13F Insight
DOSSIER · 13F-HR · Q1 2026

Advisor OS, LLC

$1.4B in tracked AUM across 2,365 positions as of Q1 2026.

AO
CIK 0001767580 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
2,365
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Advisor OS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$97M162K7.0%02
VIG
VANGUARD SPECIALIZED FUNDS
$59M276K4.3%03
JAAA
JANUS DETROIT STR TR
$59M1.2M4.3%04
MINT
PIMCO ETF TR
$57M569K4.1%05
TCHP
T ROWE PRICE ETF INC
$48M1.1M3.5%06
BINC
BLACKROCK ETF TRUST II
$47M898K3.4%07
AAPL
APPLE INC
$43M169K3.1%08
DFIC
DIMENSIONAL ETF TRUST
$34M947K2.4%09
BKDV
BNY MELLON ETF TRUST II
$33M1.1M2.4%10
NOC
NORTHROP GRUMMAN CORP
$33M49K2.4%

Filing history

2026Q1Mar 31
$1.4B▲ 11.3%
2,365 positionsView →2025Q4Dec 31
$1.2B▲ 7.1%
1,944 positionsView →2025Q3Sep 30
$1.2B▲ 14.0%
1,831 positionsView →2025Q2Jun 30
$1.0B▲ 15.6%
1,835 positionsLocked2025Q1Mar 31
$879M▲ 1.8%
1,739 positionsLocked2024Q4Dec 31
$864M▼ 14.0%
1,823 positionsLocked2024Q3Sep 30
$1.0B▲ 10.0%
2,040 positionsLocked2024Q2Jun 30
$913M▲ 4.9%
1,843 positionsLocked2024Q1Mar 31
$870M▲ 13.3%
1,818 positionsLocked2023Q4Dec 31
$768M▲ 15.2%
1,614 positionsLocked2023Q3Sep 30
$667M▲ 9.2%
1,388 positionsLocked2023Q2Jun 30
$611M▲ 46.7%
1,438 positionsLocked
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