CIK 1767580
Advisor OS, LLC
Institutional 13F holdings & portfolio
Holdings
489
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 147K | $1M+ | SH |
| CLIP | GLOBAL X FDS | 355K | $1M+ | SH |
| BASG | ADVISORS INNER CIRCLE FD III | 1.3M | $1M+ | SH |
| BKDV | BNY MELLON ETF TRUST II | 839K | $1M+ | SH |
| IWF | ISHARES TR | 41K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 104K | $1M+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 458K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 116K | $1M+ | SH |
| GOOGL | ALPHABET INC | 31K | $1M+ | SH |
| TCHP | T ROWE PRICE ETF INC | 190K | $1M+ | SH |
| AMZN | AMAZON COM INC | 40K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 76K | $1M+ | SH |
| ISPY | PROSHARES TR | 167K | $1M+ | SH |
| HDV | ISHARES TR | 53K | $1M+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 118K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 62K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 40K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 70K | $1M+ | SH |
| AVGO | BROADCOM INC | 9K | $1M+ | SH |
| SAMT | ADVISORS INNER CIRCLE FD III | 80K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 71K | $1M+ | SH |
| RSPA | INVESCO ACTIVELY MANAGED EXC | 58K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 66K | $1M+ | SH |
| EAGL | 2023 ETF SERIES TRUST | 86K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 184K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 53K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 30K | $1M+ | SH |
| EFAA | INVESCO ACTIVELY MANAGED EXC | 47K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 8K | $1M+ | SH |
| IWM | ISHARES TR | 9K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 52K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 20K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 6K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 39K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 49K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 47K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 6K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 27K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 9K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 28K | $1M+ | SH |
| CPSD | CALAMOS ETF TR | 41K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 30K | $1M+ | SH |
| CB | CHUBB LIMITED | 3K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| CPSN | CALAMOS ETF TR | 39K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| OKE | ONEOK INC NEW | 13K | $500K+ | SH |