Focus Partners Advisor Solutions, LLC - Portfolio overview
Focus Partners Advisor Solutions, LLC has 1462 reported holdings in this dataset, with the latest filing dated 2026-05-13.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- ITOT - ISHARES TR, 7.64%
- DFAC - DIMENSIONAL ETF TRUST, 6.87%
- BSVO - EA SERIES TRUST, 5.06%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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