Orion Portfolio Solutions, LLC

Orion Portfolio Solutions, LLC is a Bank institutional filer with the SEC under CIK 1802647, reporting 2,010 portfolio positions, with 9 historical 13F filings on file. Most recent reporting period: 2025-03-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• Filing type: 13F-HR/A
• Latest reporting period: 2025-03-31
• Last filed: 2025-05-15

Top 10 portfolio positions

The largest reported holdings in Orion Portfolio Solutions, LLC's most recent 13F filing, ranked by reported market value.

1. NORTHERN LTS FD TR IV (SECT)
2. ISHARES TR (IVV)
3. NORTHERN LTS FD TR IV (BUYW)
4. APPLE INC (AAPL)
5. MICROSOFT CORP (MSFT)
6. VANGUARD INDEX FDS (VTI)
7. NVIDIA CORPORATION (NVDA)
8. VANGUARD TAX-MANAGED FDS (VEA)
9. AMAZON COM INC (AMZN)
10. ADVISORS INNER CIRCLE FD II (EDGF)