Question 1

What stocks does ADVISOR OS LLC hold in its portfolio?

Accepted Answer

ADVISOR OS LLC's top stock holdings include AAPL, VOO, NVDA and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ADVISOR OS LLC's largest stock holdings?

Accepted Answer

ADVISOR OS LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $47.5 million), VOO (valued at approximately $115.7 million), NVDA (valued at approximately $29.4 million), VIG (valued at approximately $66.8 million), NOC (valued at approximately $24.8 million).

Question 3

When was ADVISOR OS LLC's last SEC filing?

Accepted Answer

ADVISOR OS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADVISOR OS LLC recently bought or sold?

Accepted Answer

ADVISOR OS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ADVISOR OS LLC reported?

Accepted Answer

ADVISOR OS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does ADVISOR OS LLC hold options positions?

Accepted Answer

Yes, ADVISOR OS LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does ADVISOR OS LLC invest in?

Accepted Answer

ADVISOR OS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.