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 GAM

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $183,946 3,146
2025-12-31 $84,923 1,446
2025-09-30 $131,947 2,121
2025-06-30 $210,429 3,755
2025-03-31 $133,580 2,652
2024-12-31 $3,723 73
2024-09-30 $3,591 67
2024-06-30 $25,506 513
2024-03-31 $151,808 3,264
2023-12-31 $546,709 12,729
2023-09-30 $75,614 1,838
2023-06-30 $78,516 1,882
2023-03-31 $34,707 892
2022-12-31 $184,798 5,112
2022-09-30 $392,423 11,593
2022-06-30 $410,317 11,604
2022-03-31 $492,821 11,604
2021-12-31 $507,681 11,486
2021-09-30 $196,741 4,569
2021-06-30 $26,963 621
2021-03-31 $244,179 6,129
2020-12-31 $206,553 5,554
2020-09-30 $187,641 5,527
2020-06-30 $153,499 4,824
2020-03-31 $128,262 4,676