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Buckingham Strategic Partners Top Holdings and 13F Report (2025)

About Buckingham Strategic Partners

Investment Activity

  • Buckingham Strategic Partners has $6.58 billion in total holdings as of March 31, 2025.
  • Buckingham Strategic Partners owns shares of 973 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
  • Approximately 12.35% of the portfolio was purchased this quarter.
  • About 1.05% of the portfolio was sold this quarter.
  • This quarter, Buckingham Strategic Partners has purchased 770 new stocks and bought additional shares in 548 stocks.
  • Buckingham Strategic Partners sold shares of 139 stocks and completely divested from 70 stocks this quarter.

Largest New Holdings this Quarter

320517105 - First Horizon
$2,683,128 Holding
902788108 - UMB Financial
$2,537,696 Holding
45337C102 - Incyte
$1,320,052 Holding
25809K105 - DOORDASH INC
$1,269,422 Holding
55354G100 - MSCI
$1,214,613 Holding

Largest Purchases this Quarter

iShares Core S&P Total U.S. Stock Market ETF
376,105 shares (about $45.89M)
Vanguard Intermediate-Term Treasury ETF
674,252 shares (about $40.05M)
Avantis International Small Cap Value ETF
465,346 shares (about $32.45M)
Vanguard Total Stock Market ETF
104,584 shares (about $28.74M)
Avantis U.S. Small Cap Value ETF
326,626 shares (about $28.47M)

Largest Sales this Quarter

SPDR Gold Shares
9,673 shares (about $2.79M)
Schwab U.S. Aggregate Bond ETF
97,205 shares (about $2.25M)
Schwab U.S. Large-Cap Growth ETF
76,049 shares (about $1.90M)
Schwab U.S. Large-Cap Value ETF
47,924 shares (about $1.27M)
SPDR Portfolio Long Term Treasury ETF
46,573 shares (about $1.27M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBuckingham Strategic Partners

