Back to OSAIC HOLDINGS, INC.

OSAIC HOLDINGS, INC.

Q2 2026 13F filing

Updated 27 days ago

16,366 disclosed positions worth $85.1B

Portfolio value
$85.1B
Total holdings
16,366
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$1.9B
Shares
6.53M
% Port
2.22%
N

NVIDIA CORPORATION

Value
$1.4B
Shares
6.97M
% Port
1.64%
Q
3.QQQ

INVESCO QQQ TR

Value
$1.3B
Shares
1.74M
% Port
1.51%
E

ISHARES TR

Value
$1.2B
Shares
1.57M
% Port
1.38%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

Value
$973.4M
Shares
1.30M
% Port
1.14%
M

MICROSOFT CORP

Value
$908.7M
Shares
2.43M
% Port
1.07%
V

VANGUARD INDEX FDS

Value
$817.1M
Shares
1.19M
% Port
0.96%
A

AMAZON COM INC

Value
$749.8M
Shares
3.15M
% Port
0.88%
S

SPDR SERIES TRUST

Value
$639.9M
Shares
7.28M
% Port
0.75%
V
10.VGES

VANGUARD INDEX FDS

Value
$582.7M
Shares
6.76M
% Port
0.68%
V
11.VGES

VANGUARD INDEX FDS

Value
$534.3M
Shares
1.44M
% Port
0.63%
V
12.VGES

VANGUARD INDEX FDS

Value
$520.3M
Shares
2.39M
% Port
0.61%
B

BERKSHIRE HATHAWAY INC DEL

Value
$516.8M
Shares
1.03M
% Port
0.61%
G

ALPHABET INC

Value
$513.7M
Shares
1.44M
% Port
0.60%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$501.7M
Shares
10.18M
% Port
0.59%
V
16.VGES

VANGUARD INDEX FDS

Value
$470M
Shares
1.27M
% Port
0.55%
G

ALPHABET INC

Value
$459.6M
Shares
1.30M
% Port
0.54%
A
18.AAPL

APPLE INC

Value
$446.8M
Shares
1.54M
% Port
0.53%
?
19.N/A

NORTHERN LTS FD TR IV

Value
$430.1M
Shares
5.97M
% Port
0.51%
B
20.BX

VANGUARD SPECIALIZED FUNDS

Value
$417.6M
Shares
1.76M
% Port
0.49%
S

SELECT SECTOR SPDR TR

Value
$376.2M
Shares
1.97M
% Port
0.44%
S

SCHWAB STRATEGIC TR

Value
$374.6M
Shares
11.07M
% Port
0.44%
C

CAPITAL GROUP GROWTH ETF

Value
$373.3M
Shares
7.91M
% Port
0.44%
A
24.AVGO

BROADCOM INC

Value
$371.9M
Shares
984.1K
% Port
0.44%
E
25.ETHA

ISHARES TR

Value
$365.4M
Shares
2.94M
% Port
0.43%
J

JPMORGAN CHASE & CO

Value
$359.2M
Shares
1.10M
% Port
0.42%
V
27.VGES

VANGUARD TAX-MANAGED FDS

Value
$350.5M
Shares
4.92M
% Port
0.41%
F
28.FPF

FIRST TR EXCHANGE TRADED FD

Value
$340.5M
Shares
4.20M
% Port
0.40%
M
29.MU

MICRON TECHNOLOGY INC

Value
$330.1M
Shares
285.9K
% Port
0.39%
L
30.LLY

ELI LILLY & CO

Value
$323.7M
Shares
269.5K
% Port
0.38%
E
31.ETHA

INVESCO EXCH TRADED FD TR II

Value
$318.1M
Shares
1.05M
% Port
0.37%
M
32.META

META PLATFORMS INC

Value
$304.8M
Shares
540.6K
% Port
0.36%
S

SELECT SECTOR SPDR TR

Value
$291.1M
Shares
1.53M
% Port
0.34%
J

J P MORGAN EXCHANGE TRADED F

Value
$290.5M
Shares
5.14M
% Port
0.34%
T
35.TSLA

TESLA INC

Value
$281.4M
Shares
669.1K
% Port
0.33%
E
36.ETHA

ISHARES TR

Value
$278.2M
Shares
2.76M
% Port
0.33%
G
37.GLD

SPDR GOLD TR

Value
$277.5M
Shares
753.2K
% Port
0.33%
V
38.VGES

VANGUARD INDEX FDS

Value
$260.6M
Shares
858.7K
% Port
0.31%
X
39.XOM

EXXON MOBIL CORP

Value
$257M
Shares
1.88M
% Port
0.30%
C
40.CAT

CATERPILLAR INC

Value
$253.4M
Shares
237.7K
% Port
0.30%
S

SPDR SERIES TRUST

Value
$251.6M
Shares
2.11M
% Port
0.30%
F
42.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$249.4M
Shares
6.83M
% Port
0.29%
E
43.ETHA

BLACKROCK ETF TRUST

Value
$246.6M
Shares
3.63M
% Port
0.29%
E
44.ETHA

ISHARES INC

Value
$242M
Shares
2.92M
% Port
0.28%
N
45.NVDA

NVIDIA CORPORATION

Value
$238M
Shares
1.19M
% Port
0.28%
E
46.ETHA

ISHARES TR

Value
$236.2M
Shares
1.72M
% Port
0.28%
J

J P MORGAN EXCHANGE TRADED F

Value
$230.3M
Shares
3.75M
% Port
0.27%
V
48.VGES

VANGUARD INDEX FDS

Value
$229.3M
Shares
2.85M
% Port
0.27%
E
49.ETHA

ISHARES TR

Value
$228.5M
Shares
1.39M
% Port
0.27%
Q
50.QCOM

PACER FDS TR

Value
$221.8M
Shares
3.56M
% Port
0.26%