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 ODC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $234,258 3,599
2025-12-31 $160,229 3,274
2025-09-30 $200,272 3,281
2025-06-30 $196,613 3,333
2025-03-31 $153,418 3,341
2024-12-31 $60,164 1,373
2024-09-30 $275 8
2024-06-30 $6,857 214
2024-03-31 $7,866 211
2023-12-31 $7,076 211
2023-09-30 $6,514 211
2023-06-30 $29 1
2023-03-31 $2,288 110
2022-12-31 $1,827 109
2022-09-30 $1,306 108
2022-06-30 $1,639 107
2022-03-31 $5,099 356
2021-12-31 $5,809 355
2021-09-30 $6,212 355
2021-06-30 $6,049 354
2021-03-31 $6,078 353
2020-12-31 $5,998 352
2020-09-30 $6,295 352
2020-06-30 $6,089 351
2020-03-31 $1,772 106