Orion Portfolio Solutions, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$27.70B
13F filings
4
Latest filing
May 15, 2025

Top 10 holdings

SECT $902.24M
8.84% of AUM
IVV $305.72M
3.00% of AUM
BUYW $213.87M
2.10% of AUM
AAPL $213.08M
2.09% of AUM
MSFT $163.62M
1.60% of AUM
VTI $144.42M
1.42% of AUM
NVDA $125.28M
1.23% of AUM
VEA $113.48M
1.11% of AUM
AMZN $110.11M
1.08% of AUM
EDGF $105.75M
1.04% of AUM

About this filer

FilingIQ has indexed 4 quarterly Form 13F filings from Orion Portfolio Solutions, LLC. Reported assets under management total $27.70B.

View live Orion Portfolio Solutions, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Orion Portfolio Solutions, LLC have under management?
Per Orion Portfolio Solutions, LLC's most recent SEC Form 13F filing dated May 15, 2025, total assets under management are $27.70B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Orion Portfolio Solutions, LLC submitted?
FilingIQ has indexed 4 quarterly Form 13F filings from Orion Portfolio Solutions, LLC. Filings are due 45 days after quarter-end.
Where does Orion Portfolio Solutions, LLC's holdings data come from?
Every position shown on this page sources back to Orion Portfolio Solutions, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.