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OSAIC HOLDINGS, INC.

Q4 2025 · Filed 2026-02-17
Market Value
$68.0B
-4.5%
Holdings
7,327
-27
New Purchases
265
Added To
2,364
Closed
369
Reduced
3,809
Top 10 Concentration
16.3%
Turnover
8.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.01% 2.55% +0.46% $2.0B
QQQ 1.67% 1.45% +0.22% $1.1B
GOOG 0.67% 0.50% +0.17% $456M
FENI 0.24% 0.09% +0.15% $160M
LLY 0.46% 0.31% +0.15% $310M
GOOGL 0.83% 0.70% +0.13% $564M
GLD 0.50% 0.38% +0.12% $338M
AKRE 0.12% 0.00% +0.12% $82M
RECS 0.17% 0.05% +0.12% $113M
CGDV 0.58% 0.47% +0.12% $397M
XLG 0.25% 0.13% +0.11% $168M
CGGR 0.45% 0.36% +0.09% $305M
AMZN 1.22% 1.14% +0.08% $831M
SPY 1.34% 1.26% +0.08% $909M
XLV 0.30% 0.23% +0.07% $207M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGK 0.14% 0.39% -0.25% $96M
HYG 0.05% 0.30% -0.25% $35M
MGV 0.04% 0.21% -0.17% $30M
MSFT 1.70% 1.84% -0.14% $1.2B
JNK 0.03% 0.16% -0.13% $17M
META 0.65% 0.76% -0.11% $443M
SCHD 0.37% 0.46% -0.09% $252M
COWZ 0.35% 0.43% -0.08% $240M
NFLX 0.18% 0.26% -0.08% $121M
VBR 0.19% 0.26% -0.07% $129M
HELO 0.19% 0.26% -0.07% $132M
HD 0.20% 0.27% -0.07% $137M
VOE 0.11% 0.17% -0.07% $72M
ORCL 0.19% 0.25% -0.06% $128M
SPLG 0.88% 0.94% -0.06% $599M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $20.8B 30.5%
Large Cap 1,091 $29.5B 43.4%
Mid Cap 1,494 $10.2B 15.0%
Small Cap 2,266 $5.6B 8.2%
Micro Cap 2,394 $1.9B 2.8%

Portfolio Analytics

Avg Market Cap
$16.1B
Median Market Cap
$849M
Avg P/E
31.1
Median P/E
18.3
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
4,188
# ETFs / Funds
3,140

