Institutions / Advisor OS, LLC
Advisor OS, LLC
CIK 1767580 · Institution · as of Dec 31, 2025
Portfolio value
$1.24B
Positions
489
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 489 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $108.91M | 8.8% |
| PIMCO ETF Tr | $82.97M | 6.7% |
| Vanguard Specialized Funds | $66.67M | 5.4% |
| Janus Detroit Str Tr | $56.75M | 4.6% |
| Apple Inc. | $46.17M | 3.7% |
| Global X Fds | $35.55M | 2.9% |
| Advisors Inner Circle Fd III | $32.75M | 2.6% |
| Northrop Grumman Corp | $27.72M | 2.2% |
| Vanguard Tax-Managed Fds | $27.18M | 2.2% |
| NVIDIA Corp | $26.30M | 2.1% |
| BNY Mellon ETF Trust II | $24.34M | 2.0% |
| iShares Tr | $21.40M | 1.7% |
| Microsoft Corp | $20.88M | 1.7% |
| SPDR Series Trust | $19.22M | 1.5% |
| Invesco Exchange Traded Fd T | $18.18M | 1.5% |
| Vanguard Index Fds | $18.16M | 1.5% |
| Amazon.com Inc | $11.81M | 1.0% |
| Alphabet Inc. | $11.30M | 0.9% |
| PIMCO ETF Tr | $11.11M | 0.9% |
| First Trust Exchange-Traded Fund VI | $10.81M | 0.9% |
| Vanguard Scottsdale Fds | $10.74M | 0.9% |
| SPDR S&P 500 ETF Tr | $10.43M | 0.8% |
| Johnson & Johnson | $10.05M | 0.8% |
| T Rowe Price ETF Inc | $9.46M | 0.8% |
| Vanguard Index Fds | $8.88M | 0.7% |
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.