Holdings
Advisor OS, LLC
As of Jun 30, 2026, Advisor OS, LLC reported 320 positions worth US$455M. Largest: Apple Inc, Nvidia Corporation and Northrop Grumman Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 164K | US$47.5M | −4,574 | Jun 30, 2026 |
| Nvidia Corporation | 147K | US$29.4M | −686 | Jun 30, 2026 |
| Northrop Grumman Corporation | 48,628 | US$24.8M | +66 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 63,662 | US$22.8M | +9,189 | Jun 30, 2026 |
| Microsoft Corp. | 37,002 | US$13.8M | −5,968 | Jun 30, 2026 |
| Johnson & Johnson | 47,366 | US$12M | −349 | Jun 30, 2026 |
| Amazon.com, Inc. | 47,831 | US$11.4M | −4,197 | Jun 30, 2026 |
| Eli Lilly And Company | 7,235 | US$8.68M | −35 | Jun 30, 2026 |
| Broadcom Inc. | 21,361 | US$8.07M | +4,190 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 23,396 | US$7.66M | +94 | Jun 30, 2026 |