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

About Buckingham Strategic Partners

Investment Activity

  • Buckingham Strategic Partners has $7.49 billion in total holdings as of June 30, 2025.
  • Buckingham Strategic Partners owns shares of 1,099 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
  • Approximately 9.04% of the portfolio was purchased this quarter.
  • About 3.41% of the portfolio was sold this quarter.
  • This quarter, Buckingham Strategic Partners has purchased 973 new stocks and bought additional shares in 508 stocks.
  • Buckingham Strategic Partners sold shares of 357 stocks and completely divested from 85 stocks this quarter.

Largest New Holdings this Quarter

46435U853 - iShares Broad USD High Yield Corporate Bond ETF
$15,049,337 Holding
922021605 - VANGUARD CALIF TAX FREE FDS
$3,806,790 Holding
92206C714 - Vanguard Russell 1000 Value ETF
$1,584,119 Holding
293792107 - Enterprise Products Partners
$1,539,030 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
173,955 shares (about $52.87M)
Dimensional US Core Equity Market ETF
1,125,428 shares (about $47.67M)
Avantis U.S. Small Cap Value ETF
449,839 shares (about $40.98M)
Avantis U.S. Large Cap Value ETF
572,018 shares (about $39.01M)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF
814,395 shares (about $29.19M)
iShares 0-3 Month Treasury Bond ETF
135,843 shares (about $13.68M)
Dimensional World ex U.S. Core Equity 2 ETF
308,647 shares (about $9.06M)
Schwab U.S. Large-Cap Growth ETF
241,423 shares (about $7.05M)
Broadcom
20,149 shares (about $5.55M)

