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 101–150 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DBEF | DBX ETF TR | 9K | $100K–$500K | SH |
| IBDS | ISHARES TR | 18K | $100K–$500K | SH |
| CATH | GLOBAL X FDS | 5K | $100K–$500K | SH |
| MPLX | MPLX LP | 8K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| RSPE | INVESCO EXCH TRADED FD TR II | 14K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 3K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| SHM | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| SEIC | SEI INVTS CO | 5K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| EMD | WESTERN ASSET EMERGING MKTS | 36K | $100K–$500K | SH |
| RWK | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 807 | $100K–$500K | SH |
| ASA | ASA GOLD AND PRECIOUS MTLS L | 6K | $100K–$500K | SH |
| HYS | PIMCO ETF TR | 4K | $100K–$500K | SH |
| FLS | FLOWSERVE CORP | 5K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 3K | $100K–$500K | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 8K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 749 | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| ECL | ECOLAB INC | 1K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 7K | $100K–$500K | SH |
| SHYG | ISHARES TR | 8K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| SHY | ISHARES TR | 4K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 3K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| IBTG | ISHARES TR | 14K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 8K | $100K–$500K | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC | 22K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| IBDV | ISHARES TR | 14K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 489 | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 3K | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 6K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 706 | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 565 | $100K–$500K | SH |