Buckingham Strategic Partners has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.02 Billion distributed in 1099 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $559M, Dimensional ETF Tr U S Core Eq with a value of $558M, Vanguard Intermediate Term Tre with a value of $328M, American Centy ETF Tr Avantis with a value of $302M, and Dimensional ETF Tr U S Target with a value of $262M.

Examining the 13F form we can see an increase of $874M in the current position value, from $6.15B to 7.02B.

Buckingham Strategic Partners is based out at Saint Louis, MO

Below you can find more details about Buckingham Strategic Partners portfolio as well as his latest detailed transactions.

Portfolio value $7.02 Billion
ETFs: $5.65 Billion
Technology: $364 Million
Financial Services: $213 Million
Healthcare: $114 Million
Consumer Cyclical: $107 Million
Industrials: $107 Million
Communication Services: $80 Million
Consumer Defensive: $64.6 Million
Other: $103 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,099
  • Current Value $7.02 Billion
  • Prior Value $6.15 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 211 stocks
  • Additional Purchases 508 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 357 stocks
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