13F Insight
DOSSIER · 13F-HR · Q2 2026

Advisor OS, LLC

$1.5B in tracked AUM across 2,339 positions as of Q2 2026.

AO
CIK 0001767580 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
2,339
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Advisor OS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$116M168K7.7%02
VIG
VANGUARD SPECIALIZED FUNDS
$67M282K4.5%03
TCHP
T ROWE PRICE EXCHANGE-TRADED
$62M1.2M4.1%04
JAAA
JANUS DETROIT STR TR
$61M1.2M4.1%05
MINT
PIMCO ETF TR
$57M566K3.8%06
AAPL
APPLE INC
$48M164K3.2%07
BINC
BLACKROCK ETF TRUST II
$48M908K3.2%08
BKDV
BNY MELLON ETF TRUST II
$36M1.1M2.4%09
DFIC
DIMENSIONAL ETF TRUST
$31M833K2.1%10
NVDA
NVIDIA CORPORATION
$29M147K2.0%

Filing history

2026Q2Jun 30
$1.5B▲ 8.5%
2,339 positionsView →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 positionsLocked
Showing 12 of 25