OSAIC HOLDINGS, INC.

CIK
1677044
City
SCOTTSDALE
State / Country
AZ

Top Portfolio Positions

4,478 positions · $26,397,796,326 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
8,075,691 $2,049,529,616 7.76%
NVDA
Nvidia Corp
Technology
8,626,214 $1,504,411,719 5.70%
QQQ
Invesco Qqq Trust, Series 1
1,850,628 $1,068,145,467 4.05%
MSFT
Microsoft Corp
Technology
2,750,658 $1,018,211,070 3.86%
SPY
Spdr S&P 500 ETF Trust
1,294,890 $842,118,760 3.19%
AMZN
Amazon Com Inc
Consumer Cyclical
3,690,768 $768,676,250 2.91%
GOOGL
Alphabet Inc.
Communication Services
1,921,101 $552,431,801 2.09%
AVGO
Broadcom Inc.
Technology
1,403,183 $434,299,168 1.65%
META
Meta Platforms, Inc.
Communication Services
688,218 $393,750,162 1.49%
JPM
Jpmorgan Chase & Co
Financial Services
1,335,156 $392,749,486 1.49%

Portfolio Trend

25 quarters · across all stocks

Holdings in BRSP

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Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $468,472 83,656
2025-12-31 $561,914 100,342
2025-09-30 $556,575 102,500
2025-06-30 $10,589 2,097
2025-03-31 $566,964 101,972
2024-12-31 $3,243 575
2024-09-30 $3,124 558
2024-06-30 $733,310 128,651
2024-03-31 $946,423 137,362
2023-12-31 $972,049 130,652
2023-09-30 $982,782 156,994
2023-06-30 $1,037,582 154,173
2023-03-31 $1,080,712 183,172
2022-12-31 $1,255,656 201,550
2022-09-30 $1,165,917 184,773
2022-06-30 $1,418,229 187,845
2022-03-31 $1,802,390 194,853
2021-12-31 $1,665,362 162,316
2021-09-30 $4,301,380 458,081
2021-06-30 $2,780,567 295,805