Orion Porfolio Solutions, LLC - Portfolio overview

Orion Porfolio Solutions, LLC has 2267 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SECT - NORTHERN LTS FD TR IV, 14.86%
2. IVV - ISHARES TR, 3.11%
3. VEA - VANGUARD TAX-MANAGED FDS, 2.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.