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

About Buckingham Strategic Partners

Investment Activity

  • Buckingham Strategic Partners has $5.93 billion in total holdings as of December 31, 2024.
  • Buckingham Strategic Partners owns shares of 770 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
  • Approximately 24.07% of the portfolio was purchased this quarter.
  • About 2.44% of the portfolio was sold this quarter.
  • This quarter, Buckingham Strategic Partners has purchased 752 new stocks and bought additional shares in 358 stocks.
  • Buckingham Strategic Partners sold shares of 257 stocks and completely divested from 123 stocks this quarter.

Largest New Holdings this Quarter

Schwab U.S. Aggregate Bond ETF
$12,009,133 Holding

Largest Purchases this Quarter

Dimensional U.S. Core Equity 2 ETF
2,983,375 shares (about $103.19M)
iShares Core S&P Total U.S. Stock Market ETF
637,476 shares (about $81.99M)
Dimensional U.S. Targeted Value ETF
1,234,171 shares (about $68.69M)
EA Bridgeway Omni Small-Cap Value ETF
2,852,350 shares (about $61.75M)
Vanguard Intermediate-Term Treasury Index ETF
1,026,536 shares (about $59.54M)

Largest Sales this Quarter

LPL Financial
43,940 shares (about $14.35M)
Walmart
144,221 shares (about $13.03M)
Adobe
8,289 shares (about $3.69M)
General Dynamics
10,205 shares (about $2.69M)
Eaton
7,738 shares (about $2.57M)

