49,113 -0.3%
4 VGIT 4.38% 5,481,515 $328M $59.81 $5M +52,144 +1.0%
5 AVDV 4.03% 3,807,743 $302M $79.28 $51M +206,390 +5.7%
6 DFAT 3.50% 4,859,841 $262M $53.96 $9M -55,536 -1.1%
7 DFIV 3.19% 5,568,690 $238M $42.83 $18M -23,390 -0.4%
8 IDEV 3.18% 3,135,166 $238M $76.03 $27M +72,437 +2.4%
9 DFUV 2.56% 4,538,175 $192M $42.28 $58K -116,420 -2.5%
10 DFSD 2.50% 3,896,787 $187M $48.01 $22M +413,102 +11.9%
11 VTI 2.44% 600,329 $182M $303.93 $65M +173,955 +40.8%
12 DFEM 2.38% 6,014,223 $179M $29.68 $17M -95,418 -1.6%
13 AVUV 2.35% 1,931,863 $176M $91.10 $47M +449,839 +30.4%
14 VTIP 2.09% 3,115,238 $157M $50.27 -$3M -91,957 -2.9%
15 DFUS 1.81% 2,023,380 $136M $67.01 $17M +62,562 +3.2%
16 DFAX 1.44% 3,679,168 $108M $29.37 $4M -308,647 -7.7%
17 DFAU 1.17% 2,074,570 $88M $42.36 $51M +1,125,428 +118.6%
18 AAPL 1.16% 424,084 $87M $205.09 -$12M -20,692 -4.7%
19 DISV 1.11% 2,520,459 $83M $32.91 $15M +188,685 +8.1%
20 DUHP 1.08% 2,269,910 $81M $35.56 $12M +195,535 +9.4%
21 MSFT 1.06% 159,973 $80M $497.41 $29M +25,766 +19.2%
22 DFAI 0.90% 1,947,191 $67M $34.57 $28M +693,289 +55.3%
23 DIHP 0.88% 2,224,139 $66M $29.49 $11M +189,193 +9.3%
24 AVLV 0.76% 830,925 $57M $68.20 $40M +572,018 +220.9%
25 NVDA 0.75% 357,385 $56M $157.89 $17M -2,063 -0.6%
26 DFAS 0.67% 783,227 $50M $63.70 $3M -6,535 -0.8%
27 IEMG 0.65% 813,620 $49M $60.03 $5M +5,281 +0.7%
28 DFSV 0.65% 1,658,961 $49M $29.43 $21M +678,179 +69.2%
29 SCHV 0.64% 1,732,941 $48M $27.67 -$3M -195,803 -10.2%
30 BSV 0.61% 575,639 $45M $78.70 -$3M -41,499 -6.7%
31 SCHG 0.57% 1,448,022 $42M $29.21 -$7K -241,423 -14.3%
32 LPLA 0.56% 111,969 $42M $374.96 $5M -977 -0.9%
33 VEA 0.48% 625,327 $36M $57.01 $3M -18,920 -2.9%
34 SCHD 0.45% 1,280,742 $34M $26.50 -$7M -177,603 -12.2%
35 DFNM 0.44% 694,395 $33M $47.43 -$4M -73,359 -9.6%
36 AVEM 0.43% 472,232 $32M $68.54 $9M +85,594 +22.1%
37 AVUS 0.42% 309,020 $31M $100.82 $2M -2,289 -0.7%
38 DFGR 0.41% 1,152,913 $31M $26.83 $234K -16,126 -1.4%
39 AMZN 0.41% 140,831 $31M $219.28 $2M -10,973 -7.2%
40 DFIC 0.37% 901,389 $28M $31.09 $4M +53,635 +6.3%
41 DFAE 0.37% 963,671 $28M $28.95 $9M +248,178 +34.7%
42 VBR 0.36% 139,592 $27M $195.01 $1M -953 -0.7%
43 SYK 0.36% 68,415 $27M $395.62 $1M -1,019 -1.5%
44 AVIV 0.36% 433,163 $27M $62.24 $17M +258,667 +148.2%
45 VOO 0.35% 46,072 $26M $568.03 $9M +13,199 +40.1%
46 EFV 0.32% 376,207 $24M $63.48 $2M +7,164 +1.9%
47 SPTM 0.31% 305,037 $23M $74.89 $19M +250,015 +454.4%
48 BRK-B 0.30% 46,232 $22M $485.76 -$4M -3,474 -7.0%
49 SCHF 0.29% 977,862 $22M $22.10 $1M -48,249 -4.7%
50 VWO 0.27% 414,046 $20M $49.46 $5M +66,786 +19.2%
51 META 0.26% 26,708 $20M $737.63 $2M -3,207 -10.7%
52 AVDE 0.26% 265,840 $20M $74.01 $3M +7,310 +2.8%
53 JPM 0.26% 65,923 $19M $289.89 $819K -8,646 -11.6%
54 AVIG 0.25% 447,245 $19M $41.62 $18M +439,013 +5333.0%
55 IVV 0.25% 29,906 $19M $620.90 $2M +144 +0.5%
