Dynamic Advisor Solutions
$3.5B 13F equity value
1,082 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dynamic Advisor Solutions covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 390,317 | $113M | 3.2% |
| SPYM | SPDR SERIES TRUST | 854,513 | $75M | 2.1% |
| NVDA | NVIDIA CORPORATION | 306,725 | $61M | 1.7% |
| GSLC | GOLDMAN SACHS ETF TR | 359,896 | $51M | 1.5% |
| FBND | FIDELITY MERRIMACK STR TR | 1,095,153 | $50M | 1.4% |
| MSFT | MICROSOFT CORP | 124,487 | $46M | 1.3% |
| DFUS | DIMENSIONAL ETF TRUST | 566,467 | $46M | 1.3% |
| SCHM | SCHWAB STRATEGIC TR | 1,198,872 | $44M | 1.3% |
| QQQ | INVESCO QQQ TR | 59,533 | $44M | 1.2% |
| AMZN | AMAZON COM INC | 169,533 | $40M | 1.2% |
Track Dynamic Advisor Solutions's 13F portfolio: $3.5B in reported holdings, 1,082 positions. Top holdings and quarterly changes on SentiSense.
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