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Shawn Mihal

Osaic Holdings, Inc.

Assets Managed
$68.314B
Holdings
7814
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
-0.18%(2Q avg: -2.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Osaic Holdings, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 7814 positions.

Assets under management

The assets under management (AUM) of Osaic Holdings, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 68.314B in assets, with a quarterly growth rate of -0.18% and a 2-quarter average growth rate of -2.19%. The portfolio is managed by Shawn Mihal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 7.27%
3.01%
$2.05B
8.076M shares@ $253.85 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.03%
2.21%
$1.504B
8.626M shares@ $174.41 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.32%
1.58%
$1.073B
1.642M shares@ $653.71 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.2%
1.57%
$1.069B
1.851M shares@ $577.67 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 15.17%
1.5%
$1.019B
2.751M shares@ $370.42 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.76%
1.24%
$842.784M
1.295M shares@ $650.86 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.37%
1.24%
$841.914M
2.624M shares@ $320.9 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.47%
1.13%
$768.683M
3.691M shares@ $208.28 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -5.03%
1.09%
$739.956M
1.237M shares@ $598.06 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 6.61%
0.81%
$552.59M
1.921M shares@ $287.65 avg price

1-10 of 7814