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
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$559,145,208$9,946,108 1.8%4,140,6997.5%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$557,651,714$29,187,918 -5.0%15,559,4787.4%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$359,353,960$1,000,923 -0.3%17,632,6754.8%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$327,849,151$3,118,730 1.0%5,481,5154.4%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$301,870,645$16,362,208 5.7%3,807,7434.0%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$262,237,037$2,996,723 -1.1%4,859,8413.5%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$238,498,941$1,001,760 -0.4%5,568,6903.2%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$238,376,259$5,507,607 2.4%3,135,1663.2%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$191,874,054$4,922,238 -2.5%4,538,1752.6%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$187,083,452$19,832,890 11.9%3,896,7872.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$182,458,156$52,870,190 40.8%600,3292.4%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$178,500,979$2,831,988 -1.6%6,014,2232.4%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$175,992,097$40,980,188 30.4%1,931,8632.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$156,602,825$4,622,673 -2.9%3,115,2382.1%Manufacturing
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$135,587,938$4,192,318 3.2%2,023,3801.8%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$108,057,178$9,064,964 -7.7%3,679,1681.4%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$87,878,809$47,673,143 118.6%2,074,5701.2%ETF
Apple Inc. stock logo
AAPL
Apple
$86,977,376$4,243,819 -4.7%424,0841.2%Computer and Technology
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$82,948,319$6,209,624 8.1%2,520,4591.1%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$80,717,942$6,953,220 9.4%2,269,9101.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$79,572,572$12,816,331 19.2%159,9731.1%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$67,314,427$23,967,013 55.3%1,947,1910.9%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$65,589,847$5,579,301 9.3%2,224,1390.9%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$56,665,614$39,009,238 220.9%830,9250.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$56,427,645$325,728 -0.6%357,3850.8%Computer and Technology
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$49,894,704$416,306 -0.8%783,2270.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$48,838,792$317,000 0.7%813,6200.7%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$48,823,229$19,958,811 69.1%1,658,9610.7%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$47,950,491$5,417,871 -10.2%1,732,9410.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$45,302,751$3,265,969 -6.7%575,6390.6%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$42,296,726$7,051,966 -14.3%1,448,0220.6%ETF
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$41,984,100$366,338 -0.9%111,9690.6%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$35,649,928$1,078,630 -2.9%625,3270.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$33,939,680$4,706,482 -12.2%1,280,7420.5%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$32,935,187$3,479,421 -9.6%694,3950.4%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$32,366,848$5,866,625 22.1%472,2320.4%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$31,155,419$230,777 -0.7%309,0200.4%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$30,932,656$432,661 -1.4%1,152,9130.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$30,881,508$2,406,166 -7.2%140,8310.4%Retail/Wholesale
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$28,024,200$1,667,513 6.3%901,3890.4%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$27,896,632$7,184,330 34.7%963,6710.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$27,222,037$185,846 -0.7%139,5920.4%ETF
Stryker Corporation stock logo
SYK
Stryker
$27,066,446$403,138 -1.5%68,4150.4%Medical
AVIV
Avantis International Large Cap Value ETF
$26,957,948$16,098,170 148.2%433,1630.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$26,170,367$7,497,453 40.2%46,0720.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$23,881,647$454,771 1.9%376,2070.3%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$22,844,255$18,723,651 454.4%305,0370.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$22,457,467$1,687,516 -7.0%46,2320.3%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$21,610,757$1,066,303 -4.7%977,8620.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$20,478,719$3,303,236 19.2%414,0460.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$19,700,610$2,365,578 -10.7%26,7080.3%Computer and Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$19,674,824$541,013 2.8%265,8400.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$19,110,261$2,506,368 -11.6%65,9230.3%Finance
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$18,614,370$18,271,754 5,333.0%447,2450.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$18,568,701$89,410 0.5%29,9060.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$18,477,899$33,446 -0.2%314,3560.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$17,592,040$296,700 -1.7%74,2340.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$17,590,801$14,029 0.1%40,1250.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$17,097,237$715,448 -4.0%96,7360.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$17,079,342$1,502,178 9.6%191,7730.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$16,695,002$360,443 -2.1%241,6410.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$16,066,092$34,173 -0.2%29,1490.2%Finance
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$15,049,337$15,049,337 New Holding401,2080.2%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$14,622,120$701,829 -4.6%372,5380.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$14,407,582$262,797 -1.8%70,3940.2%ETF
AVRE
Avantis Real Estate ETF
$14,244,451$11,720,791 464.4%322,5640.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$14,102,589$2,597,301 22.6%191,5330.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$14,073,500$1,533,205 -9.8%79,3720.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$14,039,442$5,550,926 -28.3%50,9610.2%Computer and Technology
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$13,881,383$496,922 3.7%425,0270.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,650,216$2,077,220 17.9%22,0930.2%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$13,377,554$343,584 -2.5%124,0480.2%Energy
AVES
Avantis Emerging Markets Value ETF
$13,356,783$8,024,757 150.5%249,4490.2%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$12,204,819$208,300 1.7%288,8030.2%ETF
Visa Inc. stock logo
V
Visa
$12,054,384$847,466 -6.6%33,9670.2%Business Services
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$11,962,595$12,028 -0.1%100,4500.2%ETF
ALPS International Sector Dividend Dogs ETF stock logo
IDOG
ALPS International Sector Dividend Dogs ETF
$11,797,087$202,910 -1.7%347,7910.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$11,704,719$1,097,496 10.3%36,8260.2%Auto/Tires/Trucks
SPDR Nuveen ICE High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$11,546,342$437,417 -3.7%465,9540.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$11,056,590$960,020 9.5%273,0690.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$10,962,472$166,669 1.5%141,7430.1%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,948,239$4,762,150 77.0%60,2410.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$10,888,833$1,201,032 -9.9%13,9620.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$10,789,059$590,449 -5.2%110,3850.1%Retail/Wholesale
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$10,782,006$5,141,414 91.2%160,3980.1%ETF
Oracle Corporation stock logo
ORCL
Oracle
$10,689,945$833,533 -7.2%48,9140.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$10,675,791$625,013 -5.5%80,8610.1%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,981,695$2,203,207 -18.1%56,6860.1%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$9,570,037$2,368,733 -19.8%22,5400.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$9,532,613$481,325 5.3%34,4210.1%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$9,361,259$698,651 8.1%204,6170.1%ETF
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$9,353,060$611,065 -6.1%284,3730.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$8,685,316$43,917 0.5%29,4670.1%Computer and Technology
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$8,515,098$170,065 -2.0%53,9750.1%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$8,155,759$6,140 -0.1%143,4610.1%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$8,155,021$4,842,626 146.2%44,6060.1%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$8,114,211$334,277 -4.0%101,7320.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$8,103,598$544,003 -6.3%22,1060.1%Retail/Wholesale
Chevron Corporation stock logo
CVX
Chevron
$8,102,143$67,739 -0.8%56,5750.1%Energy
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$7,857,743$118,688 -1.5%87,1920.1%ETF

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