Top Holdings (7,327 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.01% 7,528,673 $2.0B $271.94 $229M +84,809 +1.1%
2 NVDA 2.39% 8,716,868 $1.6B $186.51 -$25M -461,799 -5.0%
3 MSFT 1.70% 2,388,371 $1.2B $484.05 -$157M -170,810 -6.7%
4 QQQ 1.67% 1,847,004 $1.1B $614.90 $101M +72,309 +4.1%
5 IVV 1.62% 1,604,461 $1.1B $685.53 -$26M -104,473 -6.1%
6 SPY 1.34% 1,331,712 $909M $682.73 $12M -37,214 -2.7%
7 VTI 1.30% 2,633,443 $883M $335.36 -$7M -106,933 -3.9%
8 AMZN 1.22% 3,601,870 $831M $230.82 $17M -16,707 -0.5%
9 VOO 1.20% 1,302,862 $818M $627.74 -$59M -146,813 -10.1%
10 SPLG 0.88% 7,471,643 $599M $80.23 -$73M -1,318,338 -15.0%
11 SCHG 0.88% 18,282,953 $596M $32.62 -$12M -1,149,933 -5.9%
12 BRK-B 0.86% 1,160,139 $583M $502.67 -$797K -3,601 -0.3%
13 GOOGL 0.83% 1,802,127 $564M $313.11 $66M -343,566 -16.0%
14 XLK 0.78% 3,660,409 $527M $143.99 $12M +1,792,742 +96.0%
15 VUG 0.74% 1,028,568 $502M $488.22 $26M +21,056 +2.1%
16 AVGO 0.69% 1,363,107 $472M $346.20 -$5M -145,375 -9.6%
17 GOOG 0.67% 1,453,145 $456M $313.90 $98M -111,039 -7.1%
18 VTV 0.67% 2,366,662 $452M $191.06 $10M -21,558 -0.9%
19 META 0.65% 671,276 $443M $660.41 -$99M -64,094 -8.7%
20 VIG 0.61% 1,888,222 $415M $219.89 $24M +57,230 +3.1%
21 SECT 0.61% 6,431,724 $415M $64.53 $6M -67,633 -1.0%
22 CGDV 0.58% 9,100,176 $397M $43.64 $63M +1,112,690 +13.9%
23 JPM 0.54% 1,142,957 $369M $322.46 -$15M -93,518 -7.6%
24 IWF 0.53% 757,177 $358M $473.35 $8M -12,184 -1.6%
25 SCHV 0.51% 11,602,782 $344M $29.61 -$7M -456,487 -3.8%
26 GLD 0.50% 852,414 $338M $396.32 $70M +46,813 +5.8%
27 JEPI 0.48% 5,694,209 $326M $57.26 -$41M -731,207 -11.4%
28 LLY 0.46% 288,117 $310M $1,075.62 $90M -8,946 -3.0%
29 CGGR 0.45% 6,857,066 $305M $44.47 $52M +989,446 +16.9%
30 VEA 0.45% 4,857,553 $304M $62.48 $21M +116,342 +2.5%
31 TSLA 0.44% 664,197 $299M $449.71 $4M -98,103 -12.9%
32 XLF 0.41% 5,058,427 $277M $54.77 -$13M -323,225 -6.0%
33 QQQM 0.40% 1,085,527 $275M $253.00 $32M +64,540 +6.3%
34 RDVY 0.40% 3,912,205 $272M $69.48 $31M +284,759 +7.8%
35 SGOV 0.38% 2,589,933 $260M $100.39 $9M +99,636 +4.0%
36 SPYG 0.38% 2,423,328 $259M $106.71 -$2M -153,452 -6.0%
37 PLTR 0.38% 1,443,558 $257M $177.75 $10M -41,575 -2.8%
38 RSP 0.38% 1,337,435 $256M $191.64 -$21M -128,867 -8.8%
39 XOM 0.38% 2,126,202 $256M $120.38 -$3M -153,607 -6.7%
40 SCHD 0.37% 9,198,155 $252M $27.43 -$75M -2,659,720 -22.4%
41 IVW 0.37% 2,038,970 $251M $123.31 -$563K -104,950 -4.9%
42 BUFR 0.36% 7,184,486 $246M $34.26 -$4M -396,075 -5.2%
43 COWZ 0.35% 3,983,769 $240M $60.20 -$70M -1,358,932 -25.4%
44 ITOT 0.34% 1,560,025 $232M $148.70 -$7M -122,518 -7.3%
45 V 0.34% 654,510 $230M $350.96 -$27M -89,501 -12.0%
46 COST 0.33% 263,210 $227M $863.68 -$37M -20,337 -7.2%
47 JEPQ 0.33% 3,874,499 $225M $58.14 $6M -21,448 -0.6%
48 FBND 0.33% 4,890,866 $225M $46.05 $19M +430,978 +9.7%
49 VO 0.32% 740,392 $215M $290.48 $941K +7,153 +1.0%
50 VB 0.31% 823,383 $213M $258.19 $1M -8,291 -1.0%
51 DYNF 0.31% 3,461,063 $211M $60.82 -$3M -231,232 -6.3%
52 VYM 0.31% 1,455,086 $209M $143.57 $17M +84,346 +6.2%
53 XLV 0.30% 1,335,820 $207M $154.86 $42M +142,282 +11.9%
