Dynamic Advisor Solutions LLC
All holdings · as of Dec 31, 2025
| 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% |
| SCHWAB STRATEGIC TR | $24.65M | 0.8% |
| ISHARES TR | $21.72M | 0.7% |
| FIDELITY COVINGTON TRUST | $20.98M | 0.7% |
| JOHN HANCOCK EXCHANGE TRADED | $20.91M | 0.7% |
| SPDR GOLD TR | $20.47M | 0.7% |
| SCHWAB STRATEGIC TR | $20.03M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $19.80M | 0.6% |
| Alphabet Inc. | $19.34M | 0.6% |
| DIMENSIONAL ETF TRUST | $19.18M | 0.6% |
| FIRST TR EXCHNG TRADED FD VI | $19.10M | 0.6% |
| VANGUARD INDEX FDS | $18.81M | 0.6% |
| Warren E. Buffett | $18.17M | 0.6% |
| ISHARES INC | $18.04M | 0.6% |
| SPDR S&P 500 ETF TR | $17.81M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $17.63M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $17.13M | 0.5% |
| VANGUARD TAX-MANAGED FDS | $17.00M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $16.70M | 0.5% |
| CHEVRON CORP | $16.17M | 0.5% |
| Walmart Inc. | $15.48M | 0.5% |
| FRANKLIN TEMPLETON ETF TR | $14.86M | 0.5% |
| Palantir Technologies Inc | $14.73M | 0.5% |
| HOME DEPOT, INC. | $14.61M | 0.5% |
| DIMENSIONAL ETF TRUST | $14.15M | 0.5% |
| ISHARES TR | $14.13M | 0.5% |