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

About Buckingham Strategic Partners

Investment Activity

  • Buckingham Strategic Partners has $11.80 billion in total holdings as of June 30, 2026.
  • Buckingham Strategic Partners owns shares of 1,243 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
  • Approximately 10.94% of the portfolio was purchased this quarter.
  • About 3.53% of the portfolio was sold this quarter.
  • This quarter, Buckingham Strategic Partners has purchased 1,249 new stocks and bought additional shares in 538 stocks.
  • Buckingham Strategic Partners sold shares of 483 stocks and completely divested from 198 stocks this quarter.

Largest New Holdings this Quarter

335925103 - First Northern Community Bancorp
$6,883,399 Holding
09290C665 - BLACKROCK ETF TRUST
$6,215,977 Holding
46429B291 - iShares Aaa - A Rated Corporate Bond ETF
$4,650,353 Holding
46432F859 - iShares Core 1-5 Year USD Bond ETF
$4,110,181 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury ETF
1,668,128 shares (about $98.39M)
iShares Core S&P Total U.S. Stock Market ETF
443,068 shares (about $72.78M)
Avantis U.S. Small Cap Value ETF
515,376 shares (about $64.30M)
Avantis International Small Cap Value ETF
574,313 shares (about $59.18M)
Dimensional Short-Duration Fixed Income ETF
1,212,399 shares (about $57.89M)

Largest Sales this Quarter

ExxonMobil
120,487 shares (about $16.47M)
Dimensional U.S. Core Equity 2 ETF
238,985 shares (about $10.60M)
Dimensional World ex U.S. Core Equity 2 ETF
238,875 shares (about $8.80M)
Microsoft
19,992 shares (about $7.46M)
iShares Core MSCI Emerging Markets ETF
84,374 shares (about $6.99M)

