Focus Partners Advisor Solutions, LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$7.5T

Holdings

1,099

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,099 positions)

#StockSharesValue% PortfolioType
1
ITOTISHARES TR
4,140,699$559.1B7.46%
2
DFACDIMENSIONAL ETF TRUST
15,559,478$557.7B7.44%
3
CTEFEA SERIES TRUST
17,632,675$359.4B4.80%
4
VGITVANGUARD SCOTTSDALE FDS
5,481,515$327.8B4.37%
5
AVDVAMERICAN CENTY ETF TR
3,807,743$301.9B4.03%
6
DFATDIMENSIONAL ETF TRUST
4,859,841$262.2B3.50%
7
DFIVDIMENSIONAL ETF TRUST
5,568,690$238.5B3.18%
8
IDEVISHARES TR
3,135,166$238.4B3.18%
9
DFUVDIMENSIONAL ETF TRUST
4,538,175$191.9B2.56%
10
DFSDDIMENSIONAL ETF TRUST
3,896,787$187.1B2.50%
11
VTIVANGUARD INDEX FDS
600,329$182.5B2.43%
12
DFEMDIMENSIONAL ETF TRUST
6,014,223$178.5B2.38%
13
AVUVAMERICAN CENTY ETF TR
1,931,863$176.0B2.35%
14
VTIPVANGUARD MALVERN FDS
3,115,238$156.6B2.09%
15
DFUSDIMENSIONAL ETF TRUST
2,023,380$135.6B1.81%
16
DFAXDIMENSIONAL ETF TRUST
3,679,168$108.1B1.44%
17
DFAUDIMENSIONAL ETF TRUST
2,074,570$87.9B1.17%
18
AAPLAPPLE INC
424,084$87.0B1.16%
19
DISVDIMENSIONAL ETF TRUST
2,520,459$82.9B1.11%
20
DUHPDIMENSIONAL ETF TRUST
2,269,910$80.7B1.08%
21
MSFTMICROSOFT CORP
159,973$79.6B1.06%
22
DFAIDIMENSIONAL ETF TRUST
1,947,191$67.3B0.90%
23
DIHPDIMENSIONAL ETF TRUST
2,224,139$65.6B0.88%
24
AVLVAMERICAN CENTY ETF TR
830,925$56.7B0.76%
25
NVDANVIDIA CORPORATION
357,385$56.4B0.75%
26
DFASDIMENSIONAL ETF TRUST
783,227$49.9B0.67%
27
IEMGISHARES INC
813,620$48.8B0.65%
28
DFSVDIMENSIONAL ETF TRUST
1,658,961$48.8B0.65%
29
SCHVSCHWAB STRATEGIC TR
1,732,941$48.0B0.64%
30
BSVVANGUARD BD INDEX FDS
575,639$45.3B0.60%
31
SCHGSCHWAB STRATEGIC TR
1,448,022$42.3B0.56%
32
LPLALPL FINL HLDGS INC
111,969$42.0B0.56%
33
VEAVANGUARD TAX-MANAGED FDS
625,327$35.6B0.48%
34
SCHDSCHWAB STRATEGIC TR
1,280,742$33.9B0.45%
35
DFNMDIMENSIONAL ETF TRUST
694,395$32.9B0.44%
36
AVEMAMERICAN CENTY ETF TR
472,232$32.4B0.43%
37
AVUSAMERICAN CENTY ETF TR
309,020$31.2B0.42%
38
DFGRDIMENSIONAL ETF TRUST
1,152,913$30.9B0.41%
39
AMZNAMAZON COM INC
140,831$30.9B0.41%
40
DFICDIMENSIONAL ETF TRUST
901,389$28.0B0.37%
41
DFAEDIMENSIONAL ETF TRUST
963,671$27.9B0.37%
42
VBRVANGUARD INDEX FDS
139,592$27.2B0.36%
43
SYKSTRYKER CORPORATION
68,415$27.1B0.36%
44
AVIVAMERICAN CENTY ETF TR
433,163$27.0B0.36%
45
VOOVANGUARD INDEX FDS
46,072$26.2B0.35%
46
EFVISHARES TR
376,207$23.9B0.32%
47
