Advisor OS, LLC - Portfolio Stock Holdings
Advisor OS, LLC disclosed 623 stock positions in a recent SEC 13F filing. $1,494,151,052 of stock holdings were filed, with the largest holdings including VOO, VIG, and TCHP. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $5,093,186,796 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other investment advisers.
Report Period:
June 30, 2026No. of Stocks:
623Est. Stock Holding Value:
$1,494,151,052Top Stock Holdings By Sector
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Portfolio Stock Holdings - Advisor OS, LLC
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Portfolio Options Holdings - Advisor OS, LLC
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