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 51–100 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| RSG | REPUBLIC SVCS INC | 4K | $500K+ | SH |
| FLTB | FIDELITY MERRIMACK STR TR | 17K | $500K+ | SH |
| SPSB | SPDR SERIES TRUST | 28K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 31K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 5K | $500K+ | SH |
| CSCO | CISCO SYS INC | 11K | $500K+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| FLTR | VANECK ETF TRUST | 31K | $500K+ | SH |
| SPLB | SPDR SERIES TRUST | 35K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| T | AT&T INC | 30K | $500K+ | SH |
| GWX | SPDR INDEX SHS FDS | 18K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| PVAL | PUTNAM ETF TRUST | 16K | $500K+ | SH |
| HYG | ISHARES TR | 9K | $500K+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 39K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| RIV | RIVERNORTH OPPORTUNITIES FD | 59K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 41K | $500K+ | SH |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | 25K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 976 | $500K+ | SH |
| PPG | PPG INDS INC | 6K | $500K+ | SH |
| VOTE | TCW ETF TRUST | 8K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 8K | $500K+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 36K | $500K+ | SH |
| KO | COCA COLA CO | 9K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 6K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| DOX | AMDOCS LTD | 7K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 12K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 914 | $500K+ | SH |
| ITWO | PROSHARES TR | 13K | $500K+ | SH |
| V | VISA INC | 1K | $500K+ | SH |
| TJX | TJX COS INC NEW | 3K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $100K–$500K | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 10K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 6K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 895 | $100K–$500K | SH |
| FLEX | FLEX LTD | 7K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 3K | $100K–$500K | SH |