BUCKINGHAM STRATEGIC PARTNERS, LLC
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 16 quarters, returned +3.3% per quarter — versus +3.3% per quarter from simply owning every 13F stock. It beat that baseline in only 43.8% of quarters (excess t = 0.50, not statistically significant). Its filings tell you what it bought — not what you should buy.
Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)
Top 20 holdings of 1249 · 2026 Q1
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| ITOT | $771M | | ADD |
| DFAC | $693M | | ADD |
| BSVO | $511M | | ADD |
| VGIT | $472M | | ADD |
| AVDV | $411M | | ADD |
| DFAT | $357M | | ADD |
| DFIV | $320M | | ADD |
| IDEV | $316M | | ADD |
| AVUV | $274M | | ADD |
| DFEM | $266M | | ADD |
| DFSD | $245M | | ADD |
| DFUV | $240M | | ADD |
| VTIP | $209M | | ADD |
| VTI | $191M | | ADD |
| DFUS | $180M | | ADD |
| AAPL | $142M | | ADD |
| DFAX | $127M | | ADD |
| DUHP | $121M | | ADD |
| DISV | $114M | | ADD |
| DIHP | $101M | | ADD |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q1
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.