Institutions / Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC
CIK 1599747 · Institution · as of Dec 31, 2025
Portfolio value
$3.12B
Positions
932
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 932 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $101.50M | 3.3% |
| SPDR Series Trust | $66.70M | 2.1% |
| Microsoft Corp | $65.63M | 2.1% |
| NVIDIA Corp | $57.11M | 1.8% |
| Fidelity Merrimack Str Tr | $42.91M | 1.4% |
| Goldman Sachs ETF Tr | $42.71M | 1.4% |
| Dimensional ETF Trust | $41.19M | 1.3% |
| Invesco Qqq Tr | $40.85M | 1.3% |
| Amazon.com Inc | $40.09M | 1.3% |
| Vanguard Index Fds | $38.52M | 1.2% |
| Alphabet Inc. | $37.94M | 1.2% |
| Tesla Inc | $37.38M | 1.2% |
| Broadcom Inc. | $33.56M | 1.1% |
| Schwab Strategic Tr | $33.56M | 1.1% |
| iShares Tr | $32.70M | 1.0% |
| Schwab Strategic Tr | $32.26M | 1.0% |
| Dimensional ETF Trust | $31.32M | 1.0% |
| iShares Tr | $30.82M | 1.0% |
| J P Morgan Exchange Traded F | $30.29M | 1.0% |
| Vanguard Bd Index Fds | $29.60M | 0.9% |
| Dimensional ETF Trust | $29.06M | 0.9% |
| Invesco Actively Managed Exc | $28.11M | 0.9% |
| SPDR Series Trust | $27.51M | 0.9% |
| Meta Platforms Inc | $26.53M | 0.9% |
| JPMorgan Chase & Co | $25.56M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.