Advisor OS, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 8 different investment advisers, including Ivanoff Wealth Management, Concordia Wealth Planning, Investment Planners, Inc., and MJP Associates Inc.
The portfolio is diversified across various sectors, with significant positions in technology and healthcare companies. Apple Inc. is the largest holding, with 46,992,446 shares valued at $141,110,000. Other major stock holdings include Applied Materials Inc. with 826,095 shares, Amazon.com Inc. with 9,241,721 shares, and Abbott Laboratories with 427,827 shares.
The filing also lists substantial positions in exchange-traded funds, such as the American Century ETF Trust International Equity ETF and the American Century ETF Trust US Small Cap Value ETF. Additionally, the portfolio includes stakes in companies like American Tower Corp., Amgen Inc., and Adobe Inc.
