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Focus Partners Advisor Solutions, LLC
Jonathan Scheid · Investment Advisor · Multi-Strategy
Focus Partners Advisor Solutions, LLC, formerly known as Buckingham Strategic Partners, is a prominent investment advisory firm and Turnkey Asset Management Program (TAMP) provider based in St. Louis, Missouri. As a subsidiary of Focus Financial Partners, the firm specializes in providing independent financial advisors with a comprehensive suite of services, including back-office support, evidence-based investment research, and practice management solutions. The firm has a long history of supporting wealth management practices by delivering scalable infrastructure and portfolio construction tools designed to help advisors serve retail, high-net-worth, and institutional clients. Following its rebranding in early 2025, the firm continues to manage billions in assets through systematic, research-driven investment strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.5% |
| YTD return | +10.4% |
| Sharpe ratio | 3.15 |
| Win rate | 61% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://focuspartners.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 23.3% | +26.8% |
| NVDA | NVIDIA Corporation | 13.0% | +14.8% |
| MSFT | Microsoft Corporation | 9.7% | -0.2% |
| GOOGL | Alphabet Inc Class A | 8.1% | +32.6% |
| AMZN | Amazon.com Inc | 6.1% | +11.9% |
| AVGO | Broadcom Inc | 4.2% | -0.3% |
| BRK-A | Berkshire Hathaway Inc | 3.9% | +3.7% |
| JPM | JPMorgan Chase & Co | 3.7% | +11.7% |
| WMT | Walmart Inc. Common Stock | 3.6% | -7.6% |
| TSLA | Tesla Inc | 3.0% | -14.5% |
| LPLA | LPL Financial Holdings Inc | 2.9% | +5.0% |
| META | Meta Platforms Inc. | 2.6% | -4.5% |
| SYK | Stryker Corporation | 2.4% | -22.8% |
| MU | Micron Technology Inc | 2.2% | +31.0% |
| CAT | Caterpillar Inc | 2.1% | -5.5% |
| V | Visa Inc. Class A | 2.0% | +7.6% |
| LLY | Eli Lilly and Company | 2.0% | +28.7% |
| CVX | Chevron Corp | 1.9% | +4.4% |
| WWD | Woodward Inc | 1.8% | +21.9% |
| JNJ | Johnson & Johnson | 1.6% | -2.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | MRK | 1.7% → 0.0% |
| Sep 7, 2026 | SELL | LLY | 2.2% → 2.0% |
| Sep 7, 2026 | SELL | AVGO | 4.4% → 4.2% |
| Sep 7, 2026 | BUY | SYK | 2.6% → 2.4% |
| Sep 7, 2026 | SELL | MU | 2.2% → 2.2% |
Investment Style Analysis
Focus Partners Advisor Solutions, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Focus Partners Advisor Solutions, LLC made a significant move by reducing the position in MRK. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is rooted in evidence-based and systematic investing, drawing on academic research rather than market timing or speculative stock picking. Their strategy focuses on building broadly diversified, low-cost portfolios using institutional-class funds from providers like Dimensional Fund Advisors and Vanguard. By emphasizing long-term asset allocation, disciplined rebalancing, and tax efficiency, the firm seeks to capture market returns while managing risk across various economic environments. Their approach is designed to provide a reliable framework for wealth preservation and growth, tailored to the specific risk profiles and financial goals of the advisors and clients they serve.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Focus Partners Advisor Solutions, LLC.
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Frequently asked questions
How is the simulated portfolio for Focus Partners Advisor Solutions, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Focus Partners Advisor Solutions, LLC's largest holding?
As of the latest filing, Focus Partners Advisor Solutions, LLC's top position is Apple Inc (AAPL), representing 23.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Focus Partners Advisor Solutions, LLC's historical performance and risk profile?
Our simulation indicates a total return of +16.5% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 3.15, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Focus Partners Advisor Solutions, LLC primarily invest in?
Focus Partners Advisor Solutions, LLC has a strong preference for the Consumer Electronics sector, which makes up 23.3% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Focus Partners Advisor Solutions, LLC's portfolio concentrated or diversified?
Focus Partners Advisor Solutions, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 46.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Focus Partners Advisor Solutions, LLC performed in 2026?
Our AI-simulated model portfolio for Focus Partners Advisor Solutions, LLC tracks a Year-to-Date (YTD) return of +10.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jonathan Scheid manage Focus Partners Advisor Solutions, LLC directly?
Yes, Jonathan Scheid serves as the key portfolio manager for Focus Partners Advisor Solutions, LLC, overseeing the investment strategy and final capital allocation decisions.