ADVISOR OS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GBDC | 214K | $2.71M |
 | AAPL | 169K | $42.85M |
 | NVDA | 148K | $25.78M |
 | T | 88K | $2.56M |
 | PSBD | 63K | $619.12K |
 | AMZN | 52K | $10.84M |
 | ET | 51K | $975.21K |
 | BAC | 50K | $2.46M |
 | RGP | 50K | $184.68K |
 | FBRT | 49K | $415.45K |
 | NOC | 49K | $33.13M |
 | JNJ | 48K | $11.66M |
 | KO | 44K | $3.38M |
 | MSFT | 43K | $15.91M |
 | PFE | 41K | $1.15M |
 | ACHR | 38K | $194.01K |
 | WMT | 37K | $4.56M |
 | MRK | 36K | $4.36M |
 | KMI | 36K | $1.21M |
 | GOOGL | 36K | $10.32M |
Golub Capital BDC, Inc.
GBDC
Shares Held
214K
Value
$2.71M
Apple Inc.
AAPL
Shares Held
169K
Value
$42.85M
NVIDIA Corporation
NVDA
Shares Held
148K
Value
$25.78M
AT&T Inc.
T
Shares Held
88K
Value
$2.56M
Palmer Square Capital BDC Inc.
PSBD
Shares Held
63K
Value
$619.12K
Amazon.com, Inc.
AMZN
Shares Held
52K
Value
$10.84M
Energy Transfer LP
ET
Shares Held
51K
Value
$975.21K
Bank of America Corporation
BAC
Shares Held
50K
Value
$2.46M
Resources Connection, Inc.
RGP
Shares Held
50K
Value
$184.68K
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
49K
Value
$415.45K
Northrop Grumman Corporation
NOC
Shares Held
49K
Value
$33.13M
Johnson & Johnson
JNJ
Shares Held
48K
Value
$11.66M
The Coca-Cola Company
KO
Shares Held
44K
Value
$3.38M
Microsoft Corporation
MSFT
Shares Held
43K
Value
$15.91M
Pfizer Inc.
PFE
Shares Held
41K
Value
$1.15M
Archer Aviation Inc.
ACHR
Shares Held
38K
Value
$194.01K
Walmart Inc.
WMT
Shares Held
37K
Value
$4.56M
Merck & Co., Inc.
MRK
Shares Held
36K
Value
$4.36M
Kinder Morgan, Inc.
KMI
Shares Held
36K
Value
$1.21M
Alphabet Inc.
GOOGL
Shares Held
36K
Value
$10.32M