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.
Orion Portfolio Solutions, LLC (CIK 1802647) reported $10.20B across 2,001 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: SECT ($1.89B, 18.49%), IVV ($458.9M, 4.50%), BUYW ($420.8M, 4.12%), VTI ($292.6M, 2.87%), NVDA ($265.8M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SECT | NORTHERN LTS FD TR IV | $1.89B | 18.49% | 35.6M | Added |
| 2 | IVV | ISHARES TR | $458.9M | 4.50% | 804,262 | Added |
| 3 | BUYW | NORTHERN LTS FD TR IV | $420.8M | 4.12% | 30.4M | Added |
| 4 | VTI | VANGUARD INDEX FDS | $292.6M | 2.87% | 1.0M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $265.8M | 2.61% | 2.2M | Added |
| 6 | ELV | ELEVANCE HEALTH INC | $235.6M | 2.31% | 927,214 | Added |
| 7 | AAPL | APPLE INC | $221.8M | 2.17% | 1.0M | Added |
| 8 | IWF | ISHARES TR | $216.7M | 2.12% | 567,371 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $210.3M | 2.06% | 4.3M | Added |
| 10 | VUG | VANGUARD INDEX FDS | $195.3M | 1.91% | 500,192 | Added |
| 11 | FISV | FISERV INC | $191.7M | 1.88% | 481,590 | Added |
| 12 | MSFT | MICROSOFT CORP | $173.9M | 1.70% | 502,501 | Added |
| 13 | VTV | VANGUARD INDEX FDS | $164.9M | 1.62% | 964,053 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $160.1M | 1.57% | 304,343 | Added |
| 15 | SPY | SPDR S&P 500 ETF TR | $149.8M | 1.47% | 261,507 | Added |
| 16 | AGG | ISHARES TR | $141.2M | 1.38% | 1.4M | Added |
| 17 | MUB | ISHARES TR | $137.1M | 1.34% | 1.3M | Added |
| 18 | IXUS | ISHARES TR | $133.8M | 1.31% | 2.0M | Added |
| 19 | SPYG | SPDR SER TR | $132.9M | 1.30% | 1.5M | Added |
| 20 | META | META PLATFORMS INC | $126.3M | 1.24% | 217,474 | Added |
| 21 | APD | AIR PRODS & CHEMS INC | $125.9M | 1.23% | 562,686 | Added |
| 22 | AMZN | AMAZON COM INC | $115.8M | 1.13% | 594,128 | Added |
| 23 | ITOT | ISHARES TR | $113.0M | 1.11% | 902,143 | Added |
| 24 | HCMT | DIREXION SHS ETF TR | $112.0M | 1.10% | 3.4M | Added |
| 25 | SPMO | INVESCO EXCH TRADED FD TR II | $111.2M | 1.09% | 1.2M | Added |
Source: SEC Form 13F filings · as of 2025-03-31