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Buckingham Strategic Partners Top Holdings and 13F Report (2026)

About Buckingham Strategic Partners

Investment Activity

  • Buckingham Strategic Partners has $9.92 billion in total holdings as of March 31, 2026.
  • Buckingham Strategic Partners owns shares of 1,249 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
  • Approximately 20.17% of the portfolio was purchased this quarter.
  • About 2.80% of the portfolio was sold this quarter.
  • This quarter, Buckingham Strategic Partners has purchased 1,088 new stocks and bought additional shares in 541 stocks.
  • Buckingham Strategic Partners sold shares of 386 stocks and completely divested from 141 stocks this quarter.

Largest New Holdings this Quarter

78464A284 - SPDR Nuveen ICE High Yield Municipal Bond ETF
$12,324,575 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF
$7,999,967 Holding
46641Q332 - JPMorgan Equity Premium Income ETF
$7,417,083 Holding
92206C870 - Vanguard Intermediate-Term Corporate Bond ETF
$7,145,857 Holding
33739N108 - First Trust Managed Municipal ETF
$6,862,360 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury ETF
6,110,756 shares (about $363.88M)
Dimensional Short-Duration Fixed Income ETF
3,980,811 shares (about $190.59M)
Dimensional U.S. Core Equity 2 ETF
1,907,134 shares (about $74.11M)
Dimensional National Municipal Bond ETF
1,194,940 shares (about $57.06M)

Largest Sales this Quarter

WALMART INC
139,807 shares (about $17.37M)
LPL Financial
30,995 shares (about $9.32M)
Schwab International Equity ETF
257,512 shares (about $6.37M)
PepsiCo
32,537 shares (about $5.05M)
Avantis International Large Cap Value ETF
56,723 shares (about $4.24M)

