Advisor OS, LLC - Portfolio overview

Advisor OS, LLC has 649 reported holdings in this dataset, with the latest filing dated 2026-05-08.

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. BASG - ADVISORS INNER CIRCLE FD III, 8.60%
2. DFIC - DIMENSIONAL ETF TRUST, 8.28%
3. BKDV - BNY MELLON ETF TRUST II, 8.18%

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

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