Focus Partners Advisor Solutions, LLC
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$9.9B
Holdings
1,248
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Q1 2026: Sold 98.5% (5.04M → 75.9k shares)
7.8%
02
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 15.94M shares)
7.0%
03
$BSVO
EA SERIES TRUST
Q1 2026: Exited (was 19.63M shares)
5.1%
04
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 1.82M shares)
4.8%
05
$AVDV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 3.90M shares)
4.1%
06
$DFAT
DIMENSIONAL ETF TRUST
Q1 2026: Sold 99.8% (5.29M → 9.6k shares)
3.6%
07
$DFIV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 5.77M shares)
3.2%
08
$IDEV
ISHARES TR
Q1 2026: Exited (was 3.57M shares)
3.2%
09
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 2.01M shares)
2.8%
10
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 7.02M shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.