Home / Leaderboard / Osaic Advisory Services, LLC
Osaic Advisory Services, LLC
Jamie Price · Investment Advisor · Multi-Strategy
Osaic Advisory Services, LLC is a registered investment advisor and a subsidiary of Osaic, Inc., one of the largest networks of independent wealth management firms in the United States. Formerly part of the Advisor Group network, the firm rebranded to Osaic in 2023 to consolidate its various independent broker-dealers and advisory entities under a unified identity. The institution provides a flexible RIA platform that enables independent financial professionals to offer fee-based advisory services, including comprehensive wealth management, financial planning, and retirement solutions. Based in Scottsdale, Arizona, Osaic Advisory Services leverages its significant scale to provide advisors with advanced technology, research, and specialized support in areas such as estate and tax planning, helping them serve a diverse client base ranging from mass-affluent to ultra-high-net-worth individuals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.8% |
| YTD return | +15.0% |
| Sharpe ratio | 3.58 |
| Win rate | 68% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://osaic.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 19.3% | +18.8% |
| AAPL | Apple Inc | 15.6% | +30.9% |
| GOOGL | Alphabet Inc Class A | 9.5% | +36.5% |
| MSFT | Microsoft Corporation | 9.5% | +0.7% |
| AMZN | Amazon.com Inc | 8.0% | +12.7% |
| AVGO | Broadcom Inc | 4.6% | +7.4% |
| BRK-A | Berkshire Hathaway Inc | 3.9% | +1.1% |
| META | Meta Platforms Inc. | 3.1% | +8.4% |
| JPM | JPMorgan Chase & Co | 2.9% | +13.3% |
| XOM | Exxon Mobil Corp | 2.8% | +34.2% |
| TSM | Taiwan Semiconductor Manufacturing | 2.8% | +9.2% |
| TSLA | Tesla Inc | 2.8% | -13.2% |
| PLTR | Palantir Technologies Inc. | 2.3% | +4.8% |
| LLY | Eli Lilly and Company | 2.2% | +23.7% |
| AMD | Advanced Micro Devices Inc | 2.1% | +53.5% |
| MU | Micron Technology Inc | 2.0% | +24.5% |
| ABBV | AbbVie Inc | 1.8% | +7.0% |
| CVX | Chevron Corp | 1.8% | +6.8% |
| JNJ | Johnson & Johnson | 1.5% | -0.5% |
| CRWD | Crowdstrike Holdings Inc | 1.5% | +21.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | JPM | 2.9% → 2.9% |
| Sep 14, 2026 | SELL | BRK-A | 3.9% → 3.9% |
| Sep 14, 2026 | BUY | AMD | 1.9% → 2.1% |
| Sep 14, 2026 | SELL | ABBV | 1.9% → 1.8% |
| Sep 14, 2026 | BUY | TSLA | 2.6% → 2.8% |
Investment Style Analysis
Osaic Advisory Services, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Osaic Advisory Services, LLC made a significant move by increasing exposure to JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Osaic Advisory Services centers its investment philosophy on independence and the delivery of objective, non-proprietary advice. The firm views wealth management as a holistic process that should be transformative and aligned with each client's unique life goals, risk tolerance, and time horizons. By providing a broad architecture of investment solutions without the obligation to promote proprietary products, the firm empowers its advisors to implement diversified asset allocation strategies and select best-in-class third-party managers. Osaic emphasizes a planning-based approach where investment decisions are driven by thorough financial goal setting, risk management, and the use of sophisticated technology to ensure portfolios remain resilient and aligned with long-term wealth preservation and growth objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Osaic Advisory Services, LLC.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -6.5%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.1%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -0.4%
Frequently asked questions
How is the simulated portfolio for Osaic Advisory Services, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Osaic Advisory Services, LLC's largest holding?
As of the latest filing, Osaic Advisory Services, LLC's top position is NVIDIA Corporation (NVDA), representing 19.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Osaic Advisory Services, LLC's historical performance and risk profile?
Our simulation indicates a total return of +19.8% with a win rate of 68%. Notably, the portfolio maintains a Sharpe Ratio of 3.58, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Osaic Advisory Services, LLC primarily invest in?
Osaic Advisory Services, LLC has a strong preference for the Semiconductors sector, which makes up 30.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Osaic Advisory Services, LLC's portfolio concentrated or diversified?
Osaic Advisory Services, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Osaic Advisory Services, LLC performed in 2026?
Our AI-simulated model portfolio for Osaic Advisory Services, LLC tracks a Year-to-Date (YTD) return of +15.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jamie Price manage Osaic Advisory Services, LLC directly?
Yes, Jamie Price serves as the key portfolio manager for Osaic Advisory Services, LLC, overseeing the investment strategy and final capital allocation decisions.