OSAIC HOLDINGS, INC.

CIK
1677044
City
SCOTTSDALE
State / Country
AZ

Top Portfolio Positions

4,478 positions · $7,230,920,933 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
6,018,875 $1,527,530,285 21.12%
QQQ
Invesco Qqq Trust, Series 1
1,639,887 $946,509,978 13.09%
SPY
Spdr S&P 500 Etf Trust
1,177,929 $766,054,345 10.59%
AMZN
Amazon Com Inc
Consumer Cyclical
2,908,480 $605,749,129 8.38%
GLD
Spdr Gold Trust
710,349 $305,656,071 4.23%
CVX
Chevron Corp
Energy
801,279 $165,784,624 2.29%
IAU
Ishares Gold Trust
1,561,238 $137,638,742 1.90%
ABBV
AbbVie Inc.
Healthcare
550,183 $119,659,300 1.65%
DIA
Spdr Dow Jones Industrial Average Etf Trust
205,169 $95,032,229 1.31%
GS
Goldman Sachs Group Inc
Financial Services
100,301 $84,853,642 1.17%

Portfolio Trend

25 quarters · across all stocks

Holdings in ACDC

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2026-03-31 $556,412 89,744
2025-12-31 $351,395 90,333
2025-09-30 $332,030 89,738
2025-06-30 $726,739 93,652
2025-03-31 $562,646 74,130
2024-12-31 $593,686 76,506
2024-09-30 $540,232 79,563
2024-06-30 $579,239 78,170
2024-03-31 $495,095 59,222
2023-12-31 $43,027 5,074
2023-09-30 $713,401 65,570
2023-06-30 $665,939 59,672
2023-03-31 $31,675 2,500
2022-12-31 $240,406 9,540
2022-09-30 $90,012 5,918
2022-06-30 $43,944 2,400