Advisor OS, LLC
Q4 2025 13F Holdings
- Locationchicago, IL
- Num holdings
498
- Value ($000)
$1,241,401
- Date Filed02/04/2026
- Form type13F-HR
- CIK0001767580
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $108.91M | 9 % | 173,663 | ||
PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $82.97M | 7 % | 826,843 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $66.67M | 5 % | 303,355 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $56.75M | 5 % | 1,122,026 | ||
APPLE INC | COM | 037833100 | $46.17M | 4 % | 169,841 | ||
GLOBAL X FDS | 1-3 MONTH T-BILL | 37960A438 | $35.55M | 3 % | 355,079 | ||
ADVISORS INNER CIRCLE FD III | BROWN ADVISORY | 00775Y272 | $32.75M | 3 % | 1,265,863 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | $27.72M | 2 % | 48,606 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $27.18M | 2 % | 435,010 | ||
NVIDIA CORPORATION | COM | 67066G104 | $26.3M | 2 % | 141,022 |
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