Institutions / Osaic Holdings, Inc.

Osaic Holdings, Inc.

CIK 1677044 · Institution · as of Dec 31, 2025
Portfolio value
$68.41B
Positions
7,582
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 7,582 →
CompanyClassValueShares% of portfolio
Apple Inc.$2.05B7,528,6733.0%
NVIDIA Corp$1.63B8,716,8682.4%
Microsoft Corp$1.16B2,388,3711.7%
Invesco Qqq Tr$1.14B1,847,0041.7%
iShares Tr$1.10B1,604,4611.6%
SPDR S&P 500 ETF Tr$909.19M1,331,7121.3%
Vanguard Index Fds$883.14M2,633,4431.3%
Amazon.com Inc$831.39M3,601,8701.2%
Vanguard Index Fds$817.86M1,302,8621.2%
SPDR Series Trust$599.42M7,471,6430.9%
Schwab Strategic Tr$596.41M18,282,9530.9%
Warren E. Buffett$583.17M1,160,1390.9%
Alphabet Inc.$564.26M1,802,1270.8%
Select Sector SPDR Tr$527.05M3,660,4090.8%
Vanguard Index Fds$502.16M1,028,5680.7%
Broadcom Inc.$471.91M1,363,1070.7%
Alphabet Inc.$456.15M1,453,1450.7%
Vanguard Index Fds$452.18M2,366,6620.7%
Meta Platforms Inc$443.32M671,2760.6%
Vanguard Specialized Funds$415.19M1,888,2220.6%
Northern Lts Fd Tr IV$415.04M6,431,7240.6%
Capital Group Dividend Value$397.17M9,100,1760.6%
JPMORGAN CHASE & CO$368.55M1,142,9570.5%
iShares Tr$358.41M757,1770.5%
Schwab Strategic Tr$343.57M11,602,7820.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.