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 151–200 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 504 | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| BFH | BREAD FINANCIAL HOLDINGS INC | 4K | $100K–$500K | SH |
| EEM | ISHARES TR | 5K | $100K–$500K | SH |
| IOT | SAMSARA INC | 8K | $100K–$500K | SH |
| CRPT | FIRST TR EXCHNG TRADED FD VI | 18K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 5K | $100K–$500K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 4K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 743 | $100K–$500K | SH |
| APP | APPLOVIN CORP | 387 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| CPRJ | CALAMOS ETF TR | 10K | $100K–$500K | SH |
| HOG | HARLEY DAVIDSON INC | 13K | $100K–$500K | SH |
| CNI | CANADIAN NATL RY CO | 3K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 871 | $100K–$500K | SH |
| CLOI | VANECK ETF TRUST | 5K | $100K–$500K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 1K | $100K–$500K | SH |
| TOUS | T ROWE PRICE ETF INC | 7K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 604 | $100K–$500K | SH |
| IBDT | ISHARES TR | 9K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 9K | $100K–$500K | SH |
| UNM | UNUM GROUP | 3K | $100K–$500K | SH |
| MUNI | PIMCO ETF TR | 4K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| IBDR | ISHARES TR | 9K | $100K–$500K | SH |
| GDLC | GRAYSCALE COINDESK CRYPTO | 5K | $100K–$500K | SH |
| CEFS | EXCHANGE LISTED FDS TR | 9K | $100K–$500K | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 4K | $100K–$500K | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| EFA | ISHARES TR | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 9K | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| DGRO | ISHARES TR | 3K | $100K–$500K | SH |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 12K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 2K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| FLRN | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |