Advisor Os Llc Investment Activity in Q2 2026: Focus on Technology & ETF Holdings
Advisor Os Llc's portfolio saw notable changes this quarter, with significant additions to TCHP and Vanguard Index Funds (VOO/VO), alongside adjustments in holdings like HDV.
As of June 30th, 2026, Advisor Os Llc, a registered investment advisor, has demonstrated active management within its portfolio. The firm's filing reveals specific changes in holdings during this quarter.
One of the most significant purchases appears to be TCHP. This fund experienced an impressive 12.89% increase in shares held by Advisor Os Llc, adding approximately 140,577 units. The total value attributed to TCHP within this investor's portfolio allocation is now 4.12%, indicating a substantial commitment.
Advisor Os Llc also showed strong interest in Vanguard funds during Q2 2026. Specifically, the fund VOO, known as VANGUARD INDEX FDS (VOO), saw an increase of about 3.68% in its share count from the previous period, adding roughly 5,977 shares. This resulted in a slight boost to its portfolio allocation percentage.
Furthermore, VO, another Vanguard fund referred to as VANGUARD INDEX FDS (VO), showed significant growth with an increase of approximately 292.64% in value terms over the quarter, despite only adding about 10,641 shares. This suggests a large inflow or very strong performance for this holding.
On the other side of the ledger, HDV, ISHARES TR (HDV), saw its share count decrease by roughly 12% (-114,201 shares). However, it simultaneously reported a massive increase in value percentage from prior period (+389.68%). This discrepancy indicates that while the number of shares decreased significantly, the fund's price increased substantially during this quarter.
Other notable changes include SCHZ, SCHWAB STRATEGIC TR (SCHZ), which saw a large increase in value (+1095.64%) but only moderate growth in shares (+2.15%). Similarly, NFJ, VIRTUS DIVIDEND INTEREST & P (NFJ) under the Financial Services sector, experienced significant share growth of 221.09%.
Conversely, there were exits or reductions in other holdings like ICSH, ISHARES TR (ICSH), which reported a steep decline (-74.36%) and reduction (-119,892 shares). Similarly, MORT, VANECK ETF TRUST (MORT) under the Financial Services sector, saw substantial reductions.