account_balance
Investment manager · 13F filer · SEC CIK 1767580
Advisor OS, LLC
Reported value$1.52Bas of Sep 30, 2026
Positions582 54 new, 58 sold out
Top 10 weight38.2%VOO alone is 8%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
7.8%
VIGVanguard Specialized Funds
4.7%Added +9%
TCHPT Rowe Price Exchange-Traded
4.4%Added +5%
JAAAJanus Detroit STR Tr
4.1%
MINTPimco ETF Tr
3.8%
AAPLApple Inc.
3.6%
BINCBlackRock ETF Trust II
3.1%
BKDVBny Mellon ETF Trust II
2.4%
NVDANVIDIA Corp
2.2%
DFICDimensional ETF Trust
2.1%
SPYMSPDR Series Trust
1.7%Added +9%
IWFiShares Tr
1.7%+10%
VOOVanguard Index FDS
7.8%
VIGVanguard Specialized Funds
4.7%+9%
TCHPT Rowe Price Exchange-Traded
4.4%Added +5%
JAAAJanus Detroit STR Tr
4.1%
MINTPimco ETF Tr
3.8%
AAPLApple Inc.
3.6%
BINCBlackRock ETF Trust II
3.1%
BKDVBny Mellon ETF Trust II
2.4%
NVDANVIDIA Corp
2.2%
DFIC2.1%
SPYM1.7%
IWF1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 7.8% Held
VIG Vanguard Specialized Funds 4.7% Added +9%
TCHP T Rowe Price Exchange-Traded 4.4% Added +5%
JAAA Janus Detroit STR Tr 4.1% Held
MINT Pimco ETF Tr 3.8% Held
AAPL Apple Inc. 3.6% HeldBINC BlackRock ETF Trust II 3.1% Held
BKDV Bny Mellon ETF Trust II 2.4% Held
NVDA NVIDIA Corp 2.2% HeldDFIC Dimensional ETF Trust 2.1% Held
SPYM SPDR Series Trust 1.7% Added +9%
IWF iShares Tr 1.7% Added +10%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.