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BUCKINGHAM STRATEGIC PARTNERS, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $12,417,216,196
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $1,086,069,772
- EA SERIES TRUST · BRID OMN SMA ETF · 02072L532 · shares: $616,121,241
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $589,367,433
- AMERICAN CENTY ETF TR · INTL SMCP VLU · 025072802 · shares: $568,579,524
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $422,798,406
- ISHARES TR · CORE MSCI INTL · 46435G326 · shares: $392,471,186
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $389,817,481
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $337,490,374
- DIMENSIONAL ETF TRUST · SHOR DUR FIX ETF · 25434V864 · shares: $329,760,243
- DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $275,288,230
Reported holdings
1,384 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 114,168 shares | $6,418,566 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | — | 98,454 shares | $6,412,341 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 146,828 shares | $6,409,082 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 38,924 shares | $6,371,566 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 8,397 shares | $6,367,232 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 60,763 shares | $6,352,182 |
| COCA COLA CO | COM | 191216100 | — | 73,669 shares | $6,341,480 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 20,627 shares | $6,284,003 |
| NATERA INC | COM | 632307104 | — | 15,132 shares | $6,254,211 |
| AMPHENOL CORP | CL A | 032095101 | — | 73,712 shares | $6,213,944 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | — | 125,044 shares | $6,108,403 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 11,279 shares | $6,067,952 |
| BLACKROCK INC | COM | 09290D101 | — | 5,714 shares | $6,047,997 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 22,925 shares | $6,037,568 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 40,200 shares | $5,975,817 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 14,970 shares | $5,947,752 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 17,083 shares | $5,932,649 |
| PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 | — | 65,143 shares | $5,894,213 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | — | 123,134 shares | $5,893,221 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 75,138 shares | $5,892,353 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 17,745 shares | $5,888,596 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 69,920 shares | $5,835,572 |
| 3M CO | COM | 88579Y101 | — | 35,380 shares | $5,807,795 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 73,245 shares | $5,720,435 |
| BOEING CO | COM | 097023105 | — | 30,705 shares | $5,712,692 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | — | 77,263 shares | $5,688,118 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 57,038 shares | $5,651,399 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 122,826 shares | $5,634,071 |
| RUBRIK INC. | CL A | 781154109 | — | 49,049 shares | $5,614,639 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 22,595 shares | $5,602,147 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 7,366 shares | $5,557,567 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 6,166 shares | $5,551,745 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 64,112 shares | $5,532,308 |
| VERISIGN INC | COM | 92343E102 | — | 19,580 shares | $5,521,778 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 188,208 shares | $5,516,385 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | 25434V682 | — | 113,849 shares | $5,504,627 |
| AMGEN INC | COM | 031162100 | — | 12,846 shares | $5,415,013 |
| TARGET CORP | COM | 87612E106 | — | 34,306 shares | $5,375,527 |
| INCYTE CORP | COM | 45337C102 | — | 44,249 shares | $5,369,636 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 27,144 shares | $5,313,568 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 14,826 shares | $5,285,667 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 19,921 shares | $5,277,120 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | — | 97,589 shares | $5,264,970 |
| LINDE PLC | SHS | G54950103 | — | 11,056 shares | $5,248,076 |
| ATI INC | COM | 01741R102 | — | 27,496 shares | $5,207,741 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 52,869 shares | $5,167,501 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 74,582 shares | $5,165,564 |
| ATMOS ENERGY CORP | COM | 049560105 | — | 32,945 shares | $5,153,993 |
| HUNT J B TRANS SVCS INC | COM | 445658107 | — | 22,985 shares | $5,149,843 |
| NUTANIX INC | CL A | 67059N108 | — | 72,685 shares | $5,117,751 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 19,860 shares | $5,109,802 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 62,822 shares | $5,101,194 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | — | 101,968 shares | $5,052,478 |
| NETFLIX INC. | COM | 64110L106 | — | 72,509 shares | $5,045,275 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 100,014 shares | $5,035,717 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | — | 106,113 shares | $5,032,953 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 226,827 shares | $5,012,886 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 52,381 shares | $4,952,137 |
| TECHNIPFMC PLC | COM | G87110105 | — | 72,713 shares | $4,938,698 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 104,197 shares | $4,934,815 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 | — | 51,921 shares | $4,895,185 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | — | 115,288 shares | $4,888,231 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 29,286 shares | $4,885,003 |
| SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | — | 150,713 shares | $4,865,021 |
| MIAMI INTL HLDGS INC | COM | 59356Q108 | — | 143,454 shares | $4,805,707 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 63,624 shares | $4,796,653 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 24,278 shares | $4,747,149 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 17,900 shares | $4,739,153 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 16,213 shares | $4,736,072 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 48,401 shares | $4,716,233 |
| ISHARES TR | RESIDENTIAL MULT | 464288562 | — | 52,780 shares | $4,662,598 |
| SERVICENOW INC | COM | 81762P102 | — | 34,451 shares | $4,616,741 |
| ZSCALER INC | COM | 98980G102 | — | 23,148 shares | $4,616,247 |
| CUMMINS INC | COM | 231021106 | — | 8,929 shares | $4,612,866 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 71,849 shares | $4,609,870 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 42,611 shares | $4,558,177 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 95,485 shares | $4,520,278 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 45,294 shares | $4,515,828 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 15,759 shares | $4,498,596 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 48,768 shares | $4,495,011 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 19,583 shares | $4,470,444 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | — | 93,329 shares | $4,440,627 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | — | 416,577 shares | $4,425,010 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 104,757 shares | $4,419,718 |
| EA SERIES TRUST | US QUAN VALUE | 02072L102 | — | 75,593 shares | $4,411,612 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 18,192 shares | $4,390,106 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 9,698 shares | $4,383,762 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 25,663 shares | $4,381,587 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 2,404 shares | $4,356,831 |
| SPDR SERIES TRUST | ST STR SP400VAL | 78464A839 | — | 48,403 shares | $4,284,191 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 16,849 shares | $4,280,160 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 94,962 shares | $4,262,867 |
| TJX COS INC NEW | COM | 872540109 | — | 32,142 shares | $4,252,791 |
| NATIONAL BK HLDGS CORP | CL A | 633707104 | — | 108,212 shares | $4,240,828 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 76,634 shares | $4,204,176 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 17,694 shares | $4,202,875 |
| FEDEX CORP | COM | 31428X106 | — | 14,723 shares | $4,197,474 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | N53745100 | — | 72,987 shares | $4,194,652 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | — | 63,655 shares | $4,192,333 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | — | 113,452 shares | $4,159,153 |