Notify me when Advisor OS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 466 | $1,158,194,341 | +$152,462,891 | -$69,200,555 | +$83,262,336 | VOO, MINT, VIG, JAAA, AAPL | 13F-HR | 10 Nov 2025, 21:30 |
| Q2 2025 | 450 | $1,015,736,720 | +$216,126,966 | -$132,601,418 | +$83,525,548 | VOO, MINT, VIG, JAAA, IWD | 13F-HR | 14 Aug 2025, 12:17 |
| Q1 2025 | 424 | $878,673,778 | +$115,247,310 | -$72,497,465 | +$42,749,845 | VOO, VIG, IEF, MINT, AAPL | 13F-HR | 06 May 2025, 14:22 |
| Q4 2024 | 407 | $863,489,609 | +$63,469,634 | -$202,123,493 | -$138,653,859 | VOO, VIG, AAPL, IEF, MINT | 13F-HR | 04 Feb 2025, 19:37 |
| Q3 2024 | 406 | $1,004,414,820 | +$91,531,232 | -$43,476,252 | +$48,054,980 | VOO, VIG, IEF, AAPL, RSP | 13F-HR | 04 Nov 2024, 13:02 |
| Q2 2024 | 385 | $904,972,173 | +$88,508,856 | -$47,947,948 | +$40,560,908 | VOO, VIG, IEF, AAPL, RSP | 13F-HR | 05 Aug 2024, 17:26 |
| Q1 2024 | 382 | $869,269,668 | +$151,144,265 | -$85,495,173 | +$65,649,092 | VOO, VIG, IEF, RSP, AAPL | 13F-HR | 08 May 2024, 18:03 |
| Q4 2023 | 339 | $760,043,246 | +$100,228,466 | -$55,715,857 | +$44,512,609 | VOO, MINT, VIG, IEF, AAPL | 13F-HR | 07 Feb 2024, 17:45 |
| Q3 2023 | 312 | $664,733,970 | +$144,481,134 | -$66,037,582 | +$78,443,552 | MINT, VOO, VIG, IEF, RSP | 13F-HR | 02 Nov 2023, 21:09 |
| Q2 2023 | 299 | $611,194,448 | +$232,884,544 | -$37,842,612 | +$195,041,932 | RSP, VIG, IEF, VOO, NOC | 13F-HR | 08 Aug 2023, 17:11 |
| Q1 2023 | 240 | $416,594,950 | +$91,244,925 | -$27,804,575 | +$63,440,350 | RSP, MINT, NOC, FLTR, ICSH | 13F-HR | 24 Apr 2023, 21:44 |
| Q4 2022 | 213 | $376,566,609 | +$51,494,564 | -$25,648,565 | +$25,845,999 | NOC, MINT, RSP, SCHZ, FTSL | 13F-HR | 31 Jan 2023, 19:39 |
| Q3 2022 | 183 | $297,203,000 | +$34,541,864 | -$15,895,452 | +$18,646,412 | MINT, NOC, SCHZ, FTSL, VIG | 13F-HR | 03 Nov 2022, 18:38 |
| Q2 2022 | 165 | $265,524,000 | +$60,205,869 | -$21,263,896 | +$38,941,973 | SCHZ, RSP, FTSL, FVD, ICSH | 13F-HR | 01 Aug 2022, 17:58 |
| Q1 2022 | 175 | $282,761,000 | +$57,538,835 | -$85,549,119 | -$28,010,284 | NOC, FTSL, VEU, FVD, ICSH | 13F-HR | 10 May 2022, 20:13 |
| Q4 2021 | 233 | $469,732,000 | +$64,582,712 | -$57,242,408 | +$7,340,304 | MINT, RSP, VOO, SPY, VIG | 13F-HR | 03 Feb 2022, 20:52 |
| Q3 2021 | 219 | $442,354,000 | +$38,762,380 | -$59,191,898 | -$20,429,518 | MINT, SPY, RSP, VOO, VGK | 13F-HR | 15 Nov 2021, 11:27 |
| Q2 2021 | 217 | $461,773,000 | +$92,028,545 | -$76,202,371 | +$15,826,174 | MINT, VOO, SPY, RSP, VGK | 13F-HR | 10 Aug 2021, 11:33 |
| Q1 2021 | 181 | $417,378,000 | +$229,040,481 | -$71,266,848 | +$157,773,633 | MINT, VIG, VEU, VOO, VB | 13F-HR | 13 May 2021, 11:43 |
| Q4 2020 | 128 | $253,510,000 | +$144,126,709 | -$489,840 | +$143,636,869 | CORP, MGK, VEU, FTSL, NOC | 13F-HR | 09 Feb 2021, 20:53 |
| Q3 2020 | 103 | $154,871,000 | +$101,601,591 | -$19,233,340 | +$82,368,251 | MINT, VEU, FVD, VGLT, MGK | 13F-HR | 12 Nov 2020, 14:17 |
| Q2 2020 | 140 | $167,704,000 | $0 | MINT, GVI, BSCL, SPY, JPST | 13F-HR | 28 Aug 2020, 10:22 |