54 WMT 0.30% 1,849,349 $206M $111.44 $19M -24,157 -1.3%
55 IEMG 0.30% 3,048,518 $205M $67.26 -$13M -340,926 -10.1%
56 BIL 0.30% 2,233,352 $204M $91.40 -$17M -175,164 -7.3%
57 SPDW 0.30% 4,584,236 $204M $44.41 -$9M -483,155 -9.5%
58 VGT 0.30% 269,715 $204M $754.54 $36M +38,302 +16.6%
59 AGG 0.29% 1,988,182 $199M $99.90 $9M +98,081 +5.2%
60 IJH 0.28% 2,860,883 $189M $66.01 -$2M -69,979 -2.4%
61 SPHQ 0.28% 2,503,578 $188M $75.07 $3M -47,790 -1.9%
62 IJR 0.27% 1,551,039 $186M $120.23 -$7M -78,685 -4.8%
63 IEFA 0.27% 2,037,641 $182M $89.49 -$45M -589,033 -22.4%
64 SPYV 0.26% 3,131,480 $178M $56.81 -$22M -525,629 -14.4%
65 CAT 0.26% 303,166 $174M $573.53 $25M -32,522 -9.7%
66 QUAL 0.25% 867,313 $172M $198.83 -$44M -269,087 -23.7%
67 VONG 0.25% 1,408,011 $171M $121.75 -$15M -160,948 -10.3%
68 IAU 0.25% 2,082,256 $169M $81.17 $31M +40,422 +2.0%
69 BIV 0.25% 2,164,198 $169M $77.89 $5M +62,343 +3.0%
70 XLG 0.25% 2,838,230 $168M $59.28 $73M +1,129,519 +66.1%
71 KO 0.24% 2,363,605 $165M $69.92 -$7M -214,572 -8.3%
72 ABBV 0.24% 722,613 $165M $228.62 $3M -11,827 -1.6%
73 IWP 0.24% 1,189,175 $163M $136.96 $3M +70,533 +6.3%
74 JNJ 0.24% 780,851 $162M $207.13 -$1M -116,416 -13.0%
75 FENI 0.24% 4,375,550 $160M $36.59 $99M +2,633,659 +151.2%
76 BND 0.23% 2,153,369 $160M $74.08 -$1M -16,943 -0.8%
77 IVE 0.23% 741,583 $157M $212.29 $10M +22,553 +3.1%
78 VXUS 0.23% 2,068,356 $156M $75.45 $4M -30,641 -1.5%
79 BOND 0.23% 1,652,036 $154M $93.09 -$2M -16,281 -1.0%
80 IWY 0.22% 540,221 $150M $277.16 -$2M -30,259 -5.3%
81 XLC 0.22% 1,268,316 $149M $117.73 -$42M -373,955 -22.8%
82 VWO 0.22% 2,755,928 $148M $53.78 $3M +27,028 +1.0%
83 XLU 0.22% 3,465,806 $148M $42.69 $7M +1,821,035 +110.7%
84 GLDM 0.21% 1,695,424 $145M $85.37 -$3M -312,192 -15.6%
85 DFAC 0.21% 3,617,152 $143M $39.59 $9M +110,854 +3.2%
86 JMBS 0.21% 3,083,006 $141M $45.69 $3M +62,475 +2.1%
87 CGGO 0.21% 4,058,668 $141M $34.66 -$5M -334,432 -7.6%
88 IUSB 0.20% 2,973,204 $138M $46.55 -$14M -303,772 -9.3%
89 EFA 0.20% 1,440,272 $138M $96.05 $5M +1,862 +0.1%
90 RWL 0.20% 1,201,452 $138M $114.52 $5M -15,369 -1.3%
91 HD 0.20% 398,518 $137M $344.61 -$55M -73,578 -15.6%
92 CVX 0.20% 899,215 $137M $152.53 -$14M -54,396 -5.7%
93 GS 0.20% 155,754 $137M $879.81 $4M -13,982 -8.2%
94 AVUV 0.20% 1,338,349 $137M $102.00 -$747K -39,409 -2.9%
95 AVEM 0.20% 1,765,839 $136M $77.02 $10M +77,996 +4.6%
96 PG 0.20% 938,341 $135M $143.41 -$32M -139,273 -12.9%
97 IWM 0.20% 539,419 $133M $246.31 $4M -350 -0.1%
98 BSV 0.19% 1,674,725 $132M $78.83 $1M +18,676 +1.1%
99 HELO 0.19% 1,985,981 $132M $66.43 -$56M -910,805 -31.4%
100 IYW 0.19% 656,889 $131M $199.74 -$10M -85,776 -11.6%

New Positions

SymbolValue% Port
AKRE $82M 0.12%
CAM $5M 0.01%
TOTB.DE $4M 0.01%
Q $4M 0.01%
SPBU $3M —%
MBX $2M —%
QDVO $2M —%
GSC $2M —%
SOLS $2M —%
BEDY $2M —%
BCTK $1M —%
FTMH $1M —%
GUSE $1M —%
FTMU $1M —%
FTMS $778K —%

Sold Out Positions

SymbolValue% Port
ZVIA —%
GGB —%
SLAI —%
LXP —%
SOS —%
HPP —%
FVR —%
NPB —%
CLPR —%
UL —%
VTEX —%
CRD-A —%
RLX —%
CHPT —%
RERE —%
View SEC EDGAR Filings for OSAIC HOLDINGS, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms