Advisor OS, LLC

Q1 2026 13F Detailed Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Value ($000)
$1,381,209
Num holdings
2,365
Date filed
5/7/2026
Form type
13F-HR
Prev filing
2/3/2026
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Ivanoff Wealth Management
2 Concordia Wealth Planning, LLC
3 INVESTMENT PLANNERS, INC.
4 MJP ASSOCIATES INC /ADV 028-20473
5 Roman Retirement Planning
6 KRM Financial Planning & Wealth Management, LLC
7 Taiko Private Wealth, LLC 028-24249