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
$962,432,728$72,780,601 â–²8.2%5,859,0228.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$781,058,794$10,601,375 â–¼-1.3%17,607,2766.6%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$615,958,432$28,207,558 â–²4.8%21,101,9295.2%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$566,282,526$98,387,558 â–²21.0%9,601,1304.8%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$483,540,849$59,183,062 â–²13.9%4,692,2854.1%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$393,709,143$5,848,171 â–¼-1.5%5,632,4753.3%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$374,266,566$64,298,317 â–²20.7%2,999,8923.2%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$358,618,721$45,589,135 â–²14.6%8,824,3593.0%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$356,405,922$19,963,427 â–²5.9%4,004,1833.0%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$320,368,008$6,743,507 â–¼-2.1%5,930,5672.7%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$302,703,035$57,892,140 â–²23.6%6,339,3212.6%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$275,041,439$2,743,844 â–²1.0%4,999,8442.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$250,932,062$40,925,442 â–²19.5%4,995,6372.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$228,256,064$7,604,662 â–²3.4%616,8441.9%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$221,158,526$13,348,518 â–²6.4%2,699,0301.9%ETF
Apple Inc. stock logo
AAPL
Apple
$168,646,272$6,256,511 â–²3.9%582,8281.4%Technology
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$160,723,314$22,972,116 â–²16.7%3,851,5051.4%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$128,533,198$8,800,157 â–¼-6.4%3,488,9571.1%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$127,445,811$20,060,897 â–²18.7%3,734,6751.1%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$125,160,195$9,389,699 â–²8.1%3,118,8681.1%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$99,565,186$7,857,673 â–²8.6%2,413,7010.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$97,466,524$10,939,860 â–²12.6%130,1560.8%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$91,856,412$2,523,972 â–¼-2.7%1,777,0630.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$90,122,232$2,785,425 â–¼-3.0%450,4130.8%Technology
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$86,339,444$4,542,891 â–²5.6%2,225,8170.7%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$79,597,501$21,433,528 â–²36.9%1,646,7880.7%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$77,679,905$279,709 â–²0.4%943,4040.7%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$76,423,445$18,414,359 â–²31.7%980,9020.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$69,243,816$6,988,114 â–¼-9.2%836,0450.6%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$67,964,017$15,591,344 â–²29.8%704,3630.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$64,903,753$9,150,832 â–²16.4%911,0240.6%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$62,814,110$11,331,475 â–²22.0%2,168,2460.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$62,361,811$23,675,529 â–²61.2%1,673,6930.5%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$58,622,723$26,993,166 â–²85.3%642,7220.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$57,844,217$7,457,368 â–¼-11.4%155,0710.5%Technology
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$56,664,058$7,878,081 â–²16.1%442,4110.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$56,635,953$2,193,762 â–²4.0%1,627,0020.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$52,551,886$3,689,543 â–²7.6%1,552,9510.4%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$52,289,185$2,738,463 â–²5.5%1,300,4020.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$48,607,691$1,599,538 â–¼-3.2%70,7750.4%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$47,152,626$17,832,876 â–²60.8%615,9710.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$45,681,825$2,464,920 â–²5.7%191,6660.4%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$43,629,088$18,263,235 â–²72.0%58,4230.4%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$40,730,399$8,738,405 â–²27.3%964,9460.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$38,732,028$415,401 â–¼-1.1%1,221,4450.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$36,990,331$3,773,703 â–²11.4%414,6890.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$36,946,427$29,891,907 â–²423.7%249,1160.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$35,549,344$5,850,977 â–²19.7%94,1080.3%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$35,168,061$1,043,032 â–²3.1%99,5330.3%Communication Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$32,944,545$633,975 â–²2.0%92,1860.3%Communication Services
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$30,473,970$7,489,515 â–²32.6%100,5340.3%ETF
WALMART INC
$30,225,181$13,084,433 â–²76.3%266,8640.3%COM
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$28,490,918$8,445,240 â–²42.1%130,7340.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$28,375,700$615,556 â–²2.2%312,5420.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$28,366,260$406,722 â–²1.5%67,4420.2%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$28,124,854$331,764 â–¼-1.2%56,2050.2%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$27,943,828$4,101,218 â–¼-12.8%114,9990.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$27,578,608$1,533,236 â–²5.9%84,2520.2%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$25,349,353$4,575,847 â–²22.0%915,1390.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$25,128,450$1,865,267 â–²8.0%34,1240.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$23,511,259$17,637,387 â–²300.3%189,3470.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$22,965,281$19,675,433 â–²598.1%266,6190.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$22,805,382$444,346 â–¼-1.9%103,9300.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$22,730,665$14,545,009 â–²177.7%296,3580.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$22,664,994$359,208 â–²1.6%379,7820.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$22,243,188$6,737,811 â–²43.5%20,8870.2%Industrials
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$20,680,961$2,137,425 â–²11.5%235,3310.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$20,618,270$6,200,949 â–¼-23.1%17,8620.2%Technology
Stryker Corporation stock logo
SYK
Stryker
$19,860,073$2,817,858 â–¼-12.4%63,0790.2%Healthcare
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$19,411,736$542,121 â–²2.9%416,2920.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$19,142,632$1,185,184 â–¼-5.8%33,9830.2%Communication Services
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$18,362,114$2,710,555 â–¼-12.9%214,7860.2%ETF
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$18,152,569$1,231,523 â–¼-6.4%64,4430.2%Finance
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$18,054,675$97,933 â–²0.5%443,9310.2%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$17,989,787$67,687 â–¼-0.4%309,1020.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$17,955,443$863,727 â–¼-4.6%186,2010.2%ETF
VictoryShares Short-Term Bond ETF stock logo
USTB
VictoryShares Short-Term Bond ETF
$17,233,933$7,463,716 â–²76.4%340,4570.1%ETF
Woodward, Inc. stock logo
WWD
Woodward
$17,225,215$476,493 â–¼-2.7%40,4880.1%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$16,777,423$1,504,174 â–¼-8.2%13,9870.1%Healthcare
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$16,605,870$2,297,123 â–¼-12.2%70,1790.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$15,160,754$8,855,137 â–²140.4%156,9760.1%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$15,122,263$2,894,962 â–¼-16.1%93,6130.1%ETF
Visa Inc. stock logo
V
Visa
$14,620,643$1,413,208 â–²10.7%42,6140.1%Finance
Intel Corporation stock logo
INTC
Intel
$14,619,282$5,529,496 â–¼-27.4%104,7000.1%Technology
ALPS International Sector Dividend Dogs ETF stock logo
IDOG
ALPS International Sector Dividend Dogs ETF
$14,501,203$42,127 â–¼-0.3%352,1410.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$13,526,866$270,712 â–¼-2.0%23,2850.1%Technology
AVIV
Avantis International Large Cap Value ETF
$13,357,626$3,500,944 â–²35.5%172,5340.1%ETF
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$13,082,729$314,905 â–¼-2.4%65,4750.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$12,962,153$719,924 â–¼-5.3%257,2360.1%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$12,882,190$403,916 â–²3.2%58,2370.1%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$12,640,082$538,316 â–²4.4%172,3490.1%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$12,575,372$756,121 â–²6.4%139,5710.1%ETF
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$12,521,739$120,891 â–¼-1.0%492,2060.1%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$12,489,814$16,054 â–²0.1%252,0640.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$12,365,771$2,407,767 â–²24.2%35,0620.1%Consumer Discretionary
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$12,345,829$804,174 â–²7.0%271,3960.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$12,316,579$852,530 â–²7.4%104,8570.1%Technology
Chevron Corporation stock logo
CVX
Chevron
$12,213,958$1,541,912 â–²14.4%73,6840.1%Energy
GE Aerospace stock logo
GE
GE Aerospace
$12,169,859$579,286 â–¼-4.5%32,5630.1%Industrials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$12,108,717$1,661,760 â–²15.9%56,9090.1%ETF

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