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$540,174,083$9,359,956 1.8%16,373,8738.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$496,220,117$45,888,578 10.2%4,067,0447.5%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$343,733,963$13,295,697 4.0%17,681,7885.2%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$322,504,686$40,050,575 14.2%5,429,3714.9%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$253,092,766$4,896,545 2.0%4,915,3773.8%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$251,158,388$32,453,234 14.8%3,601,3533.8%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$220,104,277$8,485,583 4.0%5,592,0803.3%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$210,991,428$25,291,313 13.6%3,062,7293.2%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$191,815,883$4,051,768 2.2%4,654,5952.9%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$165,544,714$24,012,664 17.0%3,483,6852.5%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$161,661,119$25,617,940 18.8%6,109,6412.5%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$160,039,046$26,502,990 19.8%3,207,1952.4%Manufacturing
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$129,188,054$28,471,993 28.3%1,482,0242.0%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$118,590,281$14,918,482 14.4%1,960,8181.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$117,184,889$28,743,930 32.5%426,3741.8%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$104,480,769$3,849,855 3.8%3,987,8151.6%ETF
Apple Inc. stock logo
AAPL
Apple
$98,796,076$15,957,049 19.3%444,7761.5%Computer and Technology
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$68,744,800$12,283,078 21.8%2,074,3751.0%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$67,901,280$2,922,601 4.5%2,331,7741.0%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$54,821,466$10,530,176 23.8%2,034,9460.8%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$51,266,020$1,273,820 -2.4%1,928,7440.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$50,380,910$947,502 1.9%134,2070.8%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$48,309,579$5,002,485 11.6%617,1380.7%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$47,188,322$4,251,037 9.9%789,7620.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$43,626,098$1,606,796 3.8%808,3390.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$42,303,715$1,904,268 -4.3%1,689,4450.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$40,775,350$58,688 -0.1%1,458,3450.6%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$39,159,367$8,787,218 28.9%1,253,9020.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$38,958,197$4,631,765 13.5%359,4480.6%Computer and Technology
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$36,949,295$2,753,548 8.1%112,9460.6%Finance
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$36,522,096$14,242,806 63.9%767,7540.6%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$36,485,035$8,103,617 28.6%949,1420.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$32,747,118$637,511 2.0%644,2470.5%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$30,698,968$2,734,717 9.8%1,169,0390.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$28,883,234$4,328,375 17.6%151,8040.4%Retail/Wholesale
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$28,758,767$3,642,918 14.5%311,3090.4%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$27,609,032$7,364,664 36.4%980,7820.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$26,472,188$1,344,753 5.4%49,7060.4%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$26,182,298$1,316,893 5.3%140,5450.4%ETF
Stryker Corporation stock logo
SYK
Stryker
$25,846,850$358,477 -1.4%69,4340.4%Medical
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$23,542,131$2,881,638 13.9%847,7540.4%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$23,264,012$1,315,978 6.0%386,6380.4%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$21,751,398$265,819 -1.2%369,0430.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$20,296,491$515,012 -2.5%1,026,1110.3%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$18,524,127$2,851,216 18.2%715,4930.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$18,482,996$1,067,222 6.1%314,9250.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,291,548$2,050,682 12.6%74,5690.3%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$17,409,557$3,005,180 20.9%100,7840.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$17,242,338$1,289,933 8.1%29,9150.3%Computer and Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$17,132,822$2,229,129 15.0%258,5300.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$16,893,901$2,247,347 15.3%32,8730.3%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$16,883,375$6,906,085 69.2%258,9070.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$16,739,173$2,052,980 14.0%75,4860.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$16,723,708$926,597 5.9%29,7620.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$15,836,033$1,248,007 8.6%174,9060.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$15,716,995$562,220 3.7%347,2600.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$15,329,905$3,564,856 30.3%246,8580.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$15,242,881$1,162,036 8.3%151,4140.2%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$15,131,834$200,752 1.3%127,2340.2%Oils/Energy
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$14,867,608$999,752 7.2%40,0930.2%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$13,980,917$1,330,701 10.5%390,4190.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,904,983$411,264 3.0%71,6780.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$13,751,344$5,895,397 75.0%88,0190.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,697,731$1,299,857 10.5%29,2110.2%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$12,834,171$602,612 4.9%85,5950.2%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$12,803,186$2,780,824 27.7%15,5020.2%Medical
Visa Inc. stock logo
V
Visa
$12,740,523$976,697 8.3%36,3550.2%Business Services
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$12,196,560$193,034 1.6%483,6060.2%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$12,122,240$6,389 -0.1%409,8120.2%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$11,939,748$4,996,521 72.0%283,8740.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$11,906,377$980,840 9.0%71,1100.2%Computer and Technology
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$11,878,668$81,277 -0.7%100,5510.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$11,477,219$4,853,091 73.3%156,2580.2%ETF
ALPS International Sector Dividend Dogs ETF stock logo
IDOG
ALPS International Sector Dividend Dogs ETF
$11,198,240$2,722 0.0%353,7730.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,700,816$821,141 8.3%69,1980.2%Computer and Technology
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$10,688,311$1,847,721 20.9%139,5880.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$10,478,488$3,499,169 50.1%18,7310.2%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$10,245,463$1,019,534 11.1%10,8330.2%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$10,220,494$2,249,762 28.2%116,4260.2%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$10,153,711$563,674 5.9%28,1190.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$10,001,227$2,251,273 -18.4%431,8310.2%ETF
AVIV
Avantis International Large Cap Value ETF
$9,890,477$765,183 8.4%174,4960.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$9,543,636$571,467 6.4%57,0480.1%Oils/Energy
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$9,182,501$625,115 7.3%302,9520.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$9,079,178$882,362 10.8%249,3590.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$8,649,518$1,138,565 15.2%33,3730.1%Auto/Tires/Trucks
The Home Depot, Inc. stock logo
HD
Home Depot
$8,645,309$1,018,087 13.3%23,5900.1%Retail/Wholesale
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$8,643,646$6,875,256 388.8%189,3460.1%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$8,311,906$348,311 4.4%55,0530.1%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$8,304,430$636,927 -7.1%105,9230.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$8,228,714$501,281 6.5%32,6830.1%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$8,203,535$376,667 -4.4%143,5690.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$7,995,625$2,074,217 35.0%75,8310.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$7,842,605$3,106,632 65.6%14,7000.1%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$7,501,613$69,078 -0.9%148,7760.1%Manufacturing
Oracle Corporation stock logo
ORCL
Oracle
$7,372,030$974,772 15.2%52,7280.1%Computer and Technology
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$7,340,955$9,953 0.1%88,5090.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$7,290,362$71,864 -1.0%29,3180.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$7,180,658$654,539 -8.4%34,2720.1%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$6,990,352$1,317,205 23.2%13,3470.1%Medical

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