Buckingham Strategic Partners

RIA/Wealth

Buckingham Strategic Partners is a RIA/Wealth based in St. Louis, MO led by Adam Lawrence Birenbaum, reporting $29.9B in AUM as of Q3 2025 with 80% ETF concentration.

CEOAdam Lawrence Birenbaum

Portfolio Value: $8.8B
Positions: 1,125
Top Holding: ITOT at 8.06%
Last Reported: Q3 2025

Address190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105, United States

Top Holdings

Largest long holdings in Buckingham Strategic Partners's portfolio (39.6% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$710.6M	8.06%	+$100.5M Bought	— 4.8M shares	Q1 2022 Held for 3y 8m
2 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$430.8M	4.89%	-$169.6M Sold	— 11.2M shares	Q4 2021 Held for 3y 11m
3 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$386.0M	4.38%	+$56.9M Bought	— 6.4M shares	Q4 2021 Held for 3y 11m
4 Avantis International Small Cap Value AVDV	ETF ETF	$361.6M	4.10%	+$21.1M Bought	— 4.0M shares	Q1 2022 Held for 3y 8m
5 EA Bridgeway Omni Small-Cap Value BSVO	ETF ETF	$348.3M	3.95%	-$51.1M Sold	— 15.4M shares	Q1 2023 Held for 2y 8m
6 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$316.4M	3.59%	+$62.8M Bought	— 3.9M shares	Q4 2022 Held for 2y 11m
7 Dimensional U.S. Targeted Value DFAT	ETF ETF	$254.3M	2.88%	-$28.2M Sold	— 4.4M shares	Q4 2021 Held for 3y 11m
8 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$244.1M	2.77%	+$56.2M Bought	— 5.1M shares	Q1 2023 Held for 2y 8m
9 Dimensional International Value DFIV	ETF ETF	$222.1M	2.52%	-$36.4M Sold	— 4.8M shares	Q4 2021 Held for 3y 11m
10 Avantis U.S. Small Cap Value AVUV	ETF ETF	$221.9M	2.52%	+$30.6M Bought	— 2.2M shares	Q1 2022 Held for 3y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Buckingham Strategic Partners's latest filing

See all changes

GthenC

Market Value

$8.8B

Prior: $7.5B

Q/Q Change

+17.69%

+$1.3B

Net Flows % of MV

+8.57%

Turnover Ratio

11.79%

New Purchases

163 stocks

$68.3M

Added To

646 stocks

+$1.3B

Sold Out Of

178 stocks

$83.3M

Reduced Holdings

261 stocks

-$566.7M

Increased Positions

Position	Shares Δ	Change
1 PTL Inspire 500 ETF PTL	New	0 → 23.5K +$5.9M
2 Timothy Plan International TPIF	New	0 → 78.4K +$2.7M
3 Timothy Plan US Small Cap Core TPSC	New	0 → 53.3K +$2.2M
4 SNDK SanDisk SNDK	New	0 → 8.3K +$1.9M
5 SNDK Sandisk Corporation Common Stock SNDK	New	0 → 8.3K +$1.9M

Decreased Positions

Position	Shares Δ	Change
1 National Bank Holdings NBHC	Sold	106.9K → 0 −$4.0M
2 VTEC Vanguard California Tax-Exempt Bond VTEC	Sold	39.0K → 0 −$3.8M
3 ATI ATI	Sold	39.6K → 0 −$3.4M
4 Dimensional Ultrashort Fixed Income DUSB	Sold	64.4K → 0 −$3.3M
5 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	Sold	52.8K → 0 −$2.5M

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Buckingham Strategic Partners

View analytics

GthenA

Sector Allocation

ETF

80.20%

Technology

6.30%

Financial Services

3.20%

Industrials

1.90%

Healthcare

1.70%

Consumer Cyclical

1.60%

Communication Services

1.50%

Consumer Defensive

0.80%

Energy

0.70%

Utilities

0.40%

Real Estate

0.30%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

9.26%

Large Cap ($10B - $200B)

8.05%

Mid Cap ($2B - $10B)

1.05%

Small Cap ($300M - $2B)

0.11%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.05%

N/A (ETF or Unknown)

81.48%

Portfolio Concentration

Top 10 Holdings %

39.65%

Top 20 Holdings %

56.49%

Top 50 Holdings %

72.82%

Top 100 Holdings %

82.39%