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
$770,864,535$53,061,863 â–²7.4%5,415,9547.8%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$693,498,005$74,110,405 â–²12.0%17,846,2617.0%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$510,688,634$12,812,453 â–²2.6%20,135,5755.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$472,391,379$363,880,969 â–²335.3%7,933,0024.8%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$410,893,703$21,251,172 â–²5.5%4,117,9724.1%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$356,949,829$26,309,543 â–²8.0%5,716,1403.6%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$319,557,679$14,814,779 â–²4.9%6,055,4013.2%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$315,620,654$17,239,541 â–²5.8%3,779,8963.2%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$274,283,015$52,453,681 â–²23.6%2,484,5162.8%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$265,962,835$23,653,855 â–²9.8%7,702,5692.7%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$245,462,032$190,589,589 â–²347.3%5,126,9222.5%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$239,868,465$15,193,861 â–²6.8%4,949,9652.4%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$208,834,154$153,833,521 â–²279.7%4,180,8802.1%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$191,256,721$30,378,839 â–²18.9%596,2931.9%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$179,789,984$14,490,393 â–²8.8%2,536,1241.8%ETF
Apple Inc. stock logo
AAPL
Apple
$142,386,558$14,908,312 â–²11.7%561,2061.4%Computer and Technology
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$126,631,474$9,680,747 â–²8.3%3,727,8321.3%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$121,327,710$18,729,319 â–²18.3%3,301,0111.2%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$113,756,876$10,278,350 â–²9.9%2,884,8861.1%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$101,374,415$14,730,975 â–²17.0%3,146,8101.0%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$86,586,869$17,113,745 â–²24.6%2,223,2120.9%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$82,351,164$9,554,653 â–²13.1%1,825,8920.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$80,924,144$782,169 â–¼-1.0%464,3340.8%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$75,452,913$48,479,837 â–²179.7%115,5470.8%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$73,866,860$6,226,816 â–²9.2%2,108,7020.7%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$66,717,767$7,131,153 â–²12.0%940,0070.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$64,780,055$7,603,182 â–²13.3%175,0630.7%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$64,157,610$1,273,437 â–¼-1.9%920,4190.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$58,378,812$37,734,150 â–²182.8%744,5520.6%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$57,457,475$57,055,867 â–²14,206.9%1,203,3510.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$50,096,426$5,211,557 â–²11.6%782,5780.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$47,691,877$2,516,113 â–¼-5.0%1,563,9810.5%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$47,023,776$45,214,218 â–²2,498.6%1,777,1010.5%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$43,727,894$6,648,311 â–²17.9%542,7780.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$43,683,228$9,610,382 â–²28.2%73,1040.4%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$42,348,803$8,322,847 â–²24.5%380,9020.4%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$42,061,484$3,322,600 â–¼-7.3%1,443,9220.4%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$41,722,872$6,794,951 â–²19.5%1,232,2980.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$37,875,882$2,250,012 â–¼-5.6%1,234,5450.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$37,744,598$325,564 â–²0.9%181,3240.4%Retail/Wholesale
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$36,890,059$2,007,481 â–²5.8%1,038,2790.4%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$31,999,227$21,570,908 â–²206.8%757,9240.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$31,593,071$8,025,889 â–²34.1%372,3830.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$28,650,418$378,451 â–¼-1.3%131,8770.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$28,477,149$1,825,148 â–¼-6.0%383,0140.3%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$27,944,809$1,134,145 â–²4.2%346,7770.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$27,700,045$1,413,095 â–²5.4%96,5810.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$27,247,043$1,262,981 â–²4.9%56,8680.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$25,945,954$2,963,587 â–²12.9%90,4120.3%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$25,064,425$2,633,458 â–¼-9.5%147,7240.3%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$24,705,795$5,513,880 â–²28.7%66,4750.2%Auto/Tires/Trucks
Broadcom Inc. stock logo
AVGO
Broadcom
$24,320,133$6,004,941 â–²32.8%78,6190.2%Computer and Technology
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$24,173,570$936,941 â–¼-3.7%305,7620.2%ETF
Stryker Corporation stock logo
SYK
Stryker
$23,668,298$1,375,823 â–²6.2%72,0290.2%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$23,393,089$3,028,507 â–²14.9%79,5680.2%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$22,072,055$1,326,260 â–²6.4%33,9670.2%Finance
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$20,701,804$9,324,310 â–¼-31.1%68,8150.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,625,998$2,073,059 â–²11.2%36,0870.2%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$20,323,296$6,923,789 â–²51.7%105,9550.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$20,186,622$2,043,220 â–²11.3%373,7630.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$20,171,144$925,728 â–²4.8%47,3050.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$19,860,512$1,879,554 â–¼-8.6%75,8260.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$19,007,078$1,906,013 â–¼-9.1%246,4920.2%ETF
WALMART INC
$18,807,598$17,374,463 â–¼-48.0%151,3390.2%COM
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$18,561,177$6,373,427 â–¼-25.6%749,9460.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$18,208,163$1,476,088 â–¼-7.5%31,5910.2%Finance
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$18,162,933$16,960,286 â–²1,410.2%310,2650.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$18,046,927$1,876,855 â–¼-9.4%91,9820.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$17,307,541$11,782,569 â–²213.3%195,1580.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$17,179,997$1,459,355 â–²9.3%79,8870.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$16,683,458$1,042,662 â–¼-5.9%38,1940.2%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$16,627,744$244,527 â–²1.5%404,6660.2%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$16,155,328$99,927 â–²0.6%441,5230.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$16,150,689$2,159,890 â–¼-11.8%211,0090.2%ETF
Woodward, Inc. stock logo
WWD
Woodward
$14,810,270$282,978 â–²1.9%41,6080.1%Aerospace
ALPS International Sector Dividend Dogs ETF stock logo
IDOG
ALPS International Sector Dividend Dogs ETF
$14,710,018$15,661 â–¼-0.1%353,1640.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$14,016,341$916,888 â–¼-6.1%15,2410.1%Medical
Chevron Corporation stock logo
CVX
Chevron
$13,322,652$1,025,759 â–¼-7.1%64,3820.1%Energy
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$12,504,103$9,351,675 â–²296.6%111,5340.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$12,410,941$9,188,607 â–²285.2%156,5650.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$12,376,839$178,549 â–¼-1.4%271,5230.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$12,362,383$2,824,843 â–¼-18.6%50,5770.1%Medical
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$12,324,575$12,324,575 â–²New Holding496,9580.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$11,754,244$1,137,729 â–¼-8.8%97,7240.1%Medical
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$11,635,958$3,224,224 â–²38.3%251,7400.1%ETF
Visa Inc. stock logo
V
Visa
$11,630,918$2,028,575 â–²21.1%38,4950.1%Business Services
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$11,574,646$811,080 â–²7.5%253,7180.1%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$11,448,641$853,420 â–²8.1%18,9420.1%Aerospace
PepsiCo, Inc. stock logo
PEP
PepsiCo
$11,281,474$5,053,003 â–¼-30.9%72,6430.1%Consumer Staples
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$11,274,618$2,052,059 â–²22.3%153,1040.1%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$11,227,907$11,013,596 â–²5,139.1%94,6700.1%ETF
PALANTIR TECHNOLOGIES INC
$10,917,095$312,393 â–¼-2.8%74,6460.1%CL A
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$10,693,003$601,648 â–¼-5.3%56,4110.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$10,315,141$2,043,191 â–²24.7%14,5600.1%Industrials
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$10,280,084$981,476 â–²10.6%165,0090.1%ETF
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$10,141,104$7,838,940 â–²340.5%428,7990.1%ETF
Oracle Corporation stock logo
ORCL
Oracle
$10,036,317$984,979 â–²10.9%68,2280.1%Computer and Technology
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$9,992,484$1,181,097 â–¼-10.6%252,2790.1%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$9,863,400$9,267,967 â–²1,556.5%131,1790.1%ETF
VictoryShares Short-Term Bond ETF stock logo
USTB
VictoryShares Short-Term Bond ETF
$9,762,496$3,063,782 â–²45.7%193,0110.1%ETF

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