Advisor OS
$1.5B 13F equity value
626 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Advisor OS covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 168,415 | $116M | 7.7% |
| VIG | VANGUARD SPECIALIZED FUNDS | 282,286 | $67M | 4.5% |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | 1,230,918 | $62M | 4.1% |
| JAAA | JANUS DETROIT STR TR | 1,207,725 | $61M | 4.1% |
| MINT | PIMCO ETF TR | 565,803 | $57M | 3.8% |
| AAPL | APPLE INC | 164,263 | $48M | 3.2% |
| BINC | BLACKROCK ETF TRUST II | 907,716 | $48M | 3.2% |
| BKDV | BNY MELLON ETF TRUST II | 1,083,118 | $36M | 2.4% |
| DFIC | DIMENSIONAL ETF TRUST | 832,574 | $31M | 2.1% |
| NVDA | NVIDIA CORPORATION | 147,120 | $29M | 2.0% |
Track Advisor OS's 13F portfolio: $1.5B in reported holdings, 626 positions. Top holdings and quarterly changes on SentiSense.
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