Fund HoldingsOrion Porfolio Solutions, LLC

Total Portfolio Value
$11.71B
Total Bought
$1.85B
Total Sold
$753.86M
Net Transaction
+$1.10B
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
017,533,925+17,533,92501,018,1958.69%+1,018,195
MICROSOFT CORP(MSFT)435,876474,791+38,915163,623236,1652.02%+72,542
NVIDIA CORPORATION(NVDA)01,218,284+1,218,2840192,4771.64%+192,477
INVESCO EXCH TRADED FD TR II712,550978,755+266,20565,932110,0810.94%+44,148
SPDR SERIES TRUST
ST STR P500GRW
0467,240+467,240044,5370.38%+44,537
BROADCOM INC(AVGO)0268,161+268,161073,9190.63%+73,919
ADVISORS INNER CIRCLE FD II
3EDGE INTL ETF
436,0951,610,459+1,174,36410,37941,9570.36%+31,578
ISHARES TR
MSCI USA MMENTM
0150,905+150,905036,2650.31%+36,265
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
711,4561,503,141+791,68523,47153,8730.46%+30,402
META PLATFORMS INC(META)114,039125,090+11,05165,72792,3280.79%+26,601
ADVISORS INNER CIRCLE FD II
3EDGE FIXED ETF
4,251,3615,340,523+1,089,162105,753132,1251.13%+26,372
ISHARES TR0605,036+605,036081,7040.70%+81,704
VANGUARD INDEX FDS0268,637+268,6370117,7701.01%+117,770
NORTHERN LTS FD TR IV
MAIN BUYWRITE
15,577,13916,867,615+1,290,476213,874236,8212.02%+22,947
ISHARES TR735,175930,317+195,14272,72392,2870.79%+19,564
DIREXION SHS ETF TR
DIREXION HCM
02,234,537+2,234,537072,8010.62%+72,801
AMAZON COM INC(AMZN)578,758587,224+8,466110,115128,8311.10%+18,717
ADVISORS INNER CIRCLE FD II
3EDGE HARD ETF
1,662,8132,270,308+607,49543,35059,7320.51%+16,382
NETFLIX INC(NFLX)034,130+34,130045,7040.39%+45,704
VANGUARD TAX-MANAGED FDS2,232,5692,256,038+23,469113,481128,6171.10%+15,135
ISHARES TR0460,056+460,056029,2040.25%+29,204
ORACLE CORP(ORCL)0187,782+187,782041,0550.35%+41,055
NORTHERN LTS FD TR IV
MAIN THEMATC IN
02,473,445+2,473,445057,7550.49%+57,755
INVESCO QQQ TR0122,848+122,848067,7680.58%+67,768
NORTHERN LIGHTS FD TR
TOEWS AGILTY SHS
1,463,2581,777,568+314,31046,29759,6670.51%+13,369
JPMORGAN CHASE & CO.(JPM)0215,659+215,659062,5220.53%+62,522
ISHARES INC
CORE MSCI EMKT
0776,312+776,312046,6020.40%+46,602
ISHARES TR0688,042+688,042071,8870.61%+71,887
TESLA INC(TSLA)0125,345+125,345039,8170.34%+39,817
ALPHABET INC(GOOG)349,158370,809+21,65153,99465,3480.56%+11,354
ISHARES TR
CORE UNIVRSL USD
0824,495+824,495038,1160.33%+38,116
BLACKROCK ETF TRUST
ISHA US THEM ETF
0333,741+333,741011,8750.10%+11,875
ISHARES TR0315,175+315,175034,7010.30%+34,701
PACER FDS TR
US LRG CP CASH
184,138447,093+262,9555,67015,6970.13%+10,028
TAIWAN SEMICONDUCTOR MFG LTD(TSM)133,044141,110+8,06622,08531,9600.27%+9,875
SHOPIFY INC(SHOP)084,088+84,08809,7000.08%+9,700
PIMCO ETF TR
MULTISECTOR BD
0789,415+789,415020,9510.18%+20,951
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
0413,451+413,451010,0300.09%+10,030
ISHARES TR0255,867+255,8670108,6360.93%+108,636
ISHARES TR
CORE MSCI EAFE
0542,767+542,767045,3100.39%+45,310
BLACKROCK ETF TRUST
ISHARES US EQUIT
398,572517,275+118,70319,43428,1710.24%+8,736
PACER FDS TR
GLOBL CASH ETF
303,089523,150+220,06111,20819,8640.17%+8,656
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
470,976700,609+229,63316,14524,7670.21%+8,621
GOLDMAN SACHS ETF TR0472,118+472,118057,3060.49%+57,306
ISHARES TR
MSCI USA QLT FCT
0173,866+173,866031,7860.27%+31,786
NORTHERN LTS FD TR III
HCM DEFND 100
0549,397+549,397037,1450.32%+37,145
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
592,982841,791+248,80918,60827,0050.23%+8,397
