Advisor OS, LLC - Portfolio Stock Holdings
Advisor OS, LLC disclosed 634 stock positions in a recent SEC 13F filing. $1,340,741,765 of stock holdings were filed, with the largest holdings including VOO, VIG, and JAAA. This filing represented positions held on March 31, 2026, and was filed on May 7, 2026.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:
March 31, 2026No. of Stocks:
634Est. Stock Holding Value:
$1,340,741,765Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Advisor OS, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Advisor OS, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...