SPTMSPDR SERIES TRUST
305,037$22.8B0.30%
48
BRK/BBERKSHIRE HATHAWAY INC DEL
46,232$22.5B0.30%
49
SCHFSCHWAB STRATEGIC TR
977,862$21.6B0.29%
50
VWOVANGUARD INTL EQUITY INDEX F
414,046$20.5B0.27%
51
METAMETA PLATFORMS INC
26,708$19.7B0.26%
52
AVDEAMERICAN CENTY ETF TR
265,840$19.7B0.26%
53
JPMJPMORGAN CHASE & CO.
65,923$19.1B0.26%
54
AVIGAMERICAN CENTY ETF TR
447,245$18.6B0.25%
55
IVVISHARES TR
29,906$18.6B0.25%
56
VGSHVANGUARD SCOTTSDALE FDS
314,356$18.5B0.25%
57
VBVANGUARD INDEX FDS
74,234$17.6B0.23%
58
VUGVANGUARD INDEX FDS
40,125$17.6B0.23%
59
VTVVANGUARD INDEX FDS
96,736$17.1B0.23%
60
VNQVANGUARD INDEX FDS
191,773$17.1B0.23%
61
VXUSVANGUARD STAR FDS
241,641$16.7B0.22%
62
NDQINVESCO QQQ TR
29,149$16.1B0.21%
63
USHYISHARES TR
401,208$15.0B0.20%
64
DFSUDIMENSIONAL ETF TRUST
372,538$14.6B0.20%
65
VIGVANGUARD SPECIALIZED FUNDS
70,394$14.4B0.19%
66
AVREAMERICAN CENTY ETF TR
322,564$14.2B0.19%
67
BNDVANGUARD BD INDEX FDS
191,533$14.1B0.19%
68
GOOGALPHABET INC
79,372$14.1B0.19%
69
AVGOBROADCOM INC
50,961$14.0B0.19%
70
CWISPDR INDEX SHS FDS
425,027$13.9B0.19%
71
SPYSPDR S&P 500 ETF TR
22,093$13.7B0.18%
72
XOMEXXON MOBIL CORP
124,048$13.4B0.18%
73
AVESAMERICAN CENTY ETF TR
249,449$13.4B0.18%
74
DFCFDIMENSIONAL ETF TRUST
288,803$12.2B0.16%
75
VVISA INC
33,967$12.1B0.16%
76
IEIISHARES TR
100,450$12.0B0.16%
77
IDOGALPS ETF TR
347,791$11.8B0.16%
78
TSLATESLA INC
36,826$11.7B0.16%
79
HYMBSPDR SERIES TRUST
465,954$11.5B0.15%
80
SPDWSPDR INDEX SHS FDS
273,069$11.1B0.15%
81
BIVVANGUARD BD INDEX FDS
141,743$11.0B0.15%
82
RSPINVESCO EXCHANGE TRADED FD T
60,241$10.9B0.15%
83
LLYELI LILLY & CO
13,962$10.9B0.15%
84
WMTWALMART INC
110,385$10.8B0.14%
85
VEUVANGUARD INTL EQUITY INDEX F
160,398$10.8B0.14%
86
ORCLORACLE CORP
48,914$10.7B0.14%
87
PEPPEPSICO INC
80,861$10.7B0.14%
88
GOOGLALPHABET INC
56,686$10.0B0.13%
89
IWFISHARES TR
22,540$9.6B0.13%
90
VBKVANGUARD INDEX FDS
34,421$9.5B0.13%
91
FBNDFIDELITY MERRIMACK STR TR
204,617$9.4B0.12%
92
IVLUISHARES TR
284,373$9.4B0.12%
93
IBMINTERNATIONAL BUSINESS MACHS
29,467$8.7B0.12%
94
IWNISHARES TR
53,975$8.5B0.11%
95
JEPIJ P MORGAN EXCHANGE TRADED F
143,461$8.2B0.11%
96
QUALISHARES TR
44,606$8.2B0.11%
97
SLYVSPDR SERIES TRUST
101,732$8.1B0.11%
98
HDHOME DEPOT INC
22,106$8.1B0.11%
99
CVXCHEVRON CORP NEW
56,575$8.1B0.11%
100
VIGIVANGUARD WHITEHALL FDS
87,192$7.9B0.10%
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