ALPHABET INC(GOOG)0291,713+291,713051,7470.44%+51,747
CHIPOTLE MEXICAN GRILL INC(CMG)0225,082+225,082012,6380.11%+12,638
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
0494,265+494,265015,3670.13%+15,367
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
0270,615+270,61509,6230.08%+9,623
ISHARES TR26,32848,790+22,4627,13114,8490.13%+7,719
ISHARES TR
CORE MSCI TOTAL
986,344987,651+1,30768,85776,3550.65%+7,499
SPDR SERIES TRUST
ST STR P500ETF
0349,460+349,460025,4020.22%+25,402
WALMART INC(WMT)0623,077+623,077060,9250.52%+60,925
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0286,599+286,59908,4350.07%+8,435
SERVICENOW INC(NOW)023,772+23,772024,4390.21%+24,439
INTUIT(INTU)034,756+34,756027,3750.23%+27,375
VANGUARD INDEX FDS502,843529,325+26,48286,86193,5530.80%+6,692
VICTORY PORTFOLIOS II
CORE BD ETF
0153,563+153,56307,2280.06%+7,228
WELLS FARGO CO NEW(WFC)0216,618+216,618017,3550.15%+17,355
ISHARES TR084,600+84,600014,6590.13%+14,659
ISHARES TR
CORE INTL AGGR
0123,980+123,98006,3340.05%+6,334
PALANTIR TECHNOLOGIES INC(PLTR)0105,062+105,062014,3220.12%+14,322
ISHARES TR64,029127,209+63,1806,64312,9240.11%+6,281
ARM HOLDINGS PLC038,812+38,81206,2770.05%+6,277
HORIZON FDS
LANDMARK ETF
0122,977+122,97706,2550.05%+6,255
AT&T INC(T)450,893655,071+204,17812,75118,9580.16%+6,206
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0749,909+749,909029,6140.25%+29,614
COOPER COS INC(COO)096,592+96,59206,8730.06%+6,873
ISHARES TR0262,309+262,309036,3770.31%+36,377
ISHARES TR107,850133,806+25,95620,55426,1480.22%+5,594
SCHWAB STRATEGIC TR480,479602,503+122,02412,03117,5990.15%+5,568
VANGUARD INDEX FDS0493,495+493,4950149,9881.28%+149,988
NORTHERN LTS FD TR III
HCM DEFEN 500
0566,650+566,650030,8480.26%+30,848
VANGUARD MALVERN FDS894,071960,085+66,01469,22874,4830.64%+5,255
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
0133,371+133,371017,1560.15%+17,156
VANGUARD INTL EQUITY INDEX F1,029,9571,045,607+15,65046,61651,7160.44%+5,100
DIMENSIONAL ETF TRUST
US CORE EQT MKT
0169,199+169,19907,1670.06%+7,167
TCW ETF TRUST
TRANSFRM 500 ETF
0136,885+136,88509,9570.08%+9,957
VANECK ETF TRUST
SEMICONDUCTR ETF
050,377+50,377014,0490.12%+14,049
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
208,248268,592+60,34411,82416,8030.14%+4,979
VANGUARD INDEX FDS0148,023+148,023084,0810.72%+84,081
GE AEROSPACE(GE)54,34061,519+7,17910,87615,8340.14%+4,958
AMERICAN EXPRESS CO(AXP)067,427+67,427021,5080.18%+21,508
AMPHENOL CORP NEW0143,222+143,222014,1430.12%+14,143
SPDR SERIES TRUST
ST NUVE TERM ETF
096,099+96,09904,5960.04%+4,596
INVESCO EXCH TRADED FD TR II0195,013+195,01304,5610.04%+4,561
ISHARES TR0883,947+883,947030,5050.26%+30,505
INNOVATOR ETFS TRUST
US EQTY PWR BUF
103,394197,732+94,3384,2888,7100.07%+4,422
ISHARES TR0132,233+132,233014,8100.13%+14,810
SCHWAB CHARLES CORP(SCHW)0176,485+176,485016,1030.14%+16,103
INNOVATOR ETFS TRUST
INNOVATOR US EQ
77,383203,221+125,8382,3796,6210.06%+4,242
GE VERNOVA INC(GEV)014,167+14,16707,4960.06%+7,496
EATON CORP PLC(ETN)036,110+36,110012,8910.11%+12,891
INNOVATOR ETFS TRUST
US EQTY PWR BUF
0171,897+171,89707,5380.06%+7,538
BANK AMERICA CORP0317,627+317,627015,0300.13%+15,030
DEERE & CO(DE)019,875+19,875010,1060.09%+10,106
THE ALGER ETF TRUST0132,895+132,89503,9470.03%+3,947
ADVANCED MICRO DEVICES INC(AMD)071,811+71,811010,1900.09%+10,190
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