Long-term investor
Advisor Os, LLC @advisorosllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767580).
Record
- Tracked since 2025-06-30 (441 days), 134 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 7.7% · long · since 2025-06-30
- VIG · 4.5% · long · since 2025-06-30
- TCHP · 4.1% · long · since 2025-06-30
- JAAA · 4.1% · long · since 2025-06-30
- MINT · 3.8% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- BINC · 3.2% · long · since 2026-03-31
- BKDV · 2.4% · long · since 2025-09-30
- DFIC · 2.1% · long · since 2026-03-31
- NVDA · 2.0% · long · since 2025-06-30
- NOC · 1.7% · long · since 2025-06-30
- SPYM · 1.6% · long · since 2025-06-30