56 VGSH 0.25% 314,356 $18M $58.78 -$5K -569 -0.2%
57 VB 0.24% 74,234 $18M $236.98 $853K -1,252 -1.7%
58 VUG 0.24% 40,125 $18M $438.40 $3M +32 +0.1%
59 VTV 0.23% 96,736 $17M $176.74 -$312K -4,048 -4.0%
60 VNQ 0.23% 191,773 $17M $89.06 $1M +16,867 +9.6%
61 VXUS 0.22% 241,641 $17M $69.09 $1M -5,217 -2.1%
62 QQQ 0.21% 29,149 $16M $551.17 $2M -62 -0.2%
63 USHY 0.20% 401,208 $15M $37.51 +401,208 NEW
64 DFSU 0.20% 372,538 $15M $39.25 $641K -17,881 -4.6%
65 VIG 0.19% 70,394 $14M $204.67 $503K -1,284 -1.8%
66 AVRE 0.19% 322,564 $14M $44.16 $12M +265,416 +464.4%
67 BND 0.19% 191,533 $14M $73.63 $3M +35,275 +22.6%
68 GOOG 0.19% 79,372 $14M $177.31 $322K -8,647 -9.8%
69 AVGO 0.19% 50,961 $14M $275.49 $2M -20,149 -28.3%
70 CWI 0.19% 425,027 $14M $32.66 $2M +15,215 +3.7%
71 SPY 0.18% 22,093 $14M $617.85 $3M +3,362 +17.9%
72 XOM 0.18% 124,048 $13M $107.84 -$2M -3,186 -2.5%
73 AVES 0.18% 249,449 $13M $53.55 $9M +149,869 +150.5%
74 DFCF 0.16% 288,803 $12M $42.26 $265K +4,929 +1.7%
75 V 0.16% 33,967 $12M $354.89 -$686K -2,388 -6.6%
76 IEI 0.16% 100,450 $12M $119.09 $84K -101 -0.1%
77 IDOG 0.16% 347,791 $12M $33.92 $599K -5,982 -1.7%
78 TSLA 0.16% 36,826 $12M $317.84 $3M +3,453 +10.3%
79 HYMB 0.15% 465,954 $12M $24.78 -$650K -17,652 -3.6%
80 SPDW 0.15% 273,069 $11M $40.49 $2M +23,710 +9.5%
81 BIV 0.15% 141,743 $11M $77.34 $274K +2,155 +1.5%
82 RSP 0.15% 60,241 $11M $181.74 $5M +26,203 +77.0%
83 LLY 0.15% 13,962 $11M $779.89 -$2M -1,540 -9.9%
84 WMT 0.14% 110,385 $11M $97.74 $569K -6,041 -5.2%
85 VEU 0.14% 160,398 $11M $67.22 $6M +76,486 +91.2%
86 ORCL 0.14% 48,914 $11M $218.55 $3M -3,814 -7.2%
87 PEP 0.14% 80,861 $11M $132.03 -$2M -4,734 -5.5%
88 GOOGL 0.13% 56,686 $10M $176.09 -$719K -12,512 -18.1%
89 IWF 0.13% 22,540 $10M $424.58 -$584K -5,579 -19.8%
90 VBK 0.13% 34,421 $10M $276.94 $1M +1,738 +5.3%
91 FBND 0.13% 204,617 $9M $45.75 $718K +15,271 +8.1%
92 IVLU 0.12% 284,373 $9M $32.89 $171K -18,579 -6.1%
93 IBM 0.12% 29,467 $9M $294.75 $1M +149 +0.5%
94 IWN 0.11% 53,975 $9M $157.76 $203K -1,078 -2.0%
95 JEPI 0.11% 143,461 $8M $56.85 -$48K -108 -0.1%
96 QUAL 0.11% 44,606 $8M $182.82 $5M +26,488 +146.2%
97 SLYV 0.11% 101,732 $8M $79.76 -$190K -4,191 -4.0%
98 HD 0.11% 22,106 $8M $366.58 -$542K -1,484 -6.3%
99 CVX 0.11% 56,575 $8M $143.21 -$1M -473 -0.8%
100 VIGI 0.10% 87,192 $8M $90.12 $517K -1,317 -1.5%

New Positions

SymbolValue% Port
USHY $15M 0.20%
VONV $2M 0.02%
EPD $2M 0.02%
PNOV $1M 0.02%
EQAL $1M 0.02%
PMAY $1M 0.02%
FCNCA $1M 0.01%
AMT $1M 0.01%
TLH $991K 0.01%
VIOV $979K 0.01%
MEAR $953K 0.01%
ET $877K 0.01%
HAS $807K 0.01%
RCL $791K 0.01%
SKX $762K 0.01%

Sold Out Positions

SymbolValue% Port
OGS —%
AVB —%
ASX —%
YETI —%
AA —%
WY —%
BKH —%
M —%
NXRT —%
TEVA —%
TRGP —%
COTY —%
NCLH —%
MS —%
WSM —%
View SEC EDGAR Filings for Focus Partners Advisor Solutions, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms