Advisor OS, LLC - Portfolio Stock Holdings
Advisor OS, LLC disclosed 637 stock positions in a recent SEC 13F filing. $1,515,912,423 of stock holdings were filed, with the largest holdings including VOO, VIG, and TCHP. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
637Est. Stock Holding Value:
$1,515,912,423Top 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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