Back to Advisor OS, LLC

Advisor OS, LLC

Q2 2026 13F filing

Updated 37 days ago

2,339 disclosed positions worth $1.5B

Portfolio value
$1.5B
Total holdings
2,339
New positions
56
Closed positions
41
Increased
218
Decreased
275
Turnover
4.2%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

+510996.4%
Value
$98.3M
Shares
143.1K
% Port
6.56%
B
2.BX

VANGUARD SPECIALIZED FUNDS

+3369.2%
Value
$64.7M
Shares
273.4K
% Port
4.32%
N
3.NOC

JANUS DETROIT STR TR

+4600.5%
Value
$58.2M
Shares
1.15M
% Port
3.88%
P
4.PDI

PIMCO ETF TR

-0.8%
Value
$56.6M
Shares
561.9K
% Port
3.78%
?
5.N/A

T ROWE PRICE EXCHANGE-TRADED

+1.9%
Value
$48.6M
Shares
969.4K
% Port
3.24%
E

BLACKROCK ETF TRUST II

+1.2%
Value
$47.3M
Shares
903.2K
% Port
3.15%
A

APPLE INC

+140722.0%
Value
$40.7M
Shares
140.8K
% Port
2.72%
?
8.N/A

BNY MELLON ETF TRUST II

-3.2%
Value
$36.3M
Shares
1.08M
% Port
2.42%
?
9.N/A

DIMENSIONAL ETF TRUST

-12.1%
Value
$31M
Shares
832.6K
% Port
2.07%
N
10.NOC

NORTHROP GRUMMAN CORP

+11632.5%
Value
$23.7M
Shares
46.6K
% Port
1.58%
N
11.NVDA

NVIDIA CORPORATION

+3703.6%
Value
$23M
Shares
115.1K
% Port
1.54%
E
12.ETHA

ISHARES TR

+358942.0%
Value
$22.3M
Shares
179.5K
% Port
1.49%
V
13.VGES

VANGUARD TAX-MANAGED FDS

+21543.2%
Value
$19.2M
Shares
268.8K
% Port
1.28%
V
14.VGES

VANGUARD INDEX FDS

+318750.0%
Value
$18.9M
Shares
51.0K
% Port
1.26%
S

SPDR SERIES TRUST

+46918.8%
Value
$16.5M
Shares
180.1K
% Port
1.10%
?
16.N/A

HARBOR ETF TRUST

+5.3%
Value
$15M
Shares
512.3K
% Port
1.00%
V
17.VGES

VANGUARD SCOTTSDALE FDS

+5.6%
Value
$14.6M
Shares
137.6K
% Port
0.98%
?
18.N/A

AMERICAN CENTY ETF TR

+947875.0%
Value
$14.2M
Shares
113.8K
% Port
0.95%
?
19.N/A

SCHWAB STRATEGIC TR

-20.7%
Value
$13.8M
Shares
137.4K
% Port
0.92%
S

SPDR SERIES TRUST

+8020.8%
Value
$13.4M
Shares
153.0K
% Port
0.90%
P
21.PDI

PIMCO ETF TR

+134703.0%
Value
$13M
Shares
489.3K
% Port
0.87%
?
22.N/A

T ROWE PRICE EXCHANGE-TRADED

-73.4%
Value
$12.7M
Shares
253.0K
% Port
0.85%
V
23.VGES

VANGUARD INDEX FDS

+65139.3%
Value
$12.5M
Shares
18.3K
% Port
0.84%
V
24.VGES

VANGUARD INDEX FDS

+4649400.0%
Value
$11.2M
Shares
139.5K
% Port
0.75%
?
25.N/A

AMERICAN CENTY ETF TR

+38313.5%
Value
$11.2M
Shares
116.4K
% Port
0.75%
G

ALPHABET INC

+8003.0%
Value
$10.6M
Shares
29.7K
% Port
0.71%
F
27.FPF

FIRST TR EXCHANGE TRADED FD

+24807.9%
Value
$10.5M
Shares
438.6K
% Port
0.70%
M
28.MSFT

MICROSOFT CORP

+591.0%
Value
$9M
Shares
24.0K
% Port
0.60%
A
29.AMZN

AMAZON COM INC

+607.7%
Value
$8.8M
Shares
36.8K
% Port
0.58%
K
30.KOLD

PROSHARES TR

+5.8%
Value
$8.7M
Shares
179.9K
% Port
0.58%
I
31.IVZ

INVESCO EXCHANGE TRADED FD T

+30.9%
Value
$8M
Shares
37.6K
% Port
0.53%
G

GOLDMAN SACHS ETF TR

+4.5%
Value
$7.7M
Shares
130.4K
% Port
0.52%
G

ALPHABET INC

+1243.1%
Value
$7.6M
Shares
21.4K
% Port
0.51%
J
34.JNJ

JOHNSON & JOHNSON

+23.5%
Value
$7.4M
Shares
29.1K
% Port
0.49%
E
35.ETHA

ISHARES TR

+30576.4%
Value
$6.9M
Shares
252.5K
% Port
0.46%
E
36.ETHA

ISHARES INC

+15191.8%
Value
$6.2M
Shares
74.3K
% Port
0.41%
A
37.ARCC

SPDR SERIES TRUST

+3.5%
Value
$5.8M
Shares
100.5K
% Port
0.39%
S

SPDR SERIES TRUST

+3302.7%
Value
$5.6M
Shares
64.1K
% Port
0.38%
A
39.AVGO

BROADCOM INC

+1798.0%
Value
$5.4M
Shares
14.2K
% Port
0.36%
B
40.BLK

ISHARES TR

+3123.9%
Value
$5.2M
Shares
33.1K
% Port
0.35%
F
41.FIS

FIDELITY MERRIMACK STR TR

+98056.1%
Value
$5.1M
Shares
111.9K
% Port
0.34%
?
42.N/A

INVESCO EXCH TRADED FD TR II

+1024.3%
Value
$5M
Shares
84.3K
% Port
0.33%
J

JPMORGAN CHASE & CO

+7657.1%
Value
$5M
Shares
15.2K
% Port
0.33%
S

SCHWAB STRATEGIC TR

+21503200.0%
Value
$5M
Shares
215.0K
% Port
0.33%
L
45.LLY

ELI LILLY & CO

+534.8%
Value
$4.6M
Shares
3.8K
% Port
0.31%
V
46.VGES

VANGUARD INDEX FDS

+187487.5%
Value
$4.5M
Shares
15.0K
% Port
0.30%
S

SPDR SERIES TRUST

+85.5%
Value
$4.4M
Shares
37.4K
% Port
0.30%
S

SPDR SERIES TRUST

-0.5%
Value
$4.4M
Shares
48.6K
% Port
0.29%
P
49.PDI

PIMCO ETF TR

+3289.3%
Value
$4.3M
Shares
47.1K
% Port
0.29%
V
50.VGES

VANGUARD INDEX FDS

+74140.3%
Value
$4.3M
Shares
49.7K
% Port
0.29%