Advisor OS, LLC
Advisor OS, LLC reported 588 positions worth $1.50B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: VOO (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $115.7M | 7.72% | 168,415 | — | — | |
| ▸ 2 | VIG | SH | $66.8M | 4.46% | 282,286 | — | — | |
| ▸ 3 | TCHP | SH | $61.7M | 4.11% | 1,230,918 | — | — | |
| ▸ 4 | JAAA | SH | $61.0M | 4.07% | 1,207,725 | — | — | |
| ▸ 5 | MINT | SH | $57.0M | 3.81% | 565,803 | — | — | |
| ▸ 6 | AAPL | SH | $47.5M | 3.17% | 164,263 | — | — | |
| ▸ 7 | BINC | SH | $47.5M | 3.17% | 907,716 | — | — | |
| ▸ 8 | BKDV | SH | $36.3M | 2.42% | 1,083,118 | — | — | |
| ▸ 9 | DFIC | SH | $31.0M | 2.07% | 832,574 | — | — | |
| ▸ 10 | NVDA | SH | $29.4M | 1.96% | 147,120 | — | — |
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Frequently Asked Questions
What stocks does Advisor OS, LLC hold as of Q2 2026?
Advisor OS, LLC reported 588 positions worth $1.50B in its Q2 2026 13F filing. Largest positions: VOO (7.7%), VIG (4.5%), TCHP (4.1%), JAAA (4.1%) and MINT (3.8%).
What did Advisor OS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Advisor OS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.