account_balance

Investment manager · 13F filer · SEC CIK 1360533

Orion Porfolio Solutions, LLC

Reported value$17.5Bas of Sep 30, 2026
Positions2,088 334 new, 110 sold out
Top 10 weight27.3%SECT alone is 8%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SECT Northern LTS Fd Tr IV 8.2% Added +15%
IVV iShares Tr 2.7% Added +29%
NVDA Nvidia Corporation 2.6% Added +54%
EDGF Advisors Inner Circle Fd II 2.6% Added +42%
BUYW Northern LTS Fd Tr IV 2.5% Added +29%
AAPL Apple Inc 2.5% Added +46%MSFT Microsoft Corp 1.7% Added +47%
VTI Vanguard Index FDS 1.6% Added +20%
VEA Vanguard Tax-managed FDS 1.4% Added +23%
VUG Vanguard Index FDS 1.4% Added +24%
GOOGL Alphabet Inc 1.2% Added +50%AMZN Amazon Com Inc 1.1% Added +46%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • SKHY $21M
  • ACWI $3.86M
  • RSPA $3.64M
  • WHD $2.62M
arrow_upwardAdded
  • CGMU +131%
  • TSM +87%
  • IDV +79%
  • ASML +71%
arrow_downwardTrimmed
  • IWF −34%
  • EDGU −28%
  • ITOT −16%
  • AVEM −9%
remove_circleSold out
  • XMMO $16.2M
  • CLX $2.24M
  • SMIN $2.03M
  • BRBR $1.75M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast