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.
OSAIC HOLDINGS, INC. (CIK 1677044) reported $68.31B across 7,298 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($2.05B, 3.00%), NVDA ($1.50B, 2.20%), IVV ($1.07B, 1.57%), QQQ ($1.07B, 1.56%), MSFT ($1.02B, 1.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $2.05B | 3.00% | 8.1M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $1.50B | 2.20% | 8.6M | Trimmed |
| 3 | IVV | ISHARES TR | $1.07B | 1.57% | 1.6M | Added |
| 4 | QQQ | INVESCO QQQ TR | $1.07B | 1.56% | 1.9M | Added |
| 5 | MSFT | MICROSOFT CORP | $1.02B | 1.49% | 2.8M | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $842.8M | 1.23% | 1.3M | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $841.9M | 1.23% | 2.6M | Trimmed |
| 8 | AMZN | AMAZON COM INC | $768.7M | 1.13% | 3.7M | Added |
| 9 | VOO | VANGUARD INDEX FDS | $740.0M | 1.08% | 1.2M | Trimmed |
| 10 | GOOGL | ALPHABET INC | $552.6M | 0.81% | 1.9M | Added |
| 11 | SPLG | SPDR SERIES TRUST | $546.5M | 0.80% | 7.1M | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $544.3M | 0.80% | 1.1M | Trimmed |
| 13 | SCHG | SCHWAB STRATEGIC TR | $530.1M | 0.78% | 18.2M | Trimmed |
| 14 | VUG | VANGUARD INDEX FDS | $535.8M | 0.78% | 1.2M | Added |
| 15 | VTV | VANGUARD INDEX FDS | $503.1M | 0.74% | 2.6M | Added |
| 16 | XLK | SELECT SECTOR SPDR TR | $501.1M | 0.73% | 3.8M | Added |
| 17 | GOOG | ALPHABET INC | $446.1M | 0.65% | 1.6M | Added |
| 18 | AVGO | BROADCOM INC | $434.4M | 0.64% | 1.4M | Added |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $420.4M | 0.62% | 2.0M | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $393.0M | 0.58% | 1.3M | Added |
| 21 | META | META PLATFORMS INC | $393.9M | 0.58% | 688,218 | Added |
| 22 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $395.9M | 0.58% | 9.3M | Added |
| 23 | XOM | EXXON MOBIL CORP | $383.0M | 0.56% | 2.3M | Added |
| 24 | SECT | NORTHERN LTS FD TR IV | $373.6M | 0.55% | 6.2M | Trimmed |
| 25 | GLD | SPDR GOLD TR | $358.7M | 0.53% | 833,595 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31