Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Focus Partners Advisor Solutions, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Focus Partners Advisor Solutions, LLC (CIK 1868872) reported $9.92B across 1,243 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($770.9M, 7.77%), DFAC ($693.5M, 6.99%), BSVO ($510.7M, 5.15%), VGIT ($472.4M, 4.76%), AVDV ($410.9M, 4.14%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ITOTISHARES TR$770.9M7.77%5.4MAdded
2DFACDIMENSIONAL ETF TRUST$693.5M6.99%17.8MAdded
3BSVOEA SERIES TRUST$510.7M5.15%20.1MAdded
4VGITVANGUARD SCOTTSDALE FDS$472.4M4.76%7.9MAdded
5AVDVAMERICAN CENTY ETF TR$410.9M4.14%4.1MAdded
6DFATDIMENSIONAL ETF TRUST$356.9M3.60%5.7MAdded
7DFIVDIMENSIONAL ETF TRUST$319.6M3.22%6.1MAdded
8IDEVISHARES TR$315.6M3.18%3.8MAdded
9AVUVAMERICAN CENTY ETF TR$274.3M2.76%2.5MAdded
10DFEMDIMENSIONAL ETF TRUST$266.0M2.68%7.7MAdded
11DFSDDIMENSIONAL ETF TRUST$245.5M2.47%5.1MAdded
12DFUVDIMENSIONAL ETF TRUST$239.9M2.42%4.9MAdded
13VTIPVANGUARD MALVERN FDS$208.8M2.10%4.2MAdded
14VTIVANGUARD INDEX FDS$191.3M1.93%596,293Added
15DFUSDIMENSIONAL ETF TRUST$179.8M1.81%2.5MAdded
16AAPLAPPLE INC$142.4M1.43%561,206Added
17DFAXDIMENSIONAL ETF TRUST$126.6M1.28%3.7MAdded
18DUHPDIMENSIONAL ETF TRUST$121.3M1.22%3.3MAdded
19DISVDIMENSIONAL ETF TRUST$113.8M1.15%2.9MAdded
20DIHPDIMENSIONAL ETF TRUST$101.4M1.02%3.1MAdded
21DFAIDIMENSIONAL ETF TRUST$86.6M0.87%2.2MAdded
22DFAUDIMENSIONAL ETF TRUST$82.4M0.83%1.8MAdded
23NVDANVIDIA CORPORATION$80.9M0.82%464,334Trimmed
24IVVISHARES TR$75.5M0.76%115,547Added
25DFSVDIMENSIONAL ETF TRUST$73.9M0.74%2.1MAdded

Source: SEC Form 13F filings · as of 2026-03-31