Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Orion Porfolio Solutions, LLC (CIK 1360533) reported $11.73B across 1,838 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SECT ($1.05B, 8.99%), EDGF ($361.8M, 3.08%), BUYW ($319.5M, 2.72%), IVV ($283.8M, 2.42%), AAPL ($226.8M, 1.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SECT | NORTHERN LTS FD TR IV | $1.05B | 8.99% | 17.5M | Trimmed |
| 2 | EDGF | ADVISORS INNER CIRCLE FD II | $361.8M | 3.08% | 14.6M | Added |
| 3 | BUYW | NORTHERN LTS FD TR IV | $319.5M | 2.72% | 22.7M | Added |
| 4 | IVV | ISHARES TR | $283.8M | 2.42% | 434,413 | Trimmed |
| 5 | AAPL | APPLE INC | $226.8M | 1.93% | 893,556 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $223.3M | 1.90% | 1.3M | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $202.0M | 1.72% | 629,686 | Trimmed |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $154.8M | 1.32% | 2.4M | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $152.6M | 1.30% | 412,234 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $133.9M | 1.14% | 306,658 | Trimmed |
| 11 | IXUS | ISHARES TR | $115.9M | 0.99% | 1.3M | Trimmed |
| 12 | GOOGL | ALPHABET INC | $109.4M | 0.93% | 380,442 | Trimmed |
| 13 | VTV | VANGUARD INDEX FDS | $105.7M | 0.90% | 538,505 | Trimmed |
| 14 | AGG | ISHARES TR | $103.5M | 0.88% | 1.0M | Trimmed |
| 15 | AMZN | AMAZON COM INC | $102.8M | 0.88% | 493,793 | Trimmed |
| 16 | EDGH | ADVISORS INNER CIRCLE FD II | $87.3M | 0.74% | 2.6M | Trimmed |
| 17 | AVGO | BROADCOM INC | $86.2M | 0.73% | 278,488 | Trimmed |
| 18 | MUB | ISHARES TR | $82.9M | 0.71% | 781,060 | Added |
| 19 | IWF | ISHARES TR | $83.7M | 0.71% | 196,399 | Trimmed |
| 20 | ITOT | ISHARES TR | $72.3M | 0.62% | 507,620 | Trimmed |
| 21 | VCRB | VANGUARD MALVERN FDS | $69.0M | 0.59% | 891,844 | Trimmed |
| 22 | MRSK | NORTHERN LIGHTS FD TR | $68.8M | 0.59% | 1.9M | Added |
| 23 | WMT | WALMART INC | $68.5M | 0.58% | 551,237 | Trimmed |
| 24 | META | META PLATFORMS INC | $68.4M | 0.58% | 119,510 | Trimmed |
| 25 | GOOG | ALPHABET INC | $66.4M | 0.57% | 231,640 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31