Sign In
test

Jeffery Yorg

Focus Partners Advisor Solutions, Llc

Assets Managed
$9.924B
Holdings
1249
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
21.71%(2Q avg: 7.08%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Focus Partners Advisor Solutions, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1249 positions.

Assets under management

The assets under management (AUM) of Focus Partners Advisor Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 9.924B in assets, with a quarterly growth rate of 21.71% and a 2-quarter average growth rate of 7.08%. The portfolio is managed by Jeffery Yorg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 7.4%
7.77%
$770.865M
5.416M shares@ $142.34 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 11.97%
6.99%
$693.498M
17.846M shares@ $38.86 avg price
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Increased 2.58%
5.15%
$510.689M
20.136M shares@ $25.37 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 335.35%
4.77%
$472.391M
7.933M shares@ $59.55 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 5.46%
4.15%
$410.894M
4.118M shares@ $99.79 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 7.96%
3.6%
$356.95M
5.716M shares@ $62.45 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 4.87%
3.23%
$319.558M
6.055M shares@ $52.78 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 5.78%
3.19%
$315.621M
3.78M shares@ $83.5 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 23.65%
2.77%
$274.283M
2.485M shares@ $110.4 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 9.77%
2.69%
$265.963M
7.703M shares@ $34.53 avg price

1-10 of 1249