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
$556,558,413$103,194,952 22.8%16,090,1529.4%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$474,728,754$81,992,194 20.9%3,690,9398.0%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$368,003,537$61,753,381 20.2%16,997,8536.2%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$275,796,968$59,539,102 27.5%4,755,1194.7%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$268,296,859$68,693,977 34.4%4,820,2804.5%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$204,091,436$40,309,270 24.6%3,136,0073.4%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$190,757,947$42,918,215 29.0%5,376,4913.2%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$186,442,827$44,525,229 31.4%4,556,2753.1%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$173,785,582$27,171,600 18.5%2,695,6032.9%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$139,625,926$44,774,114 47.2%2,978,3682.4%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$134,654,984$31,178,622 30.1%5,141,4652.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$129,575,485$26,430,451 25.6%2,676,0732.2%Manufacturing
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$111,530,651$33,204,221 42.4%1,155,3981.9%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$109,277,134$24,114,601 28.3%1,714,1501.8%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$95,484,141$23,241,468 32.2%3,840,8741.6%ETF
Apple Inc. stock logo
AAPL
Apple
$93,391,382$1,608,202 1.8%372,9381.6%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$93,258,325$8,612,607 10.2%321,7901.6%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$59,288,581$15,546,776 35.5%2,231,4101.0%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$57,569,189$11,559,569 25.1%1,703,7331.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$55,504,597$16,234,556 41.3%131,6830.9%Computer and Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$51,531,761$48,696,438 1,717.5%1,976,6680.9%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$49,204,344$45,667,333 1,291.1%1,765,4940.8%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$46,767,512$7,802,254 20.0%718,6150.8%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$42,748,391$130,277 0.3%553,2330.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$42,531,523$3,791,153 9.8%316,7130.7%Computer and Technology
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$41,479,945$9,821,971 31.0%1,644,0710.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$40,656,800$4,579,280 12.7%778,5670.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$39,899,380$36,340,290 1,021.1%1,460,4440.7%ETF
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$34,129,865$14,346,892 -29.6%104,5290.6%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$30,208,183$7,062,978 30.5%631,7050.5%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$29,895,029$2,245,700 8.1%738,3300.5%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$28,397,952$8,192,307 40.5%972,5310.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$28,313,562$2,062,938 7.9%129,0550.5%Retail/Wholesale
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$27,197,542$3,604,489 15.3%1,064,8990.5%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$26,452,483$6,153,340 30.3%133,4760.4%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$26,352,932$7,762,568 41.8%271,8750.4%ETF
Stryker Co. stock logo
SYK
Stryker
$25,346,678$299,564 -1.2%70,3970.4%Medical
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$22,372,975$10,227,240 84.2%468,3470.4%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$22,135,748$3,668,884 19.9%719,1600.4%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$21,444,654$3,634,751 20.4%364,7670.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$21,386,507$755,175 3.7%47,1810.4%Finance
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$19,600,368$5,495,037 39.0%373,5530.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$19,464,770$17,194,095 757.2%1,052,1480.3%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$19,228,337$1,536,125 8.7%743,9860.3%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$17,264,400$522,980 -2.9%296,7410.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$16,550,658$522,194 3.3%28,1130.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$16,205,589$6,779,214 71.9%27,6770.3%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$15,913,464$539,195 -3.3%66,2280.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$15,871,223$4,026,955 34.0%66,2090.3%Finance
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$15,358,129$1,135,233 8.0%605,3650.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$15,356,952$1,364,344 9.8%28,5000.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$15,349,559$1,195,227 8.4%37,3970.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$15,128,277$12,149,315 407.8%65,2520.3%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$14,746,298$5,645,148 62.0%334,8380.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$14,352,842$7,602,583 112.6%161,1220.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$14,117,595$1,288,050 -8.4%83,3870.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$14,031,859$13,421,211 2,197.9%139,8710.2%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$13,801,710$4,026,862 41.2%224,8930.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$13,621,834$5,674,295 71.4%69,5580.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,516,613$6,424,724 90.6%26,4390.2%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$13,505,124$1,863,885 16.0%125,5460.2%Oils/Energy
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$13,388,575$188,515 1.4%353,2590.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$12,404,652$7,488,015 152.3%81,5760.2%Consumer Staples
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$12,174,870$11,023,129 957.1%475,9520.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$12,094,130$3,445,297 39.8%63,8880.2%Computer and Technology
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$12,009,133$12,009,133 New Holding529,0360.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$11,703,797$2,279,373 24.2%28,9800.2%Auto/Tires/Trucks
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$11,698,259$449,378 4.0%101,2390.2%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$11,456,183$5,260,096 84.9%410,0280.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$11,164,510$281,215 2.6%189,4530.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$10,665,515$6,312,645 145.0%26,5580.2%ETF
Visa Inc. stock logo
V
Visa
$10,608,957$3,146,532 42.2%33,5680.2%Business Services
IDOG
ALPS International Sector Dividend Dogs ETF
$10,219,464$10,219,464 New Holding353,8590.2%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$10,216,046$2,934,170 40.3%153,0020.2%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$9,950,632$1,247,068 14.3%114,0470.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$9,576,311$2,435,785 34.1%50,2840.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,369,383$1,346,535 -12.6%12,1350.2%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$8,939,146$5,112,403 133.6%9,7550.2%Retail/Wholesale
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$8,659,560$3,162,005 57.5%52,7460.1%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$8,638,773$8,062,782 1,399.8%150,1610.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$8,628,143$339,201 4.1%115,4570.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$8,595,669$1,131,731 15.2%30,6920.1%ETF
AVIV
Avantis International Large Cap Value ETF
$8,355,733$5,823,364 230.0%160,9960.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$8,203,727$13,030,570 -61.4%90,7980.1%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$8,095,971$3,110,873 62.4%20,8120.1%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$7,768,290$1,541,433 24.8%53,6320.1%Oils/Energy
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$7,683,540$524,204 -6.4%225,1250.1%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$7,658,947$6,595,644 620.3%150,1460.1%Manufacturing
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$7,653,938$782,424 11.4%282,3280.1%ETF
Oracle Co. stock logo
ORCL
Oracle
$7,624,826$2,330,141 44.0%45,7560.1%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$7,604,433$2,568,110 -25.2%22,9130.1%Industrial Products
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,312,664$2,053,829 -21.9%12,4760.1%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$7,312,095$4,184,170 133.8%106,0630.1%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$7,070,261$7,070,261 New Holding88,3890.1%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$6,954,261$325,549 -4.5%84,8270.1%Manufacturing
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$6,812,861$107,179 1.6%165,0790.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$6,645,531$616,821 10.2%37,3960.1%Medical
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$6,641,964$5,152,396 345.9%52,4020.1%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$6,508,574$2,147,322 49.2%29,6070.1%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,485,280$2,123,384 -24.7%90,1850.1%ETF

Showing largest 100 holdings. View all holdings.
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