Orion Portfolio Solutions LLC
11/15/2024 | Press release | Distributed by Public on 11/15/2024 12:31
Initial Quarterly Holdings Report by Institutional Manager Form 13F HR
SEC FORM 13F-HR
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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. |
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE |
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| Report for the Calendar Year or Quarter Ended: | 09-30-2024 |
| Check here if Amendment | Amendment Number: | |
| This Amendment (Check only one.): | is a restatement. | |
| adds new holdings entries. |
| Institutional Investment Manager Filing this Report: | |
| Name: | Orion Portfolio Solutions, LLC |
| Address: | 17605 Wright Street |
| Omaha, NE 68130 | |
| Form 13F File Number: | 028-20154 |
The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.
| Person Signing this Report on Behalf of Reporting Manager: | ||
| Name: | Mark Audrain | |
| Title: | Chief Compliance Officer | |
| Phone: | 402-896-7713 | |
| Signature, Place, and Date of Signing: | ||
| /s/ Mark Audrain | Kansas City, MO | 11-14-2024 |
| [Signature] | [City, State] | [Date] |
| Report Type (Check only one.): | |
| 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) | |
| 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) | |
| X | 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) |
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List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] |
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| Form 13F File Number | Name |
| Allen Capital Group, LLC | |
| Alphastar Capital Management, LLC | |
| Avid Wealth Partners, LLC | |
| Axxcess Wealth Management, LLC | |
| Baker Avenue Asset Management, LP | |
| Bauer Wealth Management, LLC | |
| Bleakley Financial Group, LLC | |
| Blue Barn Wealth, LLC | |
| C2P CAPITAL ADVISORY GROUP, LLC | |
| CFS Investment Advisory Services LLC | |
| Connecticut Capital Management Group, LLC | |
| Crafted Finance, LLC | |
| Crescent Wealth Advisory, LLC | |
| DFPG Investments, LLC | |
| Divvi Wealth Management LLC | |
| Echo45 Advisors LLC | |
| Fortress Wealth Planning, LLC | |
| Fulcrum Equity Management, LLC | |
| Fundamentum, LLC (Stratos) | |
| Green Ocean Global Advisors LLC | |
| Hobart Private Capital, LLC | |
| Hoxton Planning & Management, LLC | |
| IHT Wealth Management LLC | |
| Integrity Investment Advisors, LLC | |
| Invst, LLC | |
| James Investment Research Inc | |
| Keel Point, LLC | |
| Larson Financial Group, LLC | |
| Las Marias Consulting, LLC | |
| LeConte Wealth Management, LLC | |
| Lumiere Financial Group LLC | |
| Madrona Financial Services, LLC | |
| Main Street Financial Life Advisors, LLC | |
| Martin Nelson & Co., Inc. | |
| Martin Nelson & Co., Inc. | |
| Merit Financial Group, LLC | |
| Modern Wealth Management, LLC | |
| Momentus Wealth Management, Inc. | |
| Natural Investments PBLLC | |
| NoHo financial, Inc | |
| Optivise Advisory Services LLC | |
| Pallas Capital Advisors, LLC | |
| PFW Advisors LLC | |
| Prentice Financial Planning LLC | |
| Private Advisor Group, LLC | |
| RFG Advisory, LLC | |
| RFG Holdings Inc. | |
| Savant Wealth Management | |
| Savvy Wealth, Inc | |
| Seeds Investor LLC | |
| Silver Oak Securities Incorporated | |
| Stokes Family Office LLC | |
| Strategic Income Group LLC | |
| The Ascent Group, LLC | |
| THOR Investment Management, Inc | |
| TownSquare Capital, LLC | |
| TSA Wealth Management LLC | |
| Two West Capital Advisors LLC | |
| Waverly Advisors, LLC | |
| Wealth Management Group, L.L.C. | |
| Weinberger Asset Management, Inc | |
| Werba Rubin Papier Wealth Management, LLC | |
| WrapManager, Inc. | |
| MKT Adviors, LLC | |
| Meridian Investment Advisors | |
| XY Investment Solutions | |
| Transitus Wealth Partners, LLC | |
| Bryn Mawr Capital Management, LLC | |
| Inspire Advisors, LLC | |
| The Fragasso Group Inc | |
| Legacy Financial Strategies, LLC | |
| Intelligence Driven Advisers, LLC | |
| Founders Financial Securities, LLC | |
| CONTINUITY WEALTH MANAGEMENT, CORP. | |
| Ridgeline Asset Management, LLC | |
| HUB International Limited | |
| BlackDiamond Wealth Management, LLC | |
| Gatepass Capital, LLC | |
| Austin Wealth Management, LLC | |
| Arete Wealth Advisors, LLC |
| Form 13F Summary Page | |
| Report Summary: | |
| Number of Other Included Managers: | 0 |
| Form 13F Information Table Entry Total: | 1,776 |
| Form 13F Information Table Value Total: | 10,040,982,192 |
| (thousands) | |
| List of Other Included Managers: |
| Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. |
| [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] |
| NONE |
Orion Portfolio Solutions LLC published this content on November 15, 2024, and is solely responsible for the information contained herein. Distributed via EDGAR on November 15, 2024 at 18:31 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]