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

Advisor OS, LLC

Advisor OS's holding co. based in Chicago, IL — $1.4B in tracked AUM across 2,365 positions as of Q1 2026.

AO
Advisor OS·Chicago, IL·Holding Co.
CIK 0001767580 · last filed Mar 31, 2026
Total AUM
$1.4B
▲ 17.1%
vs prior
Holdings
2,365
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · 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

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