Orion Porfolio Solutions, LLC
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$11.7B
Holdings
1,926
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SECT
NORTHERN LTS FD TR IV
Q1 2026: Exited (was 17.51M shares)
9.0%
02
$EDGF
ADVISORS INNER CIRCLE FD II
Q1 2026: Exited (was 8.12M shares)
3.1%
03
$BUYW
NORTHERN LTS FD TR IV
Q1 2026: Exited (was 21.71M shares)
2.7%
04
$IVV
ISHARES TR
Q1 2026: Sold 99.3% (508.7k → 3.6k shares)
2.4%
05
$AAPL
APPLE INC
Q1 2026: Sold 89.7% (1.03M → 106.0k shares)
1.9%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 74.7% (1.41M → 356.9k shares)
1.9%
07
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 691.6k shares)
1.7%
08
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 99.7% (2.43M → 6.3k shares)
1.3%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 95.0% (496.2k → 24.9k shares)
1.3%
10
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 99.7% (316.9k → 973 shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:31 UTC.