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Osaic Wealth, Inc.
Jamie Price · Investment Advisor · Multi-Strategy
Osaic Wealth, Inc., a core subsidiary of Osaic, Inc., is a premier American wealth management firm and one of the nation's largest networks of independent financial professionals. Formerly known as Advisor Group, the firm rebranded to Osaic in 2023 to consolidate its legacy brands—including Royal Alliance, SagePoint Financial, and Woodbury Financial—into a single, cohesive entity. With roots tracing back to 1988 as SunAmerica Planning Centers, Osaic Wealth has evolved into a powerhouse in the independent broker-dealer and registered investment advisor space. The firm supports over 11,000 advisors and oversees more than $700 billion in total client assets across its platforms. Headquartered in Scottsdale, Arizona, Osaic Wealth focuses on providing independent advisors with the technology, resources, and open-architecture investment solutions needed to deliver personalized, objective financial advice. Its history is marked by strategic growth and a commitment to the entrepreneurial spirit of its affiliated professionals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.3% |
| YTD return | +9.9% |
| Sharpe ratio | 3.23 |
| Win rate | 61% |
| AUM | $10.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $10.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://osaic.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 20.1% | +26.5% |
| NVDA | NVIDIA Corporation | 14.1% | +12.9% |
| MSFT | Microsoft Corporation | 11.2% | -1.4% |
| GOOGL | Alphabet Inc Class A | 8.6% | +35.2% |
| AMZN | Amazon.com Inc | 7.4% | +9.7% |
| BRK-A | Berkshire Hathaway Inc | 5.3% | +4.7% |
| JPM | JPMorgan Chase & Co | 3.6% | +12.6% |
| AVGO | Broadcom Inc | 3.3% | +0.1% |
| META | Meta Platforms Inc. | 3.2% | -3.5% |
| XOM | Exxon Mobil Corp | 2.9% | +41.6% |
| LLY | Eli Lilly and Company | 2.8% | +29.1% |
| MU | Micron Technology Inc | 2.6% | -5.9% |
| TSLA | Tesla Inc | 2.3% | -19.1% |
| COST | Costco Wholesale Corp | 1.9% | -2.9% |
| PLTR | Palantir Technologies Inc. | 1.9% | +1.3% |
| CAT | Caterpillar Inc | 1.8% | +46.2% |
| JNJ | Johnson & Johnson | 1.8% | +13.1% |
| WMT | Walmart Inc. Common Stock | 1.8% | +4.6% |
| AMD | Advanced Micro Devices Inc | 1.7% | -0.7% |
| CVX | Chevron Corp | 1.7% | +5.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | BRK-A | 5.3% → 5.3% |
| Sep 14, 2026 | BUY | TSLA | 2.2% → 2.3% |
| Sep 14, 2026 | BUY | AMD | 0.0% → 1.7% |
| Sep 14, 2026 | BUY | JPM | 3.6% → 3.6% |
| Sep 14, 2026 | BUY | NVDA | 14.3% → 14.1% |
Investment Style Analysis
Osaic Wealth, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $10.8B 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 Wealth, Inc. made a significant move by reducing the position in BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Osaic Wealth’s investment philosophy centers on the value of independence and the provision of objective, conflict-free advice. The firm operates an open-architecture platform, which allows advisors to select from a vast array of mutual funds, ETFs, and alternative investments without the pressure to use proprietary products. This approach ensures that investment strategies are tailored specifically to individual client goals, such as retirement planning and wealth accumulation. By combining the scale of a national firm with the personalized service of local advisors, Osaic provides a robust support structure that includes institutional-quality research, tactical and strategic asset allocation, and advanced risk management tools. The philosophy is driven by the belief that advisor-led, client-centric planning is the most effective way to navigate complex market environments and achieve long-term financial success.
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 Wealth, Inc..
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Frequently asked questions
How is the simulated portfolio for Osaic Wealth, Inc. 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 Wealth, Inc.'s largest holding?
As of the latest filing, Osaic Wealth, Inc.'s top position is Apple Inc (AAPL), representing 20.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Osaic Wealth, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +15.3% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 3.23, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Osaic Wealth, Inc. primarily invest in?
Osaic Wealth, Inc. has a strong preference for the Semiconductors sector, which makes up 21.8% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Osaic Wealth, Inc.'s portfolio concentrated or diversified?
Osaic Wealth, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 45.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Osaic Wealth, Inc. performed in 2026?
Our AI-simulated model portfolio for Osaic Wealth, Inc. tracks a Year-to-Date (YTD) return of +9.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jamie Price manage Osaic Wealth, Inc. directly?
Yes, Jamie Price serves as the key portfolio manager for Osaic Wealth, Inc., overseeing the investment strategy and final capital allocation decisions.