Focus Partners Advisor Solutions, LLC

All 13F Filings

Location
Saint Louis, MO
Most recent 13F
Q4 2025
Holdings value ($000)
8,153,838
Description
Saint Louis Missouri based advisory led wealth manager with a limited liability advisory organization and a mandate specific and implementation minded investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for fiduciary household mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through investment policy adherence and portfolio discipline.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/11/2026 1,088 8,153,838 13F-HR Focus Partners Advisor Solutions, LLC
Q3 2025 11/12/2025 1,131 8,819,247 13F-HR Focus Partners Advisor Solutions, LLC
Q2 2025 7/31/2025 1,099 7,494,099 13F-HR Focus Partners Advisor Solutions, LLC
Q1 2025 5/15/2025 973 6,578,982 13F-HR Focus Partners Advisor Solutions, LLC
Q4 2024 2/18/2025 770 5,925,062 13F-HR Focus Partners Advisor Solutions, LLC
Q3 2024 11/14/2024 752 4,749,419 13F-HR BUCKINGHAM STRATEGIC PARTNERS, LLC
Q2 2024 8/14/2024 638 3,810,010 13F-HR BUCKINGHAM STRATEGIC PARTNERS, LLC
Q1 2024 5/15/2024 603 3,459,036 13F-HR BUCKINGHAM STRATEGIC PARTNERS, LLC
Q4 2023 2/14/2024 413 2,085,196 13F-HR BUCKINGHAM STRATEGIC PARTNERS, LLC
Q3 2023 11/15/2023 443 2,063,853 13F-HR Buckingham Strategic Partners
Q2 2023 8/14/2023 377 1,796,918 13F-HR Buckingham Strategic Partners
Q1 2023 5/15/2023 356 1,547,174 13F-HR Buckingham Strategic Partners
Q4 2022 2/14/2023 337 1,291,099 13F-HR Buckingham Strategic Partners
Q3 2022 11/14/2022 408 1,694,710 13F-HR Buckingham Strategic Partners
Q2 2022 8/12/2022 363 1,187,419 13F-HR Buckingham Strategic Partners
Q1 2022 5/10/2022 330 1,004,364 13F-HR Buckingham Strategic Partners
Q4 2021 2/10/2022 147 479,033 13F-HR Buckingham Strategic Partners
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 7.392 M 90.7% 0 466.1 K -466.1 K
ETFs 731.8 K 9.0% 0 126.5 K -126.5 K
Debt 22.58 K 0.3% 0 37.39 K -37.39 K
Other 6.097 K 0.1% 0 34.85 K -34.85 K
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Fund Snapshot

Q4 2025
Latest filed
2/11/2026
Total value ($000)
8,153,838
Holdings
1088
QoQ value change ($000)
-665,409 (-7.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.