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 Portfolio Solutions, LLC (CIK 1802647) reported $20.23B across 2,000 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: SECT ($1.89B, 9.32%), IVV ($458.9M, 2.27%), BUYW ($420.8M, 2.08%), VTI ($292.6M, 1.45%), NVDA ($265.8M, 1.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SECT | NORTHERN LTS FD TR IV | $1.89B | 9.32% | 35.6M | Added |
| 2 | IVV | ISHARES TR | $458.9M | 2.27% | 804,262 | Added |
| 3 | BUYW | NORTHERN LTS FD TR IV | $420.8M | 2.08% | 30.4M | Added |
| 4 | VTI | VANGUARD INDEX FDS | $292.6M | 1.45% | 1.0M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $265.8M | 1.31% | 2.2M | Added |
| 6 | ELV | ELEVANCE HEALTH INC | $235.6M | 1.16% | 927,214 | Added |
| 7 | AAPL | APPLE INC | $221.8M | 1.10% | 1.0M | Added |
| 8 | IWF | ISHARES TR | $216.7M | 1.07% | 567,371 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $210.3M | 1.04% | 4.3M | Added |
| 10 | VUG | VANGUARD INDEX FDS | $195.3M | 0.97% | 500,192 | Added |
| 11 | FISV | FISERV INC | $191.7M | 0.95% | 481,590 | Added |
| 12 | MSFT | MICROSOFT CORP | $173.9M | 0.86% | 502,501 | Added |
| 13 | VTV | VANGUARD INDEX FDS | $164.9M | 0.82% | 964,053 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $160.1M | 0.79% | 304,343 | Added |
| 15 | SPY | SPDR S&P 500 ETF TR | $149.8M | 0.74% | 261,507 | Added |
| 16 | AGG | ISHARES TR | $141.2M | 0.70% | 1.4M | Added |
| 17 | MUB | ISHARES TR | $137.1M | 0.68% | 1.3M | Added |
| 18 | SPYG | SPDR SER TR | $132.9M | 0.66% | 1.5M | Added |
| 19 | IXUS | ISHARES TR | $133.8M | 0.66% | 2.0M | Added |
| 20 | META | META PLATFORMS INC | $126.3M | 0.62% | 217,474 | Added |
| 21 | APD | AIR PRODS & CHEMS INC | $125.9M | 0.62% | 562,686 | Added |
| 22 | AMZN | AMAZON COM INC | $115.8M | 0.57% | 594,128 | Added |
| 23 | ITOT | ISHARES TR | $113.0M | 0.56% | 902,143 | Added |
| 24 | V | VISA INC | $110.5M | 0.55% | 331,824 | Added |
| 25 | SPMO | INVESCO EXCH TRADED FD TR II | $111.2M | 0.55% | 1.2M | Added |
Source: SEC Form 13F filings · as of 2025-03-31